North Point Portfolio Managers Corp/Oh Top Holdings and 13F Report (2025) About North Point Portfolio Managers Corp/OhInvestment ActivityNorth Point Portfolio Managers Corp/Oh has $582.92 million in total holdings as of June 30, 2025.North Point Portfolio Managers Corp/Oh owns shares of 72 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 3.69% of the portfolio was purchased this quarter.About 6.09% of the portfolio was sold this quarter.This quarter, North Point Portfolio Managers Corp/Oh has purchased 71 new stocks and bought additional shares in 3 stocks.North Point Portfolio Managers Corp/Oh sold shares of 39 stocks and completely divested from 5 stocks this quarter.Largest Holdings Amphenol $31,280,831Costco Wholesale $26,137,895Visa $26,028,253Amazon.com $22,662,987Arthur J. Gallagher & Co. $21,728,572 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS, INC. $11,455,139 Holding291011104 - Emerson Electric $237,061 Holding464287614 - iShares Russell 1000 Growth ETF $220,357 Holding399874825 - AMERICAN GROWTH FUND OF AMERIC $218,721 Holding316066208 - FIDELITY DISCIPLINED EQUITY FU $215,129 Holding Largest Purchases this Quarter ARISTA NETWORKS, INC. 111,965 shares (about $11.46M)Synopsys 12,630 shares (about $6.48M)ASML 3,054 shares (about $2.45M)Emerson Electric 1,778 shares (about $237.06K)iShares Russell 1000 Growth ETF 519 shares (about $220.36K) Largest Sales this Quarter Amphenol 70,665 shares (about $6.98M)Visa 1,345 shares (about $477.54K)ANSYS 1,316 shares (about $462.20K)Arthur J. Gallagher & Co. 1,145 shares (about $366.54K)Costco Wholesale 368 shares (about $364.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNorth Point Portfolio Managers Corp/Oh Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$31,280,831$6,978,167 ▼-18.2%316,7685.4%Computer and TechnologyCOSTCostco Wholesale$26,137,895$364,291 ▼-1.4%26,4044.5%Retail/WholesaleVVisa$26,028,253$477,540 ▼-1.8%73,3094.5%Business ServicesAMZNAmazon.com$22,662,987$255,151 ▼-1.1%103,3003.9%Retail/WholesaleAJGArthur J. Gallagher & Co.$21,728,572$366,539 ▼-1.7%67,8763.7%FinanceFIFiserv$21,325,217$246,719 ▼-1.1%123,6893.7%Business ServicesGSThe Goldman Sachs Group$19,948,034$278,147 ▼-1.4%28,1853.4%FinanceBLACKROCK INC.$18,972,850$261,268 ▼-1.4%18,0823.3%COMHDHome Depot$18,354,738$241,982 ▼-1.3%50,0623.1%Retail/WholesaleANSSANSYS$18,290,449$462,205 ▼-2.5%52,0773.1%Computer and TechnologyURIUnited Rentals$18,283,009$224,516 ▼-1.2%24,2673.1%ConstructionACNAccenture$17,568,269$247,781 ▼-1.4%58,7783.0%Computer and TechnologyMSFTMicrosoft$17,300,283$354,651 ▼-2.0%34,7813.0%Computer and TechnologyASMLASML$16,078,288$2,447,445 ▲18.0%20,0632.8%Computer and TechnologyUBERUber Technologies$15,393,287$229,238 ▼-1.5%164,9872.6%Computer and TechnologyROLRollins$15,187,528$214,565 ▼-1.4%269,1872.6%ConstructionTTWOTake-Two Interactive Software$14,735,409$152,024 ▼-1.0%60,6772.5%Consumer DiscretionaryROPRoper Technologies$13,524,098$257,910 ▼-1.9%23,8592.3%Computer and TechnologyDHRDanaher$13,332,365$144,599 ▼-1.1%67,4922.3%MedicalABTAbbott Laboratories$13,120,927$223,193 ▼-1.7%96,4702.3%MedicalBABoeing$12,845,306$241,589 ▼-1.8%61,3052.2%AerospaceTPLTexas Pacific Land$12,789,714$233,462 ▼-1.8%12,1072.2%EnergyMPCMarathon Petroleum$12,640,630$162,622 ▼-1.3%76,0982.2%EnergySNPSSynopsys$12,460,175$6,475,149 ▲108.2%24,3042.1%Computer and TechnologyDOVDover$12,375,911$225,739 ▼-1.8%67,5432.1%IndustrialsCHDChurch & Dwight$12,074,356$184,915 ▼-1.5%125,6312.1%Consumer StaplesROSTRoss Stores$11,836,129$213,059 ▼-1.8%92,7742.0%Retail/WholesaleARISTA NETWORKS, INC.$11,455,139$11,455,139 ▲New Holding111,9652.0%COMRPMRPM International$11,270,234$129,941 ▼-1.1%102,6061.9%Basic MaterialsMTDMettler-Toledo International$10,788,628$109,249 ▼-1.0%9,1841.9%MedicalZBRAZebra Technologies$9,428,944$151,095 ▼-1.6%30,5781.6%IndustrialsNXTNextracker$9,224,577$59,590 ▼-0.6%169,6631.6%EnergyPEPPepsiCo$9,215,775$155,412 ▼-1.7%69,7951.6%Consumer StaplesADBEAdobe$9,020,494$216,653 ▼-2.3%23,3161.5%Computer and TechnologyREGNRegeneron Pharmaceuticals$8,860,538$187,427 ▼-2.1%16,8771.5%MedicalUNHUnitedHealth Group$7,587,920$142,880 ▼-1.8%24,3231.3%MedicalGNTXGentex$7,534,754$139,131 ▼-1.8%342,6451.3%Auto/Tires/TrucksFMCFMC$4,880,613$111,765 ▼-2.2%116,9010.8%Consumer StaplesQQQInvesco QQQ$1,426,5410.0%2,5860.2%FinanceLLYEli Lilly and Company$1,423,4220.0%1,8260.2%MedicalAAPLApple$1,283,529$28,929 ▼-2.2%6,2560.2%Computer and TechnologyPGProcter & Gamble$929,792$5,576 ▼-0.6%5,8360.2%Consumer StaplesJPMJPMorgan Chase & Co.$889,7340.0%3,0690.2%FinanceXOMExxon Mobil$785,6460.0%7,2880.1%EnergySPYSPDR S&P 500 ETF Trust$767,988$11,739 ▼-1.5%1,2430.1%FinanceVANGUARD 500 INDEX FUND-ADM$751,4870.0%1,3120.1%MUTMCDMcDonald's$742,9880.0%2,5430.1%Retail/WholesaleVOOVanguard S&P 500 ETF$683,340$22,721 ▲3.4%1,2030.1%ETFFIDELITY 500 INDEX-INST PREM$635,3880.0%2,9400.1%MUTABBVAbbVie$459,0380.0%2,4730.1%MedicalVTIVanguard Total Stock Market ETF$437,0510.0%1,4380.1%ETFFIDELITY MAGELLAN FUND$430,4720.0%27,4710.1%MUTVANGUARD GROWTH & INCOME-ADM$419,5680.0%3,8770.1%MUTGOOGLAlphabet$400,0420.0%2,2700.1%Computer and TechnologyBNLBroadstone Net Lease$388,7790.0%24,2230.1%FinanceIBMInternational Business Machines$387,9300.0%1,3160.1%Computer and TechnologyMRKMerck & Co., Inc.$343,7130.0%4,3420.1%MedicalCVXChevron$335,4940.0%2,3430.1%EnergyGGGGraco$300,035$53,731 ▼-15.2%3,4900.1%IndustrialsPPGPPG Industries$295,7500.0%2,6000.1%Basic MaterialsHONHoneywell International$278,5240.0%1,1960.0%Multi-Sector ConglomeratesVANGUARD WINDSOR FUND$277,9680.0%3,8430.0%MUTJNJJohnson & Johnson$259,9800.0%1,7020.0%MedicalOAKMARK FUND-CLASS I$252,9350.0%1,5750.0%MUTPNCThe PNC Financial Services Group$247,0060.0%1,3250.0%FinanceEMREmerson Electric$237,061$237,061 ▲New Holding1,7780.0%IndustrialsVANGUARD TOTAL STOCK MARKET IN$232,7660.0%1,5730.0%MUTIWFiShares Russell 1000 Growth ETF$220,357$220,357 ▲New Holding5190.0%ETFAMERICAN GROWTH FUND OF AMERIC$218,721$218,721 ▲New Holding2,6690.0%MUTFIDELITY DISCIPLINED EQUITY FU$215,129$215,129 ▲New Holding2,9700.0%MUTGOOGAlphabet$212,868$212,868 ▲New Holding1,2000.0%Computer and TechnologyBPBP$208,2230.0%6,9570.0%EnergyUFPIUFP Industries$0$12,329,260 ▼-100.0%00.0%ConstructionASGNASGN$0$7,799,364 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$230,849 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$209,837 ▼-100.0%00.0%FinanceRPGInvesco S&P 500 Pure Growth ETF$0$201,960 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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