NORTH POINT PORTFOLIO MANAGERS CORP/OH
•CIK: 1105344•Filing: Q4 2025
NORTH POINT PORTFOLIO MANAGERS CORP/OH manages $591M across a diversified portfolio of 75 positions. The fund exhibits significant concentration in mega-cap technology and financial sectors, with top holdings including APH at $41.3M and V at $25.4M. Further notable allocations include substantial positions in GOOGL ($25.0M), GS ($24.4M), and AMZN ($23.9M). This structure suggests a conviction-driven, large-cap growth and value tilt across key industrial and technology leaders.
Total AUM
$590.7M
QoQ Performance
-2.3%
Positions
75
Top 10 Concentration
41.1%
Latest Filing
Q4 2025
Top Holdings Allocation
APH
APH7.0%
V4.3%
GOOGL4.2%
GS4.1%
AMZN4.0%
MSFT3.8%
COSTCO3.8%
ASML3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.8%
Financial11.7%
Technology11.2%
Consumer9.3%
Healthcare6.4%
Industrial2.3%
Energy2.2%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑21 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023