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North Point Portfolio Managers Corp/oh
North Point Portfolio Managers Corporation is an SEC-registered investment adviser founded in 1999 and based in Orange, Ohio. The firm specializes in long-only equity and fixed income management, offering continuous portfolio management for individuals, high net worth clients, pension plans, endowments, non-profits, and corporations. It creates customized portfolios based on clients' objectives and risk tolerance, and currently manages nearly $783 million in assets. The team includes experienced professionals serving a broad range of client types.
Investment Strategy
North Point Portfolio Managers Corporation employs a research-driven strategy, using both quantitative and fundamental analysis to select investments. The firm focuses on undervalued stocks with superior business strategies and seeks to diversify assets across economic sectors. International exposure is managed by investing in U.S.-based companies with significant foreign sales. Portfolios can be customized as 100% equities, 100% fixed income, or a blended approach to match client goals and risk profiles. The firm does not charge performance-based fees and does not engage in proprietary trading or other financial industry affiliations.
Latest 13F Filing Activity
North Point Portfolio Managers Corp/oh filed their most recent 13F report on Sep 30, 2025 disclosing 64 equity positions with a total 13F market value of $605M. The fund increased holdings in Alphabet Inc-cl A, Amphenol Corp-cl A, Synopsys, Inc. among other positions. North Point Portfolio Managers Corp/oh reduced exposure to Ansys, Inc., FMC Corporation, Accenture Plc-class A among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP-CL A | 6.37% | $38.5M | 311,074 | $10.40 | $123.75 | +$7.2M |
V V | VISA INC-CLASS A SHARES | 4.08% | $24.7M | 72,331 | $81.88 | $341.38 | -$1.3M |
C COST | COSTCO WHOLESALE CORP | 4.00% | $24.2M | 26,100 | $166.38 | $925.63 | -$2.0M |
A AMZN | AMAZON.COM INC | 3.72% | $22.5M | 102,449 | $88.78 | $219.57 | -$168.3K |
G GS | GOLDMAN SACHS GROUP INC. | 3.66% | $22.2M | 27,826 | $173.42 | $796.35 | +$2.2M |
Industry Allocation
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