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Portfolio (Quarterly) Guide ↗

Northstar Group, Inc.

· CIK 0001631408
13F Portfolio $777M AUM 168 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 36 Added 46 Reduced 7 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 11,645.0 $2.3M 0.30% +953.0 +8.9% $200.09 +11.1%
22 VBIL VANGUARD INSTL INDEX FD 28,205.0 $2.1M 0.28% +3K +12.0% $75.68 -0.1%
23 VHT VANGUARD WORLD FD 6,292.0 $1.9M 0.24% +172.0 +2.8% $299.03 +5.6%
24 CB CHUBB LIMITED Financial Services 5,032.0 $1.7M 0.22% +612.0 +13.8% $340.75 -0.0%
25 IWD ISHARES TR 6,697.0 $1.6M 0.21% +65.0 +1.0% $242.42 +3.8%
26 CSX CSX CORP Industrials 26,307.0 $1.3M 0.16% +271.0 +1.0% $47.53 -0.9%
27 VIOO VANGUARD ADMIRAL FDS INC 7,309.0 $1.0M 0.13% +200.0 +2.8% $137.54 -6.1%
28 HCC WARRIOR MET COAL INC Energy 9,494.0 $771K 0.10% +895.0 +10.4% $81.16 +8.3%
29 IVV ISHARES TR 952.0 $713K 0.09% +7.0 +0.7% $748.89 +2.1%
30 VGT VANGUARD WORLD FD 5,768.0 $689K 0.09% +5K +700.0% $119.52 +2.3%
31 SMH VANECK ETF TRUST 913.0 $599K 0.08% +40.0 +4.6% $655.89 -12.6%
32 IGV ISHARES TR 6,315.0 $572K 0.07% +2K +36.8% $90.60 +15.2%
33 UBER UBER TECHNOLOGIES INC Technology 7,529.0 $543K 0.07% +440.0 +6.2% $72.16 -2.3%
34 GRNY TIDAL TRUST I 16,700.0 $462K 0.06% +4K +26.5% $27.65 +0.8%
35 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,986.0 $296K 0.04% +58.0 +2.0% $99.29 -21.0%
36 CLX CLOROX CO DEL Consumer Defensive 2,307.0 $220K 0.03% +70.0 +3.1% $95.45 -12.9%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.1%
Financial Services 16.4%
Communication Services 14.8%
Consumer Cyclical 14.1%
Consumer Defensive 12.2%
Healthcare 9.7%
Industrials 5.9%
Basic Materials 2.2%
Energy 1.2%
Utilities 0.4%