NORTH STAR ASSET MANAGEMENT INC

Institutional manager (13F) · CIK 1056559

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.6B

#	Issuer	Value	Shares
1	APPLE	$89M	348,770
2	SCHWAB US BROAD MKT ETF	$67M	2,680,611
3	VANGUARD TTL STK MKT ETF	$60M	186,455
4	ALPHABET CL C	$59M	206,648
5	MICROSOFT	$59M	159,142
6	AMAZON.COM	$47M	226,476
7	CHARLES SCHWAB	$46M	485,818
8	SPDR S&P LARGE CAP 500	$46M	594,530
9	VISA	$43M	143,350
10	SS&C TECHNOLOGIES	$41M	610,016
11	ASML HOLDINGS	$38M	29,125
12	AMETEK	$38M	175,346
13	PRINCIPAL FINL GROUP	$34M	382,045
14	ABBVIE	$34M	157,128
15	ANALOG DEVICES	$34M	106,566
16	ABBOTT LABS	$34M	326,779
17	STRYKER	$34M	102,047
18	NVIDIA	$33M	189,510
19	BROADCOM	$33M	105,423
20	THERMO FISHER SCIENTIFIC	$30M	61,741
21	AMPHENOL	$29M	229,413
22	SYNOPSYS	$26M	66,652
23	MENASHA CORP	$26M	2,181
24	VEEVA SYSTEMS	$25M	145,121
25	SCHWAB TOTAL STOCK MKT-SEL	$25M	1,584,243
26	AES CORP	$25M	1,765,158
27	JP MORGAN CHASE	$25M	83,929
28	ACI WORLDWIDE	$24M	588,944
29	ADOBE SYSTEMS	$24M	98,567
30	ILLUMINA	$24M	190,870
31	DANAHER	$24M	124,004
32	PTC INC	$23M	162,897
33	INTUIT	$23M	52,989
34	EVERTEC	$23M	805,787
35	MASTERCARD	$23M	45,200
36	EQUIFAX	$22M	121,298
37	ECOLAB	$21M	80,798
38	GLOBAL PAYMENTS	$21M	316,599
39	ALPHABET CL A	$20M	70,593
40	AFFILIATED MANAGERS	$19M	70,191
41	MERCANTILE BANK	$19M	383,180
42	WYNDHAM HOTELS & RESORTS	$19M	235,766
43	LOWE'S COMPANIES	$19M	80,811
44	SCHWAB FTSE DEV EX-US ETF	$19M	770,682
45	FISERV	$19M	333,602
46	COSTCO WHOLESALE	$18M	18,347
47	ADVANCED MICRO DEVICES	$18M	87,720
48	ROCKWELL AUTOMATION	$17M	48,510
49	ILLINOIS TOOL	$16M	61,897
50	WALT DISNEY	$16M	163,534

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.