StockDriftsStockDriftsTop 50 North Star Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE | 3.84% | 348.8K | $88.5M | -1.52%(-5.37K) | $81.45(+278.91%) | 2026-03-31 | |
| SCHB | SCHWAB US BROAD MKT ETF | 2.92% | 2.68M | $67.3M | +0.16%(+4.38K) | $11.01(+162.21%) | 2026-03-31 | |
| VTI | VANGUARD TTL STK MKT ETF | 2.59% | 186.5K | $59.8M | +1.30%(+2.39K) | $169.61(+117.41%) | 2026-03-31 | |
| MSFT | MICROSOFT | 2.56% | 159.1K | $58.9M | +1.15%(+1.81K) | $73.68(+429.99%) | 2026-03-31 | |
| AMZN | AMAZON.COM | 2.05% | 226.5K | $47.2M | +0.47%(+1.05K) | $120.76(+100.95%) | 2026-03-31 | |
| SCHW | CHARLES SCHWAB | 1.98% | 485.8K | $45.7M | -0.85%(-4.18K) | $43.49(+123.05%) | 2026-03-31 | |
| SPYM | SPDR S&P LARGE CAP 500 | 1.97% | 594.5K | $45.5M | -18.80%(-137.63K) | $58.52(+49.81%) | 2026-03-31 | |
| V | VISA | 1.88% | 143.3K | $43.3M | +0.03%(+41) | $68.41(+429.34%) | 2026-03-31 | |
| AME | AMETEK | 1.63% | 175.3K | $37.6M | -1.31%(-2.33K) | $66.87(+250.84%) | 2026-03-31 | |
| ADI | ANALOG DEVICES | 1.47% | 106.6K | $33.9M | -3.65%(-4.03K) | $122.88(+206.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.89% | +25.57% |
| Top 20 Holdings Unweighted | +6.92% | +22.24% |
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