North Point Portfolio Managers Corp/Oh - Q12026 Holdings

North Point Portfolio Managers Corp/Oh holds 73 stocks with a total portfolio value of $ 561.45M as of Q12026. In Q12026, North Point Portfolio Managers Corp/Oh added 4 new positions, increased stakes in 14 stocks, reduced 38 holdings, and fully exited 3 positions. The largest holding is Amphenol Corp-Cl A (APH), representing 5.09% of the total portfolio.