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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.
Latest 13F Filing Activity
Northstar Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 160 equity positions with a total 13F market value of $687M. The fund increased holdings in Apple Inc., Alphabet Inc., Vanguard Index FDS among other positions. Northstar Group, Inc. reduced exposure to Costco WHSL Corp. New, Starbucks Corp., Booking Holdings Inc. among others.
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| 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 |
Industry Allocation
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