Fund Universe

NorthStar Asset Management LLC /NJ/

CIK 0002011587 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.497
AUM ($M)
246
Positions
106
Turnover
0.06
Top-10 wt
54%
Herfindahl
0.045
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 110 positions · portfolio value $246M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IUSG funds › ISHARES TR ADD 12.4% +1.1% 30.4 161,629 +11,317 5
GSLC funds › GOLDMAN SACHS ETF TR ADD 10.6% +0.1% 26.0 183,381 +9,918 5
NVDA funds › NVIDIA CORPORATION TRIM 6.2% -0.2% 15.2 75,839 -273 5
VOT funds › VANGUARD INDEX FDS ADD 5.9% +0.5% 14.6 47,729 +3,595 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 3.7% -0.1% 9.0 126,873 +5,033 5
AAPL funds › APPLE INC TRIM 3.4% -0.2% 8.4 29,044 -245 5
CUSIP:464288109 funds › ISHARES TR ADD 3.1% -0.2% 7.6 75,407 +2,183 5
GBIL funds › GOLDMAN SACHS ETF TR TRIM 3.0% -0.6% 7.4 73,605 -745 5
ISCG funds › ISHARES TR ADD 3.0% +0.2% 7.3 112,064 +7,633 5
SCZ funds › ISHARES TR ADD 2.8% -0.2% 6.8 82,601 +5,518 5
AVEM funds › AMERICAN CENTY ETF TR ADD 2.4% +0.4% 5.8 60,075 +9,249 5
IVV funds › ISHARES TR TRIM 2.2% -0.1% 5.4 7,204 -47 5
VUG funds › VANGUARD INDEX FDS ADD 2.2% -0.0% 5.4 62,623 +52,180 5
VTV funds › VANGUARD INDEX FDS ADD 2.1% -0.1% 5.0 23,163 +61 5
QQQ funds › INVESCO QQQ TR ADD 2.0% +0.1% 5.0 6,751 +19 5
GOOG funds › ALPHABET INC ADD 1.7% +0.1% 4.2 12,004 +4 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 1.7% -0.3% 4.1 8,265 -182 5
CEMB funds › ISHARES INC ADD 1.6% -0.1% 4.0 88,130 +7,366 5
AMZN funds › AMAZON COM INC TRIM 1.6% -0.1% 3.8 16,107 -96 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.4% +0.0% 3.5 4,688 +223 5
COST funds › COSTCO WHOLESALE CORPORATION TRIM 1.4% -0.4% 3.5 3,704 -35 5
LLY funds › ELI LILLY & CO ADD 1.3% +0.2% 3.1 2,587 +141 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.2% -0.1% 3.1 9,326 -25 5
MSFT funds › MICROSOFT CORP ADD 1.2% -0.2% 3.0 7,913 +121 5
PANW funds › PALO ALTO NETWORKS INC TRIM 1.0% +0.4% 2.5 7,239 -702 5
GOOGL funds › ALPHABET INC ADD 0.9% +0.1% 2.2 6,250 +356 5
AOA funds › ISHARES TR ADD 0.9% -0.2% 2.2 2,194,162 +2 5
SOXX funds › ISHARES TR TRIM 0.9% +0.3% 2.2 3,443 -106 5
META funds › META PLATFORMS INC TRIM 0.9% -0.2% 2.1 3,745 -123 5
VBK funds › VANGUARD INDEX FDS ADD 0.7% +0.0% 1.7 4,554 +121 5
IDHQ funds › INVESCO EXCH TRADED FD TR II ADD 0.7% +0.1% 1.7 37,942 +2,836 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.6% +0.4% 1.5 1,319 -14 3
JNJ funds › JOHNSON & JOHNSON ADD 0.6% -0.1% 1.5 5,922 +180 5
PM funds › PHILIP MORRIS INTL INC ADD 0.6% -0.1% 1.5 8,048 +9 5
VB funds › VANGUARD INDEX FDS ADD 0.6% -0.0% 1.4 4,775 +84 5
SHYG funds › ISHARES TR ADD 0.5% -0.0% 1.3 31,516 +4,760 5
IEFA funds › ISHARES TR ADD 0.5% -0.1% 1.3 13,069 +179 5
CAT funds › CATERPILLAR INC TRIM 0.5% +0.1% 1.2 1,127 -6 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.5% +0.3% 1.2 1,988 +8 3
AVGO funds › BROADCOM INC TRIM 0.5% -0.0% 1.1 2,996 -125 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.4% -0.0% 1.1 18,521 +27 5
MO funds › ALTRIA GROUP INC TRIM 0.4% -0.0% 1.0 13,215 -66 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.4% -0.0% 0.9 27,455 -195 5
SCHV funds › SCHWAB STRATEGIC TR TRIM 0.4% -0.0% 0.9 26,316 -4 5
V funds › VISA INC TRIM 0.4% -0.1% 0.9 2,659 -355 5
OKE funds › ONEOK INC NEW ADD 0.4% -0.1% 0.9 10,128 +15 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.4% -0.1% 0.9 6,383 +309 5
ABBV funds › ABBVIE INC TRIM 0.3% -0.0% 0.8 3,204 -69 5
AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM 0.3% -0.2% 0.8 14,740 -5,522 3
CVX funds › CHEVRON CORPORATION ADD 0.3% -0.1% 0.8 4,564 +264 5
IRM funds › IRON MTN INC DEL HOLD 0.3% +0.0% 0.6 5,015 +0 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM 0.2% -0.0% 0.6 7,333 -1 5
VBR funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 0.6 2,409 +68 5
ACWI funds › ISHARES TR NEW 0.2% +0.2% 0.6 567,655 +567,655 1
SPHY funds › SPDR SERIES TRUST ADD 0.2% +0.0% 0.6 23,581 +6,987 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.1% 0.5 1,062 -171 5
WMB funds › WILLIAMS COS INC ADD 0.2% -0.0% 0.5 7,257 +76 5
AMLP funds › ALPS ETF TR TRIM ETP 0.2% -0.0% 0.5 10,078 -29 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.2% +0.0% 0.5 508 -1 5
ADP funds › AUTOMATIC DATA PROCESSING IN HOLD 0.2% -0.0% 0.5 2,231 +0 5
BND funds › VANGUARD BD INDEX FDS ADD 0.2% -0.0% 0.5 47,804 +42,012 5
TSLA funds › TESLA INC HOLD 0.2% -0.0% 0.5 1,106 +0 5
MPWR funds › MONOLITHIC PWR SYS INC HOLD 0.2% +0.0% 0.4 322 +0 5
ENB funds › ENBRIDGE INC TRIM 0.2% -0.0% 0.4 8,180 -28 5
O funds › REALTY INCOME CORP ADD 0.2% -0.0% 0.4 7,090 +396 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.2% -0.1% 0.4 10,171 +546 5
MUB funds › ISHARES TR HOLD 0.2% -0.0% 0.4 3,946 +0 5
BX funds › BLACKSTONE INC TRIM 0.2% -0.0% 0.4 3,447 -65 5
AXP funds › AMERICAN EXPRESS CO ADD 0.2% -0.0% 0.4 1,097 +1 5
AMAT funds › APPLIED MATLS INC NEW 0.1% +0.1% 0.4 510 +510 1
MRSH funds › MARSH & MCLENNAN COS INC TRIM 0.1% -0.1% 0.4 2,188 -712 5
CRM funds › SALESFORCE INC TRIM 0.1% -0.1% 0.4 2,319 -708 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.1% -0.0% 0.4 2,775 -223 5
BAC funds › BANK OF AMER CORP ADD 0.1% -0.0% 0.3 6,094 +18 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.3 276 +12 4
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 0.3 3,347 -10 5
IAGG funds › ISHARES TR ADD 0.1% -0.0% 0.3 6,118 +75 3
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.1% -0.0% 0.3 6,073 +51 5
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 0.3 834 -31 5
BA funds › BOEING CO ADD 0.1% -0.0% 0.3 1,357 +63 3
WPC funds › WP CAREY INC ADD 0.1% -0.0% 0.3 4,038 +400 4
GE funds › GE AEROSPACE TRIM 0.1% +0.0% 0.3 772 -21 5
IVW funds › ISHARES TR TRIM 0.1% +0.0% 0.3 1,963 -18 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,339 +6 5
MAR funds › MARRIOTT INTL INC NEW ADD 0.1% -0.0% 0.3 713 +1 3
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 0.3 953 -4 5
BSV funds › VANGUARD BD INDEX FDS TRIM 0.1% -0.1% 0.3 3,258 -2,766 5
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 0.2 2,784 +114 4
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.1% +0.1% 0.2 310 +310 1
MELI funds › MERCADOLIBRE INC TRIM 0.1% -0.0% 0.2 139 -22 5
UPS funds › UNITED PARCEL SVCS INC ADD 0.1% -0.0% 0.2 2,174 +1 2
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.2 1,973 +1,973 1
IWO funds › ISHARES TR NEW 0.1% +0.1% 0.2 583 +583 1
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.2 7,800 -62 5
IWN funds › ISHARES TR NEW 0.1% +0.1% 0.2 1,009 +1,009 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.2 740 +740 1
APH funds › AMPHENOL CORP NEW 0.1% +0.1% 0.2 1,249 +1,249 1
D funds › DOMINION ENERGY INC NEW 0.1% +0.1% 0.2 3,103 +3,103 1
AEP funds › AMERICAN ELEC PWR CO INC NEW 0.1% +0.1% 0.2 1,533 +1,533 1
RVT funds › ROYCE SMALL CAP TRUST INC ADD 0.1% -0.0% 0.2 11,259 +191 5
MS funds › MORGAN STANLEY NEW 0.1% +0.1% 0.2 983 +983 1
EVT funds › EATON VANCE TAX ADVT DIV INC TRIM 0.1% -0.0% 0.2 7,398 -1,944 5
XLF funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.2 3,732 +3,732 1
AWF funds › ALLIANCEBERNSTEIN GLOBAL HIG ADD 0.1% -0.0% 0.2 19,198 +1,818 5
IJH funds › ISHARES TR NEW 0.0% +0.0% 0.0 28,937 +28,937 1
IJR funds › ISHARES TR NEW 0.0% +0.0% 0.0 28,891 +28,891 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT 0.0% -0.1% 0.0 0 -3,720 0
INTU funds › INTUIT EXIT 0.0% -0.2% 0.0 0 -747 0
PFE funds › PFIZER INC EXIT 0.0% -0.1% 0.0 0 -8,316 0
RTX funds › RTX CORPORATION EXIT 0.0% -0.1% 0.0 0 -1,396 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 246 106 0.06 54% 0.045 0.496 in
2026Q1 207 96 0.06 54% 0.043 0.463 in
2025Q4 222 108 0.04 51% 0.040 0.439 in
2025Q3 209 99 0.04 52% 0.041 0.459 in
2025Q2 190 94 0.07 52% 0.041 0.424 entered
2025Q1 160 90 0.00 52% 0.040 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status