NORTH STAR ASSET MANAGEMENT INC: 13F holdings

CIK 10565592026Q2

Positions372
Reported value$2.5bn
Filed2026-08-18

Change since last quarter

Positions372 (+16 vs prior quarter)
Reported value$2.5bn (+10.3%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE339,288$98.2m3.9%
SCHB SCHWAB US BROAD MKT ETF2,772,864$80.3m3.2%
GOOG ALPHABET CL C197,701$69.9m2.7%
VTI VANGUARD TTL STK MKT ETF186,279$68.9m2.7%
MSFT MICROSOFT159,018$59.3m2.3%
AMZN AMAZON.COM223,136$53.2m2.1%
SPYM SPDR S&P LARGE CAP 500597,120$52.5m2.1%
ASML HOLDINGS25,849$51.4m2.0%
V VISA141,145$48.4m1.9%
AMD ADVANCED MICRO DEVICES77,973$45.3m1.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1056559")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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