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North Star Asset Management Inc

All holdings · as of Mar 31, 2026

356 positions

CompanyClassValueShares% of portfolio
Apple Inc.$88.51M348,7703.8%
SCHWAB US BROAD MKT ETF$67.28M2,680,6112.9%
VANGUARD TTL STK MKT ETF$59.82M186,4552.6%
ALPHABET CL C$59.28M206,6482.6%
MICROSOFT CORP$58.91M159,1422.6%
Amazon.com Inc$47.17M226,4762.0%
SCHWAB CHARLES CORP$45.66M485,8182.0%
SPDR S&P LARGE CAP 500$45.51M594,5302.0%
Visa Inc$43.33M143,3501.9%
SS&C TECHNOLOGIES$41.22M610,0161.8%
ASML HOLDINGS$38.47M29,1251.7%
AMETEK Inc$37.59M175,3461.6%
PRINCIPAL FINL GROUP$34.43M382,0451.5%
ABBVIE$34.17M157,1281.5%
ANALOG DEVICES INC$33.90M106,5661.5%
ABBOTT LABORATORIES$33.55M326,7791.5%
STRYKER CORP$33.53M102,0471.5%
NVIDIA Corp$33.05M189,5101.4%
BROADCOM$32.63M105,4231.4%
THERMO FISHER SCIENTIFIC INC.$30.35M61,7411.3%
AMPHENOL CORP /DE$28.99M229,4131.3%
SYNOPSYS INC$26.43M66,6521.1%
MENASHA CORP$25.58M2,1811.1%
VEEVA SYSTEMS INC$25.49M145,1211.1%
SCHWAB TOTAL STOCK MKT-SEL$24.92M1,584,2431.1%
AES CORP$24.87M1,765,1581.1%
JPMORGAN CHASE & CO$24.69M83,9291.1%
ACI WORLDWIDE, INC.$24.15M588,9441.0%
ADOBE INC.$23.96M98,5671.0%
Illumina Inc$23.53M190,8701.0%
DANAHER CORP /DE$23.51M124,0041.0%
PTC INC$23.21M162,8971.0%
INTUIT INC.$22.91M52,9891.0%
EVERTEC, Inc.$22.74M805,7871.0%
Mastercard Inc$22.58M45,2001.0%
EQUIFAX INC$21.84M121,2980.9%
ECOLAB INC.$21.49M80,7980.9%
GLOBAL PAYMENTS$21.31M316,5990.9%
ALPHABET CL A$20.30M70,5930.9%
Affiliated Managers Group Inc$19.42M70,1910.8%
Mercantile Bank Corporation$19.35M383,1800.8%
WYNDHAM HOTELS & RESORTS$19.15M235,7660.8%
LOWES COMPANIES INC$19.09M80,8110.8%
SCHWAB FTSE DEV EX-US ETF$19.07M770,6820.8%
FISERV INC$18.61M333,6020.8%
COSTCO WHOLESALE CORP /NEW$18.28M18,3470.8%
ADVANCED MICRO DEVICES INC$17.84M87,7200.8%
Rockwell Automation Inc$17.41M48,5100.8%
ILLINOIS TOOL WORKS INC$16.11M61,8970.7%
Walt Disney Co$15.76M163,5340.7%
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