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NORTHSTAR FINANCIAL COMPANIES, INC. 13F portfolio summary

NORTHSTAR FINANCIAL COMPANIES, INC. of NORTHSTAR FINANCIAL COMPANIES, INC. has 111 current stock holdings with a reported portfolio value of $125.8M. The portfolio 1 year return is +14.92%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), IWB (9.59%), V (6.26%).

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NORTHSTAR FINANCIAL COMPANIES, INC.

NORTHSTAR FINANCIAL COMPANIES, INC.
Latest filing: 2026-03-31

NORTHSTAR FINANCIAL COMPANIES, INC. runs NORTHSTAR FINANCIAL COMPANIES, INC. and currently holds 111 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $125.75M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. NORTHSTAR FINANCIAL COMPANIES, INC. ranks #939 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, NORTHSTAR FINANCIAL COMPANIES, INC.'s portfolio at NORTHSTAR FINANCIAL COMPANIES, INC. has delivered returns of +14.92%. Their 3-year annualized return is +14.76%. Looking at the 5-year horizon, NORTHSTAR FINANCIAL COMPANIES, INC. has achieved +14.76% annualized returns at NORTHSTAR FINANCIAL COMPANIES, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.92%
#876/1000
3 Year
+14.76%
#936/1000
5 Year
+14.76%
#931/1000

Portfolio Value

$125.75M

Alpha Score

13.3

#939 of 1000

Holdings

111

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change