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NORTHSTAR ASSET MANAGEMENT Co

All holdings · as of Mar 31, 2026

138 positions

CompanyClassValueShares% of portfolio
FIDELITY CONTRAFUND$432.5K18,8380.1%
SCHWAB CAPITAL TRUST TOTAL STO$421.3K26,7820.1%
INTUITIVE SURGICAL$414.9K9000.1%
ABBOTT LABORATORIES$413.2K4,0250.1%
AMERICAN EXPRESS CO$408.3K1,3500.1%
Philip Morris International Inc.$393.0K2,3770.1%
NEW PERSPECTIVE FUND INC CL F$389.7K5,8220.1%
VANGUARD MID-CAP GROWTH$386.0K1,5000.1%
MEDTRONIC PLC$385.6K4,4500.1%
Palo Alto Networks Inc$384.8K2,4000.1%
CINTAS CORP$378.9K2,2400.1%
LOCKHEED MARTIN CORP$362.6K6000.1%
PFIZER INC$353.1K12,5740.1%
FRANKLIN CUSTODIAN FUNDS DYNAT$344.3K1,9650.1%
VERTEX PHARMACETICALS, INC.$334.9K7500.1%
VANGUARD WINDSOR II FUND ADMIR$332.5K4,0310.1%
T ROWE PRICE SCIENCE & TECH FU$327.0K6,1000.1%
AMERICAN BEACON FUNDS INST CL$323.3K15,3450.1%
NETFLIX, INC.$317.3K3,3000.1%
ISHARES NASDAQ BIOTECH INDEX F$316.6K1,8750.1%
Hamilton Lane INC$313.1K3,1500.1%
VANGUARD STAR FUND$298.6K10,4710.1%
WASTE MANAGEMENT INC$287.2K1,2500.1%
VANGUARD BASIC MATERIALS ETF$267.0K1,1850.1%
ESSENTIALS UTILITIES INC.$261.8K6,5000.1%
AT&T INCORPORATED$252.2K8,7000.1%
DELL TECHNOLOGIES INC.$250.3K1,5250.1%
MASTERCARD INC CL A$244.3K4890.1%
GE VERNOVA INC$242.7K2780.1%
JHANCOCK CLASSIC VALUE I$235.1K12,7930.1%
CROWDSTRIKE HOLDINGS INC$234.2K6000.1%
SERVICENOW INC$232.6K2,2250.1%
SELLAS LIFE SCIENCES GROUP INC$211.5K50,0000.0%
CAPITAL ONE FINANCIAL$200.7K1,1000.0%
United Rentals Inc$200.4K2750.0%
Principal Plus Interest Portf$133.7K13,3250.0%
GOLDMINING INC$17.9K15,0000.0%
CYTODYN INC$2.7K10,0000.0%
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