Fund HoldingsNORTHSTAR ASSET MANAGEMENT INC

Total Portfolio Value
$391.58M
Total Bought
$25.76M
Total Sold
$207.80M
Net Transaction
-$182.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD INDEX FDS015,481+15,48107,7431.98%+7,743
APPLE INC(AAPL)101,430102,089+65917,39321,5025.49%+4,109
COSTCO WHSL CORP NEW(COST)23,14922,276-87316,96018,9344.84%+1,975
VERALTO CORP(VLTO)47,07163,928+16,8574,1736,1031.56%+1,930
SPROUTS FMRS MKT INC(SFM)49,17359,757+10,5843,1714,9991.28%+1,829
NOVO-NORDISK A S(NVO)151,131148,712-2,41919,40521,2275.42%+1,822
MICROSOFT CORP(MSFT)49,48150,471+99020,81822,5585.76%+1,740
DANAHER CORPORATION(DHR)29,17034,464+5,2947,2848,6112.20%+1,326
ADOBE INC(ADBE)13,27913,973+6946,7017,7631.98%+1,062
TJX COS INC NEW(TJX)133,170132,158-1,01213,50614,5513.72%+1,044
ALPHABET INC(GOOG)113,01197,937-15,07417,05717,8394.56%+782
NVIDIA CORPORATION(NVDA)1,12412,590+11,4661,0161,5550.40%+540
ALPHABET INC(GOOG)3,2204,570+1,3504908380.21%+348
FEDEX CORP(FDX)35,24735,136-11110,21210,5352.69%+323
UNILEVER PLC(UL)301,383280,832-20,55115,12615,4433.94%+317
XYLEM INC(XYL)85,07783,171-1,90610,99511,2802.88%+285
ISHARES TR02,000+2,00002140.05%+214
DATADOG INC(DDOG)28,52928,52903,5263,7000.94%+174
BADGER METER INC28,91925,938-2,9814,6794,8331.23%+154
BERKSHIRE HATHAWAY INC DEL3,8764,276+4001,6301,7390.44%+110
EASTERN BANKSHARES INC(EBC)453,091450,821-2,2706,2446,3021.61%+59
AMAZON COM INC(AMZN)4,7284,699-298539080.23%+55
ISHARES TR1,2151,21504104430.11%+33
TESLA INC(TSLA)4,5084,099-4097928110.21%+19
ISHARES TR726721-53823950.10%+13
VANGUARD INDEX FDS1,2191,21903173260.08%+9
MERCADOLIBRE INC(MELI)230210-203483450.09%-3
ISHARES TR1,4261,42602552490.06%-7
AMER STATES WTR CO57,52157,054-4674,1554,1401.06%-15
SPDR S&P 500 ETF TR(SPY)1,5221,424-987967750.20%-21
ISHARES TR2,4612,223-2386095880.15%-21
PROCTER AND GAMBLE CO(PG)4,7524,529-2237717470.19%-24
MCDONALDS CORP(MCD)90090002542290.06%-24
MERCK & CO INC(MRK)2,2662,165-1012992680.07%-31
TELEDYNE TECHNOLOGIES INC(TDY)83583503583240.08%-35
CISCO SYS INC(CSCO)13,62413,214-4106806370.16%-43
THE CIGNA GROUP(CI)1,2501,165-854543850.10%-69
INTUIT(INTU)21,58621,238-34814,03113,9583.56%-73
PEPSICO INC(PEP)3,1212,824-2975464660.12%-80
CALIFORNIA WTR SVC GROUP(CWT)94,74788,862-5,8854,4044,3091.10%-95
GRAINGER W W INC(GWW)83283208467510.19%-96
TILRAY BRANDS INC149,886149,88603702490.06%-121
ISHARES TR3,3300-3,3302020-202
DIGITAL RLTY TR INC(DLR)66,27160,731-5,5409,5469,2342.36%-312
ZOOM VIDEO COMMUNICATIONS IN(ZM)49,94649,079-8673,2652,9050.74%-360
ILLINOIS TOOL WKS INC(ITW)10,53510,409-1262,8272,4670.63%-360
AUTOMATIC DATA PROCESSING IN59,00359,021+1814,73514,0883.60%-648
SAFETY INS GROUP INC(SAFT)70,93167,778-3,1535,8305,0851.30%-744
IDEXX LABS INC(IDXX)18,36018,746+3869,9139,1332.33%-780
PAYPAL HLDGS INC(PYPL)87,52386,213-1,3105,8635,0031.28%-860
SMITH A O CORP(AOS)116,944117,304+36010,4629,5932.45%-869
STRYKER CORPORATION(SYK)52,54751,896-65118,80517,6584.51%-1,147
IDEX CORP(IEX)35,87637,602+1,7268,7547,5661.93%-1,189
LINDE PLC(LIN)41,90541,449-45619,45718,1884.64%-1,269
CANADIAN NATL RY CO(CNI)95,31695,298-1812,55411,2582.87%-1,297
HOME DEPOT INC(HD)34,41534,508+9313,20211,8793.03%-1,323
EATON CORP PLC(ETN)42,94937,652-5,29713,42911,8063.01%-1,623
SALESFORCE INC(CRM)37,00036,612-38811,1449,4132.40%-1,731
BERKSHIRE HATHAWAY INC DEL31111-300197,3116,7351.72%-190,576
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