Northstar Advisory Group
Northstar Advisory Group reported 118 stocks worth $322M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are SPYM (10.6%), IGSB (6.7%) and NVDA (5.3%). Compared with Q1 2026, the fund opened new positions in ROK, ROST and C, added to SPYM, IGSB and SHY, trimmed NVDA, VCSH and XOM and sold out of IEF, XLB and VGIT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | ![]() SPYM Spdr Series Trust | $34.2M | 10.6% | 389K | +85K (+28%) | 5 of 8 | |
| 2 | ![]() IGSB Ishares TR | $21.6M | 6.7% | 411K | +33K (+9%) | 8 of 8 | |
| 3 | ![]() NVDA Nvidia Corporation | $16.9M | 5.3% | 84K | −15K (−15%) | 8 of 8 | |
| 4 | ![]() SHY Ishares 1-3 Year Treasry | $15.5M | 4.8% | 189K | +60K (+46%) | 2 of 8 | |
| 5 | ![]() GOOGL Alphabet Inc | $12.8M | 4.0% | 36K | +2,088 (+6%) | 8 of 8 | |
| 6 | ![]() AAPL Apple Inc | $11.9M | 3.7% | 41K | +11K (+35%) | 8 of 8 | |
| 7 | ![]() XLP State Street | $10.8M | 3.4% | 130K | +7,842 (+6%) | 4 of 8 | |
| 8 | ![]() MSFT Microsoft Corp | $8.7M | 2.7% | 23K | +2,355 (+11%) | 8 of 8 | |
| 9 | ![]() VZ Verizon Communications I | $8.6M | 2.7% | 203K | +166K (+445%) | 8 of 8 | |
| 10 | ![]() XLK Select Sector Spdr TR | $8.3M | 2.6% | 43K | +27K (+163%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
![]() IEF Ishares TR | $10.2M | 107K |
![]() XLB Select Sector Spdr TR | $5.2M | 103K |
![]() VGIT Vanguard Scottsdale Fds | $3.1M | 51K |
![]() LMT Lockheed Martin Corp | $2.8M | 4,580 |
![]() LHX L3HARRIS Technologies in | $1.8M | 5,272 |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Northstar Advisory Group 13F FAQ
What does Northstar Advisory Group own?
Northstar Advisory Group reported 118 stocks worth $322M in its 13F filing for Q2 2026, filed Jul 14, 2026. Its largest holdings are SPYM (10.6%), IGSB (6.7%) and NVDA (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Northstar Advisory Group buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 47 added to, 28 trimmed and 17 sold out. New positions include ROK, ROST and C. It sold all of IEF, XLB and VGIT.
When will Northstar Advisory Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Northstar Advisory Group's portfolio worth?
The Q2 2026 filing reports $322M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.














