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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 $125,754,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,254 $11,857,046 9.43%
2.
Visa Inc.
 V 25,626 $7,745,188 6.16%
3.
Vanguard Admiral Fds Inc
 11,619 $4,736,937 3.77%
4.
Apple Inc.
 AAPL 18,476 $4,688,907 3.73%
5.
Vanguard Tax-Managed Fds
 64,217 $4,115,025 3.27%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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