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Portfolio (Quarterly) Guide ↗

North Star Investment Management Corp.

· CIK 0001342857
13F Portfolio $1.6B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1570 New
Page 31 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FROG JFROG LTD ORD SHS Technology 1,175.0 $73K 0.01% NEW $62.46 +14.4%
602 SMH VANECK SEMICONDUCTOR ETF 198.0 $71K 0.00% NEW $360.25 +57.5%
603 VTRS VIATRIS INC COM Healthcare 5,713.0 $71K 0.00% NEW $12.45 +33.3%
604 MGK VANGUARD MEGA CAP GROWTH ETF 171.0 $71K 0.00% NEW $413.97 -78.6%
605 GAIN GLADSTONE INVT CORP COM Financial Services 5,000.0 $70K 0.00% NEW $13.97 +17.7%
606 VLTO VERALTO CORP COM SHS Industrials 699.0 $70K 0.00% NEW $99.78 -13.6%
607 IWS ISHARES RUSSELL MID-CAP VALUE ETF 494.0 $70K 0.00% NEW $141.05 +11.7%
608 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 846.0 $69K 0.00% NEW $82.02 -21.6%
609 BDJ BLACKROCK ENHANCED DIVID ACHIEVERS TR COM Financial Services 7,266.0 $69K 0.00% NEW $9.48 -3.6%
610 PPH VANECK PHARMACEUTICAL ETF 666.0 $69K 0.00% NEW $103.09 +0.7%
611 ETHV VANECK ETHEREUM ETF Financial Services 1,572.0 $68K 0.00% NEW $43.44 -28.0%
612 TBLU TORTOISE GLOBAL WATER FUND 1,325.0 $67K 0.00% NEW $50.81 -2.1%
613 FIG FIGMA INC CLASS A COM STK Technology 1,800.0 $67K 0.00% NEW $37.37 -42.2%
614 CMPX COMPASS THERAPEUTICS INC COM Healthcare 12,500.0 $67K 0.00% NEW $5.37 -64.1%
615 PPG PPG INDS INC COM Basic Materials 650.0 $67K 0.00% NEW $102.46 +1.9%
616 FBP FIRST BANCORP F Financial Services 3,212.0 $67K 0.00% NEW $20.73 +16.5%
617 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 1,148.0 $66K 0.00% NEW $57.51 +34.1%
618 HAL HALLIBURTON CO COM Energy 2,304.0 $65K 0.00% NEW $28.26 +48.5%
619 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 782.0 $65K 0.00% NEW $82.51 +9.0%
620 ATAIBECKLEY INC COM SHS 15,675.0 $64K 0.00% NEW $4.09
Page 31 of 79  ·  1,570 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 31.1%
Technology 18.0%
Consumer Cyclical 10.9%
Industrials 10.5%
Healthcare 8.8%
Consumer Defensive 6.1%
Communication Services 5.3%
Utilities 3.5%
Energy 2.8%
Real Estate 1.8%