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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 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 QQQM INVESCO EXCH TRADED FD TR II 1,374.0 $416K 0.05% -32.0 -2.3% $302.97 -2.0%
122 GLD SPDR GOLD TR Financial Services 1,064.0 $392K 0.05% $368.38 +8.9%
123 MPC MARATHON PETE CORP Energy 1,519.0 $388K 0.05% $255.67 +66.2%
124 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,562.0 $370K 0.05% $81.16 -14.0%
125 HSY HERSHEY CO Consumer Defensive 2,082.0 $365K 0.05% -70.0 -3.2% $175.45 -3.2%
126 VXF VANGUARD INDEX FDS 1,462.0 $360K 0.05% $246.26 -4.5%
127 AGG ISHARES TR 3,630.0 $359K 0.05% $98.98 -3.1%
128 UPS UNITED PARCEL SVCS INC Industrials 3,330.0 $358K 0.05% $107.52 -7.9%
129 BIV VANGUARD BD INDEX FDS 4,590.0 $352K 0.04% $76.70 -3.6%
130 ISHARES TR 17,267.0 $337K 0.04% NEW $19.54
131 PFE PFIZER INC Healthcare 13,903.0 $335K 0.04% -105.0 -0.8% $24.08 +14.6%
132 SCHF SCHWAB STRATEGIC TR 12,068.0 $334K 0.04% $27.70 +0.1%
133 INTC INTEL CORP Technology 2,357.0 $329K 0.04% NEW $139.63 -22.2%
134 IWN ISHARES TR 1,455.0 $322K 0.04% $221.20 -2.5%
135 KWEB KRANESHARES TRUST 13,117.0 $321K 0.04% $24.47 +1.5%
136 DHI D R HORTON INC Consumer Cyclical 1,918.0 $312K 0.04% -70.0 -3.5% $162.88 -15.3%
137 QCOM QUALCOMM INC Technology 1,678.0 $310K 0.04% -115.0 -6.4% $184.79 -3.8%
138 IBM INTERNATIONAL BUSINESS MACHS Technology 1,094.0 $308K 0.04% $281.33 -18.4%
139 FDX FEDEX CORP Industrials 981.0 $307K 0.04% -17.0 -1.7% $313.13 -3.0%
140 PSCT INVESCO EXCH TRADED FD TR II 3,270.0 $302K 0.04% NEW $92.41 -14.7%
Page 7 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%