NORTHSTAR ASSET MANAGEMENT INC

**NORTHSTAR ASSET MANAGEMENT INC** This $387M fund maintains a concentrated, large-cap exposure across technology and consumer staples, evidenced by its top holdings including GOOGL ($25.6M) and AAPL ($21.4M). The portfolio is diversified across 88 positions, with significant allocations to mega-cap names like MSFT ($21.3M) and value plays such as TJX ($17.7M). The firm demonstrates a clear conviction in established market leaders, with its top five holdings accounting for over 68% of the disclosed exposure.

📌 Top Holdings