NORTH STAR ASSET MANAGEMENT INC - Portfolio overview
NORTH STAR ASSET MANAGEMENT INC has 250 reported holdings in this dataset, with the latest filing dated 2026-05-06.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AAPL - APPLE, 7.03%
- SCHB - SCHWAB US BROAD MKT ETF, 5.50%
- SPLG - SPDR S&P LARGE CAP 500 ETF, 4.83%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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