Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NORTH POINT PORTFOLIO MANAGERS CORP/OH (CIK 1105344) reported $561.4M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APH ($28.6M, 5.09%), ASML ($25.7M, 4.57%), COST ($25.3M, 4.51%), GOOGL ($22.5M, 4.01%), V ($21.4M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP-CL A | $28.6M | 5.09% | 226,044 | Trimmed |
| 2 | ASML | ASML HOLDING N.V. ADR | $25.7M | 4.57% | 19,428 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORP | $25.3M | 4.51% | 25,439 | Trimmed |
| 4 | GOOGL | ALPHABET INC-CL A | $22.5M | 4.01% | 78,240 | Trimmed |
| 5 | V | VISA INC-CLASS A SHARES | $21.4M | 3.81% | 70,699 | Trimmed |
| 6 | AMZN | AMAZON.COM INC | $21.2M | 3.78% | 101,933 | Trimmed |
| 7 | GS | GOLDMAN SACHS GROUP INC. | $20.0M | 3.55% | 23,588 | Trimmed |
| 8 | ROST | ROSS STORES INC. | $19.1M | 3.40% | 88,169 | Trimmed |
| 9 | NXT | NEXTPOWER, INC | $17.7M | 3.16% | 147,211 | Trimmed |
| 10 | MSFT | MICROSOFT CORP. | $16.9M | 3.02% | 45,737 | Trimmed |
| 11 | BLK | BLACKROCK INC. | $16.6M | 2.96% | 17,288 | Trimmed |
| 12 | HD | HOME DEPOT | $16.0M | 2.85% | 48,717 | Trimmed |
| 13 | MPC | MARATHON PETROLEUM CORP | $15.5M | 2.77% | 63,596 | Trimmed |
| 14 | URI | UNITED RENTALS INC. | $14.7M | 2.62% | 20,165 | Trimmed |
| 15 | AJG | ARTHUR J. GALLAGHER & CO. | $14.4M | 2.56% | 66,482 | Trimmed |
| 16 | ROL | ROLLINS, INC. | $13.9M | 2.48% | 260,891 | Trimmed |
| 17 | TPL | TEXAS PACIFIC LAND CORPORATION | $13.8M | 2.47% | 29,173 | Trimmed |
| 18 | UBER | UBER TECHNOLOGIES INC. | $13.7M | 2.45% | 190,930 | Added |
| 19 | ANET | ARISTA NETWORKS, INC. | $13.6M | 2.42% | 110,839 | Trimmed |
| 20 | DOV | DOVER CORP. | $13.5M | 2.40% | 64,585 | Trimmed |
| 21 | SNPS | SYNOPSYS, INC. | $13.2M | 2.36% | 33,351 | Added |
| 22 | REGN | REGENERON PHARMACEUTICALS | $12.9M | 2.30% | 16,743 | Trimmed |
| 23 | DHR | DANAHER CORP. | $12.3M | 2.19% | 64,989 | Trimmed |
| 24 | BA | BOEING | $12.0M | 2.13% | 60,075 | Trimmed |
| 25 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE, | $11.9M | 2.13% | 60,417 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31