CIK 2059828
Northstar Financial Companies, Inc.
Institutional 13F holdings & portfolio
Holdings
114
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 114
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWM | ISHARES TR | 3K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 11K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| PFE | PFIZER INC | 24K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| MUB | ISHARES TR | 5K | $500K+ | SH |
| IWR | ISHARES TR | 5K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 5K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 523 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| EFA | ISHARES TR | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 797 | $100K–$500K | SH |
| T | AT&T INC | 14K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 15K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 4K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 8K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 367 | $100K–$500K | SH |
| GSK | GSK PLC | 6K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| IWF | ISHARES TR | 606 | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 1K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 553 | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 328 | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| IUSB | ISHARES TR | 6K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| MMT | MFS MULTIMARKET INCOME TR | 54K | $100K–$500K | SH |