NORTH STAR ASSET MANAGEMENT INC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$2.4B

Holdings

344

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (344 positions)

StockValue
VTCLXVANGUARD TAX-MANAGED CAPITAL A
$725K
USBUS BANCORP DEL
$724K
FXAIXFIDELITY 500 INDEX
$715K
SPDR S&P REGIONAL BANK ETF
$713K
ACNACCENTURE PLC
$710K
SCHDSCHWAB US DVD EQUITY ETF
$699K
MRSHMARSH & MCLENNAN
$662K
BLKBLACKROCK
$657K
ISIIONIS PHARMACEUTICALS
$656K
T ROWE PR BLUE CHIP GROW-I
$656K
DOVDOVER
$648K
WECWEC ENERGY GROUP I
$642K
APDAIR PRODUCTS & CHEM
$637K
PHOINVESCO WATER RESOURCES
$629K
VINIXVANGUARD INST INDEX
$619K
TSLATESLA MOTORS
$607K
ETNEATON CORP
$605K
HSICHENRY SCHEIN
$594K
TRVCCITIGROUP
$587K
MGEEMGE ENERGY
$552K
LVLNSPDR S&P BANK ETF
$544K
BACBANK OF AMERICA
$523K
BMYBRISTOL MYERS SQUIBB CO
$506K
IDEXX LABS
$501K
SCHGSCHWAB US LARGE CAP GWTH ETF
$492K
BRCBRADY CORP
$489K
EFAMSCI-EAFE INDEX
$480K
TXG10X GENOMICS
$476K
TOTAL MARKETS EQUITY POOL
$473K
VOVANGARD MID CAP INDEX ETF
$472K
TTDTRADE DESK
$470K
WYWEYERHAEUSER
$461K
DCIDONALDSON
$457K
TAT&T INC
$453K
QRVOQORVO INC
$447K
DELLDELL
$444K
VOTVANGUARD MID CAP GROWTH
$439K
MDYS&P MIDCAP 400
$429K
CITCINTAS CORP
$428K
HESHESS CORP
$427K
FFORD
$427K
ALNYALNYLAM PHARMACEUTICALS
$426K
COPCONOCOPHILLIPS
$417K
NEENEXTERA ENERGY
$416K
TTEKTETRA TECH NEW
$414K
SBUXSTARBUCKS CORP
$412K
KHCKRAFT HEINZ FOODS
$406K
MDTMEDTRONIC PLC
$405K
AIVSXINVSTMNT CO OF AMER CL-A
$401K
REGNREGENERON PHARMACEUTIC
$387K
MTGMGIC INVESTMENTS
$375K
GISGEN MILLS INC
$369K
GAFFXAMERICAN FUNDS GROWTH FD F3
$369K
ENPHENPHASE ENERGY
$367K
HONHONEYWELL INTL
$366K
EPAM SYSTEMS
$362K
CEGCONSTELLATION ENERGY
$359K
FDGRXFIDELITY GROWTH FD
$356K
BENFRANKLIN RESOURCES
$352K
CEFSPROTT PHYSICAL GOLD SILVER
$346K
BAOBBARABOO BANCORP
$338K
VEXAXVANGUARD EXTENDED MARKET INDEX
$335K
ANCFXFUNDAMENTAL INVESTORS
$335K
WMCVXWASATCH SMALL CAP VALUE FD
$334K
GLAXO SMITHKLINE ADR
$327K
DEDEERE & CO
$327K
ZBHZIMMER BIOMET HLDGS
$327K
ULUNILEVER PLC SPN A
$321K
SWISXSCHWAB DEV-MKTS INDEX MF
$321K
ENBENBRIDGE INC F
$314K
3M4MASIMO
$313K
FTVFORTIVE CORP
$308K
IIFMS INDIA INVESTMENT (CL END)
$306K
VTMFXVANGUARD TAX-MANAGED BAL
$305K
AKROAKERO THERAPEUTICS
$304K
AZNASTRA ZENECA
$300K
AXPAMERICAN EXPRESS
$299K
DWDMORGAN STANLEY
$297K
WGROXWASATCH GROWTH
$297K
FCNTXFIDELITY CONTRAFUND
$293K
WHRWHIRLPOOL CORP
$291K
DUKDUKE POWER
$291K
BROSDUTCH BROS INC - CLASS A
$287K
IEMGISHARES CORE INTL DEV MKTS
$285K
AGTHXGROWTH FD OF AMER CL -A
$279K
IYY*ISHARES DOW JONES
$272K
SOSOUTHERN CO
$272K
8CWCROWN CASTLE INTL CORP
$271K
MPCMARATHON PETROLEUM CORP
$267K
PSXPHILLIPS 66
$266K
AQLTISHARES MSCI USA ESG
$266K
TSMTAIWAN SEMIC ADR
$265K
ETHEGRAYSCALE ETHEREUM TRUST
$257K
BWXTBWX TECHNOLOGIES
$256K
VWILXVANGUARD INTL GROWTH-ADM
$255K
AVNSAVANOS MEDICAL INC
$252K
HAINXHARBOR INTL FD
$251K
AKREAKRE FOCUS FD
$251K
WASTE MANAGEMENT
$246K
POGAXPUTNAM GROWTH OPPTY CL A
$246K
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