CIK 869304
NORTHSTAR ASSET MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
88
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
8
Holdings
13F filings as of Dec 31, 2025 · Showing 51–88 of 88
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FIG | FIGMA INC | 17K | $500K+ | SH |
| CSCO | CISCO SYS INC | 8K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 681 | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 848 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 749 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 997 | $100K–$500K | SH |
| IVV | ISHARES TR | 485 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| EFV | ISHARES TR | 5K | $100K–$500K | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 273 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 842 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 456 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 19K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 347 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 391 | $100K–$500K | SH |
| TIP | ISHARES TR | 2K | $100K–$500K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 9K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| TLRY | TILRAY BRANDS INC | 15K | $100K–$500K | SH |