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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 2 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCL STEPAN CO COM Basic Materials 17,000.0 $850K 0.05% NEW $49.98 -1.6%
22 FTAI AVIATION LTD SHS 3,440.0 $843K 0.05% NEW $245.00
23 VABK VIRGINIA NATL BK CHRLOTSVLE VA COM Financial Services 22,000.0 $840K 0.05% NEW $38.20 +11.6%
24 PCYO PURE CYCLE CORP COM NEW Utilities 82,000.0 $825K 0.05% NEW $10.06 +3.6%
25 DHX DHI GROUP INC COM Industrials 285,000.0 $801K 0.05% NEW $2.81 +31.5%
26 ELMD ELECTROMED INC COM Healthcare 34,000.0 $796K 0.05% NEW $23.41 +61.6%
27 DLHC DLH HLDGS CORP COM Industrials 135,000.0 $786K 0.05% NEW $5.82 -5.5%
28 ORN ORION GROUP HLDGS INC COM Industrials 70,000.0 $763K 0.05% NEW $10.90 +34.2%
29 RSSS RESEARCH SOLUTIONS INC COM Technology 333,518.0 $754K 0.05% NEW $2.26 -5.5%
30 PERI PERION NETWORK LTD SHS NEW Communication Services 65,000.0 $649K 0.04% NEW $9.99 -10.9%
31 NGS NATURAL GAS SVCS GROUP INC COM Energy 17,000.0 $642K 0.04% NEW $37.74 +14.7%
32 AVNW AVIAT NETWORKS INC COM NEW Technology 27,000.0 $610K 0.04% NEW $22.61 -30.4%
33 STRR STAR EQUITY HOLDINGS INC COM NEW Healthcare 55,000.0 $565K 0.03% NEW $10.28 -1.7%
34 CODA CODA OCTOPUS GROUP INC COM NEW Industrials 50,000.0 $565K 0.03% NEW $11.30 -0.5%
35 CREATIVE REALITIES INC COM 160,000.0 $550K 0.03% NEW $3.44
36 UTI UNIVERSAL TECHNICAL INST INC COM Consumer Defensive 15,000.0 $542K 0.03% NEW $36.10 -0.0%
37 MEC MAYVILLE ENGR CO INC COM Industrials 30,000.0 $538K 0.03% NEW $17.95 +17.9%
38 IBEX IBEX LTD SHS NEW Technology 20,000.0 $536K 0.03% NEW $26.82 +16.7%
39 CCSI CONSENSUS CLOUD SOLUTIONS INC COM Technology 22,000.0 $522K 0.03% NEW $23.74 +15.3%
40 SRTS SENSUS HEALTHCARE INC COM Healthcare 125,586.0 $500K 0.03% NEW $3.98 -16.8%
Page 2 of 13  ·  249 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%