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Home > Institutional Investor > Northstar Financial Companies, Inc. > Profile

Instuitional Investor - Northstar Financial Companies, Inc.

Fund Profile
Filing Period:
Fund Name: Northstar Financial Companies, Inc.
Portfolio Value $148,410,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,254 $13,617,513 9.18%
2.
Visa Inc.
 V 26,647 $9,142,176 6.16%
3.
Vanguard Admiral Fds Inc
 69,714 $5,759,760 3.88%
4.
Apple Inc.
 AAPL 18,132 $5,246,713 3.54%
5.
Vanguard Tax-Managed Fds
 64,217 $4,575,461 3.08%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.