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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 24 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VDE VANGUARD ENERGY 1,485.0 $257K 0.02% $173.08 -3.4%
462 IUSV ISHARES CORE S&P US VALUE ETF 2,488.0 $254K 0.01% $102.27 +7.0%
463 AES AES CORP Utilities 18,000.0 $254K 0.01% $14.09 +4.3%
464 ENB ENBRIDGE INC COM Energy 4,682.0 $253K 0.01% $54.14 +6.7%
465 EME EMCOR GROUP INC COM Industrials 342.0 $253K 0.01% $738.31 +15.0%
466 VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 2,460.0 $249K 0.01% $101.14 -0.4%
467 VRT VERTIV HOLDINGS CO COM CL A Industrials 984.0 $247K 0.01% +11.0 +1.1% $250.58 +26.0%
468 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD Technology 727.0 $246K 0.01% +31.0 +4.5% $337.72 +18.9%
469 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,340.0 $244K 0.01% +340.0 +5.7% $38.42 +14.5%
470 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,686.0 $241K 0.01% $89.83 -4.8%
471 ESGV VANGUARD ESG U.S. STOCK ETF 2,149.0 $241K 0.01% +195.0 +10.0% $112.25 +16.7%
472 VONG VANGUARD RUSSELL 1000 GROWTH ETF 2,180.0 $239K 0.01% $109.67 +17.0%
473 MPLX MPLX LP COM UNIT REP LTD Energy 4,189.0 $239K 0.01% NEW $57.07 -2.5%
474 D DOMINION RESOURCES INC Utilities 3,837.0 $237K 0.01% $61.82 +10.5%
475 TT TRANE TECHNOLOGIES PLC SHS Industrials 567.0 $236K 0.01% +6.0 +1.1% $416.74 +8.4%
476 VBK VANGUARD SMALL-CAP GROWTH ETF 775.0 $234K 0.01% $302.11 +13.7%
477 HPQ HP INC COM Technology 12,156.0 $234K 0.01% +251.0 +2.1% $19.21 +14.0%
478 ECL ECOLAB INC COM Basic Materials 873.0 $232K 0.01% +117.0 +15.5% $266.02 -6.0%
479 SMH VANECK SEMICONDUCTOR ETF 603.0 $231K 0.01% +405.0 +204.6% $383.44 +48.0%
480 DGRO ISHARES CORE DIVIDEND GROWTH ETF 3,291.0 $231K 0.01% $70.18 +5.7%
Page 24 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%