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NORTHSTAR FINANCIAL COMPANIES, INC.
NORTHSTAR FINANCIAL COMPANIES, INC.
Latest filing: 2026-06-30
NORTHSTAR FINANCIAL COMPANIES, INC. runs NORTHSTAR FINANCIAL COMPANIES, INC. and currently holds 117 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $148.41M. Their top holdings are IWB, V, VOOG, AAPL, VEA. The top five represent 25.8% of reported portfolio weight. NORTHSTAR FINANCIAL COMPANIES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NORTHSTAR FINANCIAL COMPANIES, INC. initiated 4 new positions. They added to 65 existing positions. They trimmed 13 positions. Their current best-performing preview position is MU with returns of +241.66%.
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117 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IWB ISHARES TR | 9.18% | $322.16 | $419.55 | +30.23% | Held |
 V VISA INC | 6.16% | $319.80 | $371.13 | +16.05% | Added +3.98% |
 VOOG VANGUARD ADMIRAL FDS INC | 3.88% | $61.16 | $83.46 | +36.46% | Added +500.00% |
 AAPL APPLE INC | 3.54% | $250.70 | $309.35 | +23.39% | Trimmed -1.86% |
 VEA VANGUARD TAX-MANAGED FDS | 3.08% | $47.92 | $73.43 | +53.23% | Held |
 MU MICRON TECHNOLOGY INC | 2.95% | $149.60 | $966.78 | +546.24% | Trimmed -16.15% |
 JPST J P MORGAN EXCHANGE TRADED F | 2.45% | $50.57 | $50.53 | -0.09% | Added +18.40% |
 MSFT MICROSOFT CORP | 2.38% | $426.34 | $483.24 | +13.35% | Added +5.24% |
 AMZN AMAZON COM INC | 2.27% | $220.11 | $258.63 | +17.50% | Added +8.30% |
 CVX CHEVRON CORPORATION | 2.20% | $153.66 | $205.26 | +33.58% | Added +9.07% |
Showing 1-10 of 117