NP

NORTH POINT PORTFOLIO MANAGERS CORP/OH

13F
NORTH POINT PORTFOLIO MANAGERS CORP/OH
Last update 2025-04-22 64 Stocks (8 new)
Value $568.00 Mil Turnover 6 %
Countries:
Top Holdings: FI(4.87%)V(4.61%)APH(4.48%)COST(4.46%)AJG(4.20%)
Summary Stock Picks Current Portfolio
NORTH POINT PORTFOLIO MANAGERS... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FI
Fiserv Inc
125,120
27,630.3
+0.27%
4.870
+0.01%
0.020
-16.81%
-17.23%
94,270.4
Software
V
Visa Inc
74,654
26,163.1
+0.09%
4.610
0%
0.000
+10.03%
+13.21%
696,585.6
Credit Services
APH
Amphenol Corp
387,433
25,411.7
+0.13%
4.480
+0.01%
0.030
+54.23%
+42.79%
119,429.8
Hardware
COST
Costco Wholesale Corp
26,772
25,320.0
-10.78%
4.460
-0.52%
0.010
+2.32%
+7.80%
437,002.3
Retail - Defensive
AJG
Arthur J. Gallagher & Co
69,021
23,828.9
+0.53%
4.200
+0.02%
0.030
-3.02%
+11.50%
80,720.7
Insurance
AMZN
Amazon.com Inc
104,463
19,875.1
+1.48%
3.500
+0.05%
0.000
+22.32%
+1.03%
2,353,220.7
Retail - Cyclical
ACN
Accenture PLC
59,607
18,599.9
-0.01%
3.280
0%
0.010
+1.14%
-17.24%
178,783.6
Software
HD
The Home Depot Inc
50,722
18,589.1
+0.43%
3.280
+0.01%
0.010
+5.64%
-3.36%
369,367.0
Retail - Cyclical
BLK
BlackRock Inc
18,331
17,350.2
+0.33%
3.060
+0.01%
0.010
+27.45%
+7.35%
168,674.3
Asset Management
ANSS
Ansys Inc
53,393
16,902.1
+0.71%
2.980
+0.02%
0.060
+23.73%
+8.76%
32,253.8
Software

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Historical Top Holdings Breakdowns

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GGG
Graco Inc
2025-03-31
Reduce
Reduce
-2.27%
●
80.53 ($84.64) 87.54
$88.45
4.50%
Reduce -97.4%
4,115
-154,445
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+2.15%
●
63.17 ($72.04) 81.49
$95.51
32.58%
New holding
167,444
167,444
MSFT
Microsoft Corp
2025-03-31
Add
Add
+2.00%
●
375.39 ($407.71) 447.2
$501.63
23.04%
Add 578.79%
35,494
30,265
CHE
Chemed Corp
2025-03-31
Sold Out
Sold Out
-1.51%
●
521.84 ($568.39) 615.32
$468.06
-17.65%
Sold Out
0
-16,272
ADBE
Adobe Inc
2025-03-31
Add
Add
+0.64%
●
377.84 ($428.84) 464.11
$367.19
-14.38%
Add 65.75%
23,876
9,471
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.52%
●
890.62 ($974.97) 1076.86
$982.09
0.73%
Reduce -10.78%
26,772
-3,236
MP
MP Materials Corp
2025-03-31
Sold Out
Sold Out
-0.43%
●
16.39 ($23.24) 26.93
$45.12
94.15%
Sold Out
0
-157,635
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.16%
●
725.72 ($832.09) 929.72
$786.92
-5.43%
Add 151.52%
1,826
1,100
PG
Procter & Gamble Co
2025-03-31
Add
Add
+0.10%
●
158.56 ($167.49) 176.26
$157.81
-5.78%
Add 138.08%
5,871
3,405
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.10%
●
507.05 ($540.58) 563.67
$573.44
6.08%
Reduce -48.59%
1,163
-1,099

NORTH POINT PORTFOLIO MANAGERS CORP/OH Total Holding History ($B)

To

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Asset Allocation

To

NORTH POINT PORTFOLIO MANAGERS CORP/OH Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Hypothetical Growth since 2025-03-31

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Yearly Returns

Year Portfolio % % Excess Gain %

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Holdings Heat Map

Size field:

NORTH POINT PORTFOLIO MANAGERS CORP/OH's Holdings Bubble Chart

NORTH POINT PORTFOLIO MANAGERS CORP/OH News

  • 1

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