Fund HoldingsNORTHSTAR ASSET MANAGEMENT Co

Total Portfolio Value
$471.34M
Total Bought
$5.43M
Total Sold
$15.58M
Net Transaction
-$10.15M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
THERMO FISHER SCIENTIFIC INC.(TMO)18,79018,406-3849,11410,6652.26%+1,552
APPLE INC(AAPL)162,827157,941-4,88641,46142,9389.11%+1,477
ALPHABET INC. CL C15,28015,28003,7214,7951.02%+1,073
DANAHER CORP(DHR)028,800+28,80006,5931.40%+6,593
VANGUARD GROWTH ETF43,49444,411+91720,86021,6664.60%+806
VANGUARD TOTAL U.S. STOCK MARK74,21674,936+72024,35525,1245.33%+768
VANGUARD INFO TECH ETF110,057109,893-16482,17282,83517.57%+663
AMETEK INC NEW37,52037,455-657,0547,6901.63%+636
ADVANCED MICRO DEVICES(AMD)8,4078,40701,3601,8000.38%+440
VANGUARD S&P 500 ETF16,56216,842+28010,14210,5622.24%+420
RTX CORPORATION COM(RTX)24,87824,87804,1634,5630.97%+400
HAMILTON LANE INC CL A(HLNE)02,900+2,90003890.08%+389
WAL-MART STORES(WMT)44,92944,919-104,6305,0041.06%+374
ALPHABET INC. CLASS A4,7354,73501,1511,4820.31%+331
JOHNSON & JOHNSON(JNJ)20,17619,636-5403,7414,0640.86%+323
VANGUARD SMALL-CAP ETF42,30442,761+45710,75711,0302.34%+273
VANGUARD VALUE ETF20,66021,515+8553,8534,1090.87%+256
VANGUARD HEALTHCARE ETF8,2258,295+702,1352,3880.51%+253
EXXON MOBIL CORPORATION33,59433,444-1503,7884,0250.85%+237
STATE STREET SPDR S&P 500 ETF17,75317,678-7511,82712,0552.56%+228
FEDEX CORPORATION3,8903,89009171,1240.24%+206
FLEXSHARES QUALITY DIVIDEND DE02,500+2,50002020.04%+202
NESTLE S A SPONS ADR026,065+26,06502,5750.55%+2,575
ELI LILLY(LLY)0617+61706630.14%+663
MICRON TECHNOLOGY(MU)1,4501,45002434140.09%+171
VANGUARD HIGH DIVIDEND YIELD I38,06538,485+4205,3655,5231.17%+158
VANGUARD COMMUNICATION SERVICE25,68025,685+54,8214,9731.06%+152
AMAZON.COM, INC(AMZN)011,871+11,87102,7400.58%+2,740
NOVARTIS AG-ADR13,92513,92501,7861,9200.41%+134
MERCK & CO.(MRK)06,130+6,13006450.14%+645
SELLAS LIFE SCIENCES GROUP INC40,32050,000+9,680651890.04%+124
FORTIVE CORP.(FTV)018,870+18,87001,0420.22%+1,042
SPDR S&P BIOTECH ETF5,1005,10005116220.13%+111
INTUITIVE SURGICAL0900+90005100.11%+510
VANGUARD FINANCIAL ETF36,38136,526+1454,7754,8761.03%+101
VANGUARD DIVIDEND APPRECIATION25,13525,120-155,4245,5211.17%+97
ISHARES DJ US MEDICAL DEVICE I048,970+48,97003,0430.65%+3,043
J.P. MORGAN CHASE & CO.(JPM)13,32513,32504,2034,2940.91%+90
DEFIANCE 5G NEXT GEN CONNECTIV39,52539,52502,4382,5230.54%+85
CHUBB CORP03,040+3,04009490.20%+949
VANGUARD LARGE CAP FUND10,53010,520-103,2423,3120.70%+70
VANGUARD 500 INDEX FD ADM4,4494,456+72,7462,8150.60%+70
VANGUARD PRIMECAP FUND ADMIRAL3,7794,378+5997428100.17%+67
QUALCOMM INC(QCOM)19,37919,204-1753,2243,2850.70%+61
CROWN HOLDINGS INC.(CCK)08,370+8,37008620.18%+862
PEPSICO INC(PEP)16,89016,89002,3722,4240.51%+52
AMERICAN EXPRESS(AXP)1,3501,35004484990.11%+51
VERTEX PHARMACETICALS, INC.0750+75003400.07%+340
ISHARES NASDAQ BIOTECH INDEX F1,8751,87502713160.07%+46
CISCO SYSTEMS INC(CSCO)7,4887,238-2505125580.12%+45
VISA, INC.(V)07,157+7,15702,5100.53%+2,510
NEXTERA ENERGY INC.13,41613,141-2751,0131,0550.22%+42
CAPITAL ONE FINANCIAL(COF)1,2741,27402713090.07%+38
BROADCOM LTD(AVGO)5,4755,325-1501,8061,8430.39%+37
COCA-COLA(KO)09,875+9,87506900.15%+690
S&P MID-CAP 400 DEPOSITORY REC(MDY)4,8204,815-52,8732,9050.62%+32
GE AEROSPACE(GE)2,1752,215+406546820.14%+28
RALLIANT CORP(RAL)5,1344,952-1822252520.05%+28
VANGUARD INDUSTRIALS ETF2,6352,685+507818010.17%+20
iSHARES EXPANDED TECH SECTOR E6,3006,30007938140.17%+20
GOLDMINING INC015,000+15,0000190.00%+19
JHANCOCK CLASSIC VALUE I16,81122,868+6,0574274450.09%+18
VANGUARD CONSUMER STAPLES FUND02,280+2,28004820.10%+482
T ROWE PRICE SCIENCE & TECH FU5,4576,100+6433403520.07%+12
GROWTH FUND AMERICA CL F 37,6368,500+8646726840.15%+12
VANGUARD ESG U.S. STOCK ETF4,6854,68505555670.12%+12
ISHARES CORE S&P 500 ETF75075005025140.11%+12
VANGUARD WELLINGTON FUND ADM.5,5806,091+5114584700.10%+12
VANGUARD CONSUMER DISCRETIONAR2,4002,440+409519610.20%+10
SCHWAB CAPITAL TRUST TOTAL STO26,49026,782+2924294390.09%+10
NEW PERSPECTIVE FUND INC CL F5,4435,822+3794014110.09%+10
BOEING CO(BA)2,8322,857+256116200.13%+9
McDONALDS CORP.(MCD)5,0565,05601,5361,5450.33%+9
SCHWAB 529 MODERATELY AGGRESIV15,85615,85605485570.12%+8
VANGUARD MID-CAP VALUE FUND02,515+2,51504460.09%+446
ISHARES RUSSELL MID-CAP VALUE4,9534,95306926990.15%+7
VANGUARD ETF SMALL CAP GROWTH1,5101,51004494560.10%+7
iSHARES S&P MID CAP 400 INDEX8,5258,52505565630.12%+6
MODERATELY AGGRESSIVE 3028,72328,72304224280.09%+6
MEDTRONIC PLC4,7504,75004524560.10%+4
VANGUARD BASIC MATERIALS ETF1,1851,18502432460.05%+3
COLUMBIA ACORN ACORN FUND I211,81011,81001691710.04%+2
MASTERCARD INC CL A(MA)48948902782790.06%+1
CYTODYN INC10,00010,0000330.00%0
WASTE MANAGEMENT INC(WM)01,250+1,25002750.06%+275
iSHARES DOW JONES SELECT DIV I2,9602,96004214180.09%-3
COLGATE PALMOLIVE CO.(CL)03,130+3,13002470.05%+247
STARBUCKS CORP(SBUX)09,325+9,32507850.17%+785
CORTEVA INC.(CTVA)06,990+6,99004690.10%+469
WASTE CONNECTIONS INC(WCN)09,770+9,77001,7130.36%+1,713
AON PLC CL A(AON)1,3501,35004814760.10%-5
AMERICAN BEACON FUNDS INST CL13,33215,345+2,0133193120.07%-6
ABBVIE(ABBV)2,1152,11504904830.10%-6
LOCKHEED MARTIN CORP.(LMT)60060003002900.06%-9
ESSENTIALS UTILITIES INC.6,7506,75002692590.05%-10
CROWDSTRIKE HOLDINGS INC(CRWD)0600+60002810.06%+281
FIDELITY CONTRAFUND19,04318,830-2134714580.10%-14
PHILLIP MORRIS(PM)02,478+2,47803970.08%+397
VANGUARD STAR FUND10,47110,47103213050.06%-15
THE HERSHEY COMPANY(HSY)3,6003,60006736550.14%-18
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