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Portfolio (Quarterly) Guide ↗

NORTH STAR ASSET MANAGEMENT INC

· CIK 0001056559
13F Portfolio $2.3B AUM 446 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 108 Added 98 Reduced 16 Exited
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GROWTH FD OF AMER CL -A 4,096.0 $303K 0.01% +702.0 +20.7% $73.96
102 PLXS PLEXUS CORP Technology 1,472.0 $298K 0.01% +100.0 +7.3% $202.54 +27.6%
103 AEP AMERICAN ELECTRIC POWER Utilities 2,098.0 $275K 0.01% +37.0 +1.8% $131.06 -1.1%
104 BFC BANK FIRST NATIONAL CORP Financial Services 2,020.0 $273K 0.01% +88.0 +4.5% $135.06 +5.4%
105 ALL ALLSTATE CORP Financial Services 1,180.0 $245K 0.01% +184.0 +18.5% $207.34 +3.4%
106 XEL XCEL ENERGY Utilities 3,066.0 $244K 0.01% +77.0 +2.6% $79.44 +0.5%
107 LNT ALLIANT ENERGY Utilities 3,334.0 $239K 0.01% +40.0 +1.2% $71.76 +2.1%
108 FRANKLIN INCOME 37,265.0 $95K 0.00% +10K +35.0% $2.54
Page 6 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Healthcare 16.4%
Financial Services 16.3%
Industrials 9.5%
Communication Services 6.7%
Consumer Cyclical 6.7%
Consumer Defensive 3.5%
Basic Materials 2.0%
Utilities 1.7%
Energy 0.6%