North Point Portfolio Managers Corp/Oh - Q22026 Holdings

North Point Portfolio Managers Corp/Oh holds 76 stocks with a total portfolio value of $ 606.03M as of Q22026. In Q22026, North Point Portfolio Managers Corp/Oh added 7 new positions, increased stakes in 7 stocks, reduced 43 holdings, and fully exited 4 positions. The largest holding is Amphenol Corp-Cl A (APH), representing 6.37% of the total portfolio.