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Portfolio (Quarterly) Guide ↗

North Star Investment Management Corp.

· CIK 0001342857
13F Portfolio $1.7B AUM 1,700 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 249 New 456 Added 271 Reduced 119 Exited
Page 14 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JCI JOHNSON CTLS INC Industrials 216.0 $28K 0.00% +4.0 +1.9% $130.95 +3.5%
262 SPGI S&P GLOBAL INC COM Financial Services 66.0 $28K 0.00% +5.0 +8.2% $425.56 -2.0%
263 IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF 217.0 $27K 0.00% +115.0 +112.8% $125.27 +10.0%
264 ALC ALCON AG ORD SHS Healthcare 358.0 $27K 0.00% +19.0 +5.6% $75.37 -9.9%
265 QNST QUINSTREET INC COM Communication Services 2,196.0 $26K 0.00% +71.0 +3.3% $12.01 -0.2%
266 GPN GLOBAL PMTS INC COM Industrials 386.0 $26K 0.00% +65.0 +20.2% $67.39 +7.7%
267 BOX BOX INC CL A Technology 1,064.0 $25K 0.00% +64.0 +6.4% $23.64 +7.4%
268 KLAC KLA CORP COM NEW Technology 17.0 $25K 0.00% +3.0 +21.4% $1472.41 +25.1%
269 SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 1,013.0 $23K 0.00% +8.0 +0.8% $23.13 -0.6%
270 PAYC PAYCOM SOFTWARE INC COM Technology 187.0 $23K 0.00% +4.0 +2.2% $121.54 +10.5%
271 PATH UIPATH INC CL A Technology 2,000.0 $22K 0.00% +2K +5163.2% $11.10 -4.8%
272 OXY OCCIDENTAL PETE CORP COM Energy 336.0 $22K 0.00% +312.0 +1300.0% $65.00 -9.5%
273 SONY SONY GROUP CORP SPONSORED ADR Technology 939.0 $19K 0.00% +24.0 +2.6% $20.70 +10.2%
274 BME BLACKROCK HEALTH SCIENCES TR COM Financial Services 500.0 $19K 0.00% +200.0 +66.7% $38.51 +1.9%
275 APH AMPHENOL CORP CL A Technology 151.0 $19K 0.00% +27.0 +21.8% $126.35 -1.2%
276 SEIC SEI INVTS CO COM Financial Services 243.0 $19K 0.00% +68.0 +38.9% $78.40 +15.8%
277 CSL CARLISLE COS INC COM Industrials 57.0 $19K 0.00% +1.0 +1.8% $333.61 -0.4%
278 FUTY FIDELITY MSCI UTILITIES INDEX ETF 313.0 $19K 0.00% +293.0 +1465.0% $59.12 -1.6%
279 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 66.0 $17K 0.00% +15.0 +29.4% $256.68 +34.1%
280 ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 304.0 $17K 0.00% +70.0 +29.9% $54.77 +11.9%
Page 14 of 23  ·  456 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
Financial Services 28.8%
Technology 16.3%
Industrials 11.4%
Consumer Cyclical 11.2%
Healthcare 8.7%
Consumer Defensive 6.8%
Communication Services 4.8%
Energy 4.1%
Utilities 3.9%
Real Estate 2.1%