§ 13F · FUND PROFILE
NORTH POINT PORTFOLIO MANAGERS CORP/OH.
AUM · $606M (13F)Positions · 79Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP-CL A | 219K | $39M | 6.4% | −3% |
| 2 | ASML | ASML HOLDING N.V. ADR | 16K | $33M | 5.4% | −16% |
| 3 | GOOGL | ALPHABET INC-CL A | 76K | $27M | 4.5% | −3% |
| 4 | V | VISA INC-CLASS A SHARES | 69K | $24M | 3.9% | −3% |
| 5 | AMZN | AMAZON.COM INC | 99K | $24M | 3.9% | −3% |
| 6 | COST | COSTCO WHOLESALE CORP | 25K | $23M | 3.8% | −3% |
| 7 | GS | GOLDMAN SACHS GROUP INC. | 23K | $23M | 3.8% | −4% |
| 8 | URI | UNITED RENTALS INC. | 20K | $22M | 3.7% | −3% |
| 9 | ANET | ARISTA NETWORKS, INC. | 109K | $18M | 3.0% | −2% |
| 10 | ROST | ROSS STORES INC. | 85K | $18M | 3.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTH SIGNAL
AC read
NORTH POINT PORTFOLIO MANAGERS CORP/OH is a Other fund managing $606 million in assets. The fund runs a portfolio of 79 positions.
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