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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 28 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF 2,905.0 $145K 0.01% $50.04 -0.1%
542 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 662.0 $145K 0.01% $218.65 +2.1%
543 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 9,110.0 $144K 0.01% $15.83 +2.0%
544 SRE SEMPRA ENERGY Utilities 1,481.0 $144K 0.01% +41.0 +2.9% $97.18 -5.9%
545 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 955.0 $143K 0.01% +98.0 +11.4% $149.93 +0.8%
546 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 7,571.0 $143K 0.01% NEW $18.90 +19.8%
547 TR TOOTSIE ROLL INDS INC COM Consumer Defensive 3,328.0 $142K 0.01% $42.72 -5.5%
548 AMP AMERIPRISE FINL INC COM Financial Services 316.0 $140K 0.01% +3.0 +1.0% $444.40 +1.4%
549 TSI TCW STRATEGIC INCOME FD INC COM Financial Services 31,212.0 $140K 0.01% $4.49 +0.9%
550 EQR EQUITY RESIDENTIAL Real Estate 2,367.0 $140K 0.01% +32.0 +1.4% $59.14 +11.2%
551 OTIS OTIS WORLDWIDE CORP COM Industrials 1,816.0 $140K 0.01% +451.0 +33.0% $77.08 -7.1%
552 XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1,280.0 $139K 0.01% +776.0 +154.0% $108.98 +8.9%
553 DOW DOW HLDGS INC COM Basic Materials 3,277.0 $136K 0.01% $41.65 -13.8%
554 FXE CURRENCY SHARES EURO TR EURO Financial Services 1,270.0 $135K 0.01% $106.69 +0.5%
555 AZN ASTRAZENECA PLC- SPONS ADR Healthcare 680.0 $134K 0.01% NEW $197.26 -3.8%
556 ONB OLD NATL BANCORP IND Financial Services 5,993.0 $132K 0.01% $22.10 +7.8%
557 CGW INVESCO S&P GLOBAL WATER INDEX ETF 2,071.0 $132K 0.01% $63.94 -2.6%
558 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 2,625.0 $132K 0.01% -1K -33.6% $50.44 -6.9%
559 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 2,879.0 $130K 0.01% +19.0 +0.7% $45.18 -0.6%
560 TGTX TG THERAPEUTICS INC COM Healthcare 3,900.0 $130K 0.01% $33.22 +19.7%
Page 28 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%