NORTH POINT PORTFOLIO MANAGERS CORP/OH: 13F holdings
CIK 11053442026Q2
| Positions | 79 |
|---|
| Reported value | $606.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 79 (+3 vs prior quarter) |
|---|
| Reported value | $606.0m (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP-CL A | 219,016 | $38.6m | 6.4% |
| ASML HOLDING N.V. ADR | 16,414 | $32.7m | 5.4% |
| GOOGL ALPHABET INC-CL A | 75,925 | $27.1m | 4.5% |
| V VISA INC-CLASS A SHARES | 68,651 | $23.6m | 3.9% |
| AMZN AMAZON.COM INC | 98,717 | $23.5m | 3.9% |
| COST COSTCO WHOLESALE CORP | 24,601 | $23.0m | 3.8% |
| GS GOLDMAN SACHS GROUP INC. | 22,741 | $23.0m | 3.8% |
| URI UNITED RENTALS INC. | 19,540 | $22.1m | 3.7% |
| ANET ARISTA NETWORKS, INC. | 108,694 | $18.5m | 3.0% |
| ROST ROSS STORES INC. | 84,593 | $18.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1105344")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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