Fund HoldingsNORTHSTAR ASSET MANAGEMENT INC

Total Portfolio Value
$325.85M
Total Bought
$30.25M
Total Sold
$88.99M
Net Transaction
-$58.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR102,389212,270+109,88113,19125,7257.89%+12,534
VANGUARD WORLD FD108,538184,289+75,7517,77413,2194.06%+5,446
ICICI BANK LIMITED(IBN)0143,556+143,55603,7181.14%+3,718
ISHARES INC
ESG AWR MSCI EM
38,21979,381+41,1621,6883,6091.11%+1,921
PALO ALTO NETWORKS INC(PANW)3,06513,062+9,9975652,0940.64%+1,530
MERCADOLIBRE INC(MELI)8581,878+1,0201,7283,2471.00%+1,519
ADVANCED MICRO DEVICES INC(AMD)7,02513,464+6,4391,5042,7390.84%+1,235
TAIWAN SEMICONDUCTOR MANUFAC(TSM)13,32213,973+6514,0484,7221.45%+674
KLA CORP(KLAC)636899+2637731,3240.41%+551
VERISK ANALYTICS INC(VRSK)15,09419,050+3,9563,3763,6151.11%+238
ISHARES INC
MSCI EMRG CHN
02,582+2,58202030.06%+203
TELEDYNE TECHNOLOGIES INC(TDY)848844-44335110.16%+78
WW GRAINGER INC(GWW)68668606927480.23%+56
AT&T INC(T)12,72812,72803163690.11%+53
CATERPILLAR INC(CAT)391378-132242680.08%+44
PEPSICO INC(PEP)3,8193,746-735485820.18%+34
WALMART INC(WMT)2,3292,32902592890.09%+30
GILEAD SCIENCES INC(GILD)1,6741,67402052330.07%+28
UNION PAC CORP(UNP)1,4641,46403393550.11%+17
ISHARES TR4,5654,56503263390.10%+13
MCDONALDS CORP(MCD)1,2731,27303893960.12%+7
STATE STR SPDR S&P MIDCAP 40(MDY)45645602752810.09%+6
CISCO SYS INC(CSCO)8,2878,28706386430.20%+5
ISHARES TR1,1901,19002502540.08%+4
EXXON MOBIL CORP2,1021,501-6012532550.08%+2
VANGUARD INTL EQUITY INDEX F4,9124,91202642650.08%+1
ISHARES TR2,0002,00002202210.07%+1
ILLINOIS TOOL WKS INC(ITW)1,2111,142-692982970.09%-1
ISHARES TR1,7471,74703703690.11%-2
STATE STR SPDR S&P 500 ETF T(SPY)34734702372260.07%-11
ABBVIE INC(ABBV)1,1091,10902532410.07%-12
ISHARES TR
MSCI USA QLT FCT
1,8991,89903773640.11%-13
VANGUARD INDEX FDS99799703343200.10%-14
ISHARES TR48548503323170.10%-15
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6541,65402382200.07%-18
PROCTER & GAMBLE CO(PG)3,8143,633-1815475250.16%-22
BROADCOM INC(AVGO)84284202912610.08%-31
JPMORGAN CHASE & CO(JPM)1,0161,002-143272950.09%-33
GUGGENHEIM STRATEGIC OPPORTU(GOF)19,00519,00502452090.06%-35
TILRAY BRANDS INC14,98814,9880135970.03%-38
ELI LILLY & CO(LLY)27327302932510.08%-42
MAGNUM ICE CREAM CO NV(MICC)40,67240,380-2926486040.19%-44
ISHARES TR1,2201,22005775200.16%-57
TESLA INC(TSLA)74974903372780.09%-58
COSTCO WHOLESALE CORPORATION(COST)17,96515,472-2,49315,49215,4174.73%-75
AMAZON COM INC(AMZN)2,9112,808-1036725850.18%-87
META PLATFORMS INC(META)681622-594503560.11%-94
ISHARES TR1,3971,194-2034793800.12%-99
BERKSHIRE HATHAWAY INC DEL4,0764,055-212,0491,9430.60%-106
ALCON AG(ALC)27,91627,686-2302,2002,0860.64%-114
NVIDIA CORPORATION(NVDA)11,74711,74702,1912,0490.63%-142
EATON VANCE TX ADV GLBL DIV(ETG)9,0000-9,0002080-208
ALPHABET INC(GOOG)3,9993,638-3611,2551,0440.32%-211
WELLS FARGO CO NEW(WFC)2,5010-2,5012330-233
VANGUARD INDEX FDS10,22010,22006,4096,1071.87%-302
ADOBE INC(ADBE)1,1020-1,1023860-386
MIDDLESEX WTR CO(MSEX)47,12838,237-8,8912,3761,9900.61%-386
DATADOG INC(DDOG)28,52928,52903,8803,3681.03%-512
BERKSHIRE HATHAWAY INC DEL1414010,56710,0543.09%-513
WINMARK CORP(WINA)8,1866,455-1,7313,3152,7600.85%-555
ARISTA NETWORKS INC(ANET)23,59520,464-3,1313,0922,5130.77%-579
FEDEX CORP(FDX)5,0652,424-2,6411,4638630.26%-600
FIGMA INC(FIG)17,1120-17,1126390-639
NASDAQ INC(NDAQ)57,27657,463+1875,5634,8781.50%-685
BADGER METER INC26,29125,252-1,0394,5853,8471.18%-738
CANADIAN NATL RY CO(CNI)91,49980,472-11,0279,0458,2702.54%-775
CALIFORNIA WTR SVC GROUP(CWT)82,86159,981-22,8803,5902,7200.83%-871
ZOOM COMMUNICATIONS INC(ZM)25,62215,038-10,5842,2111,2090.37%-1,002
EASTERN BANKSHARES INC(EBC)330,762259,655-71,1076,0965,0791.56%-1,017
LINDE PLC(LIN)34,20426,735-7,46914,58413,2544.07%-1,330
IDEX CORP(IEX)10,0352,323-7,7121,7864400.14%-1,345
HOME DEPOT INC(HD)29,04826,173-2,8759,9958,6082.64%-1,387
SPROUTS FMRS MKT INC(SFM)43,63722,952-20,6853,4771,7700.54%-1,706
EATON CORP PLC(ETN)35,88626,413-9,47311,4309,4472.90%-1,983
VERALTO CORP(VLTO)82,88363,456-19,4278,2705,6111.72%-2,659
STRYKER CORPORATION(SYK)42,37935,760-6,61914,89511,7503.61%-3,145
TJX COS INC NEW(TJX)115,54691,013-24,53317,74914,5354.46%-3,214
XYLEM INC(XYL)81,33365,109-16,22411,0767,7812.39%-3,295
APPLE INC(AAPL)78,53970,268-8,27121,35217,8335.47%-3,518
IDEXX LABS INC(IDXX)16,28512,694-3,59111,0177,1332.19%-3,885
ALPHABET INC(GOOG)81,75175,008-6,74325,58821,5696.62%-4,019
AUTOMATIC DATA PROCESSING IN56,14551,131-5,01414,44210,3893.19%-4,053
DANAHER CORP DEL(DHR)28,78212,270-16,5126,5892,3260.71%-4,262
BROADRIDGE FINL SOLUTIONS IN(BR)32,10817,796-14,3127,1662,8910.89%-4,274
SALESFORCE INC(CRM)31,08419,941-11,1438,2343,7221.14%-4,512
DIGITAL RLTY TR INC(DLR)57,07922,814-34,2658,8314,1111.26%-4,719
MICROSOFT CORP(MSFT)44,00943,283-72621,28416,0224.92%-5,262
UNILEVER PLC(UL)175,46295,426-80,03611,4755,4361.67%-6,039
NOVO-NORDISK A S(NVO)190,15868,246-121,9129,6752,5080.77%-7,167
INTUIT(INTU)20,77312,899-7,87413,7605,5771.71%-8,183
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