Northstar Financial Companies, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Russell 1000 ETF with a value of $12.6B, Visa Inc. with a value of $8.14B, Apple Inc. with a value of $5.73B, Vanguard S&P 500 Growth ETF with a value of $5.21B, and Microsoft Corp with a value of $4.72B.
Examining the 13F form we can see an increase of $15.9B in the current position value, from $92.2B to 108B.
Northstar Financial Companies, Inc. is based out at Conshohocken, PA
Below you can find more details about Northstar Financial Companies, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$108 Billion
ETFs: $36.9 Billion
Technology: $16.6 Billion
Financial Services: $15.1 Billion
Communication Services: $6.74 Billion
Industrials: $6.61 Billion
Energy: $5.69 Billion
Consumer Defensive: $5.67 Billion
Healthcare: $4.77 Billion
Other: $9.04 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
