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NORTH STAR ASSET MANAGEMENT INC

NORTH STAR ASSET MANAGEMENT INC is an Investment Adviser institutional filer with the SEC under CIK 1056559, reporting 372 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: WI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-18

Top 10 portfolio positions

The largest reported holdings in NORTH STAR ASSET MANAGEMENT INC's most recent 13F filing, ranked by reported market value.

  1. APPLE (AAPL)
  2. SCHWAB US BROAD MKT ETF (SCHB)
  3. ALPHABET CL C (GOOG)
  4. VANGUARD TTL STK MKT ETF (VTI)
  5. MICROSOFT (MSFT)
  6. AMAZON.COM (AMZN)
  7. SPDR S&P LARGE CAP 500 (SPYM)
  8. ASML HOLDINGS (ASML)
  9. VISA (V)
  10. ADVANCED MICRO DEVICES (AMD)
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