North Point Portfolio Managers Corp Portfolio Holdings
North Point Portfolio Managers Corp
- $561 Million
- Q4 2025
North Point Portfolio Managers Corp has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $561 Million distributed in 75 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amphenol Corp with a value of $40.8M, Texas Pacific Land Corp with a value of $36.3M, Amazon Com Inc with a value of $24.3M, Costco Wholesale Corp with a value of $23.8M, and Microsoft Corp with a value of $23.9M.
Examining the 13F form we can see an increase of $10M in the current position value, from $551M to 561M.
Below you can find more details about North Point Portfolio Managers Corp portfolio as well as his latest detailed transactions.
Portfolio value
$561 Million
Technology: $152 Million
Consumer Cyclical: $80.4 Million
Healthcare: $72.1 Million
Financial Services: $64 Million
Energy: $52.8 Million
Industrials: $51.9 Million
Communication Services: $36.8 Million
Consumer Defensive: $35.1 Million
Other: $15.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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