Fund Holdings

Northstar Financial Companies, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP15,12119,261+4,1401,819,6553,267,8262.60%+1,448,171
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
34,40960,844+26,4351,740,7733,079,3072.45%+1,338,534
CHEVRON CORPORATION(CVX)16,85618,067+1,2112,568,9623,738,1072.97%+1,169,145
NEXTERA ENERGY INC(NEE)11,33320,194+8,861909,8131,875,6191.49%+965,806
AMERICAN ELEC PWR CO INC7,77114,142+6,371896,0741,853,7331.47%+957,659
ISHARES TR6,89314,286+7,393938,4821,832,7511.46%+894,269
VERIZON COMMUNICATIONS INC(VZ)62,62468,457+5,8332,550,6923,436,5352.73%+885,843
ISHARES TR
CORE UNIVRSL USD
5,53523,884+18,349257,6151,103,2110.88%+845,596
ISHARES TR14,35623,433+9,077928,1151,570,2451.25%+642,130
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
5,9369,420+3,484929,7561,560,8941.24%+631,138
SPDR SERIES TRUST
ST STR SP HOME
05,808+5,8080573,3660.46%+573,366
JOHNSON & JOHNSON(JNJ)10,85011,260+4102,245,5032,752,3062.19%+506,803
ISHARES TR6061,776+1,170286,870757,4270.60%+470,557
COSTCO WHOLESALE CORPORATION(COST)8941,227+333770,9321,222,6200.97%+451,688
BNY MELLON ETF TRUST II
MUN OPPTYS ETF
017,500+17,5000431,0250.34%+431,025
ASTRAZENECA PLC(AZN)01,919+1,9190378,4650.30%+378,465
SCHWAB STRATEGIC TR18,97628,267+9,291520,504867,2340.69%+346,730
VANGUARD WHITEHALL FDS3,8935,917+2,024558,723876,3080.70%+317,585
BNY MELLON ETF TRUST II
MUNICIPAL INTER
012,163+12,1630317,4590.25%+317,459
BERKSHIRE HATHAWAY INC DEL1,6852,426+741846,9651,162,5390.92%+315,574
GE VERNOVA INC(GEV)0300+3000262,0300.21%+262,030
VANGUARD BD INDEX FDS03,461+3,4610254,8680.20%+254,868
ISHARES GOLD TR(IAU)31,69331,994+3012,572,5212,820,5912.24%+248,070
JPMORGAN CHASE & CO(JPM)4,7446,031+1,2871,528,5911,774,2041.41%+245,613
CONSTELLATION ENERGY CORP(CEG)2,1913,538+1,347774,090987,9980.79%+213,908
CUMMINS INC(CMI)0385+3850207,1280.16%+207,128
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
3,4265,707+2,281286,928472,2540.38%+185,326
CATERPILLAR INC(CAT)1,2231,215-8700,464860,4330.68%+159,969
WINCHESTER BANCORP INC70,00070,0000731,500889,0000.71%+157,500
FORD MTR CO(F)012,203+12,2030140,8200.11%+140,820
SCHWAB STRATEGIC TR13,97519,975+6,000366,564501,3730.40%+134,809
BLACKROCK CR ALLOCATION013,004+13,0040131,3360.10%+131,336
ELI LILLY & CO(LLY)1,4801,825+3451,590,4321,678,5531.33%+88,121
VANGUARD BD INDEX FDS16,81118,101+1,2901,309,2121,397,0401.11%+87,828
VANGUARD INTL EQUITY INDEX F5,6296,522+893414,042489,8030.39%+75,761
AT&T INC(T)14,38614,089-297357,351408,4540.32%+51,103
PUTNAM MASTER INTER INCOME T014,945+14,945048,8700.04%+48,870
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
13,92314,552+6291,110,0641,153,5620.92%+43,498
META PLATFORMS INC(META)1,0731,295+222708,151740,9950.59%+32,844
ALTRIA GROUP INC(MO)10,5759,613-962609,767634,3340.50%+24,567
EATON CORP PLC(ETN)1,5801,471-109503,390526,2950.42%+22,905
GSK PLC(GSK)6,2395,939-300305,961327,7730.26%+21,812
COLGATE PALMOLIVE CO(CL)3,6623,640-22289,371310,2370.25%+20,866
AMAZON COM INC(AMZN)11,71213,079+1,3672,703,4082,724,0032.17%+20,595
ISHARES TR4,7935,016+223513,375532,4160.42%+19,041
SHELL PLC(SHEL)2,8432,445-398208,925227,3660.18%+18,441
FEDEX CORP(FDX)728637-91210,266226,7830.18%+16,517
CARRIER GLOBAL CORPORATION(CARR)4,5164,514-2238,645254,1560.20%+15,511
COCA COLA CO(KO)5,4855,226-259383,478397,4610.32%+13,983
SELECT SECTOR SPDR TR
ST STR UTIL ETF
5,3125,214-98226,769239,2700.19%+12,501
UNION PAC CORP(UNP)1,4211,383-38328,706335,5430.27%+6,837
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
1,8431,783-60255,203258,6040.21%+3,401
PARKER-HANNIFIN CORP(PH)367364-3322,689325,5500.26%+2,861
ISHARES TR2,0142,0140214,894214,4910.17%-403
ISHARES TR2,5872,588+1258,417256,9540.20%-1,463
SCHWAB STRATEGIC TR11,77311,7730275,135273,3690.22%-1,766
PHILIP MORRIS INTL INC(PM)1,5761,509-67252,795249,5060.20%-3,289
VANGUARD SPECIALIZED FUNDS9899890217,335212,6680.17%-4,667
UNITED PARCEL SVCS INC(UPS)3,5143,482-32348,554342,5590.27%-5,995
EMERSON ELEC CO(EMR)2,5852,571-14343,081336,8520.27%-6,229
PROCTER & GAMBLE CO(PG)4,1464,066-80594,196587,2560.47%-6,940
MFS MULTIMARKET INCOME TR54,40452,643-1,761252,978243,2100.19%-9,768
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,6594,284-375361,911351,2020.28%-10,709
STATE STR SPDR S&P 500 ETF T(SPY)3543540241,109230,2950.18%-10,814
ISHARES TR1,6611,6610536,520521,2380.41%-15,282
ISHARES TR
ESG AWR MSCI USA
2,2782,2780339,376322,1550.26%-17,221
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,2302,231+1266,284243,1340.19%-23,150
CISCO SYS INC(CSCO)9,6489,250-398743,177717,7140.57%-25,463
KRAFT HEINZ CO(KHC)14,65914,547-112355,481327,1620.26%-28,319
UNITED RENTALS INC(URI)328325-3265,687236,5400.19%-29,147
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,2821,955-327354,000316,1820.25%-37,818
GOLDMAN SACHS GROUP INC(GS)523492-31460,014416,1290.33%-43,885
ROYAL GOLD INC(RGLD)1,274940-334283,197239,2210.19%-43,976
MARSH & MCLENNAN COS INC(MRSH)1,9541,787-167362,460309,9550.25%-52,505
VANGUARD INDEX FDS553496-57269,766216,7270.17%-53,039
ABBVIE INC(ABBV)2,8872,781-106659,550604,8690.48%-54,681
ISHARES TR9,1929,19201,366,7601,309,2191.04%-57,541
INVESCO QQQ TR2,0542,080+261,262,0791,200,5360.95%-61,543
HOME DEPOT INC(HD)2,1642,058-106744,737676,9820.54%-67,755
GE AEROSPACE(GE)1,143974-169352,172276,3960.22%-75,776
WELLS FARGO & CO(WFC)5,2485,058-190489,114402,6670.32%-86,447
VANGUARD TAX-MANAGED FDS67,32664,217-3,1094,205,8554,115,0253.27%-90,830
MICRON TECHNOLOGY INC(MU)5,6784,527-1,1511,620,4311,529,4411.22%-90,990
VANGUARD INDEX FDS10,58610,062-5242,730,6762,635,5192.10%-95,157
ORACLE CORP(ORCL)1,9511,925-26380,219283,2520.23%-96,967
PFIZER INC(PFE)23,77717,627-6,150592,054494,9590.39%-97,095
OCCIDENTAL PETE CORP(OXY)7,8823,480-4,402324,108226,2000.18%-97,908
AUTOMATIC DATA PROCESSING IN1,6591,600-59426,745325,0880.26%-101,657
ISHARES TR3,7572,319-1,438360,756225,2440.18%-135,512
INTERNATIONAL BUSINESS MACHS(IBM)2,3702,317-53702,076561,5000.45%-140,576
MASTERCARD INCORPORATED(MA)1,9231,828-951,097,635913,1730.73%-184,462
QUALCOMM INC(QCOM)4,5524,462-90778,570574,6660.46%-203,904
UBER TECHNOLOGIES INC(UBER)2,5180-2,518205,7060-205,706
VANGUARD INTL EQUITY INDEX F4,0000-4,000215,0400-215,040
CROWDSTRIKE HLDGS INC(CRWD)4590-459215,2240-215,224
MEDTRONIC PLC(MDT)2,2600-2,260217,0960-217,096
BP PLC(BP)31,10318,225-12,8781,080,210856,5970.68%-223,613
BECTON DICKINSON & CO(BDX)2,4531,566-887475,964246,2990.20%-229,665
NVIDIA CORPORATION(NVDA)11,96511,463-5022,231,4521,999,1221.59%-232,330
WALMART INC(WMT)2,2320-2,232248,6690-248,669
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