NorthCoast Asset Management LLC

CIK 0001665198 · STAMFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

NorthCoast Asset Management LLC reported 478 positions worth $4.52B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (5.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.52B
2026 Q2
Positions
478
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.0%
Est. Net Flow (Q)
2026 Q2
10 / 478 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$264.3M5.85%913,249
2SPYSTATE ST SPDR S&P500SH$246.2M5.45%329,739
3NVDANVIDIA CORPSH$181.2M4.01%905,564
4IVVISHARES TRUSTSH$171.1M3.79%228,483
5MSFTMICROSOFT CORPSH$150.3M3.33%403,049
6GOOGLALPHABET INCSH$127.9M2.83%357,905
7SPHQINVESCO EXCHANGETRADSH$113.5M2.51%1,260,240
8AMDADV MICRO DEVICESSH$85.2M1.89%146,710
9IBTGISHARES TRUSTSH$79.2M1.75%3,459,551
10AMZNAMAZON COM INCSH$73.0M1.62%306,315

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NorthCoast Asset Management LLC hold as of Q2 2026?

NorthCoast Asset Management LLC reported 478 positions worth $4.52B in its Q2 2026 13F filing. Largest positions: AAPL (5.9%), SPY (5.5%), NVDA (4.0%), IVV (3.8%) and MSFT (3.3%).

What did NorthCoast Asset Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NorthCoast Asset Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.