North Point Portfolio Managers Corp/Oh Top Holdings and 13F Report (2026) About North Point Portfolio Managers Corp/OhInvestment ActivityNorth Point Portfolio Managers Corp/Oh has $561.45 million in total holdings as of March 31, 2026.North Point Portfolio Managers Corp/Oh owns shares of 76 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.95% of the portfolio was purchased this quarter.About 7.02% of the portfolio was sold this quarter.This quarter, North Point Portfolio Managers Corp/Oh has purchased 75 new stocks and bought additional shares in 15 stocks.North Point Portfolio Managers Corp/Oh sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amphenol $28,560,659ASML $25,661,085Costco Wholesale $25,348,183Alphabet $22,498,694Visa $21,368,165 Largest New Holdings this Quarter 64110L106 - Netflix $11,011,963 Holding87422Q109 - TALEN ENERGY CORPORATION $10,430,202 Holding931142103 - WALMART INC $278,014 Holding25746u109 - Dominion Energy $207,097 Holding Largest Purchases this Quarter Netflix 114,529 shares (about $11.01M)TALEN ENERGY CORPORATION 32,673 shares (about $10.43M)Vanguard S&P 500 ETF 6,007 shares (about $3.59M)Boston Scientific 43,893 shares (about $2.75M)Synopsys 5,627 shares (about $2.23M) Largest Sales this Quarter Amphenol 79,291 shares (about $10.02M)The Goldman Sachs Group 4,198 shares (about $3.55M)Texas Pacific Land 6,284 shares (about $2.98M)Marathon Petroleum 12,071 shares (about $2.95M)Nextpower 21,581 shares (about $2.60M) 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$28,560,659$10,018,418 â–¼-26.0%226,0445.1%Computer and TechnologyASMLASML$25,661,085$534,936 â–¼-2.0%19,4284.6%Computer and TechnologyCOSTCostco Wholesale$25,348,183$656,647 â–¼-2.5%25,4394.5%Retail/WholesaleGOOGLAlphabet$22,498,694$451,757 â–¼-2.0%78,2404.0%Computer and TechnologyVVisa$21,368,165$523,784 â–¼-2.4%70,6993.8%Business ServicesAMZNAmazon.com$21,229,586$337,814 â–¼-1.6%101,9333.8%Retail/WholesaleGSThe Goldman Sachs Group$19,955,212$3,551,466 â–¼-15.1%23,5883.6%FinanceROSTRoss Stores$19,100,123$555,225 â–¼-2.8%88,1693.4%Retail/WholesaleNXTNextpower$17,746,286$2,601,590 â–¼-12.8%147,2113.2%EnergyMSFTMicrosoft$16,930,365$467,522 â–¼-2.7%45,7373.0%Computer and TechnologyBLACKROCK INC.$16,625,722$420,259 â–¼-2.5%17,2883.0%COMHDHome Depot$16,022,644$341,061 â–¼-2.1%48,7172.9%Retail/WholesaleMPCMarathon Petroleum$15,528,953$2,947,512 â–¼-16.0%63,5962.8%EnergyURIUnited Rentals$14,691,655$243,343 â–¼-1.6%20,1652.6%ConstructionAJGArthur J. Gallagher & Co.$14,398,744$241,055 â–¼-1.6%66,4822.6%FinanceROLRollins$13,934,171$346,043 â–¼-2.4%260,8912.5%ConstructionTPLTexas Pacific Land$13,844,339$2,982,135 â–¼-17.7%29,1732.5%EnergyUBERUber Technologies$13,733,595$1,945,778 â–²16.5%190,9302.4%Computer and TechnologyARISTA NETWORKS, INC.$13,608,812$258,820 â–¼-1.9%110,8392.4%COMDOVDover$13,462,674$383,754 â–¼-2.8%64,5852.4%IndustrialsSNPSSynopsys$13,222,918$2,230,978 â–²20.3%33,3512.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$12,936,312$773 â–¼0.0%16,7432.3%MedicalDHRDanaher$12,321,978$287,435 â–¼-2.3%64,9892.2%MedicalBABoeing$11,956,794$287,202 â–¼-2.3%60,0752.1%AerospaceTTWOTake-Two Interactive Software$11,932,357$139,830 â–¼-1.2%60,4172.1%Consumer DiscretionaryACNAccenture$11,233,789$253,813 â–¼-2.2%56,6532.0%Computer and TechnologyMTDMettler-Toledo International$11,085,948$225,755 â–¼-2.0%8,7902.0%MedicalNFLXNetflix$11,011,963$11,011,963 â–²New Holding114,5292.0%Consumer DiscretionaryTALEN ENERGY CORPORATION$10,430,202$10,430,202 â–²New Holding32,6731.9%COMPEPPepsiCo$10,348,784$265,389 â–¼-2.5%66,6421.8%Consumer StaplesRPMRPM International$9,808,593$232,596 â–¼-2.3%98,6781.7%Basic MaterialsABTAbbott Laboratories$9,508,063$255,443 â–¼-2.6%92,6081.7%MedicalBSXBoston Scientific$9,244,769$2,754,286 â–²42.4%147,3271.6%MedicalFISERV, INC.$7,957,619$180,401 â–²2.3%142,6101.4%COMROPER TECHNOLOGIES INC.$7,776,781$480,896 â–¼-5.8%21,9771.4%COMUNHUnitedHealth Group$6,244,586$228,375 â–¼-3.5%23,0781.1%MedicalZBRAZebra Technologies$5,760,154$517,473 â–¼-8.2%27,5501.0%IndustrialsVOOVanguard S&P 500 ETF$4,317,305$3,589,488 â–²493.2%7,2250.8%ETFQQQInvesco QQQ$1,623,030$129,865 â–²8.7%2,8120.3%FinanceAAPLApple$1,587,693$12,689 â–²0.8%6,2560.3%Computer and TechnologyLLYEli Lilly and Company$1,354,821$136,126 â–²11.2%1,4730.2%MedicalXOMExxonMobil$1,270,414$33,932 â–²2.7%7,4880.2%EnergyIVViShares Core S&P 500 ETF$1,107,191$271,082 â–²32.4%1,6950.2%ETFJPMJPMorgan Chase & Co.$944,548$42,947 â–²4.8%3,2110.2%FinanceSPYSPDR S&P 500 ETF Trust$790,813$23,412 â–¼-2.9%1,2160.1%FinanceVANGUARD 500 INDEX FUND-ADM$790,7170.0%1,3120.1%MUTMCDMcDonald's$790,3390.0%2,5430.1%Retail/WholesalePGProcter & Gamble$784,165$58,209 â–¼-6.9%5,4290.1%Consumer StaplesFIDELITY 500 INDEX-INST PREM$668,6110.0%2,9400.1%MUTABBVAbbVie$537,8530.0%2,4730.1%MedicalVTIVanguard Total Stock Market ETF$476,403$27,269 â–²6.1%1,4850.1%ETFJNJJohnson & Johnson$416,0370.0%1,7020.1%MedicalVANGUARD GROWTH & INCOME-ADM$403,7900.0%3,8770.1%MUTCVXChevron$394,351$63,104 â–¼-13.8%1,9060.1%EnergyMRKMerck & Co., Inc.$385,650$72,174 â–¼-15.8%3,2060.1%MedicalFIDELITY MAGELLAN FUND$379,6510.0%27,4710.1%MUTFIDELITY EQUITY DIVIDEND INCOM$365,9100.0%12,0440.1%MUTCHDChurch & Dwight$339,685$1,866 â–¼-0.5%3,6400.1%Consumer StaplesGOOGAlphabet$338,4950.0%1,1800.1%Computer and TechnologyBPBP$326,9790.0%6,9570.1%EnergyIBMInternational Business Machines$306,8660.0%1,2660.1%Computer and TechnologyVANGUARD TOTAL STOCK MARKET IN$300,035$54,225 â–²22.1%1,9200.1%MUTVANGUARD WINDSOR FUND$280,1200.0%3,8430.0%MUTWALMART INC$278,014$278,014 â–²New Holding2,2370.0%COMPNCThe PNC Financial Services Group$275,7190.0%1,3250.0%FinanceHONHoneywell International$270,3320.0%1,1960.0%Multi-Sector ConglomeratesOAKMARK FUND-CLASS I$264,2900.0%1,5750.0%MUTGGGGraco$259,452$6,772 â–¼-2.5%3,0650.0%IndustrialsBNLBroadstone Net Lease$247,741$132,275 â–¼-34.8%13,5600.0%FinanceAVGOBroadcom$238,323$43,331 â–²22.2%7700.0%Computer and TechnologyEMREmerson Electric$232,9540.0%1,7780.0%IndustrialsRTXRTX$224,9210.0%1,1660.0%AerospaceIWFiShares Russell 1000 Growth ETF$221,3020.0%5190.0%ETFNVDANVIDIA$211,547$23,544 â–²12.5%1,2130.0%Computer and TechnologyDDominion Energy$207,097$207,097 â–²New Holding3,3500.0%UtilitiesFIDELITY DISCIPLINED EQUITY FU$202,4780.0%2,9700.0%MUTGNTXGentex$0$7,545,840 â–¼-100.0%00.0%Auto/Tires/TrucksBRK.BBerkshire Hathaway$0$248,309 â–¼-100.0%00.0%FinanceAMERICAN GROWTH FUND OF AMERIC$0$213,784 â–¼-100.0%00.0%MUTShowing largest 100 holdings. 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