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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 33 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ULTA ULTA SALON COSMETICS & FRAGRANCE INC COM Consumer Cyclical 96.0 $58K 0.00% NEW $605.01 -18.5%
642 LRCX LAM RESEARCH CORP COM NEW Technology 334.0 $57K 0.00% NEW $171.18 +76.6%
643 FFIV F5 NETWORKS INC Technology 223.0 $57K 0.00% NEW $255.26 +50.3%
644 EBAY EBAY INC Consumer Cyclical 651.0 $57K 0.00% NEW $87.10 +34.5%
645 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 6,220.0 $57K 0.00% NEW $9.10 -27.8%
646 IWD ISHARES RUSSELL 1000 VALUE ETF 269.0 $57K 0.00% NEW $210.08 +11.7%
647 AXS AXIS CAP HLDGS LTD SHS Financial Services 524.0 $56K 0.00% NEW $107.09 -6.0%
648 TROW T ROWE PRICE GROUP INC Financial Services 547.0 $56K 0.00% NEW $102.38 -0.5%
649 CCL CARNIVAL CORP Consumer Cyclical 1,828.0 $56K 0.00% NEW $30.54 -14.3%
650 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 1,175.0 $56K 0.00% NEW $47.35 -1.2%
651 PESI PERMA-FIX ENVIRONMENTAL SERVICES INC. Industrials 4,400.0 $55K 0.00% NEW $12.59 -28.0%
652 VKTX VIKING THERAPEUTICS INC COM Healthcare 1,573.0 $55K 0.00% NEW $35.18 -16.3%
653 EXEL EXELIXIS INC CMN Healthcare 1,260.0 $55K 0.00% NEW $43.83 +13.3%
654 PGX POWERSHARES GLOBAL PREFERRED ETF 4,878.0 $55K 0.00% NEW $11.24 -2.6%
655 PPL PPL CORP COM Utilities 1,559.0 $55K 0.00% NEW $35.02 +1.2%
656 REX-OSPREY SOL STAKING ETF 2,850.0 $54K 0.00% NEW $19.06
657 POTLATCHDELTIC CORPORATION COM 1,356.0 $54K 0.00% NEW $39.79
658 UBER UBER TECHNOLOGIES INC COM Technology 658.0 $54K 0.00% NEW $81.71 -8.7%
659 VV VANGUARD LARGE-CAP ETF 170.0 $54K 0.00% NEW $314.80 +8.5%
660 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 1,450.0 $53K 0.00% NEW $36.58 +15.0%
Page 33 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%