North Point Portfolio Managers Corp/Oh - Q32026 Holdings

North Point Portfolio Managers Corp/Oh holds 263 stocks with a total portfolio value of $ 594.96M as of Q32026. In Q32026, North Point Portfolio Managers Corp/Oh added 193 new positions, increased stakes in 16 stocks, reduced 42 holdings, and fully exited 8 positions. The largest holding is Amphenol Corp (APH), representing 6.11% of the total portfolio.