Northstar Financial Companies, Inc. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Northstar Financial Companies, Inc. opened 33 positions, added to 173, reduced 169 and sold out of 34.
- Q2 2026: Stock V; Country of operation United States; Class COM CL A; Shares before 25,626.
- Q2 2026: Stock LLY; Country of operation United States; Class COM; Shares before 1,825.
- Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 13,079.
- Q2 2026: Stock AEP; Country of operation United States; Class COM; Shares before 14,142.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059828), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-06); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 25,626 | 26,647 | +1,021 | $7,745,188 | $9,142,176 | +$1,396,988 | 2026-08-06 |
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| Q2 2026 | LLY
ELI LILLY & CO | United States | COM | 1,825 | 2,098 | +273 | $1,678,553 | $2,516,526 | +$837,973 | 2026-08-06 |
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| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 13,079 | 14,164 | +1,085 | $2,724,003 | $3,375,893 | +$651,890 | 2026-08-06 |
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| Q2 2026 | AEP
AMERICAN ELEC PWR CO INC | United States | COM | 14,142 | 17,345 | +3,203 | $1,853,733 | $2,372,969 | +$519,236 | 2026-08-06 |
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| Q2 2026 | CVX
CHEVRON CORPORATION | United States | COM | 18,067 | 19,706 | +1,639 | $3,738,107 | $3,266,445 | -$471,662 | 2026-08-06 |
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| Q2 2026 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 2,426 | 3,186 | +760 | $1,162,539 | $1,594,243 | +$431,704 | 2026-08-06 |
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| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 11,463 | 12,081 | +618 | $1,999,122 | $2,417,277 | +$418,155 | 2026-08-06 |
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| Q2 2026 | JPM
JPMORGAN CHASE & CO | United States | COM | 6,031 | 6,637 | +606 | $1,774,204 | $2,172,364 | +$398,160 | 2026-08-06 |
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| Q2 2026 | CSCO
CISCO SYS INC | United States | COM | 9,250 | 9,321 | +71 | $717,714 | $1,094,893 | +$377,179 | 2026-08-06 |
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| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 20,194 | 25,183 | +4,989 | $1,875,619 | $2,210,285 | +$334,666 | 2026-08-06 |
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| Q2 2026 | JNJ
JOHNSON & JOHNSON | United States | COM | 11,260 | 11,932 | +672 | $2,752,306 | $3,030,365 | +$278,059 | 2026-08-06 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 1,295 | 1,781 | +486 | $740,995 | $1,003,039 | +$262,044 | 2026-08-06 |
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| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 1,227 | 1,582 | +355 | $1,222,620 | $1,479,914 | +$257,294 | 2026-08-06 |
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| Q2 2026 | QCOM
QUALCOMM INC | United States | COM | 4,462 | 4,501 | +39 | $574,666 | $831,727 | +$257,061 | 2026-08-06 |
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| Q2 2026 | UPS
UNITED PARCEL SVCS INC | United States | CL B | 3,482 | 5,566 | +2,084 | $342,559 | $598,345 | +$255,786 | 2026-08-06 |
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| Q2 2026 | MO
ALTRIA GROUP INC | United States | COM | 9,613 | 12,042 | +2,429 | $634,334 | $866,410 | +$232,076 | 2026-08-06 |
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| Q2 2026 | XOMXXXX
EXXON MOBIL CORP | | COM | 19,261 | 22,288 | +3,027 | $3,267,826 | $3,047,229 | -$220,597 | 2026-08-06 |
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| Q2 2026 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 68,457 | 76,119 | +7,662 | $3,436,535 | $3,222,869 | -$213,666 | 2026-08-06 |
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| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 9,001 | 9,473 | +472 | $3,331,785 | $3,533,590 | +$201,805 | 2026-08-06 |
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| Q2 2026 | KHC
KRAFT HEINZ CO | United States | COM | 14,547 | 22,151 | +7,604 | $327,162 | $523,207 | +$196,045 | 2026-08-06 |
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| Q2 2026 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,317 | 2,566 | +249 | $561,500 | $721,454 | +$159,954 | 2026-08-06 |
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| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 31,994 | 35,557 | +3,563 | $2,820,591 | $2,684,909 | -$135,682 | 2026-08-06 |
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| Q2 2026 | ETN
EATON CORP PLC | | SHS | 1,471 | 1,517 | +46 | $526,295 | $646,617 | +$120,322 | 2026-08-06 |
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| Q2 2026 | T
AT&T INC | United States | COM | 14,089 | 14,422 | +333 | $408,454 | $298,528 | -$109,926 | 2026-08-06 |
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| Q2 2026 | DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 6,144 | 7,187 | +1,043 | $804,550 | $909,739 | +$105,189 | 2026-08-06 |
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| Q2 2026 | ABBV
ABBVIE INC | United States | COM | 2,781 | 2,807 | +26 | $604,869 | $706,297 | +$101,428 | 2026-08-06 |
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| Q2 2026 | GE
GE AEROSPACE | United States | COM NEW | 974 | 1,002 | +28 | $276,396 | $374,537 | +$98,141 | 2026-08-06 |
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| Q2 2026 | GEV
GE VERNOVA INC | United States | COM | 300 | 306 | +6 | $262,030 | $359,813 | +$97,783 | 2026-08-06 |
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| Q2 2026 | UNP
UNION PAC CORP | United States | COM | 1,383 | 1,583 | +200 | $335,543 | $430,576 | +$95,033 | 2026-08-06 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 7,519 | 8,553 | +1,034 | $725,734 | $818,613 | +$92,879 | 2026-08-06 |
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| Q2 2026 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 4,514 | 4,621 | +107 | $254,156 | $338,940 | +$84,784 | 2026-08-06 |
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| Q2 2026 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 492 | 493 | +1 | $416,129 | $498,758 | +$82,629 | 2026-08-06 |
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| Q2 2026 | PFE
PFIZER INC | United States | COM | 17,627 | 17,634 | +7 | $494,959 | $424,636 | -$70,323 | 2026-08-06 |
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| Q2 2026 | CMI
CUMMINS INC | United States | COM | 385 | 386 | +1 | $207,128 | $274,971 | +$67,843 | 2026-08-06 |
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| Q2 2026 | PEP
PEPSICO INC | United States | COM | 7,991 | 8,743 | +752 | $1,240,858 | $1,183,868 | -$56,990 | 2026-08-06 |
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| Q2 2026 | CEG
CONSTELLATION ENERGY CORP | United States | COM | 3,538 | 4,198 | +660 | $987,998 | $1,042,674 | +$54,676 | 2026-08-06 |
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| Q2 2026 | ED
CONSOLIDATED EDISON INC | United States | COM | 8,307 | 8,898 | +591 | $940,151 | $984,346 | +$44,195 | 2026-08-06 |
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| Q2 2026 | PM
PHILIP MORRIS INTL INC | United States | COM | 1,509 | 1,546 | +37 | $249,506 | $279,771 | +$30,265 | 2026-08-06 |
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| Q2 2026 | F
FORD MTR CO | United States | COM | 12,203 | 12,258 | +55 | $140,820 | $170,383 | +$29,563 | 2026-08-06 |
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| Q2 2026 | KO
COCA COLA CO | United States | COM | 5,226 | 5,227 | +1 | $397,461 | $424,787 | +$27,326 | 2026-08-06 |
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| Q2 2026 | MA
MASTERCARD INCORPORATED | United States | CL A | 1,828 | 1,831 | +3 | $913,173 | $940,302 | +$27,129 | 2026-08-06 |
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| Q2 2026 | PG
PROCTER & GAMBLE CO | United States | COM | 4,066 | 4,069 | +3 | $587,256 | $596,629 | +$9,373 | 2026-08-06 |
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| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 1,925 | 1,952 | +27 | $283,252 | $286,122 | +$2,870 | 2026-08-06 |
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