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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 3 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLTR VANECK IG FLOATING RATE ETF 129,365.0 $3.3M 0.20% +53K +68.6% $25.48 +0.3%
42 O REALTY INCOME CORP Real Estate 53,016.0 $3.2M 0.20% +3K +5.0% $61.18 +1.5%
43 MOV MOVADO GROUP INC COM Consumer Cyclical 131,025.0 $3.2M 0.19% +37K +39.4% $24.42 +8.0%
44 GWRS GLOBAL WTR RES INC COM Utilities 415,448.0 $3.2M 0.19% +111K +36.5% $7.59 -8.2%
45 LEXINGTON CORP PPTYS TR 67,358.0 $3.1M 0.19% +9K +14.7% $46.26
46 VTV VANGUARD VALUE ETF 15,751.0 $3.1M 0.19% +925.0 +6.2% $196.20 +6.2%
47 GCMG GCM GROSVENOR INC COM CL A Financial Services 297,518.0 $2.9M 0.18% +87K +41.3% $9.80 +7.2%
48 CECO CECO ENVIRONMENTAL CORP COM Industrials 48,150.0 $2.9M 0.17% +3K +6.6% $59.58 +36.4%
49 MLR MILLER INDS INC TENN NEW Consumer Cyclical 61,506.0 $2.8M 0.17% +26K +73.2% $45.55 +2.2%
50 BBW BUILD A BEAR WORKSHOP Consumer Cyclical 74,325.0 $2.8M 0.17% +5K +7.2% $37.45 -2.5%
51 KRT KARAT PACKAGING INC COM Consumer Cyclical 97,000.0 $2.7M 0.16% +36K +59.0% $27.92 -3.2%
52 OKE ONEOK INC NEW COM Energy 29,673.0 $2.7M 0.16% +24K +414.3% $90.39 +5.4%
53 EPR EPR PPTYS SBI Real Estate 53,500.0 $2.7M 0.16% +850.0 +1.6% $49.96 +16.0%
54 CME CHICAGO MERCANTILE HLDGS INC Financial Services 8,851.0 $2.6M 0.16% +410.0 +4.9% $295.37 +2.4%
55 BELFB BEL FUSE INC CL B Technology 12,550.0 $2.5M 0.15% +12K +2181.8% $197.98 +28.7%
56 CRD-B CRAWFORD & CO CL A 248,000.0 $2.5M 0.15% +54K +28.2% $9.97 -1.2%
57 VTS VITESSE ENERGY INC COMMON STOCK Energy 135,054.0 $2.5M 0.15% +94K +230.9% $18.16 +2.0%
58 JOUT JOHNSON OUTDOORS CL A CLASS A Consumer Cyclical 52,700.0 $2.5M 0.15% +18K +51.4% $46.51 -12.3%
59 VYM VANGUARD HIGH DIVIDEND YIELD 16,494.0 $2.4M 0.15% +745.0 +4.7% $148.10 +5.8%
60 NATR NATURES SUNSHINE PRODUCTS INC Consumer Defensive 99,550.0 $2.4M 0.14% +25K +33.5% $23.99 -10.0%
Page 3 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%