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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NORTHSTAR ASSET MANAGEMENT LLC

Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001132708-25-000007

Total Value
$434.7M
Positions
197
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (197)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INFO TECH ETF92204a702107,707$71.4M16.44%
2APPLE INCAAPL156,677$32.1M7.40%
3VANGUARD TOTAL U.S. STOCK MARK92290876972,144$21.9M5.04%
4VANGUARD GROWTH ETF92290873641,316$18.1M4.17%
5BERKSHIRE HATHAWAY INC DEL CLBRK-A33,316$16.2M3.72%
6VANGUARD MID-CAP ETF92290862956,129$15.7M3.61%
7MICROSOFT CORPMSFT30,509$15.2M3.49%
8S&P 500 INDEXSPY17,608$10.9M2.50%
9VANGUARD SMALL-CAP ETF92290875140,994$9.7M2.23%
10VANGUARD S&P 500 ETF92290836315,822$9.0M2.07%
11THERMO FISHER SCIENTIFIC INC.TMO20,063$8.1M1.87%
12NVIDIA CORPNVDA43,385$6.9M1.58%
13ZOETIS, INC.ZTS43,798$6.8M1.57%
14AMETEK INC NEWAME37,070$6.7M1.54%
15DANAHER CORP23585110231,910$6.3M1.45%
16FIRST TRUST ISE CLOUD COMPUTIN33734x19248,870$5.9M1.37%
17ARISTA NETWORKS INCANET50,245$5.1M1.18%
18VANGUARD DIVIDEND APPRECIATION92190884424,735$5.1M1.16%
19VANGUARD HIGH DIVIDEND YIELD I92194640637,370$5.0M1.15%
20VANGUARD FINANCIAL ETF92204a40535,776$4.6M1.05%
21HOME DEPOT INCHD11,943$4.4M1.01%
22SHERWIN WILLIAMS COSHW12,594$4.3M0.99%
23VANGUARD COMMUNICATION SERVICE92204a88425,205$4.3M0.99%
24WAL-MART STORESWMT43,879$4.3M0.99%
25FIRST TRUST NASDAQ CYBER SECUR33734x84655,762$4.2M0.97%
26J.P. MORGAN CHASE & CO.VYLD13,325$3.9M0.89%
27AMERICAN TOWER CORPAMT17,417$3.8M0.89%
28ADOBE SYSTEMSADBE9,750$3.8M0.87%
29EXXON MOBIL CORPORATIONXOM33,914$3.7M0.84%
30RTX CORPORATION COMRTX24,508$3.6M0.82%
31VANGUARD VALUE ETF92290874419,345$3.4M0.79%
32JOHNSON & JOHNSONJNJ20,276$3.1M0.71%
33QUALCOMM INCQCOM19,429$3.1M0.71%
34ISHARES DJ US MEDICAL DEVICE I46428881048,720$3.1M0.70%
35UNION PACIFIC CORPUNP12,868$3.0M0.68%
36S&P MID-CAP 400 DEPOSITORY RECMDY4,795$2.7M0.62%
37ALPHABET INC. CL CGOOG15,230$2.7M0.62%
38COSTCO WHOLESALE CORPCOST2,720$2.7M0.62%
39VANGUARD LARGE CAP FUND9229086379,390$2.7M0.62%
40AMAZON.COM, INCAMZN11,746$2.6M0.59%
41NESTLE S A SPONS ADR64106940625,555$2.5M0.58%
42VISA, INC.V7,127$2.5M0.58%
43PEPSICO INCPEP17,054$2.3M0.52%
44VANGUARD 500 INDEX FD ADM9229087103,707$2.1M0.49%
45MONDELEZ INTERNATIONAL60920710531,110$2.1M0.48%
46STRYKER CORPORATIONSYK5,265$2.1M0.48%
47VANGUARD HEALTHCARE ETF92204a5048,250$2.0M0.47%
48HONEYWELL, INC.4385161068,610$2.0M0.46%
49DEFIANCE 5G NEXT GEN CONNECTIV26922a28937,275$2.0M0.45%
50PROCTER & GAMBLE74271810912,337$2.0M0.45%
51WALT DISNEY COMPANY25468710615,685$1.9M0.45%
52CHEVRON CORP.CVX13,203$1.9M0.43%
53WASTE CONNECTIONS INCWCN9,670$1.8M0.42%
54NOVARTIS AG-ADRNVSEF14,125$1.7M0.39%
55L3 HARRIS TECHNOLOGIESLHX6,670$1.7M0.38%
56APPLE INCAAPL7,360$1.5M0.35%
57BROADCOM LTDAVGO5,465$1.5M0.35%
58McDONALDS CORP.MCD5,056$1.5M0.34%
59VANGUARD INFO TECH ETF92204a7022,165$1.4M0.33%
60ADVANCED MICRO DEVICESAMD8,232$1.2M0.27%
61VERALTO CORPVLTO9,855$994,8620.23%
62FORTIVE CORP.FTV18,961$988,4370.23%
63NEXTERA ENERGY INC.NEE-PW13,781$956,6770.22%
64ORACLE CORPORATIONORCL-PD4,273$934,2060.21%
65CHUBB CORPCB3,115$902,4780.21%
66FEDEX CORPORATIONFDX3,845$874,0070.20%
67VANGUARD CONSUMER DISCRETIONAR92204a1082,400$869,5680.20%
68STARBUCKS CORPSBUX9,475$868,1940.20%
69CROWN HOLDINGS INC.CCK8,370$861,9430.20%
70ALPHABET INC. CLASS AGOOG4,735$834,4490.19%
71VANGUARD INDUSTRIALS ETF92204a6032,635$737,9840.17%
72SYSCO CORPSYY9,650$730,8910.17%
73MERCK & CO.MRK9,134$723,0470.17%
74COCA-COLAKO10,055$711,3910.16%
75ELI LILLYLLY910$709,3720.16%
76iSHARES EXPANDED TECH SECTOR E4642875496,300$707,7420.16%
77VANGUARD PRIMECAP FUND ADMIRAL9219362093,779$671,8750.15%
78ISHARES RUSSELL MID-CAP VALUE4642874734,953$654,4890.15%
79WILLIAMS-SONOMA INCWSM4,000$653,4800.15%
80GROWTH FUND AMERICA CL F 33998747757,636$628,6580.14%
81THE HERSHEY COMPANYHSY3,600$597,4200.14%
82BOEING COBA-PA2,832$593,3890.14%
83MFS SER TR IV MID CAP GROWTH I55298787717,263$580,1980.13%
84LEGG MASON PARTNERS EQUITY TRU52468c7033,861$578,0410.13%
85ABBOTT LABORATORIESABLZF4,225$574,6420.13%
86VANGUARD US GROWTH FUND ADMIRA9219106002,782$558,3270.13%
87VANGUARD GROWTH ETF9229087361,265$554,5760.13%
88GE AEROSPACE3696043012,135$549,5280.13%
89CONSTELLATION BRANDSSTZ3,318$539,7720.12%
90iSHARES S&P MID CAP 400 INDEX4642875078,525$528,7200.12%
91CISCO SYSTEMS INCCSCO7,488$519,5170.12%
92VERIZON COMMUNICATIONSVZ11,961$517,5520.12%
93CORTEVA INC.CTVA6,940$517,2380.12%
94VANGUARD ESG U.S. STOCK ETF9219107334,645$509,2780.12%
95CINTAS CORPCTAS2,240$499,2290.11%
96NETFLIX, INC.NFLX370$495,4780.11%
97SPDR S&P BIOTECH ETF78464a8705,950$493,4330.11%
98PALO ALTO NETWORKS INCPANW2,400$491,1360.11%
99INTUITIVE SURGICALISRG900$489,0690.11%
100AON PLC CL AAON1,350$481,6260.11%
101VANGUARD CONSUMER STAPLES FUND92204a2072,185$478,5150.11%
102VANGUARD MID-CAP VALUE FUND9229085122,865$471,1780.11%
103VANGUARD MID-CAP ETF9229086291,680$470,1140.11%
104ISHARES CORE S&P 500 ETF464287200750$465,6750.11%
105PHILLIP MORRIS7181721092,542$462,9740.11%
106PFIZER INC.PFE18,624$451,4460.10%
107SCHWAB 529 MODERATELY AGGRESIV48531081713,387$446,0660.10%
108FIDELITY CONTRAFUND31607110919,043$444,2620.10%
109VANGUARD TOTAL U.S. STOCK MARK9229087691,450$440,6980.10%
110VANGUARD WELLINGTON FUND ADM.9219352015,580$435,5010.10%
111MEDTRONIC PLCMDT4,910$428,0050.10%
112VANGUARD MID-CAP GROWTH9229085381,500$426,5850.10%
113JHANCOCK CLASSIC VALUE I40990275616,811$420,4440.10%
114VANGUARD 500 INDEX FD ADM922908710734$420,0050.10%
115VANGUARD ETF SMALL CAP GROWTH9229085951,510$418,1790.10%
116MODERATELY AGGRESSIVE 3048531079128,723$408,7220.09%
117FRANKLIN CUSTODIAN FUNDS DYNAT3534966802,046$408,6810.09%
118SCHWAB CAPITAL TRUST TOTAL STO8085097563,784$396,2520.09%
119iSHARES DOW JONES SELECT DIV I4642871682,960$393,1180.09%
120ABBVIEABBV2,115$392,5860.09%
121AMERICAN EXPRESSAXP1,225$390,7500.09%
122NEW PERSPECTIVE FUND INC CL F6480187785,443$380,3520.09%
123VANGUARD WINDSOR II FUND ADMIR9220183044,269$352,4250.08%
124AT&T INCORPORATEDT-PC11,700$338,5980.08%
125VERTEX PHARMACETICALS, INC.92532f100750$333,9000.08%
126COMCAST CORPCCZ9,350$333,7010.08%
127UNITED BANKSHARESUNTCW8,632$314,4640.07%
128VANGUARD STAR FUND92190910710,471$305,6490.07%
129CROWDSTRIKE HOLDINGS INCCRWD600$305,5860.07%
130AMERICAN BEACON FUNDS INST CL02452740013,332$301,5800.07%
131T ROWE PRICE SCIENCE & TECH FU87282n1055,457$295,8590.07%
132VANGUARD LARGE CAP FUND9229086371,020$291,0060.07%
133WASTE MANAGEMENT INCWM1,250$286,0250.07%
134COLGATE PALMOLIVE CO.CL3,130$284,5170.07%
135DU PONT DE NEMOURSDD4,090$280,5330.06%
136LOCKHEED MARTIN CORP.LMT600$277,8840.06%
137MASTERCARD INC CL AMA489$274,7890.06%
138CAPITAL ONE FINANCIALCOF-PN1,274$271,0560.06%
139CARRIER GLOBAL CORPCARR3,632$265,8260.06%
140VANGUARD S&P 500 ETF922908363465$264,1340.06%
141WATERS CORP941848103754$263,1760.06%
142ESSENTIALS UTILITIES INC.29670g1026,750$250,6950.06%
143BERKSHIRE HATHAWAY INC DEL CLBRK-A505$245,3140.06%
144STANLEY BLACK & DECKERSWK3,555$240,8510.06%
145ISHARES NASDAQ BIOTECH INDEX F4642875561,875$237,2060.05%
146VANGUARD BASIC MATERIALS ETF92204a8011,185$230,8740.05%
147TARGET CORPTGT2,300$226,8950.05%
148NIKE INC CLASS BNKE3,100$220,2240.05%
149AUTOMATIC DATA PROCESSING INCADP700$215,8800.05%
150TRUIST FINANCIAL CORP.TFC-PR5,000$214,9500.05%
151FRANKLIN CUSTODIAN FUNDS GROWT3534968391,457$210,5250.05%
152VANGUARD SMALL-CAP ETF922908751730$172,9950.04%
153FIRST TRUST NASDAQ CYBER SECUR33734x8462,150$162,4970.04%
154MICROSOFT CORPMSFT320$159,1710.04%
155COLUMBIA ACORN ACORN FUND I219719948211,810$157,1930.04%
156ZOETIS, INC.ZTS950$148,1520.03%
157DEFIANCE 5G NEXT GEN CONNECTIV26922a2892,450$129,2620.03%
158AMERICAN TOWER CORPAMT490$108,3000.02%
159WAL-MART STORESWMT1,050$102,6690.02%
160S&P 500 INDEXSPY160$98,8560.02%
161DANAHER CORP235851102475$93,8310.02%
162VANGUARD VALUE ETF922908744530$93,6720.02%
163THERMO FISHER SCIENTIFIC INC.TMO225$91,2280.02%
164FIRST TRUST ISE CLOUD COMPUTIN33734x192700$85,1480.02%
165SCHWAB 529 MODERATELY AGGRESIV4853108172,469$82,2780.02%
166AMETEK INC NEWAME450$81,4320.02%
167HOME DEPOT INCHD215$78,8280.02%
168VANGUARD FINANCIAL ETF92204a405575$73,1970.02%
169VANGUARD COMMUNICATION SERVICE92204a884425$72,6880.02%
170NESTLE S A SPONS ADR641069406685$68,0340.02%
171SHERWIN WILLIAMS COSHW195$66,9550.02%
172PROCTER & GAMBLE742718109375$59,7450.01%
173ISHARES DJ US MEDICAL DEVICE I464288810900$56,3760.01%
174RTX CORPORATION COMRTX370$54,0270.01%
175ALPHABET INC. CL CGOOG300$53,2170.01%
176AMAZON.COM, INCAMZN200$43,8780.01%
177AMERICAN EXPRESSAXP125$39,8720.01%
178WASTE CONNECTIONS INCWCN200$37,3440.01%
179MONDELEZ INTERNATIONAL609207105550$37,0920.01%
180VISA, INC.V100$35,5050.01%
181L3 HARRIS TECHNOLOGIESLHX130$32,6090.01%
182CHEVRON CORP.CVX225$32,2180.01%
183FORTIVE CORP.FTV595$31,0170.01%
184EXXON MOBIL CORPORATIONXOM250$26,9500.01%
185MERCK & CO.MRK300$23,7480.01%
186HONEYWELL, INC.438516106100$23,2880.01%
187WALT DISNEY COMPANY254687106185$22,9420.01%
188NEXTERA ENERGY INC.NEE-PW280$19,4380.00%
189UNION PACIFIC CORPUNP75$17,2560.00%
190VERALTO CORPVLTO158$15,9500.00%
191VANGUARD DIVIDEND APPRECIATION92190884475$15,3500.00%
192JOHNSON & JOHNSONJNJ100$15,2750.00%
193S&P MID-CAP 400 DEPOSITORY RECMDY25$14,1620.00%
194SPDR S&P BIOTECH ETF78464a870150$12,4390.00%
195GOLDMINING INCGLDG15,000$10,8000.00%
196CONSTELLATION BRANDSSTZ50$8,1340.00%
197CYTODYN INCCYDY10,000$2,7250.00%