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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 34 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 AGNC AGNC INVT CORP COM Real Estate 6,901.0 $69K 0.00% NEW $10.03 +2.3%
662 FBP FIRST BANCORP F Financial Services 3,238.0 $69K 0.00% +26.0 +0.8% $21.36 +13.1%
663 PPH VANECK PHARMACEUTICAL ETF 666.0 $69K 0.00% $103.80 -0.0%
664 CNP CENTERPOINT ENERGY INC COM Utilities 1,566.0 $68K 0.00% +23.0 +1.5% $43.16 -1.6%
665 TBLU TORTOISE GLOBAL WATER ETF 1,325.0 $67K 0.00% $50.42 -1.4%
666 MORN MORNINGSTAR INC COM Financial Services 395.0 $67K 0.00% -10.0 -2.5% $169.05 +2.6%
667 XLI INDUSTRIAL SELECT SECTOR SPDR 411.0 $66K 0.00% +281.0 +216.2% $161.73 +5.4%
668 ADBE ADOBE SYS INC Technology 273.0 $66K 0.00% -1K -83.1% $243.08 +0.4%
669 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 1,058.0 $66K 0.00% NEW $62.68 +31.1%
670 CMPX COMPASS THERAPEUTICS INC COM Healthcare 12,500.0 $66K 0.00% $5.29 -63.5%
671 ESGE ISHARES ESG AWARE MSCI EM ETF 1,446.0 $66K 0.00% $45.47 +15.8%
672 PK PARK HOTELS & RESORTS INC COM Real Estate 6,210.0 $65K 0.00% +4K +263.2% $10.53 +8.2%
673 VLTO VERALTO CORP COM SHS Industrials 731.0 $65K 0.00% +32.0 +4.6% $88.42 -2.5%
674 FFIV F5 NETWORKS INC Technology 223.0 $65K 0.00% $289.33 +32.6%
675 VFMO VANGUARD U.S. MOMENTUM FACTOR ETF 325.0 $64K 0.00% $197.32 +15.7%
676 DFIN DONNELLEY FINL SOLUTIONS INC COM Financial Services 1,358.0 $64K 0.00% $47.14 -16.2%
677 ARAY ACCURAY INC DEL COM Healthcare 164,620.0 $64K 0.00% -520K -75.9% $0.39 -21.0%
678 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 1,366.0 $64K 0.00% +221.0 +19.3% $46.65 +34.2%
679 CCL CARNIVAL CORP Consumer Cyclical 2,445.0 $63K 0.00% +617.0 +33.8% $25.88 +1.2%
680 MGK VANGUARD MEGA CAP GROWTH ETF 172.0 $63K 0.00% +1.0 +0.6% $366.69 -75.8%
Page 34 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%