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NORTH STAR ASSET MANAGEMENT INC - Portfolio Stock Holdings

NORTH STAR ASSET MANAGEMENT INC disclosed 303 stock positions in a recent SEC 13F filing. $2,331,629,260 of stock holdings were filed, with the largest holdings including AAPL, SCHB, and GOOG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,351,878,334 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

303

Est. Stock Holding Value:

$2,331,629,260

Top Stock Holdings By Sector

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Portfolio Stock Holdings - NORTH STAR ASSET MANAGEMENT INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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