§ 13F · FUND PROFILE
NORTH POINT PORTFOLIO MANAGERS CORP/OH.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $605M (13F)Positions · 72Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP-CL A | 226K | $29M | 5.1% | −26% |
| 2 | ASML | ASML HOLDING N.V. ADR | 19K | $26M | 4.6% | −2% |
| 3 | COST | COSTCO WHOLESALE CORP | 25K | $25M | 4.5% | −3% |
| 4 | GOOGL | ALPHABET INC-CL A | 78K | $22M | 4.0% | −2% |
| 5 | V | VISA INC-CLASS A SHARES | 71K | $21M | 3.8% | −2% |
| 6 | AMZN | AMAZON.COM INC | 102K | $21M | 3.8% | −2% |
| 7 | GS | GOLDMAN SACHS GROUP INC. | 24K | $20M | 3.6% | −15% |
| 8 | ROST | ROSS STORES INC. | 88K | $19M | 3.4% | −3% |
| 9 | NXT | NEXTPOWER, INC | 147K | $18M | 3.2% | −13% |
| 10 | MSFT | MICROSOFT CORP. | 46K | $17M | 3.0% | −3% |
§ 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 $605 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed