MondegarAI
NORTHSTAR ASSET MANAGEMENT INC

Q3 2025 · 13F-HR

NORTHSTAR ASSET MANAGEMENT INCholdings as filed

Filed 2025-10-30 · accession 0001172661-25-004516

$384.6M
Reported value
70
Positions
2025-09-30
Period end
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The Brief · NORTHSTAR ASSET MANAGEMENT INC · Q3 2025

AI · grounded in 13F

NORTHSTAR ASSET MANAGEMENT INC initiated a new position in MSFT valued at $22.46M. The fund also established new holdings in GOOGL for $20.6M and AAPL for $20.04M. Additional new positions include TJX at $16.9M and ADP at $16.35M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$22.5M5.84%43,367CommonSOLE
02079K305GOOGLALPHABET INC$20.6M5.36%84,752CommonSOLE
037833100AAPLAPPLE INC$20.0M5.21%78,720CommonSOLE
872540109TJXTJX COS INC NEW$16.9M4.39%116,903CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$16.4M4.25%55,709CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$16.3M4.25%17,651CommonSOLE
G54950103LINLINDE PLC$15.9M4.14%33,503CommonSOLE
904767704UNILEVER PLC$15.7M4.09%265,201CommonSOLE
863667101SYKSTRYKER CORPORATION$15.3M3.98%41,453CommonSOLE
461202103INTUINTUIT$13.9M3.62%20,408CommonSOLE
G29183103ETNEATON CORP PLC$13.3M3.46%35,591CommonSOLE
670100205NVONOVO-NORDISK A S$12.3M3.21%222,348CommonSOLE
45168D104IDXXIDEXX LABS INC$11.9M3.08%18,562CommonSOLE
98419M100XYLXYLEM INC$11.9M3.08%80,347CommonSOLE
437076102HDHOME DEPOT INC$11.3M2.94%27,884CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$10.6M2.75%14CommonSOLE
253868103DLRDIGITAL RLTY TR INC$9.6M2.49%55,444CommonSOLE
136375102CNICANADIAN NATL RY CO$9.6M2.48%101,303CommonSOLE
92338C103VLTOVERALTO CORP$8.9M2.31%83,349CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$8.3M2.17%35,029CommonSOLE
79466L302CRMSALESFORCE INC$7.8M2.03%32,971CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$7.6M1.97%416,569CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$7.0M1.82%27,805CommonSOLE
235851102DHRDANAHER CORPORATION$6.3M1.64%31,808CommonSOLE
922908363VOOVANGUARD INDEX FDS$6.3M1.63%10,220CommonSOLE
45167R104IEXIDEX CORP$6.1M1.58%37,430CommonSOLE
H01301128ALCALCON AG$5.0M1.29%66,664CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$4.9M1.27%106,053CommonSOLE
631103108NDAQNASDAQ INC$4.6M1.19%51,736CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$4.5M1.17%41,419CommonSOLE
056525108BMIBADGER METER INC$4.5M1.17%25,225CommonSOLE
23804L103DDOGDATADOG INC$4.1M1.06%28,529CommonSOLE
00724F101ADBEADOBE INC$4.0M1.04%11,358CommonSOLE
974250102WINAWINMARK CORP$3.9M1.02%7,899CommonSOLE
040413205ANETARISTA NETWORKS INC$3.4M0.89%23,381CommonSOLE
596680108MSEXMIDDLESEX WTR CO$2.8M0.73%51,795CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$2.5M0.66%30,644CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.2M0.57%11,850CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.54%4,139CommonSOLE
31428X106FDXFEDEX CORP$1.3M0.34%5,607CommonSOLE
02079K107GOOGALPHABET INC$992,4660.26%4,075CommonSOLE
384802104GWWGRAINGER W W INC$792,8630.21%832CommonSOLE
17275R102CSCOCISCO SYS INC$687,9630.18%10,055CommonSOLE
742718109PGPROCTER AND GAMBLE CO$643,9470.17%4,191CommonSOLE
464288570DSIISHARES TR$629,3720.16%4,997CommonSOLE
023135106AMZNAMAZON COM INC$609,9650.16%2,778CommonSOLE
464287614IWFISHARES TR$569,1180.15%1,215CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$498,7200.13%851CommonSOLE
464287101OEFISHARES TR$464,9770.12%1,397CommonSOLE
713448108PEPPEPSICO INC$442,5260.12%3,151CommonSOLE
580135101MCDMCDONALDS CORP$430,9160.11%1,418CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$424,2570.11%1,627CommonSOLE
30303M102METAMETA PLATFORMS INC$405,3780.11%552CommonSOLE
907818108UNPUNION PAC CORP$384,1010.10%1,625CommonSOLE
46432F339QUALISHARES TR$369,1610.10%1,898CommonSOLE
464287408IVEISHARES TR$360,6750.09%1,747CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$352,4090.09%529CommonSOLE
88160R101TSLATESLA INC$333,0950.09%749CommonSOLE
922908769VTIVANGUARD INDEX FDS$327,1850.09%997CommonSOLE
464287200IVVISHARES TR$324,6110.08%485CommonSOLE
464288877EFVISHARES TR$309,5760.08%4,564CommonSOLE
11135F101AVGOBROADCOM INC$277,7840.07%842CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$272,3860.07%457CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$266,1320.07%4,912CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$259,3030.07%149,886CommonSOLE
00287Y109ABBVABBVIE INC$258,8620.07%1,118CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$244,0310.06%3,639CommonSOLE
464287598IWDISHARES TR$241,0510.06%1,184CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$233,0980.06%827CommonSOLE
464287176TIPISHARES TR$222,4400.06%2,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.