North Point Portfolio Managers Q2 2026: Strategic Holdings Shifts

As reported by North Point Portfolio Managers Corp/Oh, the portfolio held a total value of $565,248,208 as of June 30th, 2026. The fund manager demonstrated activity in their holdings during this quarter.

Significant buying occurred for several stocks and ETFs. Notably, the portfolio added a substantial position to Broadcom Inc, increasing its stake by over 300% in shares purchased during this period. Similarly, there was an initial purchase of nearly 62k shares for Circle Internet Group Inc and a significant increase in Vanguard S&P 500 ETF (VOO) holdings by approximately 7k units, representing an over 249% growth.

The Technology sector remains prominent within the portfolio. Besides the large buy in Broadcom, new positions were taken in Circle Internet Group and VOO was significantly increased. Existing Technology holdings like Arista Networks (ANET) saw slight reductions (-1.94%), while others such as Amphénol Corp-Cl A (APH), Amazon.com Inc (AMZN), and ASML Holding N.V. ADR (ASML) experienced moderate decreases.

Reductions were observed across multiple sectors, including Consumer Cyclical where NextPower Inc (NXT) saw a nearly 18% reduction in its stake (-25k shares). Other exits involved Ross Stores Inc (ROST), which was reduced by over 4%, and Boston Scientific Corp (BSX), with an approximately 9% decrease. The portfolio also shed RPM International Inc (RPM) holdings slightly.

North Point Portfolio Managers maintained a strong Technology allocation, accounting for about $131 million of the total value as per their filing. This sector dominance is underscored by significant purchases in Broadcom and continued investment via VOO, which itself holds substantial Technology exposure. The portfolio also included holdings from companies like Abbott Laboratories (ABT) and held a position in the Healthcare sector.