Northstar Group, Inc. Portfolio Stock Holdings

Northstar Group, Inc. disclosed 166 stock positions valued at approximately $707.4 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, VANGUARD INDEX FDS, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.

Report Period
March 31, 2026
No. of Stocks
166
Portfolio Value
$707.4M
Holdings by Sector
Northstar Group, Inc. Portfolio Holdings in Q1 2026

162 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services16.00%236,130-3,448-1.44%$113,153,336
VANGUARD INDEX FDSVTIOther10.89%240,162+3,889+1.65%$77,046,429
SPDR SERIES TRUSTBILOther6.80%525,029-9,786-1.83%$48,113,697
APPLE INCAAPLTechnology5.38%150,063-3,585-2.33%$38,084,666
ALPHABET INCGOOGCommunication Services4.31%106,179-1,838-1.70%$30,458,803
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive3.07%21,816-63-0.29%$21,737,462
ALPHABET INCGOOGLCommunication Services2.96%72,923-2,075-2.77%$20,969,638
VANGUARD INDEX FDSVOOOther2.89%34,199-502-1.45%$20,435,706
AMAZON COM INCAMZNConsumer Cyclical2.56%87,069-1,117-1.27%$18,133,861
META PLATFORMS INCMETACommunication Services1.99%24,549-263-1.06%$14,045,229
ISHARES TRIBDROther1.84%536,333-5,877-1.08%$13,000,715
ARCH CAP GROUP LTDG0450A105Other1.78%131,179+986+0.76%$12,591,900
ISHARES TRIBDSOther1.66%483,102+27,568+6.05%$11,710,381
VANGUARD INDEX FDSVTVOther1.58%57,065+125+0.22%$11,196,243
VANGUARD STAR FDSVXUSOther1.55%141,883+14,195+11.12%$10,940,608
JOHNSON & JOHNSONJNJHealthcare1.43%41,493-199-0.48%$10,142,359
VANGUARD SPECIALIZED FUNDSVIGOther1.36%44,583+831+1.90%$9,588,019
ISHARES TRIBDTOther1.27%354,086+37,197+11.74%$8,969,004
ISHARES TRIWFOther1.09%18,042-610-3.27%$7,693,282
VANGUARD INDEX FDSVUGOther1.06%17,096-256-1.48%$7,467,382
ISHARES TRIBTHOther1.03%323,479+11,220+3.59%$7,255,634
ISHARES TRIBTIOther1.02%323,298+22,425+7.45%$7,204,050
WALMART INCWMTConsumer Defensive0.96%54,536-1,312-2.35%$6,777,672
AMERICAN EXPRESS COAXPFinancial Services0.92%21,587+51+0.24%$6,529,851
ECOLAB INCECLBasic Materials0.87%23,131-1,331-5.44%$6,153,361
MARKEL GROUP INCMKLFinancial Services0.84%3,100+220+7.64%$5,933,617
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.81%8--$5,745,120
BROADRIDGE FINL SOLUTIONS INBRTechnology0.80%34,790-626-1.77%$5,652,573
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.77%1,288+8+0.63%$5,423,617
VANGUARD INTL EQUITY INDEX FVTOther0.76%38,839+30+0.08%$5,372,148
ABBVIE INCABBVHealthcare0.70%22,876-1,460-6.00%$4,975,307
STARBUCKS CORPSBUXConsumer Cyclical0.69%54,777-5,526-9.16%$4,907,515
MICROSOFT CORPMSFTTechnology0.63%12,120+143+1.19%$4,486,557
VANGUARD INTL EQUITY INDEX FVEUOther0.61%57,053+3,479+6.49%$4,284,737
VISA INCVFinancial Services0.58%13,542+90+0.67%$4,093,002
SCHWAB STRATEGIC TRSCHDOther0.58%133,203-833-0.62%$4,086,657
STATE STR SPDR S&P 500 ETF TSPYOther0.51%5,574--$3,624,823
UNION PAC CORPUNPIndustrials0.49%14,360+4+0.03%$3,483,960
VANGUARD WHITEHALL FDSVYMOther0.45%21,467-93-0.43%$3,179,320
ISHARES TRIBTJOther0.42%135,853+24,200+21.67%$2,967,438
AUTOMATIC DATA PROCESSING INADPTechnology0.42%14,483-950-6.16%$2,942,638
DISNEY WALT CODISCommunication Services0.41%30,393-888-2.84%$2,929,244
MERCK & CO INCMRKHealthcare0.41%24,246+981+4.22%$2,916,607
PEPSICO INCPEPConsumer Defensive0.38%17,224-860-4.76%$2,674,796
COCA COLA COKOConsumer Defensive0.37%34,118+400+1.19%$2,594,665
JPMORGAN CHASE & COJPMFinancial Services0.33%7,940+20+0.25%$2,335,706
ISHARES TRIBDUOther0.32%96,041+15,995+19.98%$2,233,914
STRYKER CORPORATIONSYKHealthcare0.30%6,406--$2,104,948
MCDONALDS CORPMCDConsumer Cyclical0.30%6,770--$2,103,888
HOME DEPOT INCHDConsumer Cyclical0.29%6,320-100-1.56%$2,078,542
ISHARES TRIBTGOther0.28%86,495+1,800+2.13%$1,982,033
RTX CORPORATIONRTXIndustrials0.27%9,997-141-1.39%$1,928,422
PROCTER & GAMBLE COPGConsumer Defensive0.27%13,260--$1,915,306
NVIDIA CORPORATIONNVDATechnology0.26%10,692--$1,864,715
CATERPILLAR INCCATIndustrials0.24%2,370-116-4.67%$1,679,289
VANGUARD WORLD FDVHTOther0.24%6,120+2+0.03%$1,666,588
EXXON MOBIL CORPXOMEnergy0.20%8,544--$1,449,576
CHUBB LTD SWITZCBFinancial Services0.20%4,420+145+3.39%$1,440,591
ISHARES TRSGOVOther0.20%14,255+1,941+15.76%$1,434,908
ISHARES TRIWDOther0.20%6,632+3+0.05%$1,417,025
ABBOTT LABORATORIESABTHealthcare0.20%13,729-1,301-8.66%$1,409,574
INVESCO QQQ TRQQQOther0.19%2,304-6-0.26%$1,329,667
INNOVATOR ETFS TRUSTUFEBOther0.19%36,360+36,360+100.00%$1,319,868
VANGUARD WORLD FDVDCOther0.18%5,743+2+0.03%$1,289,740
SALESFORCE INCCRMTechnology0.17%6,414-510-7.37%$1,197,323
PAYPAL HLDGS INCPYPLFinancial Services0.16%25,704-3,287-11.34%$1,162,601
ISHARES TRAOROther0.15%17,005--$1,094,289
CSX CORPCSXIndustrials0.15%26,036--$1,068,791
TESLA INCTSLAConsumer Cyclical0.15%2,831-5-0.18%$1,052,424
BROADCOM INCAVGOTechnology0.15%3,381+185+5.79%$1,046,453
GE AEROSPACEGEIndustrials0.15%3,669--$1,041,193
ESCALADE INCESCAConsumer Cyclical0.15%60,500-6,000-9.02%$1,038,785
CORNING INCGLWTechnology0.15%7,546-60-0.79%$1,026,085
VANGUARD WORLD FDVISOther0.14%3,243--$1,012,529
ORACLE CORPORCLTechnology0.13%6,462-134-2.03%$950,631
ISHARES TRIWBOther0.13%2,662--$949,162
AMPLIFY ETF TRIPAYOther0.13%21,496-3,710-14.72%$920,029
ELI LILLY & COLLYHealthcare0.13%993--$913,331
MONDELEZ INTL INCMDLZConsumer Defensive0.12%14,786-750-4.83%$852,272
NIKE INCNKEConsumer Cyclical0.12%16,052-1,294-7.46%$847,845
GE VERNOVA INCGEVUtilities0.12%956-26-2.65%$834,498
VANGUARD INDEX FDSVBOther0.12%3,138+3+0.10%$822,018
VANGUARD ADMIRAL FDS INCVIOOOther0.12%7,109--$816,348
WARRIOR MET COAL INCHCCBasic Materials0.11%8,599+3,616+72.57%$800,982
OCCIDENTAL PETE CORPOXYEnergy0.10%11,375-1,557-12.04%$739,375
ISHARES TRAOMOther0.10%15,295-1,355-8.14%$724,524
CVS HEALTH CORPCVSHealthcare0.10%9,904-394-3.83%$711,325
BANK NEW YORK MELLON CORPBKFinancial Services0.10%5,749+15+0.26%$681,937
AAON INCAAONIndustrials0.10%8,200--$678,550
LAM RESEARCH CORPLRCXOther0.10%3,175-225-6.62%$678,371
BROWN FORMAN CORPBF-BConsumer Defensive0.09%24,943-1,068-4.11%$659,478
TRANE TECHNOLOGIES PLCTTOther0.09%1,547--$644,633
ISHARES TRIVVOther0.09%945--$617,283
VANGUARD MUN BD FDSVTEBOther0.09%12,188-996-7.55%$608,059
ALIBABA GROUP HLDG LTDBABAConsumer Cyclical0.08%4,723--$592,561
SELECT SECTOR SPDR TRXLEOther0.08%9,568+12+0.13%$586,117
VANGUARD WORLD FDVPUOther0.08%2,870--$568,662
MARRIOTT INTL INC NEWMARConsumer Cyclical0.08%1,726-140-7.50%$564,523
VANGUARD MALVERN FDSVTIPOther0.08%11,077--$553,314
AMGEN INCAMGNHealthcare0.07%1,468-15-1.01%$516,516