# EDGAR Filing Document

**Accession Number:** 0000869304
**File Stem:** 0001172661-26-001763
**Filing Date:** 2026-5
**Character Count:** 12379
**Document Hash:** 1df213e58ffe20dd3263235a736ab04f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001763.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001172661-26-001763

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NORTHSTAR ASSET MANAGEMENT INC
- **CENTRAL INDEX KEY:** 0000869304

**ORGANIZATION NAME:**
- **EIN:** 043410187
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22854
- **FILM NUMBER:** 26971855

**BUSINESS ADDRESS:**
- **STREET 1:** PO BOX 301840
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02130
- **BUSINESS PHONE:** 6175222635

**MAIL ADDRESS:**
- **STREET 1:** PO BOX 301840
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02130

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** NORTHSTAR ASSET MANAGEMENT INC /ADV
- **DATE OF NAME CHANGE:** 20120411

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GOODRIDGE JULIE N WENDRICH                              /ADV
- **DATE OF NAME CHANGE:** 19990204

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WENDRICH JULIE NELL                                     /ADV
- **DATE OF NAME CHANGE:** 19970605

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NORTHSTAR ASSET MANAGEMENT INC<br>**Address:** Po Box 301840<br>Boston, MA 02130

**Form 13F File Number:** 028-22854

**CRD Number (if applicable):** 000107138

**SEC File Number (if applicable):** 801-37897

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle Graham<br>**Title:** Chief Operating Officer<br>**Phone:** 617-522-2635

**Signature, Place, and Date of Signing:**

/s/ Michelle Graham  Boston, MA  05-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 86

**Form 13F Information Table Value Total:** $325850827

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1943156 | 4055 | SH |  | SOLE |  | 4055 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 278441 | 749 | SH |  | SOLE |  | 749 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 3609454 | 79381 | SH |  | SOLE |  | 79381 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 339408 | 4565 | SH |  | SOLE |  | 4565 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6106961 | 10220 | SH |  | SOLE |  | 10220 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 316807 | 485 | SH |  | SOLE |  | 485 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 289448 | 2329 | SH |  | SOLE |  | 2329 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 281243 | 456 | SH |  | SOLE |  | 456 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 254267 | 1190 | SH |  | SOLE |  | 1190 | 0 | 0 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 25725001 | 212270 | SH |  | SOLE |  | 212270 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2048677 | 11747 | SH |  | SOLE |  | 11747 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 3367848 | 28529 | SH |  | SOLE |  | 28529 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 368985 | 12728 | SH |  | SOLE |  | 12728 | 0 | 0 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 510628 | 844 | SH |  | SOLE |  | 844 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1043597 | 3638 | SH |  | SOLE |  | 3638 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 203100 | 2582 | SH |  | SOLE |  | 2582 | 0 | 0 |
| IDEX CORP | COM | 45167R104 |  | 440325 | 2323 | SH |  | SOLE |  | 2323 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 |  | 863380 | 2424 | SH |  | SOLE |  | 2424 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 251097 | 273 | SH |  | SOLE |  | 273 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 642988 | 8287 | SH |  | SOLE |  | 8287 | 0 | 0 |
| TILRAY BRANDS INC | COM | 88688T209 |  | 96972 | 14988 | SH |  | SOLE |  | 14988 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 233305 | 1674 | SH |  | SOLE |  | 1674 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 241196 | 1109 | SH |  | SOLE |  | 1109 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 265494 | 4912 | SH |  | SOLE |  | 4912 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 524751 | 3633 | SH |  | SOLE |  | 3633 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 254660 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| ISHARES TR | S 100 ETF | 464287101 |  | 379776 | 1194 | SH |  | SOLE |  | 1194 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 267798 | 378 | SH |  | SOLE |  | 378 | 0 | 0 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 |  | 209435 | 19005 | SH |  | SOLE |  | 19005 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 225668 | 347 | SH |  | SOLE |  | 347 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 368778 | 1747 | SH |  | SOLE |  | 1747 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 355865 | 622 | SH |  | SOLE |  | 622 | 0 | 0 |
| WW GRAINGER INC | COM | 384802104 |  | 748296 | 686 | SH |  | SOLE |  | 686 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 395636 | 1273 | SH |  | SOLE |  | 1273 | 0 | 0 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 13219054 | 184289 | SH |  | SOLE |  | 184289 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 10053960 | 14 | SH |  | SOLE |  | 14 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 584822 | 2808 | SH |  | SOLE |  | 2808 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 581716 | 3746 | SH |  | SOLE |  | 3746 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 260607 | 842 | SH |  | SOLE |  | 842 | 0 | 0 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 297251 | 1142 | SH |  | SOLE |  | 1142 | 0 | 0 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 364247 | 1899 | SH |  | SOLE |  | 1899 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 520208 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 219817 | 1654 | SH |  | SOLE |  | 1654 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 355196 | 1464 | SH |  | SOLE |  | 1464 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 319848 | 997 | SH |  | SOLE |  | 997 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 294748 | 1002 | SH |  | SOLE |  | 1002 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 220720 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 2738981 | 13464 | SH |  | SOLE |  | 13421 | 43 | 0 |
| INTUIT | COM | 461202103 |  | 5577270 | 12899 | SH |  | SOLE |  | 12839 | 60 | 0 |
| LINDE PLC | SHS | G54950103 |  | 13254144 | 26735 | SH |  | SOLE |  | 26651 | 84 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 8270107 | 80472 | SH |  | SOLE |  | 80146 | 326 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 3722386 | 19941 | SH |  | SOLE |  | 19869 | 72 | 0 |
| WINMARK CORP | COM | 974250102 |  | 2759835 | 6455 | SH |  | SOLE |  | 6431 | 24 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2094100 | 13062 | SH |  | SOLE |  | 13032 | 30 | 0 |
| EASTERN BANKSHARES INC | COM | 27627N105 |  | 5078852 | 259655 | SH |  | SOLE |  | 258848 | 807 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 10388797 | 51131 | SH |  | SOLE |  | 50981 | 150 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 11750379 | 35760 | SH |  | SOLE |  | 35645 | 115 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 15416765 | 15472 | SH |  | SOLE |  | 15433 | 39 | 0 |
| NASDAQ INC | COM | 631103108 |  | 4878034 | 57463 | SH |  | SOLE |  | 57242 | 221 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 8608038 | 26173 | SH |  | SOLE |  | 26087 | 86 | 0 |
| MAGNUM ICE CREAM CO NV | ORD SHS | N5505D105 |  | 603681 | 40380 | SH |  | SOLE |  | 40209 | 171 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 1208905 | 15038 | SH |  | SOLE |  | 14980 | 58 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 5610780 | 63456 | SH |  | SOLE |  | 63202 | 254 | 0 |
| ALCON AG | ORD SHS | H01301128 |  | 2086140 | 27686 | SH |  | SOLE |  | 27481 | 205 | 0 |
| DANAHER CORP DEL | COM | 235851102 |  | 2326392 | 12270 | SH |  | SOLE |  | 12177 | 93 | 0 |
| BADGER METER INC | COM | 056525108 |  | 3847143 | 25252 | SH |  | SOLE |  | 25153 | 99 | 0 |
| APPLE INC | COM | 037833100 |  | 17833316 | 70268 | SH |  | SOLE |  | 70101 | 167 | 0 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 |  | 2719539 | 59981 | SH |  | SOLE |  | 59738 | 243 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 2508041 | 68246 | SH |  | SOLE |  | 67784 | 462 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 4722176 | 13973 | SH |  | SOLE |  | 13909 | 64 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 2512570 | 20464 | SH |  | SOLE |  | 20435 | 29 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 5436420 | 95426 | SH |  | SOLE |  | 95148 | 278 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 4111311 | 22814 | SH |  | SOLE |  | 22740 | 74 | 0 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 2891494 | 17796 | SH |  | SOLE |  | 17637 | 159 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 16022068 | 43283 | SH |  | SOLE |  | 43192 | 91 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 9447137 | 26413 | SH |  | SOLE |  | 26332 | 81 | 0 |
| MIDDLESEX WTR CO | COM | 596680108 |  | 1990235 | 38237 | SH |  | SOLE |  | 38029 | 208 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 7132632 | 12694 | SH |  | SOLE |  | 12663 | 31 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 14534776 | 91013 | SH |  | SOLE |  | 90792 | 221 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 |  | 3718100 | 143556 | SH |  | SOLE |  | 143247 | 309 | 0 |
| XYLEM INC | COM | 98419M100 |  | 7780526 | 65109 | SH |  | SOLE |  | 64915 | 194 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 3247099 | 1878 | SH |  | SOLE |  | 1871 | 7 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 3614738 | 19050 | SH |  | SOLE |  | 18908 | 142 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 21569301 | 75008 | SH |  | SOLE |  | 74878 | 130 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 1323696 | 899 | SH |  | SOLE |  | 893 | 6 | 0 |
| SPROUTS FMRS MKT INC | COM | 85208M102 |  | 1770288 | 22952 | SH |  | SOLE |  | 22735 | 217 | 0 |

---