NORTH STAR ASSET MANAGEMENT INC
RIA/Wealth
NORTH STAR ASSET MANAGEMENT INC is a RIA/Wealth based in Neenah, WI led by Kenneth Jay Brusda, reporting $3.1B in AUM as of Q3 2025 with 32% Technology concentration.
ChairmanKenneth Jay Brusda
- Portfolio Value
- $2.4B
- Positions
- 298
- Top Holding
- AAPL at 3.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in NORTH STAR ASSET MANAGEMENT INC's portfolio (25.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $92.2M | 3.89% | -$3.2M Sold | 0.00% 362.0K shares | |
Software - Infrastructure Technology | $81.4M | 3.43% | -$1.0M Sold | 0.00% 157.1K shares | |
ETF ETF | $69.1M | 2.91% | +$595.5K Bought | — 2.7M shares | |
ETF ETF | $59.7M | 2.52% | -$393.1K Sold | — 181.9K shares | |
ETF ETF | $59.1M | 2.49% | +$277.5K Bought | — 754.8K shares | |
Internet Content & Information Communication Services | $54.8M | 2.31% | -$1.8M Sold | 0.00% 225.0K shares | |
Software - Application Technology | $53.8M | 2.27% | -$516.8K Sold | 0.25% 605.6K shares | |
Financial - Credit Services Financial Services | $49.1M | 2.07% | -$419.2K Sold | 0.01% 143.8K shares | |
Specialty Retail Consumer Cyclical | $49.0M | 2.07% | +$434.3K Bought | 0.00% 223.4K shares | |
Financial - Capital Markets Financial Services | $47.0M | 1.98% | -$799.8K Sold | 0.03% 492.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in NORTH STAR ASSET MANAGEMENT INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for NORTH STAR ASSET MANAGEMENT INC
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