1y return+13.6%S&P 500 +20.9%
3y return+49.4%S&P 500 +68.5%
5y return+51.7%S&P 500 +74.5%
10y return+182.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $282 against $357 in the S&P 500.2
Northstar Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $118.1M | 15.7% | |
| VTIVanguard Index Fds | $89.9M | 12.0% | +1.2% |
| BILSpdr Series Trust | $51.1M | 6.8% | +6.2% |
| AAPLApple Inc | $43.3M | 5.8% | |
| GOOGAlphabet Inc | $37.3M | 5.0% | |
| GOOGLAlphabet Inc | $25.9M | 3.4% | |
| VOOVanguard Index Fds | $23.4M | 3.1% | |
| AMZNAmazon Com Inc | $20.8M | 2.8% | |
| COSTCostco Wholesale Corporation | $20.3M | 2.7% | |
| METAMeta Platforms Inc | $13.8M | 1.8% | |
| VTVVanguard Index Fds | $13.5M | 1.8% | +8.4% |
| Arch Cap Group LtdCUSIP G0450A105 | $13.1M | 1.7% | +3.1% |
| VXUSVanguard Star Fds | $12.8M | 1.7% | +5.6% |
| VIGVanguard Specialized Funds | $10.7M | 1.4% | +1.7% |
| JNJJohnson & Johnson | $10.5M | 1.4% | |
| IBDTIshares Tr | $9.9M | 1.3% | +10.8% |
| IWFIshares Tr | $9.0M | 1.2% | |
| VUGVanguard Index Fds | $8.8M | 1.2% | |
| IBTHIshares Tr | $7.8M | 1.0% | +7.5% |
| IBTIIshares Tr | $7.7M | 1.0% | +7.8% |
| AXPAmerican Express Co | $7.3M | 1.0% | |
| MKLMarkel Group Inc | $7.3M | 1.0% | +19.9% |
| ECLEcolab Inc | $6.3M | 0.8% | −2.4% |
| WMTWalmart Inc | $6.1M | 0.8% | −1.0% |
| VTVanguard Intl Equity Index F | $6.1M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $25.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $37.3M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $7.3M |
| Arch Cap Group LtdCUSIP G0450A105 | June 30, 2020 | +238.8% | $13.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $43.3M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $20.3M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $6.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $118.1M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $6.0M |
| BKNGBooking Holdings Inc | June 30, 2020 | +179.8% | $5.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $396K
- ADBEAdobe Inc was $236K
- CMCSAComcast Corp New was $223K
- Medtronic PLCCUSIP G5960L103 was $211K
- PSXPhillips 66 was $210K
- MCKMckesson Corp was $208K
- TAt&t Inc was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −3.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +2.9% | +10.5% |
| March 31, 2025 | +0.3% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +7.5% | +11.2% |
| September 30, 2023 | −1.6% | −3.6% |
| June 30, 2023 | +7.9% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −16.7% | −16.5% |
| March 31, 2022 | −2.1% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Northstar Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1631408&type=13F-HR&dateb=&owner=include&count=40CIK 1631408
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1631408/000163140826000003/Filed August 3, 2026 · accession 0001631408-26-000003