North Point Portfolio Managers Corp has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $537 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $27.5M, Amphenol Corp with a value of $26.9M, Visa Inc. with a value of $23.6M, Amazon Com Inc with a value of $22.6M, and Accenture PLC with a value of $21M.
Examining the 13F form we can see an decrease of $52.7M in the current position value, from $590M to 537M.
Below you can find more details about North Point Portfolio Managers Corp portfolio as well as his latest detailed transactions.
Portfolio value
$537 Million
Technology: $132 Million
Consumer Cyclical: $79.6 Million
Healthcare: $71.6 Million
Industrials: $66.8 Million
Financial Services: $60.2 Million
Consumer Defensive: $51.8 Million
Basic Materials: $33.8 Million
Energy: $25.3 Million
Other: $16.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions