Long-term investor
Northstar Financial Companies, Inc. @northstarfinancialcompan
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002059828).
Record
- Tracked since 2025-06-30 (477 days), 146 trades recorded
- Returns: week n/a · month n/a · 90 days -2.9% · 6 months +7.4% · 1 year +22.7% · all +22.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287622 · 9.2% · long · since 2025-06-30
- V · 6.2% · long · since 2025-06-30
- 921932505 · 3.9% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- 921943858 · 3.1% · long · since 2025-06-30
- MU · 3.0% · long · since 2025-06-30
- 46641Q837 · 2.5% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- CVX · 2.2% · long · since 2025-06-30
- VZ · 2.2% · long · since 2025-06-30
- 30231G102 · 2.1% · long · since 2025-06-30