NORTH STAR ASSET MANAGEMENT INC - Q4 2023 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2023
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE42Q3 20233.8%
ADOBE SYSTEMS42Q3 20233.3%
SCHWAB US BROAD MKT ETF42Q3 20232.9%
PRINCIPAL FINL GROUP42Q3 20232.2%
MICROSOFT42Q3 20233.1%
VANGUARD TTL STK MKT ETF42Q3 20232.1%
KIMBERLY-CLARK42Q3 20232.9%
FISERV42Q3 20233.1%
VISA42Q3 20232.1%
GLOBAL PAYMENTS42Q3 20232.1%

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Latest significant ownerships (13-D/G)
NORTH STAR ASSET MANAGEMENT INC Q4 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
NORTH STAR ASSET MANAGEMENT INCJune 04, 2001? ?

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Latest filings
TypeFiled
13F-HR2024-05-08
13F-HR2024-02-01
13F-HR2023-10-26
13F-HR2023-08-09
13F-HR2023-05-10
13F-HR2023-03-06
13F-HR2022-11-08
13F-HR2022-07-28
13F-HR2022-04-29
13F-HR2022-02-07

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