NORTH POINT PORTFOLIO MANAGERS CORP/OH — 13F holdings

NORTH POINT PORTFOLIO MANAGERS CORP/OH reported 264 holdings worth $595M in its 13F filing for Q3 2026, filed October 7, 2026.

Largest positions

1. APH AMPHENOL CORP NEW — $36.4M (6.1%)
2. ASML ASML HOLDING N V — $29.0M (4.9%)
3. GOOGL ALPHABET INC — $25.4M (4.3%)
4. VOO VANGUARD INDEX FDS — $24.6M (4.1%)
5. AMZN AMAZON COM INC — $24.1M (4.1%)
6. V Visa Inc — $23.9M (4.0%)
7. MSFT MICROSOFT CORP — $22.9M (3.8%)
8. COST COSTCO WHSL CORP NEW — $21.8M (3.7%)
9. ANET ARISTA NETWORKS INC — $21.5M (3.6%)
10. GS GOLDMAN SACHS GROUP INC — $19.9M (3.3%)