North Point Portfolio Managers Corp Portfolio Holdings
North Point Portfolio Managers Corp
- $531 Million
- Q1 2025
North Point Portfolio Managers Corp has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $531 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $26.2M, Amphenol Corp with a value of $25.4M, Costco Wholesale Corp with a value of $25.3M, Arthur J. Gallagher & Co. with a value of $23.8M, and Amazon Com Inc with a value of $19.9M.
Examining the 13F form we can see an decrease of $6.46M in the current position value, from $537M to 531M.
Below you can find more details about North Point Portfolio Managers Corp portfolio as well as his latest detailed transactions.
Portfolio value
$531 Million
Technology: $146 Million
Consumer Cyclical: $74.2 Million
Financial Services: $66.8 Million
Healthcare: $64.6 Million
Industrials: $53.1 Million
Consumer Defensive: $51 Million
Basic Materials: $29.7 Million
Energy: $29.1 Million
Other: $16.6 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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