NORTH POINT PORTFOLIO MANAGERS CORP/OH Diversified Active

CIK: 0001105344 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 25, 2013

Total Value ($000): $424,176 (100.0% shares, 0.0% debt)

Holdings (96)

ANSYS, INC. 4.1%
Value ($000) $17,377 Shares 200,839 Est. Cost $73.10 Unrealized
DHR DANAHER CORP. 3.8%
Value ($000) $16,100 Shares 232,254 Est. Cost $25.01 Unrealized +9.6%
GILD GILEAD SCIENCES 3.6%
Value ($000) $15,386 Shares 244,727 Est. Cost $36.21 Unrealized +14.7%
XOM EXXON MOBIL CORPORATION 3.2%
Value ($000) $13,715 Shares 159,407 Est. Cost $53.69 Unrealized +0.9%
DOV DOVER CORP. 3.2%
Value ($000) $13,640 Shares 151,838 Est. Cost $39.99 Unrealized +15.6%
ACN ACCENTURE PLC-CLASS A 3.0%
Value ($000) $12,649 Shares 171,771 Est. Cost $63.81 Unrealized -6.7%
APH AMPHENOL CORP-CL A 3.0%
Value ($000) $12,580 Shares 162,577 Est. Cost $8.50 Unrealized +2.1%
GIL GILDAN ACTIVEWEAR INC. 2.9%
Value ($000) $12,482 Shares 268,776 Est. Cost $16.97 Unrealized +10.8%
HSIC HENRY SCHEIN, INC. 2.9%
Value ($000) $12,416 Shares 119,658 Est. Cost $36.66 Unrealized +10.5%
VALSPAR CORP. 2.7%
Value ($000) $11,464 Shares 180,740 Est. Cost $64.67 Unrealized
IHS INC. 2.7%
Value ($000) $11,459 Shares 100,362 Est. Cost $104.38 Unrealized
ESTERLINE TECHNOLOGIES CORP 2.7%
Value ($000) $11,349 Shares 142,052 Est. Cost $72.29 Unrealized
PEP PEPSICO, INC. 2.6%
Value ($000) $11,236 Shares 141,331 Est. Cost $56.00 Unrealized +1.4%
FISV FISERV, INC. 2.6%
Value ($000) $11,125 Shares 110,090 Est. Cost $21.93 Unrealized +10.3%
ITW ILLINOIS TOOL WORKS 2.6%
Value ($000) $10,965 Shares 143,760 Est. Cost $49.85 Unrealized +9.9%
TOWERS WATSON & COMPANY 2.6%
Value ($000) $10,821 Shares 101,166 Est. Cost $82.21 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 2.5%
Value ($000) $10,438 Shares 139,672 Est. Cost $67.45 Unrealized
WFC WELLS FARGO COMPANY 2.4%
Value ($000) $9,989 Shares 241,748 Est. Cost $27.36 Unrealized +10.3%
BB&T CORP. 2.4%
Value ($000) $9,987 Shares 295,919 Est. Cost $33.88 Unrealized
NEOG NEOGEN CORPORATION 2.3%
Value ($000) $9,946 Shares 163,795 Est. Cost $13.20 Unrealized +8.4%
HD HOME DEPOT 2.3%
Value ($000) $9,944 Shares 131,095 Est. Cost $56.05 Unrealized +3.2%
GNTX GENTEX CORPORATION 2.3%
Value ($000) $9,820 Shares 383,752 Est. Cost $11.27 Unrealized +5.2%
OTEX OPEN TEXT CORPORATION 2.3%
Value ($000) $9,819 Shares 131,530 Est. Cost $12.57 Unrealized +7.8%
ALLERGAN, INC. 2.2%
Value ($000) $9,538 Shares 105,449 Est. Cost $84.24 Unrealized
HIG HARTFORD FINANCIAL SERVICES GR 2.2%
Value ($000) $9,202 Shares 295,699 Est. Cost $22.20 Unrealized +8.7%
ROST ROSS STORES INC. 2.1%
Value ($000) $9,092 Shares 124,894 Est. Cost $28.26 Unrealized +6.9%
EXPD EXPEDITORS INTL 2.1%
Value ($000) $8,820 Shares 200,183 Est. Cost $31.69 Unrealized +11.4%
APACHE CORP. 2.1%
Value ($000) $8,736 Shares 102,613 Est. Cost $83.83 Unrealized
QCOM QUALCOMM INC. 2.0%
Value ($000) $8,658 Shares 128,603 Est. Cost $45.06 Unrealized +3.3%
C CITIGROUP 2.0%
Value ($000) $8,652 Shares 178,360 Est. Cost $36.07 Unrealized +4.3%
GS GOLDMAN SACHS GROUP INC. 2.0%
Value ($000) $8,480 Shares 53,600 Est. Cost $120.06 Unrealized +5.9%
PG PROCTER & GAMBLE 2.0%
Value ($000) $8,463 Shares 111,956 Est. Cost $55.00 Unrealized +2.2%
BLACKROCK INC. 1.9%
Value ($000) $8,027 Shares 29,661 Est. Cost $270.62 Unrealized
TIDEWATER INC. 1.8%
Value ($000) $7,720 Shares 130,049 Est. Cost $56.97 Unrealized
INGR INGREDION INC. 1.8%
Value ($000) $7,695 Shares 116,286 Est. Cost $70.28 Unrealized -7.1%
AARON'S INC. 1.8%
Value ($000) $7,646 Shares 276,012 Est. Cost $28.01 Unrealized
CF CF INDUSTRIES HOLDINGS INC 1.6%
Value ($000) $6,973 Shares 33,072 Est. Cost $26.74 Unrealized +2.8%
ABBVIE INC. 1.4%
Value ($000) $5,780 Shares 129,225 Est. Cost $41.34 Unrealized
HP HELMERICH & PAYNE 1.3%
Value ($000) $5,558 Shares 80,614 Est. Cost $61.57 Unrealized +7.2%
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $4,284 Shares 129,084 Est. Cost $28.85 Unrealized -4.0%
CVX CHEVRON CORPORATION 0.1%
Value ($000) $492 Shares 4,050 Est. Cost $71.30 Unrealized +2.5%
WHR WHIRLPOOL 0.1%
Value ($000) $476 Shares 3,250 Est. Cost $121.27 Unrealized +9.1%
LNC LINCOLN NATIONAL CORP 0.1%
Value ($000) $437 Shares 10,400 Est. Cost $22.50 Unrealized +24.2%
P.H. GLATFELTER CO. 0.1%
Value ($000) $430 Shares 15,900 Est. Cost $25.09 Unrealized
COMPUTER SCIENCES CORP 0.1%
Value ($000) $404 Shares 7,800 Est. Cost $43.72 Unrealized
LLY LILLY (ELI) 0.1%
Value ($000) $391 Shares 7,760 Est. Cost $42.21 Unrealized -2.9%
DOMINION RESOURCES INC/VA 0.1%
Value ($000) $390 Shares 6,250 Est. Cost $56.80 Unrealized
CPA COPA HOLDINGS SA 0.1%
Value ($000) $388 Shares 2,800 Est. Cost $87.82 Unrealized +7.5%
TU TELUS CORPORATION 0.1%
Value ($000) $366 Shares 11,050 Est. Cost $17.32 Unrealized -10.0%
MOLEX INCORPORATED 0.1%
Value ($000) $347 Shares 9,000 Est. Cost $29.33 Unrealized
ATO ATMOS ENERGY CORPORATION 0.1%
Value ($000) $345 Shares 8,105 Est. Cost $31.05 Unrealized -0.1%
KINDER MORGAN MANAGEMENT LLC 0.1%
Value ($000) $342 Shares 4,564 Est. Cost $83.55 Unrealized
HY HYSTER-YALE MATERIALS 0.1%
Value ($000) $341 Shares 3,800 Est. Cost $43.68 Unrealized +30.9%
BMO BANK OF MONTREAL 0.1%
Value ($000) $341 Shares 5,105 Est. Cost $36.25 Unrealized +4.7%
TRANSCANADA CORP 0.1%
Value ($000) $338 Shares 7,695 Est. Cost $43.14 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $336 Shares 7,255 Est. Cost $28.67 Unrealized +1.9%
COP CONOCO PHILLIPS 0.1%
Value ($000) $334 Shares 4,800 Est. Cost $39.96 Unrealized +11.3%
AIR AAR CORP 0.1%
Value ($000) $328 Shares 12,000 Est. Cost $17.96 Unrealized +33.1%
PNW PINNACLE WEST CAPITAL CORPORAT 0.1%
Value ($000) $323 Shares 5,900 Est. Cost $35.40 Unrealized -2.4%
AWR AMERICAN STATES WATER COMPANY 0.1%
Value ($000) $321 Shares 11,650 Est. Cost $21.59 Unrealized +2.6%
CALM CAL-MAINE FOODS, INC. 0.1%
Value ($000) $320 Shares 6,650 Est. Cost $15.20 Unrealized +11.0%
VECTREN CORPORATION 0.1%
Value ($000) $313 Shares 9,400 Est. Cost $33.83 Unrealized
PKG PACKAGING CORP OF AMERICA 0.1%
Value ($000) $311 Shares 5,450 Est. Cost $32.81 Unrealized +14.8%
IBM IBM 0.1%
Value ($000) $310 Shares 1,675 Est. Cost $118.94 Unrealized -6.2%
GENERAL ELECTRIC 0.1%
Value ($000) $300 Shares 12,564 Est. Cost $23.18 Unrealized
NOINX NORTHERN INTERNATIONAL EQUITY 0.1%
Value ($000) $300 Shares 25,230 Est. Cost $10.66 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $299 Shares 10,837 Est. Cost $19.78 Unrealized -3.4%
OTTR OTTER TAIL CORP 0.1%
Value ($000) $298 Shares 10,800 Est. Cost $19.62 Unrealized -1.3%
QUESTAR CORP 0.1%
Value ($000) $292 Shares 13,000 Est. Cost $23.85 Unrealized
PPL PPL CORPORATION 0.1%
Value ($000) $289 Shares 9,500 Est. Cost $16.36 Unrealized +0.5%
BCE BCE INC. 0.1%
Value ($000) $286 Shares 6,700 Est. Cost $22.29 Unrealized -7.2%
VERIZON COMMUNICATIONS 0.1%
Value ($000) $285 Shares 6,100 Est. Cost $50.33 Unrealized
PROTECTIVE LIFE CORP 0.1%
Value ($000) $281 Shares 6,600 Est. Cost $38.48 Unrealized
NORTHEAST UTILITIES 0.1%
Value ($000) $275 Shares 6,670 Est. Cost $41.98 Unrealized
MDU MDU RESOURCES GROUP, INC. 0.1%
Value ($000) $273 Shares 9,775 Est. Cost $6.58 Unrealized +10.3%
SHAW COMMUNICATIONS, INC. 0.1%
Value ($000) $267 Shares 11,500 Est. Cost $24.03 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $266 Shares 4,200 Est. Cost $35.69 Unrealized +13.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $263 Shares 3,150 Est. Cost $61.55 Unrealized +0.1%
DUKE ENERGY CORP. 0.1%
Value ($000) $262 Shares 3,927 Est. Cost $67.52 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $253 Shares 2,913 Est. Cost $60.37 Unrealized +5.2%
ALV AUTOLIV INC 0.1%
Value ($000) $253 Shares 2,900 Est. Cost $40.38 Unrealized +11.6%
UVV UNIVERSAL CORPORATION 0.1%
Value ($000) $248 Shares 4,875 Est. Cost $58.13 Unrealized -4.8%
AVA AVISTA CORPORATION 0.1%
Value ($000) $244 Shares 9,250 Est. Cost $16.44 Unrealized +0.8%
NOMIX NORTHERN MID CAP INDEX FUND 0.1%
Value ($000) $224 Shares 13,798 Est. Cost $15.07 Unrealized
AVX CORPORATION 0.1%
Value ($000) $223 Shares 17,000 Est. Cost $11.76 Unrealized
CWT CALIFORNIA WATER SERVICE GROUP 0.1%
Value ($000) $219 Shares 10,800 Est. Cost $15.03 Unrealized +4.4%
EMPIRE DISTRICT ELECTRIC COMPA 0.1%
Value ($000) $219 Shares 10,100 Est. Cost $22.28 Unrealized
MORGAN (JP & COMPANY) 0.1%
Value ($000) $217 Shares 4,189 Est. Cost $52.76 Unrealized
NTRS NORTHERN TRUST CORP. 0.0%
Value ($000) $201 Shares 3,700 Est. Cost $40.35 Unrealized +3.3%
NORDION INC. 0.0%
Value ($000) $180 Shares 20,900 Est. Cost $7.42 Unrealized
R.R. DONNELLEY & SONS COMPANY 0.0%
Value ($000) $176 Shares 11,150 Est. Cost $13.99 Unrealized
NOEMX NORTHERN EMERGING MARKETS EQUI 0.0%
Value ($000) $165 Shares 14,631 Est. Cost $10.59 Unrealized
PENN WEST PETROLEUM LTD 0.0%
Value ($000) $134 Shares 12,000 Est. Cost $11.17 Unrealized
COTT CORPORATION 0.0%
Value ($000) $127 Shares 16,500 Est. Cost $7.70 Unrealized
BGC PARTNERS INC-CL A 0.0%
Value ($000) $102 Shares 18,000 Est. Cost $5.67 Unrealized
SCAL STEM CELL AUTHORITY LTD 0.0%
Value ($000) $0 Shares 100,000 Est. Cost $0.00 Unrealized -43.9%