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NORTH COUNTRY FUNDS

CIK: 0001123460 Equity
Report date: 2026-04-14
AUM $121M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-14

Holdings

From latest SEC N-PORT filing · US-listed stocks only

29 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
3.86%
$4.68 6,300
2 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
8.76%
$10.62 40,200
3 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
1.54%
$1.86 11,350
4 DHR Danaher Corporation Since 2026-05-10 235851102 Equity (Common)
0.66%
$0.80 3,800
5 MSTR Strategy Inc. Since 2026-05-10 594972408 Equity (Common)
0.16%
$0.19 1,500
6 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.95%
$1.16 4,400
7 HON Honeywell International Inc. Since 2026-05-10 438516106 Equity (Common)
1.81%
$2.19 9,000
8 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
1.39%
$1.69 4,200
9 KKR KKR & Co Inc. Since 2026-05-10 48251W104 Equity (Common)
1.81%
$2.19 25,000
10 COST Costco Wholesale Corporation Since 2026-05-10 22160K105 Equity (Common)
1.17%
$1.42 1,400
11 JEF Jefferies Financial Group Inc Since 2026-05-10 47233W109 Equity (Common)
0.04%
$0.04 1,000
12 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
2.98%
$3.61 28,200
13 TJX The TJX Companies Inc. Since 2026-05-10 872540109 Equity (Common)
1.41%
$1.71 10,600
14 CRM Salesforce Inc. Since 2026-05-10 79466L302 Equity (Common)
1.91%
$2.32 11,900
15 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.50%
$1.82 5,700
16 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
0.39%
$0.48 3,200
17 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
7.15%
$8.67 27,800
18 JPM JPMorgan Chase & Co. Since 2026-05-10 46625H100 Equity (Common)
3.10%
$3.75 12,500
19 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
4.38%
$5.31 25,300
20 TMO Thermo Fisher Scientific Inc Since 2026-05-10 883556102 Equity (Common)
1.33%
$1.61 3,100
21 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
3.37%
$4.08 6,300
22 SYK Stryker Corporation Since 2026-05-10 863667101 Equity (Common)
1.37%
$1.67 4,300
23 APH Amphenol Corporation Since 2026-05-10 032095101 Equity (Common)
3.13%
$3.80 26,000
24 PEP Pepsico Inc Since 2026-05-10 713448108 Equity (Common)
0.98%
$1.19 7,000
25 AMGN Amgen Inc. Since 2026-05-10 031162100 Equity (Common)
1.50%
$1.82 4,700
26 BLK Blackrock Inc. Since 2026-05-10 09290D101 Equity (Common)
1.93%
$2.34 2,200
27 ABT Abbott Laboratories Since 2026-05-10 002824100 Equity (Common)
1.25%
$1.51 13,000
28 MAS Masco Corporation Since 2026-05-10 574599106 Equity (Common)
1.62%
$1.97 27,500
29 NFLX Netflix, Inc. Since 2026-05-10 64110L106 Equity (Common)
1.35%
$1.64 17,000