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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 32 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 INGR INGREDION INC COM Consumer Defensive 800.0 $90K 0.01% $112.66 -9.3%
622 WEN WENDYS CO COM Consumer Cyclical 12,967.0 $90K 0.01% -3K -18.8% $6.95 +11.5%
623 OUNZ VANECK MERK GOLD ETF Financial Services 2,000.0 $90K 0.01% $45.05 -3.1%
624 HAL HALLIBURTON CO COM Energy 2,304.0 $90K 0.01% $38.99 +7.6%
625 FNF FIDELITY NATL FINL INC COM SHS Financial Services 1,911.0 $89K 0.01% $46.38 +6.4%
626 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 690.0 $88K 0.01% $128.12 +7.6%
627 NOC NORTHROP GRUMMAN CORP COM Industrials 129.0 $88K 0.01% -3.0 -2.3% $683.78 -19.3%
628 FLOT ISHARES FLOATING RATE BOND ETF 1,731.0 $88K 0.01% $50.95 +0.1%
629 ELF E L F BEAUTY INC COM Consumer Defensive 1,450.0 $88K 0.01% NEW $60.61 -12.4%
630 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK Financial Services 3,676.0 $87K 0.01% $23.69 -0.6%
631 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 1,695.0 $87K 0.01% -9K -84.3% $51.36 +0.7%
632 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1,950.0 $87K 0.01% $44.61 +11.6%
633 OCFC OCEANFIRST FINL CORP COM Financial Services 4,794.0 $86K 0.01% $18.04 +4.2%
634 WBD DISCOVERY HLDG CO Communication Services 3,144.0 $86K 0.01% -633.0 -16.8% $27.46 -0.1%
635 WPC WP CAREY INC COM Real Estate 1,265.0 $86K 0.01% $67.96 +10.4%
636 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 864.0 $85K 0.01% $97.90 +20.8%
637 SNAP SNAP INC CL A Communication Services 18,325.0 $84K 0.01% $4.60 +22.3%
638 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 1,157.0 $84K 0.01% +9.0 +0.8% $72.69 +6.1%
639 SRAD SPORTRADAR GROUP AG CLASS A ORD SHS Technology 5,000.0 $84K 0.01% $16.74 -20.4%
640 DXCM DEXCOM INC COM Healthcare 1,329.0 $83K 0.01% -7.0 -0.5% $62.80 +14.5%
Page 32 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%