North Point Portfolio Managers Corporation

North Point Portfolio Managers Corporation as of June 30, 2011

Portfolio Holdings for North Point Portfolio Managers Corporation

North Point Portfolio Managers Corporation holds 84 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Danaher Corporation (DHR) 3.9 $13M 244k 52.99
Exxon Mobil Corporation (XOM) 3.8 $13M 157k 81.38
Apache Corporation 3.8 $13M 103k 123.39
C.H. Robinson Worldwide (CHRW) 3.2 $11M 135k 78.84
Ansys (ANSS) 3.1 $11M 193k 54.67
Accenture (ACN) 3.1 $11M 174k 60.42
Dover Corporation (DOV) 3.1 $11M 155k 67.80
Esterline Technologies Corporation 3.1 $10M 137k 76.40
Expeditors International of Washington (EXPD) 3.0 $9.9M 194k 51.19
Valspar Corporation 3.0 $9.9M 274k 36.06
Varian Medical Systems 2.9 $9.8M 140k 70.02
Amphenol Corporation (APH) 2.9 $9.8M 182k 53.99
Pepsi (PEP) 2.9 $9.6M 136k 70.43
Allergan 2.6 $8.8M 105k 83.25
Gildan Activewear Inc Com Cad (GIL) 2.6 $8.8M 249k 35.17
Henry Schein (HSIC) 2.5 $8.5M 119k 71.59
Open Text Corp (OTEX) 2.5 $8.4M 131k 64.02
St. Jude Medical 2.4 $8.2M 171k 47.68
BB&T Corporation 2.4 $7.9M 296k 26.84
Illinois Tool Works (ITW) 2.3 $7.8M 139k 56.49
Aaron's 2.3 $7.8M 276k 28.26
Goldman Sachs (GS) 2.3 $7.7M 58k 133.10
Ihs 2.3 $7.6M 91k 83.42
Hartford Financial Services (HIG) 2.2 $7.6M 286k 26.37
Procter & Gamble Company (PG) 2.2 $7.3M 114k 63.57
Fiserv (FI) 2.2 $7.3M 116k 62.63
Abbott Laboratories (ABT) 2.1 $6.9M 132k 52.62
Charles Schwab Corporation (SCHW) 2.0 $6.8M 411k 16.45
Wells Fargo & Company (WFC) 2.0 $6.8M 241k 28.06
Tidewater 1.9 $6.5M 121k 53.81
Qualcomm (QCOM) 1.9 $6.3M 111k 56.79
Moog (MOG.A) 1.8 $6.1M 141k 43.52
Cisco Systems (CSCO) 1.8 $5.9M 377k 15.61
NetApp (NTAP) 1.8 $5.9M 112k 52.78
Citigroup (C) 1.7 $5.6M 135k 41.64
Dolby Laboratories (DLB) 1.6 $5.3M 126k 42.46
Noble Corporation Com Stk 1.5 $5.0M 128k 39.41
Home Depot (HD) 1.5 $5.0M 138k 36.22
Gilead Sciences (GILD) 1.4 $4.8M 115k 41.41
Jacobs Engineering 1.3 $4.2M 98k 43.25
Caterpillar (CAT) 0.1 $431k 4.1k 106.42
Dominion Resources (D) 0.1 $393k 8.2k 48.22
International Business Machines (IBM) 0.1 $370k 2.2k 171.53
Eli Lilly & Co. (LLY) 0.1 $291k 7.8k 37.50
Chevron Corporation (CVX) 0.1 $314k 3.1k 102.95
Bristol Myers Squibb (BMY) 0.1 $291k 10k 29.00
H&R Block (HRB) 0.1 $264k 17k 16.05
Kinder Morgan Management 0.1 $259k 4.0k 65.49
Raytheon Company 0.1 $254k 5.1k 49.80
Alexander & Baldwin 0.1 $262k 5.4k 48.16
Microsoft Corporation (MSFT) 0.1 $221k 8.5k 26.02
Northeast Utilities System 0.1 $235k 6.7k 35.23
General Electric Company 0.1 $246k 13k 18.83
J.C. Penney Company 0.1 $225k 6.5k 34.62
R.R. Donnelley & Sons Company 0.1 $219k 11k 19.64
Verizon Communications (VZ) 0.1 $227k 6.1k 37.21
Avista Corporation (AVA) 0.1 $238k 9.3k 25.73
MDU Resources (MDU) 0.1 $220k 9.8k 22.51
CenturyLink 0.1 $228k 5.7k 40.35
Nextera Energy (NEE) 0.1 $226k 3.9k 57.58
Transcanada Corp 0.1 $232k 5.3k 43.81
A. Schulman 0.1 $244k 9.7k 25.15
Questar Corporation 0.1 $230k 13k 17.69
P.H. Glatfelter Company 0.1 $245k 16k 15.41
TELUS Corporation 0.1 $238k 4.5k 52.60
Bank Of Montreal Cadcom (BMO) 0.1 $223k 3.5k 63.62
Pinnacle West Capital Corporation (PNW) 0.1 $218k 4.9k 44.49
Duke Energy Corporation 0.1 $209k 11k 18.83
Shaw Communications Inc cl b conv 0.1 $217k 9.5k 22.84
Kimberly-Clark Corporation (KMB) 0.1 $209k 3.1k 66.56
Encana Corp 0.1 $212k 6.9k 30.72
Bce (BCE) 0.1 $216k 5.5k 39.27
PPL Corporation (PPL) 0.1 $214k 7.7k 27.79
Xcel Energy (XEL) 0.1 $215k 8.9k 24.26
Brown Shoe Company 0.1 $204k 19k 10.62
Atmos Energy Corporation (ATO) 0.1 $216k 6.5k 33.21
Alliant Energy Corporation (LNT) 0.1 $215k 5.3k 40.57
Cal-Maine Foods (CALM) 0.1 $213k 6.7k 32.03
California Water Service (CWT) 0.1 $202k 11k 18.70
American States Water Company (AWR) 0.1 $202k 5.8k 34.68
State Auto Financial 0.1 $207k 12k 17.39
Vectren Corporation 0.1 $215k 7.7k 27.92
EarthLink 0.1 $172k 22k 7.68
Stem Cell Authority (SCAL) 0.0 $1.0k 100k 0.01