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 $606.0M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: APH ($38.6M, 6.37%), ASML ($32.7M, 5.39%), GOOGL ($27.1M, 4.48%), V ($23.6M, 3.89%), AMZN ($23.5M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP-CL A | $38.6M | 6.37% | 219,016 | Trimmed |
| 2 | ASML | ASML HOLDING N.V. ADR | $32.7M | 5.39% | 16,414 | Trimmed |
| 3 | GOOGL | ALPHABET INC-CL A | $27.1M | 4.48% | 75,925 | Trimmed |
| 4 | V | VISA INC-CLASS A SHARES | $23.6M | 3.89% | 68,651 | Trimmed |
| 5 | AMZN | AMAZON.COM INC | $23.5M | 3.88% | 98,717 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORP | $23.0M | 3.80% | 24,601 | Trimmed |
| 7 | GS | GOLDMAN SACHS GROUP INC. | $23.0M | 3.80% | 22,741 | Trimmed |
| 8 | URI | UNITED RENTALS INC. | $22.1M | 3.65% | 19,540 | Trimmed |
| 9 | ANET | ARISTA NETWORKS, INC. | $18.5M | 3.05% | 108,694 | Trimmed |
| 10 | ROST | ROSS STORES INC. | $18.0M | 2.97% | 84,593 | Trimmed |
| 11 | VOO | VANGUARD S&P 500 ETF | $17.4M | 2.86% | 25,264 | Added |
| 12 | MSFT | MICROSOFT CORP. | $16.8M | 2.77% | 44,997 | Trimmed |
| 13 | HD | HOME DEPOT | $16.6M | 2.75% | 47,190 | Trimmed |
| 14 | BLK | BLACKROCK INC. | $16.0M | 2.63% | 16,596 | Trimmed |
| 15 | MPC | MARATHON PETROLEUM CORP | $15.6M | 2.57% | 60,959 | Trimmed |
| 16 | AJG | ARTHUR J. GALLAGHER & CO. | $15.0M | 2.48% | 65,400 | Trimmed |
| 17 | SNPS | SYNOPSYS, INC. | $14.7M | 2.42% | 32,908 | Trimmed |
| 18 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE, | $14.6M | 2.41% | 58,455 | Trimmed |
| 19 | NXT | NEXTPOWER, INC | $14.5M | 2.38% | 121,286 | Trimmed |
| 20 | DOV | DOVER CORP. | $13.9M | 2.30% | 62,156 | Trimmed |
| 21 | UBER | UBER TECHNOLOGIES INC. | $13.5M | 2.23% | 186,923 | Trimmed |
| 22 | BA | BOEING | $12.6M | 2.08% | 58,192 | Trimmed |
| 23 | TLN | TALEN ENERGY CORPORATION | $12.5M | 2.06% | 32,448 | Trimmed |
| 24 | TPL | TEXAS PACIFIC LAND CORPORATION | $12.3M | 2.04% | 28,184 | Trimmed |
| 25 | DHR | DANAHER CORP. | $12.0M | 1.97% | 62,755 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30