NORTH POINT PORTFOLIO MANAGERS CORP/OH

Est. AUM

$561.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMPHENOL CORP-CL A	COM	$28.6M	226044	5.09%	SOLE
2	ASML HOLDING N.V. ADR	COM	$25.7M	19428	4.57%	SOLE
3	COSTCO WHOLESALE CORP	COM	$25.3M	25439	4.51%	SOLE
4	ALPHABET INC-CL A	COM	$22.5M	78240	4.01%	SOLE
5	VISA INC-CLASS A SHARES	COM	$21.4M	70699	3.81%	SOLE
6	AMAZON.COM INC	COM	$21.2M	101933	3.78%	SOLE
7	GOLDMAN SACHS GROUP INC.	COM	$20.0M	23588	3.55%	SOLE
8	ROSS STORES INC.	COM	$19.1M	88169	3.40%	SOLE
9	NEXTPOWER, INC	COM	$17.7M	147211	3.16%	SOLE
10	MICROSOFT CORP.	COM	$16.9M	45737	3.02%	SOLE
11	BLACKROCK INC.	COM	$16.6M	17288	2.96%	SOLE
12	HOME DEPOT	COM	$16.0M	48717	2.85%	SOLE
13	MARATHON PETROLEUM CORP	COM	$15.5M	63596	2.77%	SOLE
14	UNITED RENTALS INC.	COM	$14.7M	20165	2.62%	SOLE
15	ARTHUR J. GALLAGHER & CO.	COM	$14.4M	66482	2.56%	SOLE
16	ROLLINS, INC.	COM	$13.9M	260891	2.48%	SOLE
17	TEXAS PACIFIC LAND CORPORATION	COM	$13.8M	29173	2.47%	SOLE
18	UBER TECHNOLOGIES INC.	COM	$13.7M	190930	2.45%	SOLE
19	ARISTA NETWORKS, INC.	COM	$13.6M	110839	2.42%	SOLE
20	DOVER CORP.	COM	$13.5M	64585	2.40%	SOLE
21	SYNOPSYS, INC.	COM	$13.2M	33351	2.36%	SOLE
22	REGENERON PHARMACEUTICALS	COM	$12.9M	16743	2.30%	SOLE
23	DANAHER CORP.	COM	$12.3M	64989	2.19%	SOLE
24	BOEING	COM	$12.0M	60075	2.13%	SOLE
25	TAKE-TWO INTERACTIVE SOFTWARE,	COM	$11.9M	60417	2.13%	SOLE
26	ACCENTURE PLC-CLASS A	COM	$11.2M	56653	2.00%	SOLE
27	METTLER-TOLEDO INTERNATIONAL	COM	$11.1M	8790	1.97%	SOLE
28	NETFLIX INC.	COM	$11.0M	114529	1.96%	SOLE
29	TALEN ENERGY CORPORATION	COM	$10.4M	32673	1.86%	SOLE
30	PEPSICO, INC.	COM	$10.3M	66642	1.84%	SOLE
31	RPM INTERNATIONAL INC	COM	$9.8M	98678	1.75%	SOLE
32	ABBOTT LABORATORIES	COM	$9.5M	92608	1.69%	SOLE
33	BOSTON SCIENTIFIC	COM	$9.2M	147327	1.65%	SOLE
34	FISERV, INC.	COM	$8.0M	142610	1.42%	SOLE
35	ROPER TECHNOLOGIES INC.	COM	$7.8M	21977	1.39%	SOLE
36	UNITEDHEALTH GROUP INC	COM	$6.2M	23078	1.11%	SOLE
37	ZEBRA TECHNOLOGIES CORP-CL A	COM	$5.8M	27550	1.03%	SOLE
38	VANGUARD S&P 500 ETF	COM	$4.3M	7225	0.77%	SOLE
39	INVESCO QQQ TR	COM	$1.6M	2812	0.29%	SOLE
40	APPLE INC	COM	$1.6M	6256	0.28%	SOLE
41	LILLY (ELI)	COM	$1.4M	1473	0.24%	SOLE
42	EXXON MOBIL CORPORATION	COM	$1.3M	7488	0.23%	SOLE
43	ISHARES S&P 500 INDEX FUND ETF	COM	$1.1M	1695	0.20%	SOLE
44	MORGAN (JP & COMPANY)	COM	$945K	3211	0.17%	SOLE
45	STATE STREET SPDR S&P 500 ETF	COM	$791K	1216	0.14%	SOLE
46	VANGUARD 500 INDEX FUND-ADM	MUT	$791K	1312	0.14%	SOLE
47	MCDONALD'S CORP	COM	$790K	2543	0.14%	SOLE
48	PROCTER & GAMBLE	COM	$784K	5429	0.14%	SOLE
49	FIDELITY 500 INDEX-INST PREM	MUT	$669K	2940	0.12%	SOLE
50	ABBVIE INC.	COM	$538K	2473	0.10%	SOLE

1–50 of 76

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.