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Northstar Asset Management Inc.
NorthStar Asset Management, Inc. is a progressive wealth management firm headquartered in Boston, Massachusetts. Founded in 1990, the firm integrates clients’ financial goals with their social, ecological, and political commitments. With fewer than 25 employees, NorthStar offers personalized portfolio management services, emphasizing shareholder activism, community engagement, and charitable giving for individuals and organizations seeking to align their wealth with positive societal change.
Investment Strategy
NorthStar Asset Management employs a values-driven investment approach by constructing customized portfolios that reflect both the financial and social priorities of their clients. The firm specializes in integrating environmental, social, and governance (ESG) criteria, shareholder activism, and community engagement into the investment process. NorthStar's strategy includes direct engagement with portfolio companies, advocating for sustainable practices and social responsibility, and empowering clients through education on the impact of their investments. The firm’s objective is to balance competitive financial returns with tangible, positive societal outcomes.
Latest 13F Filing Activity
Northstar Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 61 equity positions with a total 13F market value of $362M. The fund increased holdings in Microsoft Corp., Verisk Analytics Inc., Intuit among other positions. Northstar Asset Management Inc. reduced exposure to Paypal HLDGS Inc., Fedex Corp., Apple Inc. among others.
Top Holdings
Equity Positions (61)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.87% | $21.2M | 42,702 | $244.65 | $497.41 | +$5.1M |
C COST | COSTCO WHSL CORP NEW | 4.74% | $17.1M | 17,313 | $369.44 | $989.94 | +$654.8K |
A ADP | AUTOMATIC DATA PROCESSING IN | 4.65% | $16.8M | 54,601 | $194.35 | $308.40 | +$47.9K |
S SYK | STRYKER CORPORATION | 4.41% | $15.9M | 40,286 | $247.42 | $395.63 | +$888.3K |
U UL | UNILEVER PLC | 4.37% | $15.8M | 258,552 | $53.88 | $61.17 | +$309.2K |
Industry Allocation
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