NORTHSTAR ASSET MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 384.611 M 6.31 %

Average holding period

12 ans

Performance

$ 172.655 M 56.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NORTHSTAR ASSET MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.84% 22.462 M $ 43367 2021/03/31 877.099 K $ 4.13 %
2025/09/30 GOOGL ALPHABET INC 5.36% 20.603 M $ 84752 2021/03/31 5.894 M $ 37.94 %
2025/09/30 AAPL APPLE INC 5.21% 20.044 M $ 78720 2021/03/31 3.752 M $ 24.11 %
2025/09/30 TJX TJX COS INC NEW 4.39% 16.897 M $ 116903 2021/03/31 2.474 M $ 17.05 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 4.25% 16.351 M $ 55709 2021/03/31 -813.554 K $ -4.83 %
2025/09/30 COST COSTCO WHSL CORP NEW 4.25% 16.338 M $ 17651 2021/03/31 -1.113 M $ -6.50 %
2025/09/30 LIN LINDE PLC 4.14% 15.914 M $ 33503 2024/03/31 189.854 K $ 1.24 %
2025/09/30 UL UNILEVER PLC 4.09% 15.721 M $ 265201 2021/03/31 -488.663 K $ -3.09 %
2025/09/30 SYK STRYKER CORPORATION 3.98% 15.324 M $ 41453 2021/03/31 -1.046 M $ -6.56 %
2025/09/30 INTU INTUIT 3.62% 13.937 M $ 20408 2021/03/31 -2.091 M $ -13.30 %
2025/09/30 ETN EATON CORP PLC 3.46% 13.320 M $ 35591 2022/03/31 612.971 K $ 4.83 %
2025/09/30 NVO NOVO-NORDISK A S 3.21% 12.338 M $ 222348 2021/03/31 -2.294 M $ -19.60 %
2025/09/30 IDXX IDEXX LABS INC 3.08% 11.859 M $ 18562 2021/03/31 1.948 M $ 19.12 %
2025/09/30 XYL XYLEM INC 3.08% 11.851 M $ 80347 2021/03/31 1.445 M $ 14.02 %
2025/09/30 HD HOME DEPOT INC 2.94% 11.298 M $ 27884 2021/03/31 1.058 M $ 10.51 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 2.75% 10.559 M $ 14 2021/03/31 355.600 K $ 3.49 %
2025/09/30 DLR DIGITAL RLTY TR INC 2.49% 9.585 M $ 55444 2021/03/31 -78.623 K $ -0.83 %
2025/09/30 CNI CANADIAN NATL RY CO 2.48% 9.553 M $ 101303 2021/03/31 -947.565 K $ -9.36 %
2025/09/30 VLTO VERALTO CORP 2.31% 8.886 M $ 83349 2023/12/31 456.173 K $ 5.61 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 2.17% 8.343 M $ 35029 2024/12/31 -132.619 K $ -2.00 %
2025/09/30 CRM SALESFORCE INC 2.03% 7.814 M $ 32971 2021/03/31 -1.169 M $ -13.09 %
2025/09/30 EBC EASTERN BANKSHARES INC 1.97% 7.561 M $ 416569 2021/06/30 1.190 M $ 18.86 %
2025/09/30 VRSK VERISK ANALYTICS INC 1.82% 6.993 M $ 27805 2025/03/31 -1.186 M $ -19.26 %
2025/09/30 DHR DANAHER CORPORATION 1.64% 6.306 M $ 31808 2021/03/31 23.269 K $ 0.36 %
2025/09/30 VOO VANGUARD INDEX FDS 1.63% 6.259 M $ 10220 2024/06/30 453.257 K $ 7.81 %
2025/09/30 IEX IDEX CORP 1.58% 6.092 M $ 37430 2021/03/31 -503.906 K $ -7.30 %
2025/09/30 ALC ALCON AG 1.29% 4.967 M $ 66664 2025/03/31 -681.518 K $ -15.60 %
2025/09/30 CWT CALIFORNIA WTR SVC GROUP 1.27% 4.867 M $ 106053 2021/03/31 41.917 K $ 0.90 %
2025/09/30 NDAQ NASDAQ INC 1.19% 4.576 M $ 51736 2025/09/30 0.000 $ 0.00 %
2025/09/30 SFM SPROUTS FMRS MKT INC 1.17% 4.506 M $ 41419 2024/03/31 -2.215 M $ -33.92 %
2025/09/30 BMI BADGER METER INC 1.17% 4.505 M $ 25225 2021/03/31 -1.532 M $ -27.10 %
2025/09/30 DDOG DATADOG INC 1.06% 4.063 M $ 28529 2021/03/31 230.229 K $ 6.01 %
2025/09/30 ADBE ADOBE INC 1.04% 4.007 M $ 11358 2021/03/31 -403.348 K $ -8.82 %
2025/09/30 WINA WINMARK CORP 1.02% 3.932 M $ 7899 2024/12/31 881.854 K $ 31.82 %
2025/09/30 ANET ARISTA NETWORKS INC 0.89% 3.407 M $ 23381 2025/03/31 991.256 K $ 42.42 %
2025/09/30 MSEX MIDDLESEX WTR CO 0.73% 2.803 M $ 51795 2025/03/31 -2.044 K $ -0.11 %
2025/09/30 ZM ZOOM COMMUNICATIONS INC 0.66% 2.528 M $ 30644 2021/03/31 153.869 K $ 5.80 %
2025/09/30 NVDA NVIDIA CORPORATION 0.57% 2.211 M $ 11850 2021/06/30 327.927 K $ 18.10 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.54% 2.081 M $ 4139 2021/03/31 69.390 K $ 3.49 %
2025/09/30 FDX FEDEX CORP 0.34% 1.322 M $ 5607 2021/03/31 235.118 K $ 3.74 %
2025/09/30 GOOG ALPHABET INC 0.26% 992.466 K $ 4075 2021/03/31 264.176 K $ 37.30 %
2025/09/30 GWW GRAINGER W W INC 0.21% 792.863 K $ 832 2021/06/30 -72.616 K $ -8.39 %
2025/09/30 CSCO CISCO SYS INC 0.18% 687.963 K $ 10055 2021/06/30 -9.652 K $ -1.38 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.17% 643.947 K $ 4191 2021/06/30 -23.762 K $ -3.56 %
2025/09/30 DSI ISHARES TR 0.16% 629.372 K $ 4997 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.16% 609.965 K $ 2778 2021/03/31 475.000 $ 0.08 %
2025/09/30 IWF ISHARES TR 0.15% 569.118 K $ 1215 2023/12/31 53.253 K $ 10.32 %
2025/09/30 TDY TELEDYNE TECHNOLOGIES INC 0.13% 498.720 K $ 851 2021/06/30 63.407 K $ 14.39 %
2025/09/30 OEF ISHARES TR 0.12% 464.977 K $ 1397 2021/03/31 39.800 K $ 9.36 %
2025/09/30 PEP PEPSICO INC 0.12% 442.526 K $ 3151 2021/06/30 20.412 K $ 6.36 %
2025/09/30 MCD MCDONALDS CORP 0.11% 430.916 K $ 1418 2021/06/30 8.121 K $ 4.01 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.11% 424.257 K $ 1627 2021/03/31 21.980 K $ 5.46 %
2025/09/30 META META PLATFORMS INC 0.11% 405.378 K $ 552 2024/12/31 -1.613 K $ -0.50 %
2025/09/30 UNP UNION PAC CORP 0.10% 384.101 K $ 1625 2025/09/30 0.000 $ 0.00 %
2025/09/30 QUAL ISHARES TR 0.10% 369.161 K $ 1898 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVE ISHARES TR 0.09% 360.675 K $ 1747 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.09% 352.409 K $ 529 2021/09/30 25.566 K $ 7.82 %
2025/09/30 TSLA TESLA INC 0.09% 333.095 K $ 749 2021/03/31 95.167 K $ 40.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.09% 327.185 K $ 997 2021/03/31 24.167 K $ 7.98 %
2025/09/30 IVV ISHARES TR 0.08% 324.611 K $ 485 2022/03/31 23.473 K $ 7.80 %
2025/09/30 EFV ISHARES TR 0.08% 309.576 K $ 4564 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.07% 277.784 K $ 842 2025/09/30 0.000 $ 0.00 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.07% 272.386 K $ 457 2025/09/30 0.000 $ 0.00 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.07% 266.132 K $ 4912 2025/09/30 0.000 $ 0.00 %
2025/09/30 TLRY TILRAY BRANDS INC 0.07% 259.303 K $ 149886 2021/03/31 197.190 K $ 317.47 %
2025/09/30 ABBV ABBVIE INC 0.07% 258.862 K $ 1118 2025/09/30 0.000 $ 0.00 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.06% 244.031 K $ 3639 2021/03/31 -50.551 K $ -9.77 %
2025/09/30 IWD ISHARES TR 0.06% 241.051 K $ 1184 2023/12/31 11.082 K $ 4.82 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.06% 233.098 K $ 827 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIP ISHARES TR 0.06% 222.440 K $ 2000 2024/06/30 2.359 K $ 1.07 %
2025/09/30 IEFA ISHARES TR 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 VTV VANGUARD INDEX FDS 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %