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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 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FSI FLEXIBLE SOLUTIONS INTL INC COM Basic Materials 90,000.0 $486K 0.03% NEW $5.40 +13.9%
42 DAKT DAKTRONICS INC COM Technology 16,000.0 $313K 0.02% NEW $19.55 -0.5%
43 MAMA MAMAS CREATIONS INC COM Consumer Defensive 20,000.0 $307K 0.02% NEW $15.34 -0.1%
44 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 5,000.0 $304K 0.02% NEW $60.88 -39.9%
45 AEBI SCHMIDT HLDG AG COM 30,004.0 $291K 0.02% NEW $9.71
46 MPLX MPLX LP COM UNIT REP LTD Energy 4,189.0 $239K 0.01% NEW $57.07 -2.3%
47 OUTFRONT MEDIA INC COM NEW 8,363.0 $222K 0.01% NEW $26.50
48 USIO USIO INC COM Technology 180,000.0 $205K 0.01% NEW $1.14 +33.3%
49 KNTK KINETIK HOLDINGS INC COM NEW CL A Energy 3,750.0 $182K 0.01% NEW $48.41 +4.9%
50 BODI THE BEACHBODY COMPANY INC COM CL A NEW Communication Services 15,000.0 $163K 0.01% NEW $10.86 -4.1%
51 SKYX SKYX PLATFORMS CORP COM Industrials 80,000.0 $154K 0.01% NEW $1.93 -40.9%
52 RITM NEW RESIDENTIAL INVESTMENT CORP Real Estate 15,500.0 $147K 0.01% NEW $9.48 -2.3%
53 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 7,571.0 $143K 0.01% NEW $18.90 +10.6%
54 AZN ASTRAZENECA PLC- SPONS ADR Healthcare 680.0 $134K 0.01% NEW $197.26 -4.9%
55 TSLX SIXTH STREET SPECIALTY LENDING COM Financial Services 6,017.0 $111K 0.01% NEW $18.38 -5.1%
56 CAPL CROSSAMERICA PARTNERS LP UT LTD PTN INT Energy 5,047.0 $105K 0.01% NEW $20.78 +8.7%
57 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 914.0 $101K 0.01% NEW $110.86 +4.4%
58 TY TRI CONTL CORP COM Financial Services 2,987.0 $94K 0.01% NEW $31.59 +9.2%
59 LADR LADDER CAP CORP CL A Real Estate 9,465.0 $92K 0.01% NEW $9.77 +2.2%
60 ELF E L F BEAUTY INC COM Consumer Defensive 1,450.0 $88K 0.01% NEW $60.61 -13.7%
Page 3 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%