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 STAR ASSET MANAGEMENT INC (CIK 1056559) reported $2.31B across 354 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($88.5M, 3.84%), SCHB ($67.3M, 2.92%), VTI ($59.8M, 2.59%), GOOG ($59.3M, 2.57%), MSFT ($58.9M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $88.5M | 3.84% | 348,770 | Trimmed |
| 2 | SCHB | SCHWAB US BROAD MKT ETF | $67.3M | 2.92% | 2.7M | Added |
| 3 | VTI | VANGUARD TTL STK MKT ETF | $59.8M | 2.59% | 186,455 | Added |
| 4 | GOOG | ALPHABET CL C | $59.3M | 2.57% | 206,648 | Trimmed |
| 5 | MSFT | MICROSOFT | $58.9M | 2.56% | 159,142 | Added |
| 6 | AMZN | AMAZON.COM | $47.2M | 2.05% | 226,476 | Added |
| 7 | SCHW | CHARLES SCHWAB | $45.7M | 1.98% | 485,818 | Trimmed |
| 8 | SPLG | SPDR S&P LARGE CAP 500 | $45.5M | 1.97% | 594,530 | Trimmed |
| 9 | V | VISA | $43.3M | 1.88% | 143,350 | Added |
| 10 | SSNC | SS&C TECHNOLOGIES | $41.2M | 1.79% | 610,016 | Added |
| 11 | ASML | ASML HOLDINGS | $38.5M | 1.67% | 29,125 | Trimmed |
| 12 | AME | AMETEK | $37.6M | 1.63% | 175,346 | Trimmed |
| 13 | PFG | PRINCIPAL FINL GROUP | $34.4M | 1.49% | 382,045 | Trimmed |
| 14 | ABBV | ABBVIE | $34.2M | 1.48% | 157,128 | Trimmed |
| 15 | ADI | ANALOG DEVICES | $33.9M | 1.47% | 106,566 | Trimmed |
| 16 | ABT | ABBOTT LABS | $33.6M | 1.46% | 326,779 | Added |
| 17 | SYK | STRYKER | $33.5M | 1.45% | 102,047 | Added |
| 18 | NVDA | NVIDIA | $33.1M | 1.43% | 189,510 | Trimmed |
| 19 | AVGO | BROADCOM | $32.6M | 1.42% | 105,423 | Trimmed |
| 20 | TMO | THERMO FISHER SCIENTIFIC | $30.3M | 1.32% | 61,741 | Trimmed |
| 21 | APH | AMPHENOL | $29.0M | 1.26% | 229,413 | Trimmed |
| 22 | SNPS | SYNOPSYS | $26.4M | 1.15% | 66,652 | Added |
| 23 | MENASHA CORP | $25.6M | 1.11% | 2,181 | Hold | |
| 24 | VEEV | VEEVA SYSTEMS | $25.5M | 1.11% | 145,121 | Added |
| 25 | SWTSX | SCHWAB TOTAL STOCK MKT-SEL | $24.9M | 1.08% | 1.6M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31