NORTH POINT PORTFOLIO MANAGERS CORP

HTTP://WWW.NPPMCORP.COM ORANGE VILLAGE, OH Investment Advisor How do I update this listing?

North Point Portfolio Managers Corp is based out of Orange Village. North Point Portfolio Managers Corp is a large advisory firm with 211 clients and discretionary assets under management (AUM) of $632,482,314 (Form ADV from 2019-03-27). Their last reported 13F filing for Q4 2019 included $587,291,000 in managed 13F securities and a top 10 holdings concentration of 36.6%. North Point Portfolio Managers Corp's largest holding is ANSYS, Inc. with shares held of 99,150. North Point Portfolio Managers Corp has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 79 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $587.291 Million
  • Prior Market Value $547.354 Million
  • New Purchases4 stocks
  • Additional Purchases7 stocks
  • Sold out of3 stocks
  • Reduced holdings in37 stocks
  • Top 10 Holdings % 36.60 %
  • Turnover % [1]:9.09%
  • Turnover Alt % [2]: 4.04 %
  • Time Held Top20:18.40 quarters
  • Time Held Top10:16.90 quarters
  • Time Held All:24.35 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.01%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

NORTH POINT PORTFOLIO MANAGERS CORPORATION
5910 LANDERBROOK DR SUITE 160
MAYFIELD HEIGHTS OH    44124-6500
Country: United States

Business Phone: 440-720-1100
Fax: 440-720-1101
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 211
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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NORTH POINT PORTFOLIO MANAGERS CORPORATION

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
STACK, DIANE, MARIE CHIEF COMPLIANCE OFFICER, EVP AND TREASURER 05/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION CHIEF COMPLIANCE OFFICER, EVP AND TREASURER direct 1999-05-01
NORTH POINT PORTFOLIO MANAGERS CORPORATION EXECUTIVE VICE PRESIDENT AND TREASURER direct 1999-05-01 2005-02-04
LANG, RONALD, JAMES PRESIDENT AND SECRETARY 05/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION PRESIDENT AND SECRETARY direct 1999-05-01
DREILING, DANIEL, JOSEPH EXECUTIVE VICE PRESIDENT 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION SENIOR VICE PRESIDENT direct 2005-12-01
NORTH POINT PORTFOLIO MANAGERS CORPORATION EXECUTIVE VICE PRESIDENT direct 2015-01-01
WELKER, DANIEL, MICHAEL PHILIP VICE PRESIDENT 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION VICE PRESIDENT direct 2016-11-01

NORTH POINT PORTFOLIO MANAGERS CORPORATION

ownership team - last updated 2017-03-17
Name Title Start Date Direct/Indirect % Ownership
STACK, DIANE, MARIE CHIEF COMPLIANCE OFFICER, EVP AND TREASURER 05/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION CHIEF COMPLIANCE OFFICER, EVP AND TREASURER direct 1999-05-01
NORTH POINT PORTFOLIO MANAGERS CORPORATION EXECUTIVE VICE PRESIDENT AND TREASURER direct 1999-05-01 2005-02-04
LANG, RONALD, JAMES PRESIDENT AND SECRETARY 05/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION PRESIDENT AND SECRETARY direct 1999-05-01
DREILING, DANIEL, JOSEPH EXECUTIVE VICE PRESIDENT 01/01/2015 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION SENIOR VICE PRESIDENT direct 2005-12-01
NORTH POINT PORTFOLIO MANAGERS CORPORATION EXECUTIVE VICE PRESIDENT direct 2015-01-01
WELKER, DANIEL, MICHAEL PHILIP VICE PRESIDENT 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
NORTH POINT PORTFOLIO MANAGERS CORPORATION VICE PRESIDENT direct 2016-11-01

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