Fund HoldingsNORTHSTAR ASSET MANAGEMENT INC

Total Portfolio Value
$346.08M
Total Bought
$1.62M
Total Sold
$35.54M
Net Transaction
-$33.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)60,51359,365-1,14819,10722,3246.45%+3,217
SALESFORCE INC(CRM)49,51049,208-30210,04012,9493.74%+2,909
INTUIT(INTU)26,01125,751-26013,29016,0954.65%+2,805
COSTCO WHSL CORP NEW(COST)24,76924,609-16013,99316,2444.69%+2,250
IDEXX LABS INC(IDXX)18,72318,615-1088,18710,3322.99%+2,145
APPLE INC(AAPL)104,951103,948-1,00317,96920,0135.78%+2,044
XYLEM INC(XYL)85,00484,678-3267,7389,6842.80%+1,946
NOVO-NORDISK A S(NVO)153,983153,344-63914,00315,8634.58%+1,860
SMITH A O CORP(AOS)113,832113,257-5757,5289,3372.70%+1,809
CANADIAN NATL RY CO(CNI)95,69395,299-39410,36611,9723.46%+1,606
HOME DEPOT INC(HD)34,86534,765-10010,53512,0483.48%+1,513
ADOBE INC(ADBE)17,25317,025-2288,79710,1572.93%+1,360
STRYKER CORPORATION(SYK)54,14953,917-23214,79716,1464.67%+1,349
EATON CORP PLC(ETN)43,77343,498-2759,33610,4753.03%+1,139
ALPHABET INC(GOOG)133,346131,976-1,37017,45018,4365.33%+986
DIGITAL RLTY TR INC(DLR)74,28073,575-7058,9899,9022.86%+912
DATADOG INC(DDOG)30,00030,00002,7333,6411.05%+909
VERALTO CORP(VLTO)09,754+9,75408020.23%+802
TJX COS INC NEW(TJX)135,373134,780-59312,03212,6443.65%+612
SAFETY INS GROUP INC(SAFT)70,78070,519-2614,8265,3591.55%+532
EASTERN BANKSHARES INC(EBC)471,999446,752-25,2475,9196,3441.83%+425
ISHARES TR01,215+1,21503680.11%+368
CALIFORNIA WTR SVC GROUP(CWT)77,16976,961-2083,6513,9921.15%+341
BADGER METER INC29,73929,579-1604,2794,5661.32%+288
IDEX CORP(IEX)33,40833,303-1056,9507,2302.09%+281
ISHARES TR01,480+1,48002450.07%+245
ETSY INC(ETSY)34,17630,178-3,9982,2072,4460.71%+239
GENERAL MLS INC(GIS)03,100+3,10002020.06%+202
BERKSHIRE HATHAWAY INC DEL31131107,4417,5972.20%+156
AMAZON COM INC(AMZN)5,0785,058-206467690.22%+123
GRAINGER W W INC(GWW)83283205766890.20%+114
NVIDIA CORPORATION(NVDA)1,2631,26305496250.18%+76
AMER STATES WTR CO49,48549,342-1433,8933,9681.15%+75
MERCADOLIBRE INC(MELI)23023002923610.10%+70
SPDR S&P 500 ETF TR(SPY)1,5421,522-206597230.21%+64
ISHARES TR2,4952,461-345015500.16%+49
ISHARES TR72672603123470.10%+35
VANGUARD INDEX FDS1,2191,21902592890.08%+30
MCDONALDS CORP(MCD)90090002372670.08%+30
ALPHABET INC(GOOG)3,2603,26004304590.13%+30
ILLINOIS TOOL WKS INC(ITW)1,8781,743-1354334570.13%+24
THE CIGNA GROUP(CI)1,2501,25003583740.11%+17
MERCK & CO INC(MRK)2,4662,46602542690.08%+15
PROCTER AND GAMBLE CO(PG)4,7524,75206936960.20%+3
PEPSICO INC(PEP)3,1313,13105315320.15%+1
TILRAY BRANDS INC149,886149,88603583450.10%-13
PAYPAL HLDGS INC(PYPL)92,47787,794-4,6835,4065,3911.56%-15
ZOOM VIDEO COMMUNICATIONS IN(ZM)52,16350,293-1,8703,6483,6171.05%-32
BERKSHIRE HATHAWAY INC DEL4,1643,994-1701,4591,4250.41%-34
CISCO SYS INC(CSCO)13,62413,62407326880.20%-44
TELEDYNE TECHNOLOGIES INC(TDY)1,100835-2654493730.11%-77
TESLA INC(TSLA)5,1294,818-3111,2831,1970.35%-86
FEDEX CORP(FDX)35,55335,383-1709,4198,9512.59%-468
AUTOMATIC DATA PROCESSING IN59,01858,778-24014,19913,6943.96%-505
DANAHER CORPORATION(DHR)29,69129,632-597,3666,8551.98%-511
UNILEVER PLC(UL)317,033304,302-12,73115,66114,7534.26%-909
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