Long-term investor
North Point Portfolio Managers Corp. @northpointportfoliomanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001105344).
Record
- Tracked since 2025-06-30 (454 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- APH · 6.4% · long · since 2025-06-30
- N07059210 · 5.4% · long · since 2025-06-30
- GOOGL · 4.5% · long · since 2025-06-30
- V · 3.9% · long · since 2025-06-30
- AMZN · 3.9% · long · since 2025-06-30
- COST · 3.8% · long · since 2025-06-30
- GS · 3.8% · long · since 2025-06-30
- URI · 3.7% · long · since 2025-06-30
- 040413205 · 3.0% · long · since 2025-06-30
- ROST · 3.0% · long · since 2025-06-30
- 922908363 · 2.9% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30