Northstar Advisory Group Q2 2026: Major Purchases and Sales Observed
As of June 30th, 2026, Northstar Advisory Group's portfolio stands at $320.3 million, reflecting significant changes in stock holdings during the quarter.
Northstar Advisory Group, Llc significantly reshaped its investment portfolio during Q2 2026 (April to June), as evidenced by detailed disclosures on insider reporting platforms like Insiderset.com.
The investor demonstrated a clear preference for strategic buying in specific sectors and companies. Notable purchases included substantial increases in holdings of major corporations such as Verizon Communications Inc (VZ) and Vanguard Short-Term Treasury Inflation-Protected Securities ETF (SHY). The SPDR Series Trust (SPLG) also saw a significant boost in its allocation.
Furthermore, Northstar Advisory Group added new positions to its portfolio this quarter. Holdings of iShares Core U.S. Aggregate Bond ETF (AGG) and iShares 20+ Year Treasury Bond ETF (TLT) were increased, while new positions in Energy sector via Select Sector SPDR Trust for Energy (XLE), Netflix Inc (NFLX), and Amazon.com Inc (AMZN) were established.
The investor also engaged in selling activities, reducing its stake in certain holdings. The most significant reduction was observed in Netflix Inc (NFLX), where the position decreased by 67.97%. Additionally, there were notable decreases in NVIDIA Corporation (NVDA) and Alphabet Inc (GOOGL).
In summary, Northstar's Q2 filing highlights a dynamic portfolio management strategy focused on amplifying exposure to specific large-cap entities like Verizon and SHY, while simultaneously exiting positions in others such as Netflix. The overall portfolio value reported was $320,282,682.