Long-term investor

Northstar Asset Management Co. @northstarassetmanagementa1ee

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001132708).

Record

  • Tracked since 2025-06-30 (449 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +3.1% · 1 year n/a · all +50.7%
  • Max drawdown n/a · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92204A702 · 18.6% · long · since 2025-06-30
  • AAPL · 9.6% · long · since 2025-06-30
  • 922908769 · 5.3% · long · since 2025-06-30
  • 922908736 · 4.5% · long · since 2025-06-30
  • 922908629 · 3.5% · long · since 2025-06-30
  • BRK-B · 3.0% · long · since 2025-06-30
  • 78462F103 · 2.5% · long · since 2025-06-30
  • 922908751 · 2.4% · long · since 2025-06-30
  • 922908363 · 2.3% · long · since 2025-06-30
  • MSFT · 2.1% · long · since 2025-06-30
  • TMO · 1.8% · long · since 2025-06-30
  • AME · 1.7% · long · since 2025-06-30

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