Northstar Group, Inc.

Est. AUM

$689.5M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$113.2M	236130	16.41%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$77.0M	240162	11.17%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$48.1M	525029	6.98%	SOLE
4	APPLE INC	COM	$38.1M	150063	5.52%	SOLE
5	ALPHABET INC	CAP STK CL C	$30.5M	106179	4.42%	SOLE
6	COSTCO WHOLESALE CORPORATION	COM	$21.7M	21816	3.15%	SOLE
7	ALPHABET INC	CAP STK CL A	$21.0M	72923	3.04%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$20.4M	34199	2.96%	SOLE
9	AMAZON COM INC	COM	$18.1M	87069	2.63%	SOLE
10	META PLATFORMS INC	CL A	$14.0M	24549	2.04%	SOLE
11	ISHARES TR	IBONDS DEC2026	$13.0M	536333	1.89%	SOLE
12	ARCH CAP GROUP LTD	ORD	$12.6M	131179	1.83%	SOLE
13	ISHARES TR	IBONDS 27 ETF	$11.7M	483102	1.70%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$11.2M	57065	1.62%	SOLE
15	VANGUARD STAR FDS	VG TL INTL STK F	$10.9M	141883	1.59%	SOLE
16	JOHNSON & JOHNSON	COM	$10.1M	41493	1.47%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.6M	44583	1.39%	SOLE
18	ISHARES TR	IBDS DEC28 ETF	$9.0M	354086	1.30%	SOLE
19	ISHARES TR	RUS 1000 GRW ETF	$7.7M	18042	1.12%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$7.5M	17096	1.08%	SOLE
21	WALMART INC	COM	$6.8M	54536	0.98%	SOLE
22	AMERICAN EXPRESS CO	COM	$6.5M	21587	0.95%	SOLE
23	ECOLAB INC	COM	$6.2M	23131	0.89%	SOLE
24	MARKEL GROUP INC	COM	$5.9M	3100	0.86%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL A	$5.7M	8	0.83%	SOLE
26	BROADRIDGE FINL SOLUTIONS IN	COM	$5.7M	34790	0.82%	SOLE
27	BOOKING HOLDINGS INC	COM	$5.4M	1288	0.79%	SOLE
28	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$5.4M	38839	0.78%	SOLE
29	ABBVIE INC	COM	$5.0M	22876	0.72%	SOLE
30	STARBUCKS CORP	COM	$4.9M	54777	0.71%	SOLE
31	MICROSOFT CORP	COM	$4.5M	12120	0.65%	SOLE
32	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.3M	57053	0.62%	SOLE
33	VISA INC	COM CL A	$4.1M	13542	0.59%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.1M	133203	0.59%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.6M	5574	0.53%	SOLE
36	UNION PAC CORP	COM	$3.5M	14360	0.51%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.2M	21467	0.46%	SOLE
38	ISHARES TR	IBONDS 29 TRM TS	$3.0M	135853	0.43%	SOLE
39	AUTOMATIC DATA PROCESSING IN	COM	$2.9M	14483	0.43%	SOLE
40	DISNEY WALT CO	COM	$2.9M	30393	0.42%	SOLE
41	MERCK & CO INC	COM	$2.9M	24246	0.42%	SOLE
42	PEPSICO INC	COM	$2.7M	17224	0.39%	SOLE
43	COCA COLA CO	COM	$2.6M	34118	0.38%	SOLE
44	JPMORGAN CHASE & CO	COM	$2.3M	7940	0.34%	SOLE
45	ISHARES TR	IBONDS DEC 29	$2.2M	96041	0.32%	SOLE
46	STRYKER CORPORATION	COM	$2.1M	6406	0.31%	SOLE
47	MCDONALDS CORP	COM	$2.1M	6770	0.30%	SOLE
48	HOME DEPOT INC	COM	$2.1M	6320	0.30%	SOLE
49	RTX CORPORATION	COM	$1.9M	9997	0.28%	SOLE
50	PROCTER & GAMBLE CO	COM	$1.9M	13260	0.28%	SOLE

1–50 of 162

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