StockDriftsStockDriftsTop 50 North Point Portfolio Managers CORP Oh Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP | 6.11% | 430.7K | $36.4M | -1.68%(-7.38K) | $5.67(+1317.04%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 4.88% | 16.0K | $29.0M | -2.38%(-391) | $674.30(+144.27%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.28% | 73.9K | $25.4M | -2.63%(-2.00K) | $206.14(+66.96%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.14% | 35.2K | $24.6M | +39.17%(+9.90K) | $642.91(+9.60%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 4.05% | 96.8K | $24.1M | -1.96%(-1.93K) | $99.71(+163.22%) | 2026-09-30 | |
| V | VISA INC | 4.02% | 66.6K | $23.9M | -3.04%(-2.09K) | $53.61(+651.58%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.84% | 44.6K | $22.9M | -0.89%(-400) | $419.77(+27.10%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.67% | 24.0K | $21.8M | -2.57%(-632) | $88.39(+1026.25%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 3.61% | 105.6K | $21.5M | -2.83%(-3.08K) | $90.70(+101.70%) | 2026-09-30 | |
| GS | GOLDMAN SACHS GROUP INC | 3.35% | 22.1K | $19.9M | -2.70%(-614) | $208.36(+320.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.18% | +33.75% | +3.95% | +21.38% |
| Top 20 Holdings Unweighted | +10.06% | +33.31% | +3.96% | +21.42% |
North Point Portfolio Managers CORP Oh reports $594.96M in US-listed equity holdings across 264 positions in its most recent 13F filing. Its largest disclosed positions are APH (6.1%), ASML (4.9%) and GOOGL (4.3%). The top 20 holdings account for 66.12% of reported assets. Its disclosed equity book has returned +33.75% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from North Point Portfolio Managers CORP Oh’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1105344). View North Point Portfolio Managers CORP Oh’s 13F filings on SEC