NORTH POINT PORTFOLIO MANAGERS CORP/OH
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROL | 261K | $13.93M |
 | APH | 226K | $28.56M |
 | UBER | 191K | $13.73M |
 | BSX | 147K | $9.24M |
 | NXT | 147K | $17.75M |
 | NFLX | 115K | $11.01M |
 | ANET | 111K | $13.61M |
 | AMZN | 102K | $21.23M |
 | RPM | 99K | $9.81M |
 | ABT | 93K | $9.51M |
 | ROST | 88K | $19.10M |
 | GOOGL | 78K | $22.50M |
 | V | 71K | $21.37M |
 | PEP | 67K | $10.35M |
 | AJG | 66K | $14.40M |
 | DHR | 65K | $12.32M |
 | DOV | 65K | $13.46M |
 | MPC | 64K | $15.53M |
 | TTWO | 60K | $11.93M |
 | BA | 60K | $11.96M |
Rollins, Inc.
ROL
Shares Held
261K
Value
$13.93M
Amphenol Corporation
APH
Shares Held
226K
Value
$28.56M
Uber Technologies, Inc.
UBER
Shares Held
191K
Value
$13.73M
Boston Scientific Corporation
BSX
Shares Held
147K
Value
$9.24M
Nextpower Inc.
NXT
Shares Held
147K
Value
$17.75M
Netflix, Inc.
NFLX
Shares Held
115K
Value
$11.01M
Arista Networks, Inc.
ANET
Shares Held
111K
Value
$13.61M
Amazon.com, Inc.
AMZN
Shares Held
102K
Value
$21.23M
RPM International Inc.
RPM
Shares Held
99K
Value
$9.81M
Abbott Laboratories
ABT
Shares Held
93K
Value
$9.51M
Ross Stores, Inc.
ROST
Shares Held
88K
Value
$19.10M
Alphabet Inc.
GOOGL
Shares Held
78K
Value
$22.50M
Visa Inc.
V
Shares Held
71K
Value
$21.37M
PepsiCo, Inc.
PEP
Shares Held
67K
Value
$10.35M
Arthur J. Gallagher & Co.
AJG
Shares Held
66K
Value
$14.40M
Danaher Corporation
DHR
Shares Held
65K
Value
$12.32M
Dover Corporation
DOV
Shares Held
65K
Value
$13.46M
Marathon Petroleum Corporation
MPC
Shares Held
64K
Value
$15.53M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
60K
Value
$11.93M
The Boeing Company
BA
Shares Held
60K
Value
$11.96M