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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 22 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 8,682.0 $367K 0.02% $42.31 +0.3%
422 EMR EMERSON ELEC CO COM Industrials 2,784.0 $365K 0.02% $131.02 +3.0%
423 SPG SIMON PROPERTY GROUP INC Real Estate 1,897.0 $354K 0.02% +310.0 +19.5% $186.53 +9.4%
424 BK BANK NEW YORK MELLON CORP COM Financial Services 2,975.0 $353K 0.02% +22.0 +0.8% $118.63 +17.2%
425 CSX CSX CORP Industrials 8,542.0 $351K 0.02% $41.05 +11.8%
426 LAZ LAZARD LTD SHS -A - Financial Services 8,125.0 $345K 0.02% $42.48 +12.2%
427 AMT AMERICAN TOWER CORP Real Estate 1,999.0 $345K 0.02% $172.59 +6.5%
428 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 7,477.0 $343K 0.02% +1K +22.8% $45.89 -1.9%
429 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 12,500.0 $339K 0.02% $27.15 +37.6%
430 PRU PRUDENTIAL FINL INC Financial Services 3,468.0 $339K 0.02% -68.0 -1.9% $97.69 +5.7%
431 SNA SNAP ON INC COM Industrials 918.0 $334K 0.02% $363.39 -0.9%
432 ED CONSOLIDATED EDISON INC COM Utilities 2,912.0 $330K 0.02% -374.0 -11.4% $113.18 -5.1%
433 BMO BANK OF MONTREAL Financial Services 2,425.0 $328K 0.02% $135.36 +18.0%
434 VUSB VANGUARD ULTRA-SHORT BOND ETF 6,593.0 $328K 0.02% -3K -28.7% $49.79 -0.1%
435 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 45,000.0 $325K 0.02% $7.23 +13.4%
436 VTR VENTAS INC Real Estate 3,872.0 $317K 0.02% -294.0 -7.1% $81.77 +8.4%
437 DAKT DAKTRONICS INC COM Technology 16,000.0 $313K 0.02% NEW $19.55 +0.9%
438 DIA SPDR DOW JONES INDUSTRIAL ETF Financial Services 675.0 $313K 0.02% +150.0 +28.6% $463.19 +8.6%
439 PWR QUANTA SERVICES INC Industrials 562.0 $309K 0.02% -27.0 -4.6% $549.02 +29.3%
440 CVS CVS HEALTH CORP COM Healthcare 4,295.0 $308K 0.02% $71.83 +29.9%
Page 22 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%