Fund HoldingsNORTHSTAR ASSET MANAGEMENT INC

Total Portfolio Value
$569.62M
Total Bought
$35.33M
Total Sold
$32.43M
Net Transaction
+$2.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL31131107,597197,31134.64%+189,714
LINDE PLC(LIN)041,905+41,905019,4573.42%+19,457
NOVO-NORDISK A S(NVO)153,344151,131-2,21315,86319,4053.41%+3,542
VERALTO CORP(VLTO)9,75447,071+37,3178024,1730.73%+3,371
SPROUTS FMRS MKT INC(SFM)049,173+49,17303,1710.56%+3,171
EATON CORP PLC(ETN)43,49842,949-54910,47513,4292.36%+2,954
STRYKER CORPORATION(SYK)53,91752,547-1,37016,14618,8053.30%+2,659
ILLINOIS TOOL WKS INC(ITW)1,74310,535+8,7924572,8270.50%+2,370
IDEX CORP(IEX)33,30335,876+2,5737,2308,7541.54%+1,524
XYLEM INC(XYL)84,67885,077+3999,68410,9951.93%+1,312
FEDEX CORP(FDX)35,38335,247-1368,95110,2121.79%+1,262
HOME DEPOT INC(HD)34,76534,415-35012,04813,2022.32%+1,154
SMITH A O CORP(AOS)113,257116,944+3,6879,33710,4621.84%+1,125
AUTOMATIC DATA PROCESSING IN58,77859,003+22513,69414,7352.59%+1,042
TJX COS INC NEW(TJX)134,780133,170-1,61012,64413,5062.37%+862
COSTCO WHSL CORP NEW(COST)24,60923,149-1,46016,24416,9602.98%+716
CANADIAN NATL RY CO(CNI)95,29995,316+1711,97212,5542.20%+582
PAYPAL HLDGS INC(PYPL)87,79487,523-2715,3915,8631.03%+472
SAFETY INS GROUP INC(SAFT)70,51970,931+4125,3595,8301.02%+471
DANAHER CORPORATION(DHR)29,63229,170-4626,8557,2841.28%+429
CALIFORNIA WTR SVC GROUP(CWT)76,96194,747+17,7863,9924,4040.77%+412
NVIDIA CORPORATION(NVDA)1,2631,124-1396251,0160.18%+390
UNILEVER PLC(UL)304,302301,383-2,91914,75315,1262.66%+374
BERKSHIRE HATHAWAY INC DEL3,9943,876-1181,4251,6300.29%+205
ISHARES TR03,330+3,33002020.04%+202
AMER STATES WTR CO49,34257,521+8,1793,9684,1550.73%+187
GRAINGER W W INC(GWW)83283206898460.15%+157
BADGER METER INC29,57928,919-6604,5664,6790.82%+113
AMAZON COM INC(AMZN)5,0584,728-3307698530.15%+84
THE CIGNA GROUP(CI)1,2501,25003744540.08%+80
PROCTER AND GAMBLE CO(PG)4,7524,75206967710.14%+75
SPDR S&P 500 ETF TR(SPY)1,5221,52207237960.14%+73
ISHARES TR2,4612,46105506090.11%+59
ISHARES TR1,2151,21503684100.07%+41
ISHARES TR72672603473820.07%+35
ALPHABET INC(GOOG)3,2603,220-404594900.09%+31
MERCK & CO INC(MRK)2,4662,266-2002692990.05%+30
VANGUARD INDEX FDS1,2191,21902893170.06%+28
TILRAY BRANDS INC149,886149,88603453700.06%+25
PEPSICO INC(PEP)3,1313,121-105325460.10%+14
ISHARES TR1,4801,426-542452550.04%+11
CISCO SYS INC(CSCO)13,62413,62406886800.12%-8
MCDONALDS CORP(MCD)90090002672540.04%-13
MERCADOLIBRE INC(MELI)23023003613480.06%-14
TELEDYNE TECHNOLOGIES INC(TDY)83583503733580.06%-14
EASTERN BANKSHARES INC(EBC)446,752453,091+6,3396,3446,2441.10%-100
DATADOG INC(DDOG)30,00028,529-1,4713,6413,5260.62%-115
GENERAL MLS INC(GIS)3,1000-3,1002020-202
ZOOM VIDEO COMMUNICATIONS IN(ZM)50,29349,946-3473,6173,2650.57%-352
DIGITAL RLTY TR INC(DLR)73,57566,271-7,3049,9029,5461.68%-356
TESLA INC(TSLA)4,8184,508-3101,1977920.14%-405
IDEXX LABS INC(IDXX)18,61518,360-25510,3329,9131.74%-419
ALPHABET INC(GOOG)131,976113,011-18,96518,43617,0572.99%-1,379
MICROSOFT CORP(MSFT)59,36549,481-9,88422,32420,8183.65%-1,506
SALESFORCE INC(CRM)49,20837,000-12,20812,94911,1441.96%-1,805
INTUIT(INTU)25,75121,586-4,16516,09514,0312.46%-2,064
ETSY INC(ETSY)30,1780-30,1782,4460-2,446
APPLE INC(AAPL)103,948101,430-2,51820,01317,3933.05%-2,620
ADOBE INC(ADBE)17,02513,279-3,74610,1576,7011.18%-3,457
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