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NORTHSTAR ASSET MANAGEMENT LLC /NJ/ 13F portfolio summary

NORTHSTAR ASSET MANAGEMENT LLC /NJ/ of NORTHSTAR ASSET MANAGEMENT LLC /NJ/ has 95 current stock holdings with a reported portfolio value of $207.1M. The portfolio 1 year return is +32.77%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), BSV (0.00%), IUSG (11.71%).

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NORTHSTAR ASSET MANAGEMENT LLC /NJ/

NORTHSTAR ASSET MANAGEMENT LLC /NJ/
Latest filing: 2026-03-31

NORTHSTAR ASSET MANAGEMENT LLC /NJ/ runs NORTHSTAR ASSET MANAGEMENT LLC /NJ/ and currently holds 95 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $207.07M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTHSTAR ASSET MANAGEMENT LLC /NJ/ ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTHSTAR ASSET MANAGEMENT LLC /NJ/'s portfolio at NORTHSTAR ASSET MANAGEMENT LLC /NJ/ has delivered returns of +32.77%. Their 3-year annualized return is +80.29%. Looking at the 5-year horizon, NORTHSTAR ASSET MANAGEMENT LLC /NJ/ has achieved +80.29% annualized returns at NORTHSTAR ASSET MANAGEMENT LLC /NJ/.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+32.77%
#0/1000
3 Year
+80.29%
#0/1000
5 Year
+80.29%
#0/1000

Portfolio Value

$207.07M

Alpha Score

62.2

#0 of 1000

Holdings

95

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change