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NORTH POINT PORTFOLIO MANAGERS CORP/OH 13F holdings

Filed 2026-07-31 · NORTH POINT PORTFOLIO MANAGERS CORP/OH · 79 positions · $606.0M

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TickerCompanySharesValue% of portfolio
APHAMPHENOL CORP-CL A219.0K$38.6M6.4%
ASMLASML HOLDING N.V. ADR16.4K$32.7M5.4%
GOOGLALPHABET INC-CL A75.9K$27.1M4.5%
VVISA INC-CLASS A SHARES68.7K$23.6M3.9%
AMZNAMAZON.COM INC98.7K$23.5M3.9%
COSTCOSTCO WHOLESALE CORP24.6K$23.0M3.8%
GSGOLDMAN SACHS GROUP INC.22.7K$23.0M3.8%
URIUNITED RENTALS INC.19.5K$22.1M3.7%
ANETARISTA NETWORKS, INC.108.7K$18.5M3.0%
ROSTROSS STORES INC.84.6K$18.0M3.0%
VOOVANGUARD S&P 500 ETF25.3K$17.4M2.9%
MSFTMICROSOFT CORP.45.0K$16.8M2.8%
HDHOME DEPOT47.2K$16.6M2.7%
BLKBLACKROCK INC.16.6K$16.0M2.6%
MPCMARATHON PETROLEUM CORP61.0K$15.6M2.6%
AJGARTHUR J. GALLAGHER & CO.65.4K$15.0M2.5%
SNPSSYNOPSYS, INC.32.9K$14.7M2.4%
TTWOTAKE-TWO INTERACTIVE SOFTWARE,58.5K$14.6M2.4%
NXPWNEXTPOWER, INC121.3K$14.5M2.4%
DOVDOVER CORP.62.2K$13.9M2.3%
UBERUBER TECHNOLOGIES INC.186.9K$13.5M2.2%
BABOEING58.2K$12.6M2.1%
TLNTALEN ENERGY CORPORATION32.4K$12.5M2.1%
TPLTEXAS PACIFIC LAND CORPORATION28.2K$12.3M2.0%
DHRDANAHER CORP.62.8K$12.0M2.0%
MTDMETTLER-TOLEDO INTERNATIONAL8.4K$10.7M1.8%
RPMRPM INTERNATIONAL INC94.1K$10.5M1.7%
REGNREGENERON PHARMACEUTICALS16.4K$10.2M1.7%
ROLROLLINS, INC.243.6K$10.2M1.7%
AVGOBROADCOM INC.26.5K$10.0M1.6%
UNHUNITEDHEALTH GROUP INC22.1K$9.2M1.5%
PEPPEPSICO, INC.64.4K$8.7M1.4%
NFLXNETFLIX INC.114.4K$8.2M1.3%
ABTABBOTT LABORATORIES89.3K$8.1M1.3%
—ACCENTURE PLC-CLASS A55.4K$6.9M1.1%
FISVFISERV, INC.138.9K$6.8M1.1%
ROPROPER TECHNOLOGIES INC.20.1K$6.8M1.1%
BSXBOSTON SCIENTIFIC134.2K$5.7M0.9%
CRCLCIRCLE INTERNET GROUP, INC.61.7K$3.9M0.6%
QQQINVESCO QQQ TR2.6K$1.9M0.3%
AAPLAPPLE INC6.2K$1.8M0.3%
LLYLILLY (ELI)1.5K$1.8M0.3%
IVVISHARES S&P 500 INDEX FUND ETF1.7K$1.3M0.2%
JPMMORGAN (JP & COMPANY)3.2K$1.1M0.2%
XOMEXXONMOBIL HOLDINGS CORPORATIO7.3K$998,1930.2%
SPYSTATE STREET SPDR S&P 500 ETF1.3K$947,6510.2%
VFIAXVANGUARD 500 INDEX FUND-ADM1.3K$908,2080.1%
PGPROCTER & GAMBLE5.4K$795,3750.1%
—FIDELITY 500 INDEX-INST PREM2.9K$768,0460.1%
MCDMCDONALD'S CORP2.5K$687,3980.1%
ABBVABBVIE INC.2.3K$584,5600.1%
VTIVANGUARD TOTAL STOCK MKT ETF1.5K$549,5090.1%
—VANGUARD GROWTH & INCOME-ADM3.9K$463,0250.1%
—FIDELITY MAGELLAN FUND27.5K$433,2190.1%
JNJJOHNSON & JOHNSON1.7K$432,5110.1%
GOOGALPHABET INC-CL C1.2K$418,3430.1%
MRKMERCK & CO., INC. (NEW)3.1K$399,7630.1%
—FIDELITY EQUITY DIVIDEND INCOM12.0K$393,2510.1%
IBMIBM1.3K$356,0120.1%
CHDCHURCH & DWIGHT CO INC.3.6K$352,6430.1%
Top Fund Holdings
13F
Top Fund Holdings

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