§ 13F · FUND PROFILE
NORTH POINT PORTFOLIO MANAGERS CORP/OH.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $582.9T (13F)Positions · 72Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP-CL A | 305K | $41.3T | 7.0% | −2% |
| 2 | V | VISA INC-CLASS A SHARES | 72K | $25.4T | 4.3% | ±0% |
| 3 | GOOGL | ALPHABET INC-CL A | 80K | $25.0T | 4.2% | ±0% |
| 4 | GS | GOLDMAN SACHS GROUP INC. | 28K | $24.4T | 4.1% | ±0% |
| 5 | AMZN | AMAZON.COM INC | 104K | $23.9T | 4.0% | +1% |
| 6 | MSFT | MICROSOFT CORP. | 47K | $22.7T | 3.8% | +36% |
| 7 | COST | COSTCO WHOLESALE CORP | 26K | $22.5T | 3.8% | ±0% |
| 8 | ASML | ASML HOLDING N.V. ADR | 20K | $21.2T | 3.6% | ±0% |
| 9 | BLK | BLACKROCK INC. | 18K | $19.0T | 3.2% | −1% |
| 10 | AJG | ARTHUR J. GALLAGHER & CO. | 68K | $17.5T | 3.0% | ±0% |
§ 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 $582922.4 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed