Skip to content
Disclosery

13F-HR filed by NORTH POINT PORTFOLIO MANAGERS CORP/OH

NORTH POINT PORTFOLIO MANAGERS CORP/OH filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-30, with 72 holding rows worth $582,922,391.

Accession
0001105344-25-000009
Filer
CIK 1105344
Filed
2025-07-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 72 entries on the cover page, a total value of $582,922,391 stated on the cover page (in dollars after the unit check, H1), rows summing to $582,922,391 with VALUE read as dollars as filed, 13F file number 028-06059. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
AMPHENOL CORP NEW032095101COM316,768$31,280,831dollars as filed
Costco Wholesale Corporation22160K105COM26,404$26,137,895dollars as filed
Visa Inc92826C839COM73,309$26,028,253dollars as filed
Amazon.com, Inc023135106COM103,300$22,662,987dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock67,876$21,728,572dollars as filed
FISERV INC337738108COM123,689$21,325,217dollars as filed
Goldman Sachs Group,Inc.38141G104COM28,185$19,948,034dollars as filed
BlackRock,Inc.09290D101COM18,082$18,972,850dollars as filed
Home Depot, Inc437076102COM50,062$18,354,738dollars as filed
ANSYS INC COM03662Q105COM52,077$18,290,449dollars as filed
UNITED RENTALS INC COM911363109Stock24,267$18,283,009dollars as filed
Accenture Plc Class AG1151C101COM58,778$17,568,269dollars as filed
Microsoft Corp594918104COM34,781$17,300,283dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK20,063$16,078,288dollars as filed
Uber Technologies90353T100COM164,987$15,393,287dollars as filed
ROLLINS INC COM775711104Stock269,187$15,187,528dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock60,677$14,735,409dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock23,859$13,524,098dollars as filed
Danaher Corporation235851102COM67,492$13,332,365dollars as filed
Abbott Laboratories002824100COM96,470$13,120,927dollars as filed
Boeing Company097023105COM61,305$12,845,306dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock12,107$12,789,714dollars as filed
MARATHON PETE CORP COM56585A102Stock76,098$12,640,630dollars as filed
SYNOPSYS INC COM871607107Stock24,304$12,460,175dollars as filed
DOVER CORP COM260003108Stock67,543$12,375,911dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock125,631$12,074,356dollars as filed
ROSS STORES INC COM778296103Stock92,774$11,836,129dollars as filed
ARISTA NETWORKS INC040413205COM111,965$11,455,139dollars as filed
RPM INTL INC COM749685103Stock102,606$11,270,234dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock9,184$10,788,628dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock30,578$9,428,944dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock169,663$9,224,577dollars as filed
PepsiCo,Inc.713448108COM69,795$9,215,775dollars as filed
Adobe Inc00724F101COM23,316$9,020,494dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock16,877$8,860,538dollars as filed
UnitedHealth Group Inc91324P102COM24,323$7,587,920dollars as filed
GENTEX CORP COM371901109Stock342,645$7,534,754dollars as filed
FMC CORP COM NEW302491303Stock116,901$4,880,613dollars as filed
INVESCO QQQ TR46090E103COM2,586$1,426,541dollars as filed
Eli Lilly and Company532457108COM1,826$1,423,422dollars as filed
Apple Inc037833100COM6,256$1,283,529dollars as filed
Procter & Gamble Co742718109COM5,836$929,792dollars as filed
JPMorgan Chase & Co46625H100COM3,069$889,734dollars as filed
EXXON MOBIL CORP30231G102COM7,288$785,646dollars as filed
SPY78462F103SHS1,243$767,988dollars as filed
VANGUARD 500 INDEX FD ADMIRAL922908710Equity Mutual Fu1,312$751,487dollars as filed
McDonalds Corporation580135101COM2,543$742,988dollars as filed
Vanguard S&P 500 ETF922908363COM1,203$683,340dollars as filed
FIDELITY 500 INDEX315911750MFD2,940$635,388dollars as filed
AbbVie,Inc.00287Y109COM2,473$459,038dollars as filed
VTI922908769COM1,438$437,051dollars as filed
Fidelity Magellan Fd Inc316184100Com27,471$430,472dollars as filed
VANGUARD GROWTH & INCOME-ADM921913208MUT3,877$419,568dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,270$400,042dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT24,223$388,779dollars as filed
International Business Machines Corporation459200101COM1,316$387,930dollars as filed
Merck & Co.,Inc.58933Y105COM4,342$343,713dollars as filed
Chevron Corporation166764100COM2,343$335,494dollars as filed
GRACO INC COM384109104Stock3,490$300,035dollars as filed
PPG INDS INC COM693506107Stock2,600$295,750dollars as filed
Honeywell Technologies438516106COM1,196$278,524dollars as filed
VANGUARD WINDSOR-ADM922018403ETF3,843$277,968dollars as filed
Johnson & Johnson478160104COM1,702$259,980dollars as filed
OAKMARK INVESTOR413838103MFA1,575$252,935dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,325$247,006dollars as filed
EMERSON ELEC CO COM291011104Stock1,778$237,061dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD1,573$232,766dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK519$220,357dollars as filed
AMERICAN GROWTH FUND OF AMERICA CLASS F2399874825Mutual Fund2,669$218,721dollars as filed
FIDELITY DISCIPLINED EQUITY316066208EQUITY FUNDS2,970$215,129dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,200$212,868dollars as filed
BP PLC SPONSORED ADR055622104ADR6,957$208,223dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001105344-25-000009this filing2025-07-30acceptance time not in the bulk data set