NorthStar Asset Management LLC
Annual return
—
SPY
—
Alpha
—
Invested
$207.1M
Holdings
95
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IUSG
ISHARES TR
Q4 2025: Increased +5.0% (130.0k → 136.6k shares)
11.3%
02
$GSLC
GOLDMAN SACHS ETF TR
Q4 2025: Increased +3.4% (163.9k → 169.5k shares)
10.5%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 1.7% (80.2k → 78.9k shares)
6.4%
04
$VOT
VANGUARD INDEX FDS
Q4 2025: Increased +4.9% (40.5k → 42.5k shares)
5.5%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +4.1% (115.4k → 120.2k shares)
3.8%
06
$GBIL
GOLDMAN SACHS ETF TR
Q4 2025: Sold 1.5% (71.7k → 70.6k shares)
3.6%
07
$AAPL
APPLE INC
Q2 2025: Increased +4.2% (29.5k → 30.7k shares)
3.6%
08
$ILCV
ISHARES TR
Q4 2025: Increased +3.2% (68.1k → 70.3k shares)
3.3%
09
$SCZ
ISHARES TR
Q4 2025: Increased +6.8% (68.1k → 72.7k shares)
2.9%
10
$ISCG
ISHARES TR
Q4 2025: Increased +6.5% (93.9k → 100.1k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 12:33 UTC.