The Analysis of NORTH POINT PORTFOLIO MANAGERS CORP/OH's Holdings

Currently, NORTH POINT PORTFOLIO MANAGERS CORP/OH holds 72 types of securities in its portfolio with a total value $604.6M. In the most recent quarter, they have increased their positions in GOOGL (+77.4K shares, valued at $18.8M), SNPS (+14.5K shares, valued at $7.1M), FI (+30.0K shares, valued at $3.9M); decreased their positions in URI (-3.9K shares, valued at $3.7M), N/A (-5.3K shares, valued at $1.9M), APH (-5.7K shares, valued at $704.6K); initiated new positions in AVGO (+630 shares, valued at $207.8K), N/A (+3.4K shares, valued at $204.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APH AMPHENOL CORP-CL A311.1K shares-1.80%2025-09-302025-10-23

V VISA INC-CLASS A SHARES72.3K shares-1.33%2025-09-302025-10-23

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP26.1K shares-1.15%2025-09-302025-10-23

AMZN AMAZON.COM INC102.4K shares-0.82%2025-09-302025-10-23

GS GOLDMAN SACHS GROUP INC.27.8K shares-1.27%2025-09-302025-10-23

AJG ARTHUR J. GALLAGHER & CO.67.3K shares-0.80%2025-09-302025-10-23

BLK BLACKROCK INC.17.8K shares-1.47%2025-09-302025-10-23

HD HOME DEPOT49.5K shares-1.16%2025-09-302025-10-23

Sponsored

FI FISERV, INC.153.7K shares24.23%2025-09-302025-10-23

URI UNITED RENTALS INC.20.3K shares-16.16%2025-09-302025-10-23

GOOGL ALPHABET INC-CL A79.6K shares3408.55%2025-09-302025-10-23

ASML ASML HOLDING N.V. ADR19.8K shares-1.09%2025-09-302025-10-23

SNPS SYNOPSYS, INC.38.8K shares59.51%2025-09-302025-10-23

MSFT MICROSOFT CORP.34.5K shares-0.93%2025-09-302025-10-23

ANET ARISTA NETWORKS, INC.111.6K shares-0.33%2025-09-302025-10-23

UBER UBER TECHNOLOGIES INC.163.0K shares-1.22%2025-09-302025-10-23

Sponsored

ROL ROLLINS, INC.265.8K shares-1.25%2025-09-302025-10-23

TTWO TAKE-TWO INTERACTIVE SOFTWARE,60.1K shares-1.00%2025-09-302025-10-23

MPC MARATHON PETROLEUM CORP75.3K shares-1.00%2025-09-302025-10-23

ACN ACCENTURE PLC-CLASS A58.0K shares-1.41%2025-09-302025-10-23

ROST ROSS STORES INC.91.3K shares-1.62%2025-09-302025-10-23

DHR DANAHER CORP.66.6K shares-1.27%2025-09-302025-10-23

BA BOEING60.8K shares-0.80%2025-09-302025-10-23

ABT ABBOTT LABORATORIES95.3K shares-1.18%2025-09-302025-10-23

Sponsored

NXT NEXTRACKER, INC168.5K shares-0.71%2025-09-302025-10-23

RPM RPM INTERNATIONAL INC101.1K shares-1.48%2025-09-302025-10-23

ROP ROPER TECHNOLOGIES INC.23.5K shares-1.46%2025-09-302025-10-23

TEXAS PACIFIC LAND CORPORATION TEXAS PACIFIC LAND CORPORATION11.9K shares-1.33%2025-09-302025-10-23

MTD METTLER-TOLEDO INTERNATIONAL9.1K shares-1.36%2025-09-302025-10-23

DOV DOVER CORP.66.5K shares-1.47%2025-09-302025-10-23

CHD CHURCH & DWIGHT CO INC.124.1K shares-1.24%2025-09-302025-10-23

PEP PEPSICO, INC.68.8K shares-1.43%2025-09-302025-10-23

Sponsored

GNTX GENTEX CORPORATION335.1K shares-2.20%2025-09-302025-10-23

REGN REGENERON PHARMACEUTICALS16.7K shares-0.87%2025-09-302025-10-23

ZBRA ZEBRA TECHNOLOGIES CORP-CL A30.1K shares-1.49%2025-09-302025-10-23

UNH UNITEDHEALTH GROUP INC23.9K shares-1.83%2025-09-302025-10-23

ADOBE SYSTEMS INC. ADOBE SYSTEMS INC.18.1K shares-22.58%2025-09-302025-10-23

AAPL APPLE INC6.2K shares-0.96%2025-09-302025-10-23

QQQ INVESCO QQQ TR2.6K shares0.00%2025-09-302025-10-23

LLY LILLY (ELI)1.8K shares-0.05%2025-09-302025-10-23

Sponsored

MORGAN (JP & COMPANY) MORGAN (JP & COMPANY)3.1K shares-0.13%2025-09-302025-10-23

PG PROCTER & GAMBLE5.8K shares-0.07%2025-09-302025-10-23

SPY SPDR S&P 500 ETF TR SERIES 11.2K shares-0.24%2025-09-302025-10-23

XOM EXXON MOBIL CORPORATION7.3K shares0.00%2025-09-302025-10-23

VANGUARD 500 INDEX FUND-ADM VANGUARD 500 INDEX FUND-ADM1.3K shares0.00%2025-09-302025-10-23

MCD MCDONALD'S CORP2.5K shares0.00%2025-09-302025-10-23

VOO VANGUARD S&P 500 ETF1.2K shares0.00%2025-09-302025-10-23

FIDELITY 500 INDEX-INST PREM FIDELITY 500 INDEX-INST PREM2.9K shares0.00%2025-09-302025-10-23

Sponsored

ABBVIE INC. ABBVIE INC.2.5K shares0.00%2025-09-302025-10-23

VTI VANGUARD TOTAL STOCK MKT ETF1.4K shares0.35%2025-09-302025-10-23

VANGUARD GROWTH & INCOME-ADM VANGUARD GROWTH & INCOME-ADM3.9K shares0.00%2025-09-302025-10-23

FIDELITY MAGELLAN FUND FIDELITY MAGELLAN FUND27.5K shares0.00%2025-09-302025-10-23

BNL BROADSTONE NET LEASE, INC.23.2K shares-4.13%2025-09-302025-10-23

MRK MERCK & CO., INC. (NEW)4.3K shares0.00%2025-09-302025-10-23

CVX CHEVRON CORPORATION2.3K shares-0.13%2025-09-302025-10-23

IBM IBM1.3K shares-3.80%2025-09-302025-10-23

Sponsored

JNJ JOHNSON & JOHNSON1.7K shares0.00%2025-09-302025-10-23

VANGUARD WINDSOR FUND VANGUARD WINDSOR FUND3.8K shares0.00%2025-09-302025-10-23

GOOG ALPHABET INC-CL C1.2K shares-1.67%2025-09-302025-10-23

PPG PPG INDUSTRIES2.6K shares0.00%2025-09-302025-10-23

GGG GRACO INC.3.1K shares-9.89%2025-09-302025-10-23

PNC PNC FINANCIAL SERVICES GROUP1.3K shares0.00%2025-09-302025-10-23

OAKMARK FUND-CLASS I OAKMARK FUND-CLASS I1.6K shares0.00%2025-09-302025-10-23

HON HONEYWELL INTERNATIONAL INC.1.2K shares0.00%2025-09-302025-10-23

Sponsored

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN1.6K shares0.00%2025-09-302025-10-23

IWF ISHARES RUSSELL 1000 GROWTH IN519 shares0.00%2025-09-302025-10-23

BP BP AMOCO PLC - SPON. ADR7.0K shares0.00%2025-09-302025-10-23

AMERICAN GROWTH FUND OF AMERIC AMERICAN GROWTH FUND OF AMERIC2.7K shares0.00%2025-09-302025-10-23

EMR EMERSON ELECTRIC1.8K shares0.00%2025-09-302025-10-23

FIDELITY DISCIPLINED EQUITY FU FIDELITY DISCIPLINED EQUITY FU3.0K shares0.00%2025-09-302025-10-23

AVGO BROADCOM INC.630 sharesnew addition2025-09-302025-10-23

DOMINION ENERGY INC. DOMINION ENERGY INC.3.4K sharesnew addition2025-09-302025-10-23

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available