North Point Portfolio Managers Corp/Oh - Q42025 Holdings

North Point Portfolio Managers Corp/Oh holds 75 stocks with a total portfolio value of $ 590.69M as of Q42025. In Q42025, North Point Portfolio Managers Corp/Oh added 6 new positions, increased stakes in 21 stocks, reduced 24 holdings, and fully exited 3 positions. The largest holding is Amphenol Corp-Cl A (APH), representing 6.99% of the total portfolio.