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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 $152,407,807
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 33,489 $13,935,835 9.14%
2.
Visa Inc.
 V 27,027 $9,711,740 6.37%
3.
Apple Inc.
 AAPL 17,759 $5,914,211 3.88%
4.
Vanguard Admiral Fds Inc
 68,509 $5,856,147 3.84%
5.
Microsoft Corp
 MSFT 9,323 $4,781,609 3.14%
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.