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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 2 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SGC SUPERIOR GROUP OF CO INC COM Consumer Cyclical 537,475.0 $5.5M 0.33% +42K +8.6% $10.16 +13.4%
22 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 8,729.0 $5.4M 0.33% +433.0 +5.2% $616.74 +6.0%
23 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 47,389.0 $5.2M 0.32% +32K +214.9% $110.39 -0.1%
24 IBIE ISHARES IBONDS OCT 2028 TERM TIPS ETF 196,038.0 $5.1M 0.31% +70K +55.5% $26.24 +0.5%
25 LYTS L S I INDS INC FORMERLY L S I LTG Technology 276,463.0 $5.1M 0.31% +80K +40.7% $18.60 +22.2%
26 PFE PFIZER INC COM Healthcare 181,035.0 $5.1M 0.31% +20K +12.2% $28.08 -7.9%
27 AGG ISHARES AGGREGATE BOND ETF 49,933.0 $5.0M 0.30% +40K +379.1% $99.27 -1.5%
28 CVX CHEVRON CORPORATION COM Energy 23,549.0 $4.9M 0.29% +858.0 +3.8% $206.90 -4.6%
29 MDST WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF 169,686.0 $4.9M 0.29% +98K +136.4% $28.60 +6.4%
30 KO COCA COLA CO COM Consumer Defensive 62,421.0 $4.7M 0.29% +1K +2.0% $76.05 +7.8%
31 OESX ORION ENERGY SYSTEMS INC Industrials 525,552.0 $4.6M 0.28% +118K +29.0% $8.74 +3.0%
32 KMI KINDER MORGAN INC Energy 136,421.0 $4.6M 0.28% +4K +3.0% $33.53 +3.1%
33 PGF POWERSHARES FINANCIAL PREFERRED ETF 318,191.0 $4.4M 0.27% +51K +19.0% $13.76 -0.0%
34 ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Energy 224,439.0 $4.3M 0.26% +63K +39.0% $19.30 +7.1%
35 IEFA ISHARES CORE MSCI EAFE 45,693.0 $4.1M 0.25% +3K +5.9% $90.53 +5.5%
36 XHB STATE STREET SPDR S&P HOMEBUILDERS ETF 40,482.0 $4.0M 0.24% +2K +5.3% $98.72 -3.4%
37 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 59,508.0 $3.9M 0.23% +57K +2733.7% $65.15 +4.6%
38 HBB HAMILTON BEACH BRANDS HLDG CO COM CL A Consumer Cyclical 190,600.0 $3.6M 0.22% +27K +16.5% $18.95 -8.4%
39 BBSI BARRETT BUSINESS SERVICES INC Industrials 123,350.0 $3.6M 0.22% +24K +24.1% $29.18 +6.1%
40 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 32,088.0 $3.4M 0.21% +7K +30.3% $106.50 -0.4%
Page 2 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%