Northstar Financial Companies, Inc. Portfolio Holdings

Northstar Financial Companies, Inc.

  • $108 Billion
  • Q3 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$248M
$20.7 Million 0.02% of portfolio
10,542
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $108 Billion
  • Prior Value $92.2 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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