Northstar Financial Companies, Inc.: 13F holdings
CIK 20598282026Q2
| Positions | 117 |
|---|---|
| Reported value | $148.4m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IWB ISHARES TR | 33,254 | $13.6m | 9.2% |
| V VISA INC | 26,647 | $9.1m | 6.2% |
| VOOG VANGUARD ADMIRAL FDS INC | 69,714 | $5.8m | 3.9% |
| AAPL APPLE INC | 18,132 | $5.2m | 3.5% |
| VEA VANGUARD TAX-MANAGED FDS | 64,217 | $4.6m | 3.1% |
| MU MICRON TECHNOLOGY INC | 3,796 | $4.4m | 3.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 72,039 | $3.6m | 2.5% |
| MSFT MICROSOFT CORP | 9,473 | $3.5m | 2.4% |
| AMZN AMAZON COM INC | 14,164 | $3.4m | 2.3% |
| CVX CHEVRON CORPORATION | 19,706 | $3.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2059828")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.