Northstar Group, Inc. Top Holdings and 13F Report (2025) About Northstar Group, Inc.Investment ActivityNorthstar Group, Inc. has $616.79 million in total holdings as of March 31, 2025.Northstar Group, Inc. owns shares of 150 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.84% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Northstar Group, Inc. has purchased 154 new stocks and bought additional shares in 63 stocks.Northstar Group, Inc. sold shares of 41 stocks and completely divested from 11 stocks this quarter.Largest Holdings Berkshire Hathaway $123,121,666Vanguard Total Stock Market ETF $61,112,625SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $47,475,572Apple $33,866,298Costco Wholesale $20,681,319 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $359,080 Holding88579Y101 - 3M $262,375 Holding46436E825 - iShares iBonds Dec 2029 Term Treasury ETF $246,916 Holding808524805 - Schwab International Equity ETF $238,705 Holding209115104 - Consolidated Edison $234,341 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 16,010 shares (about $4.40M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 28,550 shares (about $2.62M)iShares iBonds Dec 2027 Term Corporate ETF 91,483 shares (about $2.21M)iShares iBonds Dec 2026 Term Corporate ETF 81,490 shares (about $1.97M)iShares iBonds Dec 2028 Term Corporate ETF 66,531 shares (about $1.68M) Largest Sales this Quarter Apple 5,068 shares (about $1.13M)Berkshire Hathaway 866 shares (about $461.21K)Meta Platforms 326 shares (about $187.89K)Johnson & Johnson 888 shares (about $147.27K)iShares Russell 1000 Growth ETF 313 shares (about $113.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorthstar Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$123,121,666$461,214 ▼-0.4%231,18020.0%FinanceVTIVanguard Total Stock Market ETF$61,112,625$4,400,210 ▲7.8%222,3569.9%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$47,475,572$2,618,890 ▲5.8%517,5587.7%ETFAAPLApple$33,866,298$1,125,759 ▼-3.2%152,4615.5%Computer and TechnologyCOSTCostco Wholesale$20,681,319$25,536 ▲0.1%21,8673.4%Retail/WholesaleVOOVanguard S&P 500 ETF$17,680,641$709,178 ▲4.2%34,4052.9%ETFAMZNAmazon.com$16,748,398$42,999 ▼-0.3%88,0292.7%Retail/WholesaleGOOGAlphabet$15,902,974$97,800 ▼-0.6%101,7922.6%Computer and TechnologyMETAMeta Platforms$14,098,459$187,895 ▼-1.3%24,4612.3%Computer and TechnologyACGLArch Capital Group$11,889,277$136,383 ▲1.2%123,6151.9%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$11,304,208$1,972,873 ▲21.1%466,9231.8%ETFGOOGLAlphabet$11,037,940$23,815 ▼-0.2%71,3781.8%Computer and TechnologyVTVVanguard Value ETF$9,117,155$158,920 ▲1.8%52,7801.5%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$8,617,618$82,995 ▼-1.0%342,6491.4%ETFBRBroadridge Financial Solutions$8,290,528$121,228 ▲1.5%34,1941.3%Business ServicesVIGVanguard Dividend Appreciation ETF$8,279,826$436,863 ▲5.6%42,6821.3%ETFIWFiShares Russell 1000 Growth ETF$7,086,506$113,017 ▼-1.6%19,6261.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,967,836$2,212,061 ▲46.5%288,1651.1%ETFJNJJohnson & Johnson$6,901,488$147,267 ▼-2.1%41,6151.1%MedicalVUGVanguard Growth ETF$6,549,907$17,429 ▲0.3%17,6631.1%ETFSBUXStarbucks$6,396,445$55,519 ▼-0.9%65,2101.0%Retail/WholesaleECLEcolab$6,320,198$24,338 ▼-0.4%24,9301.0%Basic MaterialsVXUSVanguard Total International Stock ETF$6,170,261$1,023,223 ▲19.9%99,3601.0%ETFBRK.ABerkshire Hathaway$5,589,0910.0%70.9%FinanceAXPAmerican Express$5,530,469$53,811 ▼-1.0%20,5550.9%FinanceBKNGBooking$5,427,370$32,251 ▲0.6%1,1780.9%Retail/WholesaleADPAutomatic Data Processing$4,704,581$58,968 ▼-1.2%15,3980.8%Business ServicesWMTWalmart$4,636,437$82,259 ▼-1.7%52,8130.8%Retail/WholesaleVTVanguard Total World Stock ETF$4,295,689$25,625 ▲0.6%37,0480.7%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$4,236,512$1,100,263 ▲35.1%190,4050.7%ManufacturingMSFTMicrosoft$4,215,865$103,229 ▼-2.4%11,2310.7%Computer and TechnologyVVisa$4,170,801$108,642 ▲2.7%11,9010.7%Business ServicesIBTHiShares iBonds Dec 2027 Term Treasury ETF$4,086,493$1,027,150 ▲33.6%182,2700.7%ManufacturingMKLMarkel Group$4,040,227$658,103 ▲19.5%2,1610.7%Multi-Sector ConglomeratesSCHDSchwab US Dividend Equity ETF$3,912,098$83,656 ▼-2.1%139,9180.6%ETFUNPUnion Pacific$3,323,232$1,654 ▲0.0%14,0670.5%TransportationPYPLPayPal$3,296,952$288,014 ▲9.6%50,5280.5%Computer and TechnologyDISWalt Disney$3,166,174$110,941 ▲3.6%32,0780.5%Consumer DiscretionaryIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,024,790$1,680,576 ▲125.0%119,7460.5%ETFPEPPepsiCo$2,878,877$6,447 ▼-0.2%19,2000.5%Consumer StaplesVEUVanguard FTSE All-World ex-US ETF$2,809,897$290,198 ▲11.5%46,3220.5%ETFVYMVanguard High Dividend Yield ETF$2,790,849$87,436 ▲3.2%21,6410.5%ETFSPYSPDR S&P 500 ETF Trust$2,756,060$478,828 ▲21.0%4,9270.4%FinanceKOCoca-Cola$2,470,533$54,789 ▼-2.2%34,4950.4%Consumer StaplesSYKStryker$2,354,482$22,335 ▲1.0%6,3250.4%MedicalPGProcter & Gamble$2,309,690$39,196 ▲1.7%13,5530.4%Consumer StaplesHDHome Depot$2,305,908$2,932 ▼-0.1%6,2920.4%Retail/WholesaleMRKMerck & Co., Inc.$2,228,627$157,886 ▲7.6%24,8290.4%MedicalMCDMcDonald's$2,027,678$43,109 ▼-2.1%6,4910.3%Retail/WholesaleCRMSalesforce$1,838,817$20,932 ▲1.2%6,8520.3%Computer and TechnologyABBVAbbVie$1,783,439$12,152 ▲0.7%8,5120.3%MedicalBF.BBrown-Forman$1,632,487$12,795 ▲0.8%48,0990.3%Consumer StaplesVHTVanguard Health Care ETF$1,596,546$265 ▲0.0%6,0310.3%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$1,583,548$541,177 ▲51.9%69,0300.3%ManufacturingMDLZMondelez International$1,363,182$51,634 ▼-3.6%20,0910.2%Consumer StaplesRTXRTX$1,332,0170.0%10,0560.2%AerospaceJPMJPMorgan Chase & Co.$1,325,173$8,341 ▲0.6%5,4020.2%FinanceNKENIKE$1,253,282$10,792 ▲0.9%19,7430.2%Consumer DiscretionaryIWDiShares Russell 1000 Value ETF$1,212,295$16,181 ▼-1.3%6,4430.2%ETFVDCVanguard Consumer Staples ETF$1,169,871$11,160 ▲1.0%5,3460.2%ETFNVDANVIDIA$1,156,534$54,299 ▲4.9%10,6710.2%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$1,113,997$4,318 ▲0.4%19,3500.2%ETFULUnilever$1,082,053$33,825 ▼-3.0%18,1700.2%Consumer StaplesVTEBVanguard Tax-Exempt Bond ETF$1,040,381$68,227 ▼-6.2%20,9670.2%ETFESCAEscalade$1,017,4500.0%66,5000.2%Consumer DiscretionaryXOMExxon Mobil$1,016,1380.0%8,5440.2%EnergyQQQInvesco QQQ$987,535$14,067 ▲1.4%2,1060.2%FinanceORCLOracle$985,997$175,472 ▲21.6%7,0520.2%Computer and TechnologyCBChubb$922,331$131,373 ▲16.6%3,0540.1%FinanceABTAbbott Laboratories$898,7270.0%6,7750.1%MedicalLLYEli Lilly and Company$883,723$14,040 ▲1.6%1,0700.1%MedicalCATCaterpillar$852,9740.0%2,5860.1%IndustrialsAOMiShares Core 40/60 Moderate Allocation ETF$807,665$39,317 ▼-4.6%18,4060.1%ETFCVSCVS Health$791,062$36,111 ▼-4.4%11,6760.1%MedicalIWBiShares Russell 1000 ETF$775,7460.0%2,5290.1%ETFVISVanguard Industrials ETF$770,871$49,015 ▼-6.0%3,1140.1%ETFCSXCSX$748,3850.0%25,4290.1%TransportationGEGeneral Electric$739,351$35,827 ▼-4.6%3,6940.1%TransportationTSLATesla$733,683$36,282 ▼-4.7%2,8310.1%Auto/Tires/TrucksVIOOVanguard S&P Small-Cap 600 ETF$677,782$44,201 ▲7.0%7,0230.1%ETFVBVanguard Small-Cap ETF$674,692$6,652 ▼-1.0%3,0430.1%ETFAAONAAON$664,105$39,065 ▼-5.6%8,5000.1%ConstructionTTTrane Technologies$579,114$47,165 ▼-7.5%1,7190.1%ConstructionVTIPVanguard Short-Term Inflation-Protected Securities ETF$576,6190.0%11,5550.1%ManufacturingBABAAlibaba Group$575,977$793 ▲0.1%4,3560.1%Retail/WholesaleDECKDeckers Outdoor$538,141$295,961 ▲122.2%4,8130.1%Retail/WholesaleOXYOccidental Petroleum$521,666$50,345 ▲10.7%10,5690.1%EnergyVPUVanguard Utilities ETF$515,8460.0%3,0200.1%ETFUPSUnited Parcel Service$511,937$17,930 ▼-3.4%4,6540.1%TransportationPEGPublic Service Enterprise Group$499,722$39,092 ▼-7.3%6,0720.1%UtilitiesLOWLowe's Companies$494,914$51,544 ▲11.6%2,1220.1%Retail/WholesaleMAMastercard$494,426$47,140 ▲10.5%9020.1%Business ServicesAVGOBroadcom$472,1530.0%2,8200.1%Computer and TechnologyAMGNAmgen$467,636$15,266 ▲3.4%1,5010.1%MedicalIBTFiShares iBonds Dec 2025 Term Treasury ETF$450,246$35,195 ▲8.5%19,2660.1%ManufacturingCLXClorox$439,8720.0%2,9870.1%Consumer StaplesBIVVanguard Intermediate-Term Bond ETF$424,1980.0%5,5400.1%ETFBKBank of New York Mellon$420,677$4,780 ▼-1.1%5,0160.1%FinanceMARMarriott International$420,6610.0%1,7660.1%Consumer DiscretionaryDVYiShares Select Dividend ETF$419,7910.0%3,1260.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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