NORTH STAR ASSET MANAGEMENT INC
•CIK: 1056559•Filing: Q4 2025
**NORTH STAR ASSET MANAGEMENT INC** manages $2.5B across a diversified portfolio of 348 positions. The firm exhibits significant concentration in mega-cap technology and broad market exposure, with top holdings including AAPL at $96.3M and MSFT at $76.1M. Notable allocations also include SCHB ($70.2M), GOOGL ($67.4M), and VTI ($61.7M), suggesting a core focus on established, high-quality growth and index-tracking assets. This positioning reflects a systematic approach targeting market leaders and core equity exposure.
Total AUM
$2.5B
QoQ Performance
+0.6%
Positions
348
Top 10 Concentration
26.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.9%
MSFT3.1%
SCHB2.8%
GOOGL2.7%
VTI2.5%
SPYM2.4%
SS&C2.1%
AMZN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.7%
Technology18.3%
Healthcare7.1%
Financial6.6%
Consumer4.8%
Materials0.9%
Industrial0.9%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
—
AMCOR
SOLD
$2.3M
—
UNIVERSAL DISPLAY CORP
SOLD
$852.4K
+146 more exited positions
Changes from Q3 2025
NEW3 new positions
↑77 increased
↓106 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023