Fund Holdings — Northstar Group, Inc.

Total Portfolio Value
$707.41M
Total Bought
$26.58M
Total Sold
$44.55M
Net Transaction
-$17.98M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR111,653323,479+211,8262,4507,2561.03%+4,805
ISHARES TR111,653323,298+211,6452,4507,2041.02%+4,754
COSTCO WHOLESALE CORPORATION(COST)21,87921,816-6318,86721,7373.07%+2,870
JOHNSON & JOHNSON(JNJ)41,69241,493-1998,62810,1421.43%+1,514
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
036,360+36,36001,3200.19%+1,320
VANGUARD STAR FDS127,688141,883+14,1959,63310,9411.55%+1,308
ISHARES TR
IBDS DEC28 ETF
316,889354,086+37,1978,0668,9691.27%+903
ISHARES TR
IBONDS 27 ETF
00011,06011,7101.66%+650
WALMART INC(WMT)55,84854,536-1,3126,2226,7780.96%+556
ISHARES TR111,653135,853+24,2002,4502,9670.42%+517
MERCK & CO INC(MRK)23,26524,246+9812,4492,9170.41%+468
EXXON MOBIL CORP8,5448,54401,0281,4500.20%+421
SCHWAB STRATEGIC TR134,036133,203-8333,6774,0870.58%+410
ISHARES TR04,615+4,61503690.05%+369
WARRIOR MET COAL INC(HCC)4,9838,599+3,6164398010.11%+362
ISHARES TR80,04696,041+15,9951,8732,2340.32%+360
CORNING INC(GLW)7,6067,546-606661,0260.15%+360
VANGUARD INTL EQUITY INDEX F53,57457,053+3,4793,9414,2850.61%+344
VANGUARD INDEX FDS56,94057,065+12510,87511,1961.58%+321
TIDAL TRUST I013,200+13,20003150.04%+315
CHEVRON CORPORATION(CVX)01,268+1,26802620.04%+262
CATERPILLAR INC(CAT)2,4862,370-1161,4241,6790.24%+255
ASTRAZENECA PLC(AZN)01,272+1,27202510.04%+251
COCA COLA CO(KO)33,71834,118+4002,3572,5950.37%+237
VALERO ENERGY CORP(VLO)0899+89902220.03%+222
PHILLIPS 66(PSX)01,151+1,15102100.03%+210
MCKESSON CORP(MCK)0240+24002080.03%+208
OCCIDENTAL PETE CORP(OXY)12,93211,375-1,5575327390.10%+208
AT&T INC(T)06,932+6,93202010.03%+201
GE VERNOVA INC(GEV)982956-266428340.12%+193
UNION PAC CORP(UNP)14,35614,360+43,3213,4840.49%+163
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,5569,568+124275860.08%+159
ESCALADE INC(ESCA)66,50060,500-6,0008971,0390.15%+142
CSX CORP(CSX)26,03626,03609441,0690.15%+125
MARATHON PETE CORP(MPC)1,5191,51902473710.05%+124
GABELLI EQUITY TR INC(GAB)020,521+20,52101150.02%+115
CHUBB LTD SWITZ
COM
4,2754,420+1451,3341,4410.20%+106
VANGUARD INSTL INDEX FD23,84525,174+1,3291,7991,9040.27%+106
ARCH CAP GROUP LTD
ORD
130,193131,179+98612,48812,5921.78%+104
ARM HOLDINGS PLC2,8452,695-1503114080.06%+97
LAM RESEARCH CORP(LRCX)3,4003,175-2255826780.10%+96
VANGUARD WHITEHALL FDS21,56021,467-933,0943,1790.45%+85
PEPSICO INC(PEP)18,08417,224-8602,5952,6750.38%+79
VANGUARD WORLD FD
CONSUM STP ETF
5,7415,743+21,2131,2900.18%+77
RTX CORPORATION(RTX)10,1389,997-1411,8591,9280.27%+69
FEDEX CORP(FDX)99899802883550.05%+67
VERIZON COMMUNICATIONS INC(VZ)6,6366,63602703330.05%+63
APPLIED MATLS INC1,3551,201-1543484100.06%+62
HERSHEY CO(HSY)2,1522,15203924470.06%+56
AAON INC8,2008,20006256790.10%+53
VANGUARD WORLD FD
INDUSTRIAL ETF
3,2433,24309681,0130.14%+45
HONEYWELL INTL INC(HON)1,8041,754-503523960.06%+45
TRANE TECHNOLOGIES PLC(TT)1,5471,54706026450.09%+43
NOVARTIS AG(NVS)2,7292,72903764170.06%+41
BRISTOL-MYERS SQUIBB CO(BMY)7,6247,442-1824114510.06%+40
PFIZER INC(PFE)14,23114,008-2233543930.06%+39
VANGUARD WORLD FD
UTILITIES ETF
2,8702,87005315690.08%+38
SPDR GOLD TR(GLD)1,0641,06404224580.06%+36
MCDONALDS CORP(MCD)6,7706,77002,0692,1040.30%+35
AMGEN INC(AMGN)1,4831,468-154855170.07%+31
MICRON TECHNOLOGY INC(MU)862812-502462740.04%+28
VANGUARD ADMIRAL FDS INC7,1097,10907898160.12%+28
ISHARES TR6,6296,632+31,3941,4170.20%+23
VANECK ETF TRUST
SEMICONDUCTR ETF
87387303143350.05%+20
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,9982,99804654850.07%+20
ISHARES TR3,0752,975-1004344500.06%+16
BANK NEW YORK MELLON CORP5,7345,749+156666820.10%+16
MONDELEZ INTL INC(MDLZ)15,53614,786-7508368520.12%+16
PROCTER & GAMBLE CO(PG)13,26013,26001,9001,9150.27%+15
VANGUARD INDEX FDS3,1353,138+38098220.12%+13
ISHARES TR1,4551,45502642760.04%+12
PHILIP MORRIS INTL INC(PM)2,4492,44903934050.06%+12
SCHWAB STRATEGIC TR12,06812,06802902990.04%+9
VANGUARD INDEX FDS1,0391,043+42202260.03%+6
CLOROX CO DEL(CLX)2,2372,23702262320.03%+6
VANGUARD MALVERN FDS11,07711,07705485530.08%+5
GENERAL DYNAMICS CORP(GD)63963902152190.03%+4
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
3,0133,01302262270.03%0
ISHARES TR3,6303,63003633600.05%-2
EMERSON ELEC CO(EMR)1,5761,57602092070.03%-3
VANGUARD BD INDEX FDS4,5904,59003573540.05%-3
ISHARES TR2,5202,588+683753690.05%-6
THE CIGNA GROUP(CI)1,0501,05002892800.04%-9
COMCAST CORP NEW(CCZ)7,7787,77802322230.03%-9
STATE STR SPDR DOW JONES IND(DIA)53453402572470.03%-9
GOLDMAN SACHS GROUP INC(GS)28928902542450.03%-10
LOWES COS INC(LOW)2,0672,06704984880.07%-10
ISHARES TR17,00517,00501,1061,0940.15%-11
PUBLIC SVC ENTERPRISE GROUP(PEG)4,7624,562-2003823690.05%-13
D R HORTON INC(DHI)1,9881,98802862730.04%-14
MARRIOTT INTL INC NEW(MAR)1,8661,726-1405795650.08%-14
DECKERS OUTDOOR CORP(DECK)2,9882,928-603102930.04%-17
VANGUARD INDEX FDS1,5231,461-623193010.04%-18
BROWN FORMAN CORP(BF-A)26,01124,943-1,0686786590.09%-18
SELECTIVE INS GROUP INC(SIGI)2,7002,70002262040.03%-22
SPDR SERIES TRUST
ST STR P500ETF
6,1756,17504954730.07%-23
VANGUARD SPECIALIZED FUNDS43,75244,583+8319,6169,5881.36%-28
METLIFE INC(MET)3,5203,52002782490.04%-29
VANGUARD WHITEHALL FDS5,2065,046-1604764460.06%-30
ISHARES TR94594506476170.09%-30
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Northstar Group, Inc. — 13F Holdings — Q1 2026 | TickerTrail