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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 5 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 NAVN NAVAN INC CL A Technology 33 $564.0 SOLD
82 JKHY HENRY JACK & ASSOC INC COM Technology 3 $547.0 SOLD
83 LEIDOS HOLDINGS INC COM 3 $541.0 SOLD
84 QRHC QUEST RESOURCE HLDG CORP COM NEW Industrials 289 $538.0 SOLD
85 LBRT LIBERTY ENERGY INC COM CL A Energy 29 $535.0 SOLD
86 ATEN A10 NETWORKS INC COM Technology 30 $531.0 SOLD
87 PRPL PURPLE INNOVATION INC COM Consumer Cyclical 769 $531.0 SOLD
88 GBCI GLACIER BANCORP INC NEW COM Financial Services 12 $529.0 SOLD
89 ESTC ELASTIC N V ORD SHS Technology 7 $528.0 SOLD
90 ABCB AMERIS BANCORP COM Financial Services 7 $520.0 SOLD
91 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 15 $517.0 SOLD
92 FR FIRST INDL RLTY TR INC Real Estate 9 $515.0 SOLD
93 UDR UDR INC COM Real Estate 14 $514.0 SOLD
94 ATLANTA BRAVES HLDGS INC COM SER C 13 $513.0 SOLD
95 FCN FTI CONSULTING INC Industrials 3 $512.0 SOLD
96 RMAX RE MAX HLDGS INC CL A Real Estate 67 $509.0 SOLD
97 EXACT SCIENCES CORP COM 5 $508.0 SOLD
98 WSC WILLSCOT HLDGS CORP COM CL A Industrials 27 $508.0 SOLD
99 SLG SL GREEN REALTY CORP Real Estate 11 $505.0 SOLD
100 BRT BRT APARTMENTS CORP COM Real Estate 34 $500.0 SOLD
Page 5 of 6  ·  119 positions
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%