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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 31 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 914.0 $101K 0.01% NEW $110.86 +4.7%
602 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 3,351.0 $101K 0.01% -81.0 -2.4% $30.12 +13.9%
603 ATAIBECKLEY INC COM SHS 28,275.0 $100K 0.01% +13K +80.4% $3.54
604 VKTX VIKING THERAPEUTICS INC COM Healthcare 3,058.0 $100K 0.01% +1K +94.4% $32.54 -9.5%
605 KHC KRAFT HEINZ CO COM Consumer Defensive 4,417.0 $99K 0.01% -251.0 -5.4% $22.49 +4.7%
606 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 935.0 $99K 0.01% $106.01 +1.2%
607 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 6,434.0 $97K 0.01% +131.0 +2.1% $15.05 -8.8%
608 IXP ISHARES GLOBAL TELECOM 834.0 $96K 0.01% $114.85 +7.6%
609 VOT VANGUARD MID CAP GROWTH ETF 370.0 $95K 0.01% $257.35 +12.3%
610 HDV ISHARES CORE HIGH DIVIDEND ETF 700.0 $95K 0.01% $135.72 -79.6%
611 TY TRI CONTL CORP COM Financial Services 2,987.0 $94K 0.01% NEW $31.59 +9.3%
612 UAL UNITED CONTL HLDGS INC Industrials 1,022.0 $94K 0.01% +27.0 +2.7% $92.07 +6.5%
613 OMC OMNICOM GROUP INC COM Communication Services 1,249.0 $94K 0.01% $75.31 -2.0%
614 FLR FLUOR CORP Industrials 2,000.0 $93K 0.01% $46.65 -4.4%
615 AB ALLIANCEBERNSTEIN HLDG UNIT LTD PARTNERSHIP INT Financial Services 2,489.0 $93K 0.01% +57.0 +2.3% $37.44 +2.0%
616 NHI NATIONAL HEALTH INVS INC Real Estate 1,150.0 $93K 0.01% $80.86 -5.3%
617 LADR LADDER CAP CORP CL A Real Estate 9,465.0 $92K 0.01% NEW $9.77 +2.1%
618 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 1,222.0 $92K 0.01% -26.0 -2.1% $75.23 +4.5%
619 TWLO TWILIO INC CL A Communication Services 725.0 $91K 0.01% -8.0 -1.1% $125.82 +50.5%
620 FIG FIGMA INC CLASS A COM STK Technology 4,300.0 $91K 0.01% +2K +138.9% $21.14 +2.1%
Page 31 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%