NORTHCOAST ASSET MANAGEMENT LLC

PrivateCIK: 1665198
Location

STAMFORD, CT

484
Positions
$4.31B
Total AUM (reported)
39.97M
Total Shares

Allocation by class

TOTAL AUM$4.31B484 positions
COMMON$2.16B50.0%
UNITS SER 1 S&P$294.72M6.8%
CLASS A$194.98M4.5%
COM$181.97M4.2%
CORE S&P 500 ETF$157.30M3.6%
IBONDS DEC 2026 TERM$104.24M2.4%
S&P 500 QUALITY ETF$101.52M2.4%

Portfolio Concentration

Top 316.7%4–1017.4%11–2515.3%Rest50.6%TOP 1034.1%0%100%
Top 3$720.54M16.7%
4–10$750.80M17.4%
11–25$659.24M15.3%
Rest$2.18B50.6%

Top 3 weight

16.7%

Top 10 weight

34.1%

Voting Authority Distribution

Total shares with voting rights: 39.97M

Sole

Full voting authority

39.97M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole484
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings484
Rows:

STATE ST SPDR S&P500

SOLE
UNITS SER 1 S&P
Shares453.18K
TypeSH
Market value$294.72M
6.83%
Sole
453.18K
Shared
0.00
None
0.00

APPLE INC

SOLE
COMMON
Shares995.45K
TypeSH
Market value$252.63M
5.86%
Sole
995.45K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COMMON
Shares993.05K
TypeSH
Market value$173.19M
4.01%
Sole
993.05K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COMMON
Shares431.58K
TypeSH
Market value$159.76M
3.70%
Sole
431.58K
Shared
0.00
None
0.00

ISHARES TRUST

SOLE
CORE S&P 500 ETF
Shares240.80K
TypeSH
Market value$157.30M
3.65%
Sole
240.80K
Shared
0.00
None
0.00

ISHARES TRUST

SOLE
IBONDS DEC 2026 TERM
Shares4.55M
TypeSH
Market value$104.24M
2.42%
Sole
4.55M
Shared
0.00
None
0.00

INVESCO EXCHANGETRAD

SOLE
S&P 500 QUALITY ETF
Shares1.35M
TypeSH
Market value$101.52M
2.35%
Sole
1.35M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CLASS A
Shares348.44K
TypeSH
Market value$100.20M
2.32%
Sole
348.44K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS FIXED BDFD
Shares709.80K
TypeSH
Market value$67.40M
1.56%
Sole
709.80K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COMMON
Shares290K
TypeSH
Market value$60.40M
1.40%
Sole
290K
Shared
0.00
None
0.00

ISHARES TRUST

SOLE
IBONDS DEC 2027 TERM
Shares2.64M
TypeSH
Market value$59.16M
1.37%
Sole
2.64M
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COMMON
Shares186.95K
TypeSH
Market value$57.86M
1.34%
Sole
186.95K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
COM USD0.000006 CL A
Shares95.40K
TypeSH
Market value$54.58M
1.27%
Sole
95.40K
Shared
0.00
None
0.00

ADV MICRO DEVICES

SOLE
COMMON
Shares255.79K
TypeSH
Market value$52.04M
1.21%
Sole
255.79K
Shared
0.00
None
0.00

ISHARES

SOLE
3-7 YR TR BD ETF
Shares390.41K
TypeSH
Market value$46.30M
1.07%
Sole
390.41K
Shared
0.00
None
0.00

LAM RESEARCH CORPORA

SOLE
COMMON
Shares210.15K
TypeSH
Market value$44.90M
1.04%
Sole
210.15K
Shared
0.00
None
0.00

MICRON TECHNOLOGY

SOLE
COMMON
Shares125.68K
TypeSH
Market value$42.46M
0.98%
Sole
125.68K
Shared
0.00
None
0.00

GENERAL MOTORS CO

SOLE
COMMON
Shares554.94K
TypeSH
Market value$41.34M
0.96%
Sole
554.94K
Shared
0.00
None
0.00

VERTEX PHARMA

SOLE
COMMON
Shares90.89K
TypeSH
Market value$40.58M
0.94%
Sole
90.89K
Shared
0.00
None
0.00

GENERAL DYNAMICS

SOLE
COMMON
Shares115.02K
TypeSH
Market value$39.48M
0.92%
Sole
115.02K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COMMON
Shares334.58K
TypeSH
Market value$37.94M
0.88%
Sole
334.58K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

SOLE
COM
Shares389.56K
TypeSH
Market value$36.61M
0.85%
Sole
389.56K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COMMON
Shares172.73K
TypeSH
Market value$36.28M
0.84%
Sole
172.73K
Shared
0.00
None
0.00

NEWMONT CORPORATION

SOLE
COM
Shares324.58K
TypeSH
Market value$35.14M
0.81%
Sole
324.58K
Shared
0.00
None
0.00

UNITEDHEALTH GRP INC

SOLE
COMMON
Shares127.74K
TypeSH
Market value$34.57M
0.80%
Sole
127.74K
Shared
0.00
None
0.00
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