NORTHSTAR ASSET MANAGEMENT Co - Portfolio overview

NORTHSTAR ASSET MANAGEMENT Co has 68 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Healthcare and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD GROWTH ETF, 18.07%
2. BRKB - BERKSHIRE HATHAWAY INC DEL CL, 14.26%
3. TMO - THERMO FISHER SCIENTIFIC INC., 7.70%

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

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