NORTH STAR ASSET MANAGEMENT INC Q1 2019 Filing

Filed April 26, 2019

Portfolio Value

$1.2T

Holdings

292

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (292 positions)

#StockSharesValue% PortfolioType
1
BOTTOMLINE TECHNOLOGIES
740,228$37.1B3.00%
2
SCHBSCHWAB US BROAD MKT ETF
533,427$36.3B2.94%
3
BEMIS
514,195$28.5B2.31%
4
ADBEADOBE SYSTEMS
102,847$27.4B2.22%
5
TSAACI WORLDWIDE
734,964$24.2B1.96%
6
AAPLAPPLE
116,835$22.2B1.80%
7
VVISA
139,432$21.8B1.76%
8
GLOBAL PAYMENTS
159,274$21.7B1.76%
9
ABTABBOTT LABS
271,122$21.7B1.75%
10
EVTCEVERTEC INC
774,863$21.5B1.74%
11
VTIVANGUARD TTL STK MKT ETF
136,603$19.8B1.60%
12
SYKSTRYKER CORP
96,648$19.1B1.55%
13
PYPLPAYPAL HOLDINGS
179,369$18.6B1.51%
14
SSNCSS&C TECHNOLOGIES
284,443$18.1B1.47%
15
MSFTMICROSOFT
146,750$17.3B1.40%
16
PFGPRINCIPAL FINL GROUP
343,998$17.3B1.40%
17
XLNXEURXILINX
133,387$16.9B1.37%
18
UNPUNION PACIFIC CORP
100,167$16.7B1.36%
19
SWTSXSCHWAB TOTAL STOCK MKT-SEL
336,260$16.7B1.35%
20
FIRST DATA CORP
620,182$16.3B1.32%
21
AESAES CORP
899,220$16.3B1.32%
22
FISVFISERV
179,706$15.9B1.28%
23
TBGVXTWEEDY BRN GLOBAL VALUE
585,783$15.8B1.28%
24
TROWPRICE T ROWE GROUP INC
156,551$15.7B1.27%
25
SCHESCHWAB EMERGING MKT ETF
597,014$15.5B1.26%
26
FISFIDELITY NATL INFO
133,220$15.1B1.22%
27
AKAMAKAMAI TECH
206,497$14.8B1.20%
28
INTUINTUIT
56,069$14.7B1.19%
29
BACVERIZON COMMUNICATIONS
244,377$14.4B1.17%
30
TMOTHERMO FISHER SCIENTIFIC
52,793$14.4B1.17%
31
KMBKIMBERLY-CLARK
112,440$13.9B1.13%
32
EFXEQUIFAX
113,727$13.5B1.09%
33
SCHFSCHWAB INT'L EQUITY
427,702$13.4B1.08%
34
ALPHABET INC CL C
11,400$13.4B1.08%
35
SCHWCHARLES SCHWAB
310,769$13.3B1.08%
36
AMEAMETEK
154,473$12.8B1.04%
37
ECLECOLAB
72,402$12.8B1.03%
38
LOWLOWE'S COMPANIES
115,370$12.6B1.02%
39
HOLXHOLOGIC INC
254,559$12.3B1.00%
40
CTSHCOGNIZANT CL A
167,818$12.2B0.98%
41
ECHO GLOBAL LOGISTICS
458,598$11.4B0.92%
42
VWOVANGUARD EMERGING MKTS ETF
252,779$10.7B0.87%
43
WHWYNDHAM HOTELS & RESORTS
210,790$10.5B0.85%
44
AMGAFFILIATED MANAGERS
93,884$10.1B0.81%
45
DISWALT DISNEY CO
89,973$10.0B0.81%
46
RPMRPM
165,072$9.6B0.78%
47
DISCOVERY COMM SR C
351,727$8.9B0.72%
48
FDXFEDEX CORP
49,006$8.9B0.72%
49
ORCLORACLE
163,277$8.8B0.71%
50
BRYN MAWR BANK
241,454$8.7B0.71%
51
RGENREPLIGEN CORP
147,484$8.7B0.71%
52
PFEPFIZER INCORPORATED
202,589$8.6B0.70%
53
MBWMMERCANTILE BANK
262,041$8.6B0.69%
54
ITWILLINOIS TOOL
57,918$8.3B0.67%
55
VEUVANGUARD FTSE WLD EX US ETF
154,224$7.7B0.63%
56
XOMEXXON MOBIL CORP
93,470$7.6B0.61%
57
ALPHABET INC CL A
6,140$7.2B0.59%
58
WATWATERS CORP
28,692$7.2B0.58%
59
PBHPRESTIGE BRANDS
238,216$7.1B0.58%
60
SCHASCHWAB US SCAP ETF
101,025$7.1B0.57%
61
ROKROCKWELL AUTOMATION
39,495$6.9B0.56%
62
ADIANALOG DEVICES
65,736$6.9B0.56%
63
AVNTNAVIENT CORP
594,399$6.9B0.56%
64
XLEENERGY SELECT SECTOR SPDR
101,818$6.7B0.54%
65
WYNDHAM DESTINATIONS
165,624$6.7B0.54%
66
4I1PHILIP MORRIS INT'L
75,165$6.6B0.54%
67
MMM3M COMPANY
31,560$6.6B0.53%
68
INTCINTEL CORP
119,981$6.4B0.52%
69
AEPFXAMER EUROPACIFIC GRWTH Cl F-2
125,339$6.4B0.52%
70
IEMGiSHARES CORE MSCI EMG MKTS
122,354$6.3B0.51%
71
MDRXALLSCRIPTS HEALTHCARE
661,158$6.3B0.51%
72
AFLAFLAC
122,890$6.1B0.50%
73
VSMGXVANGUARD LIFE STRAGY MD GRTH
219,459$5.9B0.48%
74
AMZNAMAZON.COM
3,267$5.8B0.47%
75
NKENIKE INC CL B
66,822$5.6B0.46%
76
PBPROSPERITY BANCSHARES
80,445$5.6B0.45%
77
JNJJOHNSON&JOHNSON
39,483$5.5B0.45%
78
METAFACEBOOK
31,931$5.3B0.43%
79
ENCANA CORP
684,539$5.0B0.40%
80
BABAALIBABA
26,529$4.8B0.39%
81
BTOJ.HANCOCK FINL OPP FUND
150,871$4.8B0.39%
82
DHRDANAHER CORP
35,531$4.7B0.38%
83
SCHVSCHWAB LARGE CAP VALUE
84,008$4.6B0.37%
84
QCOMQUALCOMM
78,018$4.4B0.36%
85
HN9HANESBRANDS
238,952$4.3B0.35%
86
CARBON BLACK INC
302,528$4.2B0.34%
87
UPSUNITED PARCEL
37,130$4.1B0.34%
88
CSCOCISCO SYSTEMS
76,149$4.1B0.33%
89
TYLTYLER TECH
20,021$4.1B0.33%
90
ALLERGAN
27,886$4.1B0.33%
91
BWABORGWARNER INC
94,143$3.6B0.29%
92
PANHANDLE OIL & GAS
226,300$3.6B0.29%
93
ADAMS NATURAL RESOURCES
195,445$3.3B0.27%
94
DFSEURDISCOVER FINANCIAL
44,761$3.2B0.26%
95
YUMYUM BRANDS
31,453$3.1B0.25%
96
MOALTRIA GROUP
54,252$3.1B0.25%
97
CHKEURCHESAPEAKE ENERGY
1,003,051$3.1B0.25%
98
PEPPEPSICO
25,151$3.1B0.25%
99
YUMCYUM CHINA HOLDING
66,364$3.0B0.24%
100
RMERESMED INC
27,871$2.9B0.23%
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