SEC Form 13F

NORTHSTAR ASSET MANAGEMENT Co 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$530,830,553
Positions261

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WORLD FDVGTINF TECH ETF$98,653,483870,728
APPLE INCAAPLCOM$51,216,395153,794
VANGUARD INDEX FDSVTITOTAL STK MKT$28,195,54777,290
VANGUARD INDEX FDSVUGGROWTH ETF$23,695,689283,849
VANGUARD INDEX FDSVOMID CAP ETF$18,696,542232,111
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$16,153,03132,637
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$13,092,36217,718
VANGUARD INDEX FDSVBSMALL CP ETF$12,997,37144,011
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$12,304,65918,118
MICROSOFT CORPMSFTCOM$10,963,57128,723

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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