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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IGV ISHARES TR 6,315.0 $572K 0.07% +2K +36.8% $90.60 +15.2%
102 VPU VANGUARD WORLD FD 2,870.0 $562K 0.07% $195.73 -9.1%
103 VTIP VANGUARD MALVERN FDS 11,078.0 $556K 0.07% $50.23 -1.8%
104 XLI SELECT SECTOR SPDR TR 2,998.0 $555K 0.07% $185.23 -8.4%
105 OXY OCCIDENTAL PETE CORP Energy 11,375.0 $552K 0.07% $48.57 +21.1%
106 UBER UBER TECHNOLOGIES INC Technology 7,529.0 $543K 0.07% +440.0 +6.2% $72.16 -2.3%
107 SPYM SPDR SERIES TRUST 6,175.0 $543K 0.07% $87.88 +2.0%
108 AMGN AMGEN INC Healthcare 1,468.0 $532K 0.07% $362.12 +6.5%
109 NKE NIKE INC Consumer Cyclical 11,570.0 $475K 0.06% -4K -27.9% $41.05 -13.5%
110 DVY ISHARES TR 2,975.0 $465K 0.06% $156.30 +1.2%
111 GRNY TIDAL TRUST I 16,700.0 $462K 0.06% +4K +26.5% $27.65 +0.8%
112 MA MASTERCARD INCORPORATED Financial Services 889.0 $457K 0.06% -95.0 -9.7% $513.72 +10.0%
113 VIGI VANGUARD WHITEHALL FDS 4,881.0 $456K 0.06% -165.0 -3.3% $93.38 +2.8%
114 LOW LOWES COS INC Consumer Cyclical 2,067.0 $456K 0.06% $220.49 -12.7%
115 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 4,723.0 $453K 0.06% $95.98 +18.0%
116 XLE SELECT SECTOR SPDR TR 8,454.0 $449K 0.06% -1K -11.6% $53.11 +21.1%
117 PM PHILIP MORRIS INTL INC Consumer Defensive 2,449.0 $443K 0.06% $180.91 +4.3%
118 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,442.0 $429K 0.06% $57.62 +9.4%
119 NVS NOVARTIS AG Healthcare 2,729.0 $428K 0.06% $156.72 -10.4%
120 ITOT ISHARES TR 2,588.0 $425K 0.06% $164.27 +1.3%
Page 6 of 9  ·  168 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%