NORTH STAR ASSET MANAGEMENT INC
All 13F Filings
- Location
- Neenah, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,542,669
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/18/2026 | 372 | 2,542,669 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q1 2026 | 5/6/2026 | 356 | 2,305,232 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q4 2025 | 2/9/2026 | 352 | 2,478,499 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q3 2025 | 11/10/2025 | 351 | 2,465,053 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q2 2025 | 8/12/2025 | 344 | 2,364,522 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q2 2014 | 7/30/2014 | 261 | 858,219 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q1 2014 | 4/24/2014 | 254 | 834,674 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 251 | 825,493 | 13F-HR | NORTH STAR ASSET MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.053 M | 80.7% | 168.3 K | 0 | 168.3 K |
| ETFs | 489.7 K | 19.3% | 69.1 K | 0 | 69.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/18/2026
Total value ($000)
2,542,669
Holdings
372
QoQ value change ($000)
237,437
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.