Northstar Financial Companies, Inc. - Portfolio overview

Northstar Financial Companies, Inc. has 123 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES TR, 9.24%
2. V - VISA INC, 6.04%
3. VOOG - VANGUARD ADMIRAL FDS INC, 3.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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