Fund HoldingsNorthstar Group, Inc.

Total Portfolio Value
$421.83M
Total Bought
$14.42M
Total Sold
$19.82M
Net Transaction
-$5.40M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
183,717228,994+45,27716,86921,0264.98%+4,157
BERKSHIRE HATHAWAY INC DEL233,976234,469+49379,78682,13519.47%+2,349
MARKEL GROUP INC(MKL)0864+86401,2720.30%+1,272
ALPHABET INC(GOOG)100,905100,510-39512,20613,2523.14%+1,046
VANGUARD INDEX FDS36,43243,333+6,9015,1775,9771.42%+800
ALPHABET INC(GOOG)71,45870,894-5648,5549,2772.20%+724
COSTCO WHSL CORP NEW(COST)21,12021,271+15111,37112,0182.85%+647
ARCH CAP GROUP LTD
ORD
115,095115,415+3208,6159,2002.18%+585
BROADRIDGE FINL SOLUTIONS IN(BR)31,69531,781+865,2505,6911.35%+441
BOOKING HOLDINGS INC(BKNG)1,1191,117-23,0223,4450.82%+423
AUTOMATIC DATA PROCESSING IN15,96515,938-273,5093,8350.91%+326
META PLATFORMS INC(META)24,57824,537-417,0537,3661.75%+313
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,999+2,99903040.07%+304
KENVUE INC(KVUE)014,612+14,61202930.07%+293
ISHARES TR0003,2003,4750.82%+275
ISHARES TR0005,2125,4471.29%+235
ISHARES TR
IBONDS DEC2026
0009831,1680.28%+185
VANGUARD WORLD FDS
INDUSTRIAL ETF
02,838+2,83805530.13%+553
VANGUARD INDEX FDS24,71226,001+1,28910,06510,2112.42%+146
VANGUARD STAR FDS44,08848,664+4,5762,4732,6050.62%+132
ESCALADE INC67,50067,000-5009011,0260.24%+125
BERKSHIRE HATHAWAY INC DEL8804,1424,2521.01%+109
ABBVIE INC(ABBV)8,7738,655-1181,1821,2900.31%+108
WALMART INC(WMT)17,51917,726+2072,7542,8350.67%+81
EXXON MOBIL CORP8,9308,804-1269581,0350.25%+77
AMGEN INC(AMGN)01,612+1,61204330.10%+433
REKOR SYSTEMS INC069,363+69,36301960.05%+196
CATERPILLAR INC(CAT)2,6462,64606517220.17%+71
VANGUARD WHITEHALL FDS17,66318,801+1,1381,8741,9430.46%+69
OCCIDENTAL PETE CORP(OXY)05,531+5,53103590.09%+359
NVIDIA CORPORATION(NVDA)0850+85003700.09%+370
ELI LILLY & CO(LLY)1,1601,085-755445830.14%+39
COMCAST CORP NEW(CCZ)9,6739,67304024290.10%+27
GOLUB CAP BDC INC(GBDC)021,538+21,53803160.07%+316
ADOBE INC(ADBE)1,1241,12405505730.14%+24
MARRIOTT INTL INC NEW(MAR)01,686+1,68603310.08%+331
FEDEX CORP(FDX)01,224+1,22403240.08%+324
ALIBABA GROUP HLDG LTD(BABA)7,5147,446-686266460.15%+20
UNITEDHEALTH GROUP INC(UNH)0629+62903170.08%+317
CHUBB LIMITED
COM
01,037+1,03702160.05%+216
WHEELS UP EXPERIENCE INC011,509+11,5090240.01%+24
SPDR S&P 500 ETF TR(SPY)3,9524,117+1651,7521,7600.42%+8
DANAHER CORPORATION(DHR)0943+94302340.06%+234
THE CIGNA GROUP(CI)01,125+1,12503220.08%+322
CHEVRON CORP NEW(CVX)01,365+1,36502300.05%+230
INVESCO QQQ TR2,0142,089+757447490.18%+4
VANGUARD INDEX FDS162,248168,274+6,02635,74035,7438.47%+3
GENERAL ELECTRIC CO(GE)3,6733,67304034060.10%+3
ISHARES TR20,99320,99304854870.12%+3
MASTERCARD INCORPORATED(MA)0613+61302430.06%+243
ISHARES TR6,3566,616+2601,0031,0050.24%+1
ACCENTURE PLC IRELAND
SHS CLASS A
0799+79902450.06%+245
JPMORGAN CHASE & CO(JPM)3,5063,50605105080.12%-1
DESKTOP METAL INC011,800+11,8000170.00%+17
ISHARES TR51,38251,183-1991,2141,2100.29%-4
ON SEMICONDUCTOR CORP(ON)04,033+4,03303750.09%+375
NOVARTIS AG(NVS)02,729+2,72902780.07%+278
BROADCOM INC(AVGO)0252+25202090.05%+209
BECTON DICKINSON & CO(BDX)1,7101,71004524420.10%-9
THERMO FISHER SCIENTIFIC INC(TMO)0603+60303050.07%+305
SPDR SER TR
ST STR P500ETF
05,400+5,40002710.06%+271
VANGUARD INDEX FDS01,965+1,96502820.07%+282
INTEL CORP(INTC)34,96532,524-2,4411,1691,1560.27%-13
VANGUARD ADMIRAL FDS INC03,077+3,07702690.06%+269
ISHARES TR01,586+1,58603730.09%+373
VANGUARD WORLD FDS
INF TECH ETF
0545+54502260.05%+226
VIMEO INC011,755+11,7550420.01%+42
ISHARES TR03,158+3,15803400.08%+340
BANK AMERICA CORP14,14014,142+24063870.09%-18
VISA INC(V)2,5952,59506165970.14%-19
UNITED GUARDIAN INC017,773+17,77301340.03%+134
PHILIP MORRIS INTL INC(PM)02,849+2,84902640.06%+264
ASTRAZENECA PLC(AZN)6,7626,76204844580.11%-26
ALTRIA GROUP INC(MO)05,434+5,43402290.05%+229
ISHARES TR7,5997,59905515240.12%-27
MEDTRONIC PLC(MDT)02,576+2,57602020.05%+202
D R HORTON INC(DHI)01,988+1,98802140.05%+214
VANGUARD INDEX FDS3,1293,133+46235930.14%-30
ISHARES TR22,18322,191+88968640.20%-33
VANGUARD BD INDEX FDS50,49550,315-1803,8163,7820.90%-34
LOWES COS INC(LOW)1,9181,91804333990.09%-34
TRANE TECHNOLOGIES PLC(TT)2,6902,366-3245154800.11%-34
VANGUARD WORLD FDS
UTILITIES ETF
02,470+2,47003150.07%+315
HOME DEPOT INC(HD)6,0676,117+501,8851,8490.44%-36
KELLANOVA04,705+4,70502800.07%+280
LAM RESEARCH CORP(LRCX)0340+34002130.05%+213
HONEYWELL INTL INC(HON)2,0732,07304303830.09%-47
GENERAL MLS INC(GIS)03,835+3,83502450.06%+245
VANGUARD WORLD FDS
CONSUM STP ETF
5,5075,590+831,0711,0210.24%-50
UNILEVER PLC(UL)19,05519,05509939410.22%-52
UNION PAC CORP(UNP)14,44714,255-1922,9562,9030.69%-53
BANK NEW YORK MELLON CORP8,8737,977-8963953400.08%-55
ISHARES TR3,4133,069-3444333750.09%-58
VANGUARD WORLD FDS
HEALTH CAR ETF
6,3506,351+11,5551,4930.35%-61
PUBLIC SVC ENTERPRISE GRP IN(PEG)7,2966,946-3504573950.09%-62
TESLA INC(TSLA)01,076+1,07602690.06%+269
SALESFORCE INC(CRM)7,0226,966-561,4831,4130.33%-71
SCHWAB STRATEGIC TR51,56351,861+2983,7453,6700.87%-75
HERSHEY CO(HSY)1,6021,60204003210.08%-79
ORACLE CORP(ORCL)6,3026,30207516680.16%-83
Page 1 of 1