Fund HoldingsNorthstar Financial Companies, Inc.

Total Portfolio Value
$125.75M
Total Bought
$17.40M
Total Sold
$15.48M
Net Transaction
+$1.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP15,12119,261+4,1401,8203,2682.60%+1,448
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
34,40960,844+26,4351,7413,0792.45%+1,339
CHEVRON CORPORATION(CVX)16,85618,067+1,2112,5693,7382.97%+1,169
NEXTERA ENERGY INC(NEE)11,33320,194+8,8619101,8761.49%+966
AMERICAN ELEC PWR CO INC7,77114,142+6,3718961,8541.47%+958
ISHARES TR6,89314,286+7,3939381,8331.46%+894
VERIZON COMMUNICATIONS INC(VZ)62,62468,457+5,8332,5513,4372.73%+886
ISHARES TR
CORE UNIVRSL USD
5,53523,884+18,3492581,1030.88%+846
ISHARES TR14,35623,433+9,0779281,5701.25%+642
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
5,9369,420+3,4849301,5611.24%+631
SPDR SERIES TRUST
ST STR SP HOME
05,808+5,80805730.46%+573
JOHNSON & JOHNSON(JNJ)10,85011,260+4102,2462,7522.19%+507
ISHARES TR6061,776+1,1702877570.60%+471
COSTCO WHOLESALE CORPORATION(COST)01,227+1,22701,2230.97%+1,223
BNY MELLON ETF TRUST II
MUN OPPTYS ETF
017,500+17,50004310.34%+431
ASTRAZENECA PLC(AZN)01,919+1,91903780.30%+378
SCHWAB STRATEGIC TR18,97628,267+9,2915218670.69%+347
VANGUARD WHITEHALL FDS3,8935,917+2,0245598760.70%+318
BNY MELLON ETF TRUST II
MUNICIPAL INTER
012,163+12,16303170.25%+317
BERKSHIRE HATHAWAY INC DEL1,6852,426+7418471,1630.92%+316
GE VERNOVA INC(GEV)0300+30002620.21%+262
VANGUARD BD INDEX FDS03,461+3,46102550.20%+255
ISHARES GOLD TR(IAU)31,69331,994+3012,5732,8212.24%+248
JPMORGAN CHASE & CO(JPM)4,7446,031+1,2871,5291,7741.41%+246
CONSTELLATION ENERGY CORP(CEG)2,1913,538+1,3477749880.79%+214
CUMMINS INC(CMI)0385+38502070.16%+207
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,4265,707+2,2812874720.38%+185
CATERPILLAR INC(CAT)1,2231,215-87008600.68%+160
WINCHESTER BANCORP INC70,00070,00007328890.71%+158
FORD MTR CO(F)012,203+12,20301410.11%+141
SCHWAB STRATEGIC TR13,97519,975+6,0003675010.40%+135
BLACKROCK CR ALLOCATION013,004+13,00401310.10%+131
ELI LILLY & CO(LLY)1,4801,825+3451,5901,6791.33%+88
VANGUARD BD INDEX FDS16,81118,101+1,2901,3091,3971.11%+88
VANGUARD INTL EQUITY INDEX F5,6296,522+8934144900.39%+76
AT&T INC(T)14,38614,089-2973574080.32%+51
PUTNAM MASTER INTER INCOME T014,945+14,9450490.04%+49
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,92314,552+6291,1101,1540.92%+43
META PLATFORMS INC(META)1,0731,295+2227087410.59%+33
ALTRIA GROUP INC(MO)10,5759,613-9626106340.50%+25
EATON CORP PLC(ETN)1,5801,471-1095035260.42%+23
GSK PLC(GSK)6,2395,939-3003063280.26%+22
COLGATE PALMOLIVE CO(CL)3,6623,640-222893100.25%+21
AMAZON COM INC(AMZN)11,71213,079+1,3672,7032,7242.17%+21
ISHARES TR4,7935,016+2235135320.42%+19
SHELL PLC(SHEL)02,445+2,44502270.18%+227
FEDEX CORP(FDX)728637-912102270.18%+17
CARRIER GLOBAL CORPORATION(CARR)4,5164,514-22392540.20%+16
COCA COLA CO(KO)5,4855,226-2593833970.32%+14
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,3125,214-982272390.19%+13
UNION PAC CORP(UNP)1,4211,383-383293360.27%+7
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,8431,783-602552590.21%+3
PARKER-HANNIFIN CORP(PH)367364-33233260.26%+3
ISHARES TR2,0142,01402152140.17%-0
ISHARES TR2,5872,588+12582570.20%-1
SCHWAB STRATEGIC TR11,77311,77302752730.22%-2
PHILIP MORRIS INTL INC(PM)1,5761,509-672532500.20%-3
VANGUARD SPECIALIZED FUNDS98998902172130.17%-5
UNITED PARCEL SVCS INC(UPS)3,5143,482-323493430.27%-6
EMERSON ELEC CO(EMR)2,5852,571-143433370.27%-6
PROCTER & GAMBLE CO(PG)4,1464,066-805945870.47%-7
MFS MULTIMARKET INCOME TR54,40452,643-1,7612532430.19%-10
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,6594,284-3753623510.28%-11
STATE STR SPDR S&P 500 ETF T(SPY)35435402412300.18%-11
ISHARES TR1,6611,66105375210.41%-15
ISHARES TR
ESG AWR MSCI USA
2,2782,27803393220.26%-17
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,2302,231+12662430.19%-23
CISCO SYS INC(CSCO)9,6489,250-3987437180.57%-25
KRAFT HEINZ CO(KHC)14,65914,547-1123553270.26%-28
UNITED RENTALS INC(URI)328325-32662370.19%-29
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,2821,955-3273543160.25%-38
GOLDMAN SACHS GROUP INC(GS)523492-314604160.33%-44
ROYAL GOLD INC(RGLD)1,274940-3342832390.19%-44
MARSH & MCLENNAN COS INC(MRSH)1,9541,787-1673623100.25%-53
VANGUARD INDEX FDS553496-572702170.17%-53
ABBVIE INC(ABBV)2,8872,781-1066606050.48%-55
ISHARES TR09,192+9,19201,3091.04%+1,309
INVESCO QQQ TR2,0542,080+261,2621,2010.95%-62
HOME DEPOT INC(HD)2,1642,058-1067456770.54%-68
GE AEROSPACE(GE)1,143974-1693522760.22%-76
WELLS FARGO & CO(WFC)05,058+5,05804030.32%+403
VANGUARD TAX-MANAGED FDS67,32664,217-3,1094,2064,1153.27%-91
MICRON TECHNOLOGY INC(MU)5,6784,527-1,1511,6201,5291.22%-91
VANGUARD INDEX FDS010,062+10,06202,6362.10%+2,636
ORACLE CORP(ORCL)01,925+1,92502830.23%+283
PFIZER INC(PFE)23,77717,627-6,1505924950.39%-97
OCCIDENTAL PETE CORP(OXY)03,480+3,48002260.18%+226
AUTOMATIC DATA PROCESSING IN1,6591,600-594273250.26%-102
ISHARES TR3,7572,319-1,4383612250.18%-136
INTERNATIONAL BUSINESS MACHS(IBM)2,3702,317-537025620.45%-141
MASTERCARD INCORPORATED(MA)1,9231,828-951,0989130.73%-184
QUALCOMM INC(QCOM)4,5524,462-907795750.46%-204
UBER TECHNOLOGIES INC(UBER)2,5180-2,5182060-206
VANGUARD INTL EQUITY INDEX F4,0000-4,0002150-215
CROWDSTRIKE HLDGS INC(CRWD)4590-4592150-215
MEDTRONIC PLC(MDT)2,2600-2,2602170-217
BP PLC(BP)018,225+18,22508570.68%+857
BECTON DICKINSON & CO(BDX)01,566+1,56602460.20%+246
NVIDIA CORPORATION(NVDA)11,96511,463-5022,2311,9991.59%-232
WALMART INC(WMT)000000
Page 1 of 1