North Point Portfolio Managers Corp, based in Orange Village, Ohio, filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 264 separate positions held by the firm.
The portfolio is diversified across various sectors, with notable positions including Microsoft Corporation, Amazon.com Inc., and Alphabet Inc. Class A and Class C stock. Other significant holdings listed in the filing include Apple Inc., NVIDIA Corporation, Meta Platforms Inc., and Eli Lilly & Co.
The filing also includes a substantial number of exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF, the Invesco QQQ Trust Unit Series 1, and various other sector-specific funds. The report was signed by Diane M. Stack, who is identified as the Executive President and Treasurer of the firm.
