Titelia

Holdings of NORTHSTAR ASSET MANAGEMENT Co

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Net assets
-
Positions
115 in 2 countries
Top ten
55.1 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Netflix Inc 3,300317.3K $
102iShares Biotechnology ETF 1,875316.6K $
103Hamilton Lane Inc 3,150313.1K $
104Waste Management Inc 1,250287.2K $
105VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF 1,185267K $
106Essential Utilities Inc 6,500261.8K $
107AT&T Inc 8,700252.2K $
108Dell Technologies Inc 1,525250.3K $
109Mastercard Inc 489244.3K $
110GE Vernova Inc 278242.7K $
111Crowdstrike Holdings Inc 600234.2K $
112ServiceNow Inc 2,225232.6K $
113SELLAS Life Sciences Group Inc 50,000211.5K $
114Capital One Financial Corp 1,100200.7K $
115United Rentals Inc 275200.4K $

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Sector breakdown

  • Technology 18.4 %
  • Health care 7.2 %
  • Financials 5.3 %
  • Consumer staples 4.5 %
  • Industrials 3.7 %
  • Funds 3.7 %
  • Consumer discretionary 2.2 %
  • Communication 1.9 %
  • Energy 1.3 %
  • Materials 1.1 %
  • Real estate 0.6 %
  • Utilities 0.3 %
  • Unattributed 49.8 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.4 %
  • Switzerland 0.6 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States114427.6M $99.41 %
2Switzerland12.5M $0.59 %
Cite this page

Titelia. "Holdings of NORTHSTAR ASSET MANAGEMENT Co". https://titelia.com/en/funds/US13F1132708