Fund Holdings

Northstar Group, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
COSTCO WHOLESALE CORPORATION(COST)021,816+21,816021,737,4623.07%+21,737,462
JOHNSON & JOHNSON(JNJ)041,493+41,493010,142,3591.43%+10,142,359
INNOVATOR ETFS TRUST036,360+36,36001,319,8680.19%+1,319,868
VANGUARD STAR FDS0141,883+141,883010,940,6081.55%+10,940,608
ISHARES TR0354,086+354,08608,969,0041.27%+8,969,004
ISHARES TR000011,710,3811.66%+11,710,381
WALMART INC(WMT)054,536+54,53606,777,6720.96%+6,777,672
ISHARES TR0135,853+135,85302,967,4380.42%+2,967,438
ISHARES TR0323,298+323,29807,204,0501.02%+7,204,050
MERCK & CO INC(MRK)024,246+24,24602,916,6070.41%+2,916,607
EXXON MOBIL CORP(XOM)08,544+8,54401,449,5760.20%+1,449,576
SCHWAB STRATEGIC TR0133,203+133,20304,086,6570.58%+4,086,657
ISHARES TR04,615+4,6150369,4310.05%+369,431
WARRIOR MET COAL INC(HCC)08,599+8,5990800,9820.11%+800,982
ISHARES TR096,041+96,04102,233,9140.32%+2,233,914
CORNING INC(GLW)07,546+7,54601,026,0850.15%+1,026,085
VANGUARD INTL EQUITY INDEX F057,053+57,05304,284,7370.61%+4,284,737
VANGUARD INDEX FDS057,065+57,065011,196,2431.58%+11,196,243
TIDAL TRUST I013,200+13,2000315,0840.04%+315,084
CHEVRON CORPORATION(CVX)01,268+1,2680262,4320.04%+262,432
CATERPILLAR INC(CAT)02,370+2,37001,679,2890.24%+1,679,289
ASTRAZENECA PLC(AZN)01,272+1,2720250,8640.04%+250,864
ISHARES TR0323,479+323,47907,255,6341.03%+7,255,634
COCA COLA CO(KO)034,118+34,11802,594,6650.37%+2,594,665
VALERO ENERGY CORP(VLO)0899+8990222,1250.03%+222,125
PHILLIPS 66(PSX)01,151+1,1510209,6890.03%+209,689
MCKESSON CORP(MCK)0240+2400207,6860.03%+207,686
OCCIDENTAL PETE CORP(OXY)011,375+11,3750739,3750.10%+739,375
AT&T INC(T)06,932+6,9320200,9580.03%+200,958
ISHARES TR014,255+14,25501,434,9080.20%+1,434,908
GE VERNOVA INC(GEV)0956+9560834,4980.12%+834,498
UNION PAC CORP(UNP)014,360+14,36003,483,9600.49%+3,483,960
SELECT SECTOR SPDR TR09,568+9,5680586,1170.08%+586,117
ESCALADE INC060,500+60,50001,038,7850.15%+1,038,785
CSX CORP(CSX)026,036+26,03601,068,7910.15%+1,068,791
MARATHON PETE CORP(MPC)01,519+1,5190370,9090.05%+370,909
GABELLI EQUITY TR INC(GAB)020,521+20,5210114,9180.02%+114,918
CHUBB LTD SWITZ04,420+4,42001,440,5910.20%+1,440,591
VANGUARD INSTL INDEX FD025,174+25,17401,904,4430.27%+1,904,443
ARCH CAP GROUP LTD0131,179+131,179012,591,9001.78%+12,591,900
ARM HOLDINGS PLC02,695+2,6950407,6990.06%+407,699
LAM RESEARCH CORP(LRCX)03,175+3,1750678,3710.10%+678,371
VANGUARD WHITEHALL FDS021,467+21,46703,179,3200.45%+3,179,320
PEPSICO INC(PEP)017,224+17,22402,674,7960.38%+2,674,796
VANGUARD WORLD FD05,743+5,74301,289,7400.18%+1,289,740
RTX CORPORATION(RTX)09,997+9,99701,928,4220.27%+1,928,422
FEDEX CORP(FDX)0998+9980355,4680.05%+355,468
VERIZON COMMUNICATIONS INC(VZ)06,636+6,6360333,1270.05%+333,127
APPLIED MATLS INC01,201+1,2010410,4670.06%+410,467
HERSHEY CO(HSY)02,152+2,1520447,3790.06%+447,379
AAON INC08,200+8,2000678,5500.10%+678,550
VANGUARD WORLD FD03,243+3,24301,012,5290.14%+1,012,529
ISHARES TR086,495+86,49501,982,0330.28%+1,982,033
HONEYWELL INTL INC(HON)01,754+1,7540396,4560.06%+396,456
TRANE TECHNOLOGIES PLC(TT)01,547+1,5470644,6330.09%+644,633
NOVARTIS AG(NVS)02,729+2,7290416,8550.06%+416,855
BRISTOL-MYERS SQUIBB CO(BMY)07,442+7,4420451,3240.06%+451,324
PFIZER INC(PFE)014,008+14,0080393,3420.06%+393,342
VANGUARD WORLD FD02,870+2,8700568,6620.08%+568,662
SPDR GOLD TR(GLD)01,064+1,0640457,8290.06%+457,829
MCDONALDS CORP(MCD)06,770+6,77002,103,8880.30%+2,103,888
AMGEN INC(AMGN)01,468+1,4680516,5160.07%+516,516
MICRON TECHNOLOGY INC(MU)0812+8120274,3260.04%+274,326
VANGUARD ADMIRAL FDS INC07,109+7,1090816,3480.12%+816,348
ISHARES TR06,632+6,63201,417,0250.20%+1,417,025
VANECK ETF TRUST0873+8730334,7080.05%+334,708
SELECT SECTOR SPDR TR02,998+2,9980484,8660.07%+484,866
ISHARES TR02,975+2,9750450,4440.06%+450,444
BANK NEW YORK MELLON CORP05,749+5,7490681,9370.10%+681,937
MONDELEZ INTL INC(MDLZ)014,786+14,7860852,2720.12%+852,272
PROCTER & GAMBLE CO(PG)013,260+13,26001,915,3060.27%+1,915,306
VANGUARD INDEX FDS03,138+3,1380822,0180.12%+822,018
ISHARES TR01,455+1,4550275,8530.04%+275,853
PHILIP MORRIS INTL INC(PM)02,449+2,4490404,9180.06%+404,918
SCHWAB STRATEGIC TR012,068+12,0680298,6830.04%+298,683
VANGUARD INDEX FDS01,043+1,0430226,4120.03%+226,412
CLOROX CO DEL(CLX)02,237+2,2370231,8460.03%+231,846
VANGUARD MALVERN FDS011,077+11,0770553,3140.08%+553,314
GENERAL DYNAMICS CORP(GD)0639+6390219,3180.03%+219,318
INVESCO EXCHANGE TRADED FD T03,013+3,0130226,5470.03%+226,547
ISHARES TR03,630+3,6300360,3500.05%+360,350
EMERSON ELEC CO(EMR)01,576+1,5760206,5420.03%+206,542
VANGUARD BD INDEX FDS04,590+4,5900354,2560.05%+354,256
ISHARES TR02,588+2,5880368,6090.05%+368,609
THE CIGNA GROUP(CI)01,050+1,0500280,0880.04%+280,088
COMCAST CORP NEW(CCZ)07,778+7,7780223,2940.03%+223,294
STATE STR SPDR DOW JONES IND(DIA)0534+5340247,4050.03%+247,405
GOLDMAN SACHS GROUP INC(GS)0289+2890244,7810.03%+244,781
LOWES COS INC(LOW)02,067+2,0670488,3900.07%+488,390
ISHARES TR017,005+17,00501,094,2890.15%+1,094,289
PUBLIC SVC ENTERPRISE GROUP(PEG)04,562+4,5620369,2900.05%+369,290
D R HORTON INC(DHI)01,988+1,9880272,7930.04%+272,793
MARRIOTT INTL INC NEW(MAR)01,726+1,7260564,5230.08%+564,523
DECKERS OUTDOOR CORP(DECK)02,928+2,9280293,0640.04%+293,064
VANGUARD INDEX FDS01,461+1,4610300,7510.04%+300,751
BROWN FORMAN CORP(BF-A)024,943+24,9430659,4780.09%+659,478
SELECTIVE INS GROUP INC(SIGI)02,700+2,7000203,5530.03%+203,553
SPDR SERIES TRUST06,175+6,1750472,6350.07%+472,635
VANGUARD SPECIALIZED FUNDS044,583+44,58309,588,0191.36%+9,588,019
METLIFE INC(MET)03,520+3,5200248,9340.04%+248,934
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