Long-term investor

Northstar Asset Management LLC @northstarassetmanagementckmt

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011587).

Record

  • Tracked since 2025-06-30 (446 days), 71 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.5% · 6 months n/a · 1 year +17.3% · all +17.3%
  • Max drawdown n/a · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287671 · 12.4% · long · since 2025-06-30
  • 381430503 · 10.6% · long · since 2025-06-30
  • NVDA · 6.2% · long · since 2025-06-30
  • 922908538 · 5.9% · long · since 2025-06-30
  • 921943858 · 3.7% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • 464288109 · 3.1% · long · since 2025-06-30
  • 381430529 · 3.0% · long · since 2025-06-30
  • 464288604 · 3.0% · long · since 2025-06-30
  • 464288273 · 2.8% · long · since 2025-06-30
  • 025072604 · 2.4% · long · since 2025-06-30
  • 464287200 · 2.2% · long · since 2025-06-30

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