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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 2025-12-31, filed 2026-01-28, with 75 holding rows worth $590,693,417.

Accession
0001105344-26-000002
Filer
CIK 1105344
Filed
2026-01-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 75 entries on the cover page, a total value of $590,693,417 stated on the cover page (in dollars after the unit check, H1), rows summing to $590,693,417 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 NEW032095101COM305,335$41,262,999dollars as filed
Visa Inc92826C839COM72,432$25,402,707dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM79,811$24,980,843dollars as filed
Goldman Sachs Group,Inc.38141G104COM27,786$24,423,894dollars as filed
Amazon.com, Inc023135106COM103,555$23,902,565dollars as filed
Microsoft Corp594918104COM47,000$22,730,009dollars as filed
Costco Wholesale Corporation22160K105COM26,098$22,505,177dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK19,833$21,218,533dollars as filed
BlackRock,Inc.09290D101COM17,725$18,971,784dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock67,595$17,492,996dollars as filed
Home Depot, Inc437076102COM49,754$17,120,260dollars as filed
UNITED RENTALS INC COM911363109Stock20,499$16,590,520dollars as filed
ROSS STORES INC COM778296103Stock90,732$16,344,468dollars as filed
ROLLINS INC COM775711104Stock267,370$16,047,527dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock61,125$15,649,834dollars as filed
Accenture Plc Class AG1151C101COM57,933$15,543,486dollars as filed
Danaher Corporation235851102COM66,505$15,224,286dollars as filed
ARISTA NETWORKS INC040413205COM112,947$14,799,445dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock168,792$14,703,471dollars as filed
Uber Technologies90353T100COM163,879$13,390,553dollars as filed
Boeing Company097023105COM61,518$13,356,860dollars as filed
SYNOPSYS INC COM871607107Stock27,724$13,022,415dollars as filed
DOVER CORP COM260003108Stock66,426$12,969,103dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock16,744$12,924,577dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock8,969$12,504,490dollars as filed
MARATHON PETE CORP COM56585A102Stock75,667$12,305,762dollars as filed
Abbott Laboratories002824100COM95,096$11,914,528dollars as filed
RPM INTL INC COM749685103Stock101,018$10,505,893dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock23,336$10,387,509dollars as filed
TEXAS PACIFIC LAND CORPORATION COM88262P102Stock35,457$10,183,960dollars as filed
Boston Scientific Corporation101137107COM103,434$9,862,432dollars as filed
PepsiCo,Inc.713448108COM68,351$9,809,803dollars as filed
FISERV INC337738108COM139,377$9,361,971dollars as filed
UnitedHealth Group Inc91324P102COM23,922$7,896,947dollars as filed
GENTEX CORP COM371901109Stock324,273$7,545,840dollars as filed
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock30,025$7,290,670dollars as filed
Apple Inc037833100COM6,206$1,687,144dollars as filed
INVESCO QQQ TR46090E103COM2,587$1,589,220dollars as filed
Eli Lilly and Company532457108COM1,325$1,423,951dollars as filed
JPMorgan Chase & Co46625H100COM3,065$987,604dollars as filed
EXXON MOBIL CORP30231G102COM7,288$877,038dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,280$876,723dollars as filed
SPY78462F103SHS1,252$853,764dollars as filed
Procter & Gamble Co742718109COM5,832$835,784dollars as filed
VANGUARD 500 INDEX FD ADMIRAL922908710Equity Mutual Fu1,312$829,263dollars as filed
McDonalds Corporation580135101COM2,543$777,217dollars as filed
Vanguard S&P 500 ETF922908363COM1,218$763,844dollars as filed
FIDELITY 500 INDEX315911750MFD2,940$698,924dollars as filed
AbbVie,Inc.00287Y109COM2,473$565,056dollars as filed
VTI922908769COM1,400$469,378dollars as filed
VANGUARD GROWTH & INCOME-ADM921913208MUT3,877$425,073dollars as filed
Fidelity Magellan Fd Inc316184100Com27,471$410,693dollars as filed
Merck & Co.,Inc.58933Y105COM3,806$400,620dollars as filed
International Business Machines Corporation459200101COM1,266$375,002dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,180$370,284dollars as filed
BROADSTONE NET LEASE INC COM11135E203REIT20,800$361,296dollars as filed
Fidelity Equity Dividend Incom316145101Com12,044$357,840dollars as filed
Johnson & Johnson478160104COM1,702$352,229dollars as filed
Chevron Corporation166764100COM2,211$336,979dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock3,660$306,916dollars as filed
VANGUARD WINDSOR-ADM922018403ETF3,843$284,885dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,325$276,567dollars as filed
OAKMARK INVESTOR413838103MFA1,575$270,984dollars as filed
GRACO INC COM384109104Stock3,145$257,796dollars as filed
VANGUARD TTL STK MKT ADM922908728MFD1,573$256,655dollars as filed
Berkshire Hathaway Inc084670702COM494$248,309dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK519$245,643dollars as filed
BP PLC SPONSORED ADR055622104ADR6,957$241,617dollars as filed
EMERSON ELEC CO COM291011104Stock1,778$235,976dollars as filed
Honeywell Technologies438516106COM1,196$233,328dollars as filed
Broadcom Inc.11135F101COM630$218,043dollars as filed
FIDELITY DISCIPLINED EQUITY316066208EQUITY FUNDS2,970$214,980dollars as filed
Raytheon Technologies Corporation75513E101COM1,166$213,844dollars as filed
AMERICAN GROWTH FUND OF AMERICA CLASS F2399874825Mutual Fund2,669$213,784dollars as filed
NVIDIA Corp67066G104COM1,078$201,047dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001105344-26-000002this filing2026-01-28acceptance time not in the bulk data set