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Disclosed positions
NORTH POINT PORTFOLIO MANAGERS CORP/OH: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- AMPHENOL CORP-CL A
- Ticker
- APH
- Class
- COM
- Reported value
- $38,616,901
- Reported amount
- 219,016
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001105344-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| AMPHENOL CORP-CL A | APH | COM | $38,616,901 | 219,016 | SH | None |
| ASML HOLDING N.V. ADR | ASML | COM | $32,654,668 | 16,414 | SH | None |
| ALPHABET INC-CL A | GOOGL | COM | $27,133,317 | 75,925 | SH | None |
| VISA INC-CLASS A SHARES | V | COM | $23,553,470 | 68,651 | SH | None |
| AMAZON.COM INC | AMZN | COM | $23,528,210 | 98,717 | SH | None |
| COSTCO WHOLESALE CORP | COST | COM | $23,013,497 | 24,601 | SH | None |
| GOLDMAN SACHS GROUP INC. | GS | COM | $22,999,565 | 22,741 | SH | None |
| UNITED RENTALS INC. | URI | COM | $22,136,671 | 19,540 | SH | None |
| ARISTA NETWORKS, INC. | ANET | COM | $18,464,937 | 108,694 | SH | None |
| ROSS STORES INC. | ROST | COM | $18,005,620 | 84,593 | SH | None |
| VANGUARD S&P 500 ETF | VOO | COM | $17,351,575 | 25,264 | SH | None |
| MICROSOFT CORP. | MSFT | COM | $16,784,680 | 44,997 | SH | None |
| HOME DEPOT | HD | COM | $16,642,969 | 47,190 | SH | None |
| BLACKROCK INC. | BLK | COM | $15,958,050 | 16,596 | SH | None |
| MARATHON PETROLEUM CORP | MPC | COM | $15,585,388 | 60,959 | SH | None |
| ARTHUR J. GALLAGHER & CO. | AJG | COM | $15,013,878 | 65,400 | SH | None |
| SYNOPSYS, INC. | SNPS | COM | $14,679,175 | 32,908 | SH | None |
| TAKE-TWO INTERACTIVE SOFTWARE, | TTWO | COM | $14,612,581 | 58,455 | SH | None |
| NEXTPOWER, INC | NXT | COM | $14,450,014 | 121,286 | SH | None |
| DOVER CORP. | DOV | COM | $13,940,348 | 62,156 | SH | None |
| UBER TECHNOLOGIES INC. | UBER | COM | $13,488,364 | 186,923 | SH | None |
| BOEING | BA | COM | $12,596,822 | 58,192 | SH | None |
| TALEN ENERGY CORPORATION | TLN | COM | $12,468,468 | 32,448 | SH | None |
| TEXAS PACIFIC LAND CORPORATION | TPL | COM | $12,334,446 | 28,184 | SH | None |
| DANAHER CORP. | DHR | COM | $11,953,572 | 62,755 | SH | None |
| METTLER-TOLEDO INTERNATIONAL | MTD | COM | $10,705,534 | 8,380 | SH | None |
| RPM INTERNATIONAL INC | RPM | COM | $10,458,659 | 94,095 | SH | None |
| REGENERON PHARMACEUTICALS | REGN | COM | $10,227,927 | 16,403 | SH | None |
| ROLLINS, INC. | ROL | COM | $10,167,822 | 243,599 | SH | None |
| BROADCOM INC. | AVGO | COM | $9,992,243 | 26,452 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $9,167,967 | 22,058 | SH | None |
| PEPSICO, INC. | PEP | COM | $8,720,031 | 64,402 | SH | None |
| NETFLIX INC. | NFLX | COM | $8,165,732 | 114,366 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $8,106,530 | 89,338 | SH | None |
| ACCENTURE PLC-CLASS A | ACN | COM | $6,895,469 | 55,412 | SH | None |
| FISERV, INC. | FISV | COM | $6,811,524 | 138,869 | SH | None |
| ROPER TECHNOLOGIES INC. | ROP | COM | $6,799,270 | 20,093 | SH | None |
| BOSTON SCIENTIFIC | BSX | COM | $5,728,723 | 134,225 | SH | None |
| CIRCLE INTERNET GROUP, INC. | CRCL | COM | $3,864,020 | 61,696 | SH | None |
| INVESCO QQQ TR | QQQ | COM | $1,905,067 | 2,587 | SH | None |
| APPLE INC | AAPL | COM | $1,784,194 | 6,166 | SH | None |
| LILLY (ELI) | LLY | COM | $1,766,760 | 1,473 | SH | None |
| ISHARES S&P 500 INDEX FUND ETF | IVV | COM | $1,269,369 | 1,695 | SH | None |
| MORGAN (JP & COMPANY) | JPM | COM | $1,050,729 | 3,210 | SH | None |
| EXXONMOBIL HOLDINGS CORPORATIO | XOM | COM | $998,193 | 7,301 | SH | None |
| STATE STREET SPDR S&P 500 ETF | SPY | COM | $947,651 | 1,269 | SH | None |
| VANGUARD 500 INDEX FUND-ADM | Unresolved | MUT | $908,208 | 1,312 | SH | None |
| PROCTER & GAMBLE | PG | COM | $795,375 | 5,424 | SH | None |
| FIDELITY 500 INDEX-INST PREM | Unresolved | MUT | $768,046 | 2,940 | SH | None |
| MCDONALD'S CORP | MCD | COM | $687,398 | 2,543 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 10 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.