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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 9 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RMBS RAMBUS INC Technology 13.0 $1K NEW $86.00 +54.6%
162 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 5.0 $1K NEW $222.00 +65.6%
163 HBT HBT FINL INC. COM Financial Services 41.0 $1K NEW $26.73 +5.4%
164 FSBC FIVE STAR BANCORP COM Financial Services 29.0 $1K NEW $37.72 +10.3%
165 APAM ARTISAN PARTNERS ASSET MGMT I CL A Financial Services 30.0 $1K NEW $36.40 +0.8%
166 ROIV ROIVANT SCIENCES LTD SHS Healthcare 38.0 $1K NEW $27.71 +18.3%
167 IVZ INVESCO LTD SHS Financial Services 43.0 $1K NEW $24.28 +11.5%
168 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 33.0 $1K NEW $31.52 +37.9%
169 RGA REINSURANCE GROUP AMER INC Financial Services 5.0 $1K NEW $204.20 +4.9%
170 CRUS CIRRUS LOGIC INC COM Technology 7.0 $1K NEW $144.57 +13.4%
171 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 15.0 $976.0 NEW $65.07 +15.8%
172 PSTG EVERPURE INC CL A Technology 16.0 $945.0 NEW $59.06 +13.4%
173 AA ALCOA CORP COM Basic Materials 14.0 $929.0 NEW $66.36 -2.0%
174 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 26.0 $929.0 NEW $35.73 +5.1%
175 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 12.0 $919.0 NEW $76.58 +4.1%
176 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 92.0 $914.0 NEW $9.93 -2.1%
177 PARR PAR PAC HOLDINGS INC COM NEW Energy 14.0 $877.0 NEW $62.64 -4.3%
178 GLOBUS MED INC CL A 10.0 $862.0 NEW $86.20
179 DK DELEK US HLDGS INC NEW COM Energy 19.0 $856.0 NEW $45.05 -1.5%
180 BZ KANZHUN LIMITED SPONSORED ADS Industrials 63.0 $844.0 NEW $13.40 +4.1%
Page 9 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%