Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. reported 117 positions worth $148.4M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IWB (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWB | SH | $13.6M | 9.18% | 33,254 | — | — | |
| ▸ 2 | V | SH | $9.1M | 6.16% | 26,647 | — | — | |
| ▸ 3 | VOOG | SH | $5.8M | 3.88% | 69,714 | — | — | |
| ▸ 4 | AAPL | SH | $5.2M | 3.54% | 18,132 | — | — | |
| ▸ 5 | VEA | SH | $4.6M | 3.08% | 64,217 | — | — | |
| ▸ 6 | MU | SH | $4.4M | 2.95% | 3,796 | — | — | |
| ▸ 7 | JPST | SH | $3.6M | 2.45% | 72,039 | — | — | |
| ▸ 8 | MSFT | SH | $3.5M | 2.38% | 9,473 | — | — | |
| ▸ 9 | AMZN | SH | $3.4M | 2.27% | 14,164 | — | — | |
| ▸ 10 | CVX | SH | $3.3M | 2.20% | 19,706 | — | — |
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Frequently Asked Questions
What stocks does Northstar Financial Companies, Inc. hold as of Q2 2026?
Northstar Financial Companies, Inc. reported 117 positions worth $148.4M in its Q2 2026 13F filing. Largest positions: IWB (9.2%), V (6.2%), VOOG (3.9%), AAPL (3.5%) and VEA (3.1%).
What did Northstar Financial Companies, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Northstar Financial Companies, Inc. 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.