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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 20 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 XLV HEALTH CARE SELECT SECTOR SPDR 3,408.0 $500K 0.03% +579.0 +20.5% $146.59 +1.1%
382 III INFORMATION SVCS GROUP INC COM Technology 128,883.0 $495K 0.03% +124K +2477.7% $3.84 +13.8%
383 UNH UNITEDHEALTH GROUP Healthcare 1,816.0 $491K 0.03% $270.52 +41.7%
384 BLK BLACKROCK INC Financial Services 508.0 $489K 0.03% -5.0 -1.0% $961.87 +10.6%
385 CI CIGNA CORP Healthcare 1,826.0 $487K 0.03% +86.0 +4.9% $266.74 +5.7%
386 FSI FLEXIBLE SOLUTIONS INTL INC COM Basic Materials 90,000.0 $486K 0.03% NEW $5.40 +18.3%
387 CODI COMPASS DIVERSIFIED HOLDINGS Industrials 61,295.0 $482K 0.03% +61K +10000.0% $7.86 +48.9%
388 FAST FASTENAL CO Industrials 10,371.0 $481K 0.03% $46.40 -6.2%
389 CMC COMMERCIAL METALS CO COM Basic Materials 7,800.0 $479K 0.03% $61.43 +15.1%
390 EMPIRE ST RLTY LP 94,631.0 $477K 0.03% $5.04
391 DUK DUKE ENERGY CORP NEW COM NEW Utilities 3,571.0 $468K 0.03% +104.0 +3.0% $130.93 -4.8%
392 AMERICA MOVIL SERIES L ADR 18,125.0 $462K 0.03% $25.48
393 XLB MATERIALS SELECT SECTOR SPDR 9,154.0 $457K 0.03% $49.97 +0.1%
394 UTF COHEN & STEERS INFRASTRUCTURE FUND Financial Services 17,507.0 $453K 0.03% +277.0 +1.6% $25.88 +3.9%
395 SHEL ROYAL DUTCH SHELL PLC-ADR Energy 4,840.0 $450K 0.03% $93.01 -6.8%
396 CHCO CITY HLDG CO COM Financial Services 3,710.0 $443K 0.03% $119.52 +4.1%
397 IAT ISHARES DOW JONES US REGIONAL BANKS 8,235.0 $443K 0.03% $53.84 +5.9%
398 VGSH VANGUARD SHORT-TERM TREASURY ETF 7,463.0 $437K 0.03% +554.0 +8.0% $58.54 -0.5%
399 BC BRUNSWICK CORP COM Consumer Cyclical 6,000.0 $437K 0.03% $72.76 +8.2%
400 CRWS CROWN CRAFTS INC COM Consumer Cyclical 169,000.0 $435K 0.03% -4K -2.3% $2.58 +6.2%
Page 20 of 85  ·  1,700 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%