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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 22 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FLUTTER ENTMT PLC SHS 25.0 $3K +6.0 +31.6% $101.96
422 NRG NRG ENERGY INC NEW Utilities 17.0 $2K +14.0 +466.7% $146.12 -9.5%
423 XPEV XPENG INC ADS Consumer Cyclical 139.0 $2K +113.0 +434.6% $17.11 -12.4%
424 CNI CANADIAN NATIONAL RAILWAY CO Industrials 23.0 $2K +3.0 +15.0% $102.78 +12.2%
425 RBRK RUBRIK INC. CL A Technology 45.0 $2K +39.0 +650.0% $48.98 +33.8%
426 BKR BAKER HUGHES COMPANY CL A Energy 35.0 $2K +12.0 +52.2% $61.06 +9.6%
427 FICO FAIR ISAAC CORP COM Technology 2.0 $2K +1.0 +100.0% $1067.50 +13.8%
428 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 7.0 $2K +5.0 +250.0% $290.71 -13.2%
429 ASTS AST SPACEMOBILE INC COM CL A Technology 23.0 $2K +5.0 +27.8% $82.87 +9.0%
430 RYANAIR HOLDINGS PLC SPONSORED ADR 32.0 $2K +9.0 +39.1% $57.81
431 SPYX STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 35.0 $2K +1.0 +2.9% $52.29 +15.6%
432 TSEM TOWER SEMICONDUCTOR LTD SHS NEW Technology 10.0 $2K +3.0 +42.9% $175.50 +48.4%
433 FSLY FASTLY INC CL A Technology 58.0 $2K +24.0 +70.6% $29.05 -41.2%
434 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 32.0 $2K +17.0 +113.3% $51.97 +20.5%
435 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 137.0 $2K +41.0 +42.7% $11.52 -1.6%
436 ARGX ARGENX SE SPONSORED ADR Healthcare 2.0 $1K +1.0 +100.0% $730.00 +9.5%
437 IONQ IONQ INC COM Technology 49.0 $1K +14.0 +40.0% $28.84 +80.3%
438 TW TRADEWEB MKTS INC CL A Financial Services 12.0 $1K +7.0 +140.0% $117.67 -8.6%
439 SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR Energy 20.0 $1K +7.0 +53.9% $66.10 +3.1%
440 EQT EQT CORP COM Energy 19.0 $1K +9.0 +90.0% $63.63 -8.5%
Page 22 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%