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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 2025-09-30, filed 2025-10-23, with 72 holding rows worth $604,647,031.

Accession
0001105344-25-000011
Filer
CIK 1105344
Filed
2025-10-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 72 entries on the cover page, a total value of $604,647,031 stated on the cover page (in dollars after the unit check, H1), rows summing to $604,647,031 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 NEW032095101COM311,074$38,495,432dollars as filed
Visa Inc92826C839COM72,331$24,692,435dollars as filed
Costco Wholesale Corporation22160K105COM26,100$24,158,758dollars as filed
Amazon.com, Inc023135106COM102,449$22,494,727dollars as filed
Goldman Sachs Group,Inc.38141G104COM27,826$22,159,235dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock67,330$20,854,897dollars as filed
BlackRock,Inc.09290D101COM17,817$20,772,314dollars as filed
Home Depot, Inc437076102COM49,479$20,048,288dollars as filed
FISERV INC337738108COM153,662$19,811,676dollars as filed
UNITED RENTALS INC COM911363109Stock20,345$19,422,876dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM79,644$19,361,456dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK19,844$19,210,778dollars as filed
SYNOPSYS INC COM871607107Stock38,767$19,127,143dollars as filed
Microsoft Corp594918104COM34,459$17,847,899dollars as filed
ARISTA NETWORKS INC040413205COM111,591$16,259,925dollars as filed
Uber Technologies90353T100COM162,975$15,966,661dollars as filed
ROLLINS INC COM775711104Stock265,809$15,613,601dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock60,069$15,519,427dollars as filed
MARATHON PETE CORP COM56585A102Stock75,340$14,521,077dollars as filed
Accenture Plc Class AG1151C101COM57,950$14,290,527dollars as filed
ROSS STORES INC COM778296103Stock91,272$13,908,945dollars as filed
Danaher Corporation235851102COM66,633$13,210,625dollars as filed
Boeing Company097023105COM60,813$13,125,342dollars as filed
Abbott Laboratories002824100COM95,329$12,768,313dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock168,458$12,464,207dollars as filed
RPM INTL INC COM749685103Stock101,091$11,916,631dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock23,511$11,724,651dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock11,946$11,153,263dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock9,059$11,120,919dollars as filed
DOVER CORP COM260003108Stock66,547$11,102,114dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock124,069$10,872,193dollars as filed
PepsiCo,Inc.713448108COM68,796$9,661,776dollars as filed
GENTEX CORP COM371901109Stock335,115$9,483,763dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock16,731$9,407,621dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock30,123$8,951,351dollars as filed
UnitedHealth Group Inc91324P102COM23,878$8,245,131dollars as filed
Adobe Inc00724F101COM18,051$6,367,490dollars as filed
Apple Inc037833100COM6,196$1,577,670dollars as filed
INVESCO QQQ TR46090E103COM2,586$1,552,557dollars as filed
Eli Lilly and Company532457108COM1,825$1,392,475dollars as filed
JPMorgan Chase & Co46625H100COM3,065$966,793dollars as filed
Procter & Gamble Co742718109COM5,832$896,087dollars as filed
SPY78462F103SHS1,240$826,063dollars as filed
EXXON MOBIL CORP30231G102COM7,288$821,722dollars as filed
VANGUARD 500 INDEX FD ADMIRAL922908710Equity Mutual Fu1,312$810,167dollars as filed
McDonalds Corporation580135101COM2,543$772,792dollars as filed
Vanguard S&P 500 ETF922908363COM1,203$736,693dollars as filed
FIDELITY 500 INDEX315911750MFD2,940$684,929dollars as filed
AbbVie,Inc.00287Y109COM2,473$572,598dollars as filed
VTI922908769COM1,443$473,549dollars as filed
VANGUARD GROWTH & INCOME-ADM921913208MUT3,877$453,140dollars as filed
Fidelity Magellan Fd Inc316184100Com27,471$442,285dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT23,223$414,995dollars as filed
Merck & Co.,Inc.58933Y105COM4,342$364,424dollars as filed
Chevron Corporation166764100COM2,340$363,379dollars as filed
International Business Machines Corporation459200101COM1,266$357,215dollars as filed
Johnson & Johnson478160104COM1,702$315,585dollars as filed
VANGUARD WINDSOR-ADM922018403ETF3,843$288,805dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,180$287,389dollars as filed
PPG INDS INC COM693506107Stock2,600$273,286dollars as filed
GRACO INC COM384109104Stock3,145$267,199dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,325$266,232dollars as filed
OAKMARK INVESTOR413838103MFA1,575$260,983dollars as filed
Honeywell Technologies438516106COM1,196$251,758dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD1,573$251,245dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK519$243,105dollars as filed
BP PLC SPONSORED ADR055622104ADR6,957$239,738dollars as filed
AMERICAN GROWTH FUND OF AMERICA CLASS F2399874825Mutual Fund2,669$233,798dollars as filed
EMERSON ELEC CO COM291011104Stock1,778$233,238dollars as filed
FIDELITY DISCIPLINED EQUITY316066208EQUITY FUNDS2,970$228,908dollars as filed
Broadcom Inc.11135F101COM630$207,843dollars as filed
DOMINION ENERGY INC COM25746U109Stock3,350$204,919dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001105344-25-000011this filing2025-10-23acceptance time not in the bulk data set