Fund HoldingsNORTHSTAR ASSET MANAGEMENT INC

Total Portfolio Value
$387.24M
Total Bought
$60.22M
Total Sold
$49.01M
Net Transaction
+$11.20M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR4,997102,389+97,39262913,1913.41%+12,561
UNILEVER PLC(UL)0175,462+175,462011,4752.96%+11,475
VANGUARD WORLD FD0108,538+108,53807,7742.01%+7,774
ALPHABET INC(GOOG)84,75281,751-3,00120,60325,5886.61%+4,985
TAIWAN SEMICONDUCTOR MFG LTD(TSM)013,322+13,32204,0481.05%+4,048
MERCADOLIBRE INC(MELI)0858+85801,7280.45%+1,728
ISHARES INC
ESG AWR MSCI EM
038,219+38,21901,6880.44%+1,688
ADVANCED MICRO DEVICES INC(AMD)07,025+7,02501,5040.39%+1,504
APPLE INC(AAPL)78,72078,539-18120,04421,3525.51%+1,307
NASDAQ INC(NDAQ)51,73657,276+5,5404,5765,5631.44%+987
TJX COS INC NEW(TJX)116,903115,546-1,35716,89717,7494.58%+852
KLA CORP(KLAC)0636+63607730.20%+773
MAGNUM ICE CREAM CO NV(MICC)040,672+40,67206480.17%+648
FIGMA INC(FIG)017,112+17,11206390.17%+639
PALO ALTO NETWORKS INC(PANW)03,065+3,06505650.15%+565
SALESFORCE INC(CRM)32,97131,084-1,8877,8148,2342.13%+420
JPMORGAN CHASE & CO.(JPM)01,016+1,01603270.08%+327
AT&T INC(T)012,728+12,72803160.08%+316
ELI LILLY & CO(LLY)0273+27302930.08%+293
DANAHER CORPORATION(DHR)31,80828,782-3,0266,3066,5891.70%+283
ALPHABET INC(GOOG)4,0753,999-769921,2550.32%+262
WALMART INC(WMT)02,329+2,32902590.07%+259
EXXON MOBIL CORP02,102+2,10202530.07%+253
GUGGENHEIM STRATEGIC OPPORTU(GOF)019,005+19,00502450.06%+245
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,654+1,65402380.06%+238
WELLS FARGO CO NEW(WFC)02,501+2,50102330.06%+233
CATERPILLAR INC(CAT)0391+39102240.06%+224
EATON VANCE TX ADV GLBL DIV(ETG)09,000+9,00002080.05%+208
GILEAD SCIENCES INC(GILD)01,674+1,67402050.05%+205
VANGUARD INDEX FDS10,22010,22006,2596,4091.66%+151
FEDEX CORP(FDX)5,6075,065-5421,3221,4630.38%+141
TILRAY BRANDS INC014,988+14,98801350.03%+135
PEPSICO INC(PEP)3,1513,819+6684435480.14%+106
BADGER METER INC25,22526,291+1,0664,5054,5851.18%+81
AMAZON COM INC(AMZN)2,7782,911+1336106720.17%+62
META PLATFORMS INC(META)552681+1294054500.12%+44
ISHARES TR4,5644,565+13103260.08%+16
ISHARES TR1,3971,39704654790.12%+14
BROADCOM INC(AVGO)84284202782910.08%+14
ISHARES TR1,7471,74703613700.10%+10
ISHARES TR1,1841,190+62412500.06%+9
BERKSHIRE HATHAWAY INC DEL1414010,55910,5672.73%+8
ISHARES TR1,2151,220+55695770.15%+8
ISHARES TR
MSCI USA QLT FCT
1,8981,899+13693770.10%+8
ISHARES TR48548503253320.09%+8
VANGUARD INDEX FDS99799703273340.09%+7
TESLA INC(TSLA)74974903333370.09%+4
SPDR S&P MIDCAP 400 ETF TR(MDY)457456-12722750.07%+3
VANGUARD INTL EQUITY INDEX F4,9124,91202662640.07%-2
ISHARES TR2,0002,00002222200.06%-3
ABBVIE INC(ABBV)1,1181,109-92592530.07%-5
NVIDIA CORPORATION(NVDA)11,85011,747-1032,2112,1910.57%-20
BERKSHIRE HATHAWAY INC DEL4,1394,076-632,0812,0490.53%-32
MCDONALDS CORP(MCD)1,4181,273-1454313890.10%-42
UNION PAC CORP(UNP)1,6251,464-1613843390.09%-45
CISCO SYS INC(CSCO)10,0558,287-1,7686886380.16%-50
TELEDYNE TECHNOLOGIES INC(TDY)851848-34994330.11%-66
PROCTER AND GAMBLE CO(PG)4,1913,814-3776445470.14%-97
WW GRAINGER INC(GWW)832686-1467936920.18%-101
SPDR S&P 500 ETF TR(SPY)529347-1823522370.06%-116
ILLINOIS TOOL WKS INC(ITW)1,6271,211-4164242980.08%-126
INTUIT(INTU)20,40820,773+36513,93713,7603.55%-176
DATADOG INC(DDOG)28,52928,52904,0633,8801.00%-183
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8270-8272330-233
PAYPAL HLDGS INC(PYPL)3,6390-3,6392440-244
TILRAY BRANDS INC149,8860-149,8862590-259
ARISTA NETWORKS INC(ANET)23,38123,595+2143,4073,0920.80%-315
ZOOM COMMUNICATIONS INC(ZM)30,64425,622-5,0222,5282,2110.57%-317
MIDDLESEX WTR CO(MSEX)51,79547,128-4,6672,8032,3760.61%-427
STRYKER CORPORATION(SYK)41,45342,379+92615,32414,8953.85%-429
CANADIAN NATL RY CO(CNI)101,30391,499-9,8049,5539,0452.34%-508
VERALTO CORP(VLTO)83,34982,883-4668,8868,2702.14%-616
WINMARK CORP(WINA)7,8998,186+2873,9323,3150.86%-617
DIGITAL RLTY TR INC(DLR)55,44457,079+1,6359,5858,8312.28%-754
XYLEM INC(XYL)80,34781,333+98611,85111,0762.86%-775
IDEXX LABS INC(IDXX)18,56216,285-2,27711,85911,0172.85%-842
COSTCO WHSL CORP NEW(COST)17,65117,965+31416,33815,4924.00%-846
SPROUTS FMRS MKT INC(SFM)41,41943,637+2,2184,5063,4770.90%-1,030
BROADRIDGE FINL SOLUTIONS IN(BR)35,02932,108-2,9218,3437,1661.85%-1,177
MICROSOFT CORP(MSFT)43,36744,009+64222,46221,2845.50%-1,178
CALIFORNIA WTR SVC GROUP(CWT)106,05382,861-23,1924,8673,5900.93%-1,276
HOME DEPOT INC(HD)27,88429,048+1,16411,2989,9952.58%-1,303
LINDE PLC(LIN)33,50334,204+70115,91414,5843.77%-1,330
EASTERN BANKSHARES INC(EBC)416,569330,762-85,8077,5616,0961.57%-1,465
EATON CORP PLC(ETN)35,59135,886+29513,32011,4302.95%-1,890
AUTOMATIC DATA PROCESSING IN55,70956,145+43616,35114,4423.73%-1,908
NOVO-NORDISK A S(NVO)222,348190,158-32,19012,3389,6752.50%-2,663
ALCON AG(ALC)66,66427,916-38,7484,9672,2000.57%-2,767
VERISK ANALYTICS INC(VRSK)27,80515,094-12,7116,9933,3760.87%-3,617
ADOBE INC(ADBE)11,3581,102-10,2564,0073860.10%-3,621
IDEX CORP(IEX)37,43010,035-27,3956,0921,7860.46%-4,306
UNILEVER PLC(UL)265,2010-265,20115,7210-15,721
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