Northstar Group, Inc.
THE NORTHSTAR GROUP, INC. is an SEC-registered investment adviser headquartered in New York, NY. Founded in 2001, the firm manages assets for individuals and institutional clients with a focus on portfolio management and investment advisory services. The firm employs a small team of professionals and is known for providing personalized investment solutions.
Investment Strategy
Northstar Group, Inc. utilizes a diversified investment strategy with a focus on public equity and fixed income markets. The firm invests primarily in large-cap equities, ETFs, and high-quality bonds, aiming to manage risks while pursuing consistent long-term capital appreciation. Holdings regularly include blue-chip companies and broad market ETFs, with a mix of stable value assets and tactical allocation to thematic opportunities. The investment approach is disciplined, data-driven, and tailored to client needs, balancing growth and preservation of capital.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 17.00% | $116.7M | 232,105 | $165.51 | $502.74 | +$3.8M |
V VTI | VANGUARD INDEX FDS | 11.04% | $75.8M | 230,964 | $195.65 | $328.17 | +$5.7M |
B BIL | SPDR SERIES TRUST | 6.86% | $47.1M | 513,303 | $91.62 | $91.75 | -$300.7K |
A AAPL | APPLE INC | 5.62% | $38.6M | 151,543 | $44.57 | $254.63 | +$7.2M |
G GOOG | ALPHABET INC | 3.61% | $24.8M | 101,838 | $54.94 | $243.55 | +$6.8M |