account_balance
Investment manager · 13F filer · SEC CIK 1105344
North Point Portfolio Managers Corp
Reported value$595Mas of Sep 30, 2026
Positions264 195 new, 10 sold out
Top 10 weight42.0%APH alone is 6%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
APHAmphenol Corp
6.1%
ASMLASML Holding NV
4.9%Trimmed −2%
GOOGLAlphabet Inc.
4.3%Trimmed −3%
VOOVanguard Index FDS
4.1%Added +39%
AMZNAmazon.com Inc
4.1%
VVisa Inc.
4.0%Trimmed −3%
MSFTMicrosoft Corp
3.8%
COSTCostco Wholesale Corp
3.7%Trimmed −3%
ANETArista Networks, Inc.
3.6%Trimmed −3%
GSGoldman Sachs Group Inc
3.3%Trimmed −3%
MPCMarathon Petroleum Corp
3.0%−26%
BLKBlackRock, Inc.
2.8%Trimmed −4%
APHAmphenol Corp
6.1%
ASMLASML Holding NV
4.9%
GOOGLAlphabet Inc.
4.3%
VOOVanguard Index FDS
4.1%+39%
AMZNAmazon.com Inc
4.1%
VVisa Inc.
4.0%−3%
MSFTMicrosoft Corp
3.8%
COSTCostco Wholesale Corp
3.7%
ANETArista Networks, Inc.
3.6%−3%
GSGoldman Sachs Group Inc
3.3%−3%
MPCMarathon Petroleum Corp
3.0%
BLKBlackRock, Inc.
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
APH Amphenol Corp 6.1% HeldASML ASML Holding NV 4.9% Trimmed −2%GOOGL Alphabet Inc. 4.3% Trimmed −3%
VOO Vanguard Index FDS 4.1% Added +39%
AMZN Amazon.com Inc 4.1% HeldV Visa Inc. 4.0% Trimmed −3%MSFT Microsoft Corp 3.8% HeldCOST Costco Wholesale Corp 3.7% Trimmed −3%ANET Arista Networks, Inc. 3.6% Trimmed −3%GS Goldman Sachs Group Inc 3.3% Trimmed −3%MPC Marathon Petroleum Corp 3.0% Trimmed −26%BLK BlackRock, Inc. 2.8% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
remove_circleSold out
- Vanguard 500 Index Fund-Adm $908K
- Fidelity 500 Index-Inst Prem $768K
- Vanguard Growth & Income-Adm $463K
- Fidelity Magellan Fund $433K
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