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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 1,678.0 $310K 0.04% -115.0 -6.4% $184.79 -3.8%
42 FDX FEDEX CORP Industrials 981.0 $307K 0.04% -17.0 -1.7% $313.13 -3.0%
43 MET METLIFE INC Financial Services 3,290.0 $278K 0.04% -230.0 -6.5% $84.61 +14.7%
44 SPHQ INVESCO EXCHANGE TRADED FD T 2,710.0 $244K 0.03% -303.0 -10.1% $90.10 -6.8%
45 BAC BANK OF AMER CORP Financial Services 4,215.0 $240K 0.03% -339.0 -7.4% $56.97 +1.3%
46 AZN ASTRAZENECA PLC Healthcare 1,216.0 $231K 0.03% -56.0 -4.4% $189.62 -12.4%
Page 3 of 3  ·  46 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%