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.
Northstar Advisory Group, LLC (CIK 1816000) reported $268.6M across 112 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($23.3M, 8.68%), IGSB ($19.9M, 7.41%), NVDA ($17.4M, 6.46%), SHY ($10.7M, 3.97%), IEF ($10.2M, 3.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $23.3M | 8.68% | 304,507 | Added |
| 2 | IGSB | ISHARES TR | $19.9M | 7.41% | 378,594 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $17.4M | 6.46% | 99,557 | Added |
| 4 | SHY | ISHARES TR | $10.7M | 3.97% | 128,988 | New |
| 5 | IEF | ISHARES TR | $10.2M | 3.81% | 107,211 | Trimmed |
| 6 | XLP | SELECT SECTOR SPDR TR | $10.0M | 3.71% | 121,712 | New |
| 7 | GOOGL | ALPHABET INC | $9.7M | 3.63% | 33,869 | Added |
| 8 | XOM | EXXON MOBIL CORP | $8.5M | 3.15% | 49,855 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $7.7M | 2.88% | 20,917 | Trimmed |
| 10 | AAPL | APPLE INC | $7.7M | 2.87% | 30,359 | Trimmed |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $7.2M | 2.67% | 90,364 | New |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $6.5M | 2.42% | 10,000 | New |
| 13 | AVGO | BROADCOM INC | $5.3M | 1.97% | 17,119 | Added |
| 14 | NFLX | NETFLIX INC. | $5.2M | 1.94% | 54,282 | Added |
| 15 | XLB | SELECT SECTOR SPDR TR | $5.2M | 1.92% | 103,410 | New |
| 16 | JNJ | JOHNSON & JOHNSON | $4.9M | 1.84% | 20,237 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 1.54% | 12,210 | Added |
| 18 | BK | BANK NEW YORK MELLON CORP | $3.5M | 1.32% | 29,859 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $3.5M | 1.32% | 17,019 | Trimmed |
| 20 | CAT | CATERPILLAR INC | $3.1M | 1.17% | 4,428 | New |
| 21 | VGIT | VANGUARD SCOTTSDALE FDS | $3.1M | 1.14% | 51,482 | New |
| 22 | EBAY | EBAY INC. | $3.0M | 1.13% | 33,373 | Trimmed |
| 23 | LMT | LOCKHEED MARTIN CORP | $2.8M | 1.03% | 4,580 | New |
| 24 | TSLA | TESLA INC | $2.6M | 0.98% | 7,071 | Trimmed |
| 25 | OIH | VANECK ETF TRUST | $2.6M | 0.97% | 6,416 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31