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NORTH STAR ASSET MANAGEMENT INC

Q2 2026 13F filing

Updated 23 days ago

468 disclosed positions worth $2.5B

Portfolio value
$2.5B
Total holdings
468
New positions
25
Closed positions
9
Increased
90
Decreased
165
Turnover
7.3%
Filed
2026-08-18

Full holdings

Every line item disclosed in Q2 2026

A

APPLE

+3308.9%
Value
$96.4M
Shares
333.0K
% Port
3.79%
S

SCHWAB US BROAD MKT ETF

+3.4%
Value
$80.3M
Shares
2.77M
% Port
3.16%
G

ALPHABET CL C

+64610.2%
Value
$69.7M
Shares
197.4K
% Port
2.74%
V

VANGUARD TTL STK MKT ETF

+976.0%
Value
$63.1M
Shares
170.4K
% Port
2.48%
M

MICROSOFT

+87189.0%
Value
$59.3M
Shares
158.9K
% Port
2.33%
A

AMAZON.COM

+29752.5%
Value
$53M
Shares
222.4K
% Port
2.08%
S

SPDR S&P LARGE CAP 500

+0.4%
Value
$52.5M
Shares
597.1K
% Port
2.06%
A

ASML HOLDINGS

+516780.0%
Value
$51.4M
Shares
25.8K
% Port
2.02%
V
9.V

VISA

+8727.6%
Value
$47.9M
Shares
139.6K
% Port
1.88%
A
10.AMD

ADVANCED MICRO DEVICES

+7283.0%
Value
$44.7M
Shares
76.9K
% Port
1.76%
S

CHARLES SCHWAB

+349055.5%
Value
$44.1M
Shares
478.3K
% Port
1.74%
A
12.AME

AMETEK

-3.2%
Value
$41.1M
Shares
169.8K
% Port
1.62%
A
13.ADI

ANALOG DEVICES

+38019.8%
Value
$40.4M
Shares
101.8K
% Port
1.59%
P
14.PFG

PRINCIPAL FINL GROUP

+5292000.0%
Value
$39.9M
Shares
370.4K
% Port
1.57%
A
15.ABBV

ABBVIE

+84948.4%
Value
$39M
Shares
154.8K
% Port
1.53%
A
16.APH

AMPHENOL

-3.7%
Value
$39M
Shares
220.9K
% Port
1.53%
A
17.AVGO

BROADCOM

+92161.8%
Value
$38.3M
Shares
101.5K
% Port
1.51%
S
18.SSNC

SS&C TECHNOLOGIES

+1223946.0%
Value
$38M
Shares
612.0K
% Port
1.49%
N
19.NVDA

NVIDIA

+30327.2%
Value
$36.5M
Shares
182.6K
% Port
1.44%
S
20.SYK

STRYKER

New Position
Value
$33.1M
Shares
105.2K
% Port
1.30%
I
21.ILMN

ILLUMINA

+187703.0%
Value
$33M
Shares
187.8K
% Port
1.30%
A
22.ABT

ABBOTT LABS

+81380.9%
Value
$31.4M
Shares
346.3K
% Port
1.24%
T
23.TMO

THERMO FISHER SCIENTIFIC

-1.6%
Value
$30.5M
Shares
60.7K
% Port
1.20%
S
24.SNPS

SYNOPSYS

+592354.6%
Value
$29.1M
Shares
65.2K
% Port
1.14%
A
25.ACIW

ACI WORLDWIDE

+48067.6%
Value
$29.1M
Shares
578.0K
% Port
1.14%
?
26.N/A

SCHWAB TOTAL STOCK MKT-SEL

-0.4%
Value
$28.7M
Shares
1.58M
% Port
1.13%
V
27.VEEV

VEEVA SYSTEMS

+163988.3%
Value
$27.4M
Shares
154.2K
% Port
1.08%
J

JP MORGAN CHASE

-1.0%
Value
$27.2M
Shares
83.1K
% Port
1.07%
?
29.N/A

MENASHA CORP

Unchanged
Value
$25.6M
Shares
2.2K
% Port
1.01%
G

ALPHABET CL A

+57795.0%
Value
$24.8M
Shares
69.5K
% Port
0.98%
D
31.DHR

DANAHER

-0.8%
Value
$23.4M
Shares
123.0K
% Port
0.92%
G
32.GPN

GLOBAL PAYMENTS

+426082.7%
Value
$23.2M
Shares
319.6K
% Port
0.91%
R
33.ROK

ROCKWELL AUTOMATION

+46433.0%
Value
$23M
Shares
46.5K
% Port
0.91%
M
34.MA

MASTERCARD

+74065.0%
Value
$22.9M
Shares
44.5K
% Port
0.90%
M
35.MGRB

AFFILIATED MANAGERS

-4.6%
Value
$22.7M
Shares
67.0K
% Port
0.89%
D
36.DDOG

DATADOG

+26735.0%
Value
$22.6M
Shares
86.7K
% Port
0.89%
E
37.EVTC

EVERTEC

+92302.3%
Value
$22.5M
Shares
808.5K
% Port
0.88%
E
38.ECL

ECOLAB

+45419.5%
Value
$22.1M
Shares
79.2K
% Port
0.87%
C
39.CRWD

CROWDSTRIKE HOLDINGS

+949966.7%
Value
$21.8M
Shares
28.5K
% Port
0.86%
M
40.MBWM

MERCANTILE BANK

-1.5%
Value
$21.7M
Shares
377.4K
% Port
0.85%
S

SCHWAB FTSE DEV EX-US ETF

+15688.2%
Value
$21M
Shares
757.8K
% Port
0.83%
A
42.ADBE

ADOBE SYSTEMS

+0.5%
Value
$20.3M
Shares
99.0K
% Port
0.80%
E
43.EFX

EQUIFAX

+3.4%
Value
$19.9M
Shares
125.4K
% Port
0.78%
W
44.WH

WYNDHAM HOTELS & RESORTS

-1.5%
Value
$19.6M
Shares
232.2K
% Port
0.77%
P
45.PAR

PTC INC

+0.3%
Value
$18.6M
Shares
163.3K
% Port
0.73%
A
46.AES

AES CORP

+490783.6%
Value
$18M
Shares
1.23M
% Port
0.71%
N
47.NOW

SERVICENOW

+35.3%
Value
$17.8M
Shares
179.0K
% Port
0.70%
S

SPDR S&P MID CAP 400 ETF

+1.5%
Value
$17.5M
Shares
258.8K
% Port
0.69%
F
49.FISV

FISERV

+220161.6%
Value
$17.2M
Shares
350.2K
% Port
0.68%
S

SCHWAB US SCAP ETF

+115409.5%
Value
$17.1M
Shares
473.6K
% Port
0.67%