SEC Form 13F

NORTH POINT PORTFOLIO MANAGERS CORP/OH 13F Holdings

Report period2026-06-30
Publicly available2026-08-01
Reported value$606,027,496
Positions79

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMPHENOL CORP-CL AAPHCOM$38,616,901219,016
ASML HOLDING N.V. ADRASMLCOM$32,654,66816,414
ALPHABET INC-CL AGOOGLCOM$27,133,31775,925
VISA INC-CLASS A SHARESVCOM$23,553,47068,651
AMAZON.COM INCAMZNCOM$23,528,21098,717
COSTCO WHOLESALE CORPCOSTCOM$23,013,49724,601
GOLDMAN SACHS GROUP INC.GSCOM$22,999,56522,741
UNITED RENTALS INC.URICOM$22,136,67119,540
ARISTA NETWORKS, INC.ANETCOM$18,464,937108,694
ROSS STORES INC.ROSTCOM$18,005,62084,593

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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