North Star Asset Management Inc.
North Star Asset Management Inc. is an independent, SEC-registered investment advisory firm headquartered in Neenah, Wisconsin. Founded in 1996, it provides customized investment management and retirement planning services to families, corporations, and endowments. The firm employs over 19 staff, including a team of 11 investment professionals with 9 CFA charterholders, 2 CFP professionals, and 2 CPAs, focused on offering personalized service and strong investment results.
Investment Strategy
North Star Asset Management Inc. builds customized equity and fixed income portfolios for its clients through proprietary fundamental analysis, including company visits and ongoing communication with Wall Street analysts. Investment advice is provided on both a discretionary and non-discretionary basis, tailored to individual client financial situations, needs, and objectives. The firm invests in a range of securities, including common and preferred stocks, ETFs, mutual funds, government and corporate debt, municipal bonds, CDs, and options, aiming to deliver personalized solutions for long-term growth and risk management.
Top Holdings
Equity Positions (300)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | 3.35% | $79.1M | 159,096 | $79.35 | $497.41 | +$20.5M |
A AAPL | APPLE | 3.25% | $76.8M | 374,479 | $51.07 | $205.17 | -$3.6M |
S SCHB | SCHWAB US BROAD MKT ETF | 2.69% | $63.5M | 2,664,456 | $10.99 | $23.83 | +$858.3K |
V VTI | VANGUARD TTL STK MKT ETF | 2.35% | $55.6M | 183,063 | $134.97 | $303.93 | +$7.2M |
S SPLG | SPDR S&P LARGE CAP 500 ETF | 2.31% | $54.6M | 751,255 | $60.54 | $72.69 | +$5.0M |