Holdings of NORTHSTAR ASSET MANAGEMENT INC
80 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 54.5 % of the equity sleeve
Sector breakdown
- Technology 23.6 %
- Health care 10.8 %
- Consumer discretionary 9.9 %
- Industrials 8.9 %
- Communication 8.4 %
- Consumer staples 8.0 %
- Financials 7.5 %
- Funds 2.6 %
- Real estate 1.5 %
- Energy 0.1 %
- Unattributed 18.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 96.0 %
- TW 1.7 %
- IN 1.3 %
- DK 0.9 %
- CA 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 76 | 267.9M $ | 96.04 % |
| 2 | TW | 1 | 4.7M $ | 1.69 % |
| 3 | IN | 1 | 3.7M $ | 1.33 % |
| 4 | DK | 1 | 2.5M $ | 0.90 % |
| 5 | CA | 1 | 97K $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | iShares ESG MSCI KLD 400 ETF | 212,270 | 25.7M $ | |
| 2 | Alphabet Inc | 75,008 | 21.6M $ | |
| 3 | Apple Inc | 70,268 | 17.8M $ | |
| 4 | Microsoft Corp | 43,283 | 16M $ | |
| 5 | Costco Wholesale Corp | 15,472 | 15.4M $ | |
| 6 | TJX Cos Inc/The | 91,013 | 14.5M $ | |
| 7 | Stryker Corp | 35,760 | 11.8M $ | |
| 8 | Automatic Data Processing Inc | 51,131 | 10.4M $ | |
| 9 | Berkshire Hathaway Inc | 14 | 10.1M $ | |
| 10 | Home Depot Inc/The | 26,173 | 8.6M $ | |
| 11 | Xylem Inc/NY | 65,109 | 7.8M $ | |
| 12 | IDEXX Laboratories Inc | 12,694 | 7.1M $ | |
| 13 | Vanguard S&P 500 ETF | 10,220 | 6.1M $ | |
| 14 | Veralto Corp | 63,456 | 5.6M $ | |
| 15 | Intuit Inc | 12,899 | 5.6M $ | |
| 16 | Unilever PLC | 95,426 | 5.4M $ | |
| 17 | Eastern Bankshares Inc | 259,655 | 5.1M $ | |
| 18 | Nasdaq Inc | 57,463 | 4.9M $ | |
| 19 | Taiwan Semiconductor Manufacturing Co Ltd | 13,973 | 4.7M $ | |
| 20 | Digital Realty Trust Inc | 22,814 | 4.1M $ | |
| 21 | Badger Meter Inc | 25,252 | 3.8M $ | |
| 22 | Salesforce Inc | 19,941 | 3.7M $ | |
| 23 | ICICI Bank Ltd | 143,556 | 3.7M $ | |
| 24 | Verisk Analytics Inc | 19,050 | 3.6M $ | |
| 25 | iShares ESG Aware MSCI EM ETF | 79,381 | 3.6M $ | |
| 26 | Datadog Inc | 28,529 | 3.4M $ | |
| 27 | MercadoLibre Inc | 1,878 | 3.2M $ | |
| 28 | Broadridge Financial Solutions Inc | 17,796 | 2.9M $ | |
| 29 | Winmark Corp | 6,455 | 2.8M $ | |
| 30 | Advanced Micro Devices Inc | 13,464 | 2.7M $ | |
| 31 | California Water Service Group | 59,981 | 2.7M $ | |
| 32 | Arista Networks Inc | 20,464 | 2.5M $ | |
| 33 | Novo Nordisk A/S | 68,246 | 2.5M $ | |
| 34 | Danaher Corp | 12,270 | 2.3M $ | |
| 35 | Palo Alto Networks Inc | 13,062 | 2.1M $ | |
| 36 | NVIDIA Corp | 11,747 | 2M $ | |
| 37 | Middlesex Water Co | 38,237 | 2M $ | |
| 38 | Berkshire Hathaway Inc | 4,055 | 1.9M $ | |
| 39 | Sprouts Farmers Market Inc | 22,952 | 1.8M $ | |
| 40 | KLA Corp | 899 | 1.3M $ | |
| 41 | Zoom Communications Inc | 15,038 | 1.2M $ | |
| 42 | Alphabet Inc | 3,638 | 1M $ | |
| 43 | FedEx Corp | 2,424 | 863.4K $ | |
| 44 | WW Grainger Inc | 686 | 748.3K $ | |
| 45 | Cisco Systems, Inc. | 8,287 | 643K $ | |
| 46 | Amazon.com Inc | 2,808 | 584.8K $ | |
| 47 | PepsiCo Inc | 3,746 | 581.7K $ | |
| 48 | Procter & Gamble Co/The | 3,633 | 524.8K $ | |
| 49 | iShares Russell 1000 Growth ETF | 1,220 | 520.2K $ | |
| 50 | Teledyne Technologies Inc | 844 | 510.6K $ | |
| 51 | IDEX Corp | 2,323 | 440.3K $ | |
| 52 | McDonald's Corp. | 1,273 | 395.6K $ | |
| 53 | Ishares S&p 100 Etf | 1,194 | 379.8K $ | |
| 54 | AT&T Inc | 12,728 | 369K $ | |
| 55 | iShares Trust | 1,747 | 368.8K $ | |
| 56 | iShares Trust | 1,899 | 364.2K $ | |
| 57 | Meta Platforms Inc | 622 | 355.9K $ | |
| 58 | Union Pacific Corp | 1,464 | 355.2K $ | |
| 59 | iShares Trust | 4,565 | 339.4K $ | |
| 60 | Vanguard Total Stock Market ETF | 997 | 319.8K $ | |
| 61 | iShares Core S&P 500 ETF | 485 | 316.8K $ | |
| 62 | Illinois Tool Works Inc | 1,142 | 297.3K $ | |
| 63 | JPMorgan Chase & Co | 1,002 | 294.7K $ | |
| 64 | Walmart Inc | 2,329 | 289.4K $ | |
| 65 | State Street SPDR S&P MidCap 400 ETF Trust | 456 | 281.2K $ | |
| 66 | Tesla Inc | 749 | 278.4K $ | |
| 67 | Caterpillar Inc | 378 | 267.8K $ | |
| 68 | Vanguard International Equity Index Funds | 4,912 | 265.5K $ | |
| 69 | Broadcom Inc | 842 | 260.6K $ | |
| 70 | Exxon Mobil Corp | 1,501 | 254.7K $ | |
| 71 | iShares Trust | 1,190 | 254.3K $ | |
| 72 | Eli Lilly & Co | 273 | 251.1K $ | |
| 73 | AbbVie Inc | 1,109 | 241.2K $ | |
| 74 | Gilead Sciences Inc | 1,674 | 233.3K $ | |
| 75 | State Street SPDR S&P 500 ETF Trust | 347 | 225.7K $ | |
| 76 | iShares TIPS Bond ETF | 2,000 | 220.7K $ | |
| 77 | SELECT SECTOR SPDR TRUST (THE) | 1,654 | 219.8K $ | |
| 78 | Guggenheim Strategic Opportunities Fund | 19,005 | 209.4K $ | |
| 79 | Ishares Inc | 2,582 | 203.1K $ | |
| 80 | Tilray Brands Inc | 14,988 | 97K $ | |