Northstar Financial Companies, Inc.
Top Portfolio Positions
73 positions ·
$76,477,174 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
25,626 | $7,745,202 | 10.13% | |
| AAPL |
Apple Inc.
Technology
|
18,476 | $4,689,024 | 6.13% | |
| CVX |
Chevron Corp
Energy
|
18,067 | $3,738,062 | 4.89% | |
| VZ |
Verizon Communications Inc
Communication Services
|
68,457 | $3,436,541 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
9,001 | $3,331,900 | 4.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
19,261 | $3,267,821 | 4.27% | |
| IAU |
Ishares Gold Trust
|
31,994 | $2,820,591 | 3.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
11,260 | $2,752,394 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,079 | $2,723,963 | 3.56% | |
| NVDA |
Nvidia Corp
Technology
|
11,463 | $1,999,147 | 2.61% |
Portfolio Trend
6 quarters · across all stocks
Holdings in WSBK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $889,000 | 70,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $731,500 | 70,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $668,500 | 70,000 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||