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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 21 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PHI PLDT INC SPONSORED ADR Communication Services 168.0 $4K +21.0 +14.3% $21.04 -8.9%
402 VEEV VEEVA SYS INC CL A COM Healthcare 20.0 $4K +8.0 +66.7% $175.65 -8.1%
403 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 295.0 $3K +110.0 +59.5% $11.68 +5.0%
404 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 75.0 $3K +65.0 +650.0% $45.31 -29.6%
405 VKQ VAN KAMPEN AMERICAN CAPITAL MUN TR Financial Services 354.0 $3K +6.0 +1.7% $9.53 -0.1%
406 TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF 148.0 $3K +3.0 +2.1% $22.58 -3.4%
407 AKAM AKAMAI TECHNOLOGIES INC COM Technology 29.0 $3K +5.0 +20.8% $114.86 +23.3%
408 AMG AFFILIATED MANAGERS GROUP INC Financial Services 12.0 $3K +3.0 +33.3% $276.67 +8.8%
409 EVEREST REINSURANCE GROUP LTD 10.0 $3K +2.0 +25.0% $326.80
410 AVY AVERY DENNISON CORP COM Industrials 18.0 $3K +3.0 +20.0% $172.67 -9.6%
411 TKC TURKCELL ILETISIM HIZMETLERI AS SPONSORED ADR Communication Services 514.0 $3K +232.0 +82.3% $6.03 -0.4%
412 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 68.0 $3K +19.0 +38.8% $44.46
413 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 30.0 $3K +1.0 +3.5% $98.43 -1.9%
414 HUBB HUBBELL INC COM Industrials 6.0 $3K +5.0 +500.0% $490.67 -5.4%
415 SLF SUN LIFE FINANCIAL INC. COM Financial Services 47.0 $3K +7.0 +17.5% $62.55 +16.2%
416 RMD RESMED INC COM Healthcare 13.0 $3K +4.0 +44.4% $224.46 -6.3%
417 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 58.0 $3K +27.0 +87.1% $48.72 -0.3%
418 TENB TENABLE HLDGS INC COM Technology 166.0 $3K +147.0 +773.7% $16.92 +48.5%
419 ALVO ALVOTECH ORDINARY SHARES Healthcare 818.0 $3K +667.0 +441.7% $3.43 -3.2%
420 ESRT EMPIRE ST RLTY TR INC COM USD0.01 CL A Real Estate 514.0 $3K +3.0 +0.6% $5.20 +6.2%
Page 21 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%