NORTHSTAR ASSET MANAGEMENT INC - Portfolio overview

NORTHSTAR ASSET MANAGEMENT INC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DSI - ISHARES TR, 7.79%
2. GOOGL - ALPHABET INC, 6.53%
3. AAPL - APPLE INC, 5.40%

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

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