Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NORTHSTAR ASSET MANAGEMENT INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

NORTHSTAR ASSET MANAGEMENT INC (CIK 869304) reported $325.9M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DSI ($25.7M, 7.89%), GOOGL ($21.6M, 6.62%), AAPL ($17.8M, 5.47%), MSFT ($16.0M, 4.92%), COST ($15.4M, 4.73%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DSIISHARES TR$25.7M7.89%212,270Added
2GOOGLALPHABET INC$21.6M6.62%75,008Trimmed
3AAPLAPPLE INC$17.8M5.47%70,268Trimmed
4MSFTMICROSOFT CORP$16.0M4.92%43,283Trimmed
5COSTCOSTCO WHOLESALE CORPORATION$15.4M4.73%15,472Trimmed
6TJXTJX COS INC NEW$14.5M4.46%91,013Trimmed
7LINLINDE PLC$13.3M4.07%26,735Trimmed
8VSGXVANGUARD WORLD FD$13.2M4.06%184,289Added
9SYKSTRYKER CORPORATION$11.8M3.61%35,760Trimmed
10ADPAUTOMATIC DATA PROCESSING IN$10.4M3.19%51,131Trimmed
11BRK/ABERKSHIRE HATHAWAY INC DEL$10.1M3.09%14Hold
12ETNEATON CORP PLC$9.4M2.90%26,413Trimmed
13HDHOME DEPOT INC$8.6M2.64%26,173Trimmed
14CNICANADIAN NATL RY CO$8.3M2.54%80,472Trimmed
15XYLXYLEM INC$7.8M2.39%65,109Trimmed
16IDXXIDEXX LABS INC$7.1M2.19%12,694Trimmed
17VOOVANGUARD INDEX FDS$6.1M1.87%10,220Hold
18VLTOVERALTO CORP$5.6M1.72%63,456Trimmed
19INTUINTUIT$5.6M1.71%12,899Trimmed
20ULUNILEVER PLC$5.4M1.67%95,426Trimmed
21EBCEASTERN BANKSHARES INC$5.1M1.56%259,655Trimmed
22NDAQNASDAQ INC$4.9M1.50%57,463Added
23TSMTAIWAN SEMICONDUCTOR MANUFAC$4.7M1.45%13,973Added
24DLRDIGITAL RLTY TR INC$4.1M1.26%22,814Trimmed
25BMIBADGER METER INC$3.8M1.18%25,252Trimmed

Source: SEC Form 13F filings · as of 2026-03-31