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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 4 of 14  ·  271 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 5,562.0 $814K 0.05% -301.0 -5.1% $146.28 -7.5%
62 MS MORGAN STANLEY Financial Services 4,747.0 $781K 0.05% -35.0 -0.7% $164.57 +15.2%
63 ROK ROCKWELL AUTOMATION INC COM Industrials 2,169.0 $778K 0.05% -239.0 -9.9% $358.88 +17.7%
64 PFF ISHARES S&P U.S. PREFERRED STOCK ETF 25,247.0 $765K 0.05% -1K -5.5% $30.32 +2.6%
65 MU MICRON TECHNOLOGY Technology 1,877.0 $634K 0.04% -26.0 -1.4% $337.84 +106.8%
66 EWJ ISHARES MSCI JAPAN ETF 6,807.0 $575K 0.04% -21K -75.1% $84.44 +8.0%
67 BA BOEING CO COM Industrials 2,809.0 $559K 0.03% -24.0 -0.8% $199.03 +11.6%
68 VSEC VSE CORP COM Industrials 3,000.0 $553K 0.03% -1K -30.2% $184.40 -8.9%
69 GNMA ISHARES GNMA BOND ETF 12,403.0 $550K 0.03% -1K -7.8% $44.33 -0.9%
70 TEL TE CONNECTIVITY LTD Technology 2,550.0 $533K 0.03% -514.0 -16.8% $209.05 -6.2%
71 INTU INTUIT INC Technology 1,218.0 $527K 0.03% -9.0 -0.7% $432.38 -7.6%
72 ACN ACCENTURE LTD BERMUDA CL A Technology 2,614.0 $518K 0.03% -37.0 -1.4% $198.29 -9.6%
73 BLK BLACKROCK INC Financial Services 508.0 $489K 0.03% -5.0 -1.0% $961.87 +9.3%
74 CRWS CROWN CRAFTS INC COM Consumer Cyclical 169,000.0 $435K 0.03% -4K -2.3% $2.58 +6.4%
75 AON AON CORP Financial Services 1,337.0 $432K 0.03% -15.0 -1.1% $322.88 +0.2%
76 SHY ISHARES 1-3 YR TREASURY BOND ETF 5,169.0 $427K 0.03% -230.0 -4.3% $82.57 -0.5%
77 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 1,972.0 $401K 0.02% -69.0 -3.4% $203.20 +8.6%
78 AWK AMERICAN WATER WORKS CO Utilities 2,739.0 $373K 0.02% -1K -27.4% $136.09 -10.1%
79 YELP YELP INC CL A Communication Services 15,000.0 $371K 0.02% -9K -37.7% $24.74 -8.7%
80 PRU PRUDENTIAL FINL INC Financial Services 3,468.0 $339K 0.02% -68.0 -1.9% $97.69 +3.6%
Page 4 of 14  ·  271 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%