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Portfolio (Quarterly) Guide ↗

North Star Investment Management Corp.

· CIK 0001342857
13F Portfolio $1.6B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1570 New
Page 2 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON COM Healthcare 56,948.0 $11.8M 0.74% NEW $206.95 +12.0%
22 DVY ISHARES DJ SELECT DIVIDEND 82,520.0 $11.6M 0.73% NEW $141.14 +9.2%
23 QQQ POWERSHARES QQQ TR Financial Services 18,810.0 $11.6M 0.72% NEW $614.31 +16.3%
24 GOOG ALPHABET INC CAP STK CL C Communication Services 36,385.0 $11.4M 0.72% NEW $313.80 +22.2%
25 BAC BANK AMERICA CORP COM Financial Services 198,855.0 $10.9M 0.69% NEW $55.00 -6.4%
26 GLD SPDR GOLD ETF Financial Services 27,307.0 $10.8M 0.68% NEW $396.31 +5.2%
27 IWB ISHARES TR RUSSELL 1000 INDEX ETF 28,310.0 $10.6M 0.66% NEW $373.44 +8.4%
28 AMLP ALPS TRUST ETF ALERIAN MLP 222,961.0 $10.5M 0.66% NEW $47.02 +15.2%
29 ACU ACME UTD CORP COM Consumer Defensive 252,624.0 $10.2M 0.64% NEW $40.31 +7.2%
30 MSGE SPHERE ENTERTAINMENT CO CL A Communication Services 106,090.0 $10.1M 0.63% NEW $95.08 -27.0%
31 VXF VANGUARD EXTENDED MARKET ETF 46,775.0 $9.8M 0.61% NEW $209.12 +9.3%
32 XLF FINANCIAL SELECT SECTOR SPDR 175,721.0 $9.6M 0.60% NEW $54.77 -5.6%
33 VIG VANGUARD DIVIDEND APPRECIATION ETF 43,707.0 $9.6M 0.60% NEW $219.78 +5.1%
34 COST COSTCO WHOLESALE CORP Consumer Defensive 10,694.0 $9.2M 0.58% NEW $862.31 +21.8%
35 LLY ELI LILLY & CO COM Healthcare 8,546.0 $9.2M 0.58% NEW $1074.72 -3.1%
36 BERKSHIRE HATHAWAY INC DEL CL B NEW 18,019.0 $9.1M 0.57% NEW $502.64
37 PSTL POSTAL REALTY TRUST INC CL A Real Estate 513,363.0 $8.3M 0.52% NEW $16.14 +45.8%
38 PAYX PAYCHEX INC Industrials 72,852.0 $8.2M 0.51% NEW $112.18 -16.0%
39 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 130,143.0 $8.1M 0.51% NEW $62.47 +13.2%
40 EFV ISHARES MSCI EAFE VALUE ETF 113,454.0 $8.1M 0.51% NEW $71.41 +10.6%
Page 2 of 79  ·  1,570 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 31.1%
Technology 18.0%
Consumer Cyclical 10.9%
Industrials 10.5%
Healthcare 8.8%
Consumer Defensive 6.1%
Communication Services 5.3%
Utilities 3.5%
Energy 2.8%
Real Estate 1.8%