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Institutional Investment Manager
NORTH POINT PORTFOLIO MANAGERS CORP/OH
NORTH POINT PORTFOLIO MANAGERS CORP/OH (CIK: 0001105344) incorporated in Ohio, located at 100 Park Avenue, Orange Village, OH. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 83 holdings with a total value of $497,130,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CF INDS HLDGS INC 36,168 8,699,000 1.75%
52 INGREDION INC 118,949 8,926,000 1.80%
53 EXPEDITORS INTL WASH INC 204,612 9,036,000 1.82%
54 GOLDMAN SACHS GROUP INC 55,721 9,330,000 1.88%
55 NEOGEN CORP COM 242,086 9,797,000 1.97%
56 Aaron's Inc 277,594 9,893,000 1.99%
57 HELMERICH & PAYNE INC 85,440 9,920,000 2.00%
58 BLACKROCK INC 31,974 10,219,000 2.06%
59 QUALCOMM INC 129,971 10,294,000 2.07%
60 HOME DEPOT INC 128,136 10,374,000 2.09%
61 APACHE CORP 105,110 10,576,000 2.13%
62 HARTFORD FINL SVCS GROUP INC 301,542 10,798,000 2.17%
63 TOWERS WATSON & CO 105,587 11,005,000 2.21%
64 BB&T CORP 294,540 11,614,000 2.34%
65 GENTEX CORP 400,226 11,643,000 2.34%
66 OPEN TEXT CORP 264,205 12,666,000 2.55%
67 PEPSICO INC 141,862 12,674,000 2.55%
68 WELLS FARGO & CO NEW 250,211 13,151,000 2.65%
69 IHS INC A 99,421 13,488,000 2.71%
70 FISERV INC 224,511 13,543,000 2.72%
71 SKYWORKS SOLUTIONS INC 296,313 13,915,000 2.80%
72 ACCENTURE PLC IRELAND 172,202 13,921,000 2.80%
73 HENRY SCHEIN INC 117,865 13,985,000 2.81%
74 DOVER CORP 153,768 13,985,000 2.81%
75 VALSPAR CORP 184,044 14,022,000 2.82%
76 AMPHENOL CORP NEW 163,683 15,769,000 3.17%
77 ANSYS 210,205 15,938,000 3.21%
78 GILDAN ACTIVEWEAR INC 273,762 16,119,000 3.24%
79 EXXON MOBIL CORP 160,141 16,123,000 3.24%
80 Allergan plc 97,930 16,572,000 3.33%
81 ESTERLINE TECHNOLOGIES CORP 151,760 17,471,000 3.51%
82 DANAHER CORP DEL 242,107 19,061,000 3.83%
83 GILEAD SCIENCES INC 250,022 20,729,000 4.17%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001105344-14-000006, filed 2014.07.30).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.