Advertisement
Screener

Northstar Financial Companies, Inc. Last Quarter Change: USA Stocks, New

Northstar Financial Companies, Inc. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Northstar Financial Companies, Inc. opened 9 positions, added to 43, reduced 10, sold out of 4 and left 9 unchanged. The largest increase in value was MU (+$2,852,717); the largest decrease was CVX (-$471,662).

  • AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 708.
  • TSLA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 888.
  • CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 468.
  • SEIC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 3,727.

Two Form 13F-HR filings compared (SEC CIK 2059828): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-08-06). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM0708+708$0$411,284+$411,284
TSLA
TESLA INC
United StatesCOM0888+888$0$373,493+$373,493
CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A0468+468$0$357,252+$357,252
SEIC
SEI INVTS CO
United StatesCOM03,727+3,727$0$326,932+$326,932
LRCX
LAM RESEARCH CORP
United StatesCOM NEW0630+630$0$273,013+$273,013
ETR
ENTERGY CORP NEW
United StatesCOM01,907+1,907$0$219,038+$219,038
UBER
UBER TECHNOLOGIES INC
United StatesCOM02,965+2,965$0$213,956+$213,956
BNY
BANK OF NY MELLON CORP
United StatesCOM01,460+1,460$0$211,068+$211,068
SBUX
STARBUCKS CORP
United StatesCOM02,029+2,029$0$207,373+$207,373

Similar Firms

Firm NameCountry13F ValueHoldings
NorthAvenue LLCUnited States$0.126B266
IDG China Venture Capital Fund V Associates L.P.Hong Kong$0.126B1
BURR FINANCIAL SERVICES, LLCUnited States$0.126B25
Lane Generational LLCUnited States$0.126B39
Uptown Financial Advisors LLCUnited States$0.126B76
BluePrint Investing LLCUnited States$0.126B26
AGMAN CAPITAL LLCUnited States$0.126B18
VISTA FINANCE, LLCUnited States$0.126B55
VIRTUE ASSET MANAGEMENT LLCUnited States$0.126B106
Cauble & Harre Wealth Management, Inc.United States$0.126B74