NorthStar Asset Management LLC /NJ/
All 13F Filings
- Location
- Berkeley Heights, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 222,313
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 108 | 222,313 | 13F-HR | NorthStar Asset Management LLC /NJ/ |
| Q3 2025 | 11/7/2025 | 99 | 208,803 | 13F-HR | NorthStar Asset Management LLC /NJ/ |
| Q2 2025 | 8/12/2025 | 94 | 189,637 | 13F-HR | NorthStar Asset Management LLC /NJ/ |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 191.2 K | 86.0% | 9.989 K | 0 | 9.989 K |
| ETFs | 30.66 K | 13.8% | 3.518 K | 0 | 3.518 K |
| Debt | 475 | 0.2% | 8 | 0 | 8 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
222,313
Holdings
108
QoQ value change ($000)
13,510
(6.5%)
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.