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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 35 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HRB BLOCK H & R INC COM Consumer Cyclical 1,986.0 $63K 0.00% $31.74 +19.4%
682 BDJ BLACKROCK ENHANCED DIVID ACHIEVERS TR COM Financial Services 7,266.0 $63K 0.00% $8.62 +6.0%
683 PJP POWERSHARES DYNAMIC PHARMACEUTICALS 600.0 $62K 0.00% $103.76 +4.4%
684 FORTINET INC COM 761.0 $62K 0.00% +11.0 +1.5% $81.72
685 SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 784.0 $62K 0.00% $79.10 +13.7%
686 KVUE KENVUE INC COM Consumer Defensive 3,556.0 $61K 0.00% -842.0 -19.1% $17.24 +1.3%
687 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 860.0 $61K 0.00% +14.0 +1.6% $71.18 -9.6%
688 MCHP MICROCHIP TECHNOLOGY INC Technology 947.0 $61K 0.00% $64.61 +41.0%
689 HST HOST MARRIOTT CORP NEW REIT Real Estate 3,185.0 $61K 0.00% NEW $19.16 +17.0%
690 PPL PPL CORP COM Utilities 1,596.0 $61K 0.00% +37.0 +2.4% $38.20 -7.2%
691 MDLN MEDLINE INC COM CL A Healthcare 1,362.0 $61K 0.00% +512.0 +60.2% $44.50 -16.6%
692 CBT CABOT CORP COM Basic Materials 800.0 $60K 0.00% $75.31 +4.0%
693 Q QNITY ELECTRONICS INC COMMON STOCK Technology 516.0 $60K 0.00% $115.38 +32.6%
694 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 1,704.0 $59K 0.00% $34.90 +10.5%
695 SKYY FIRST TRUST CLOUD COMPUTING ETF 542.0 $59K 0.00% NEW $109.36 +18.7%
696 EBAY EBAY INC Consumer Cyclical 651.0 $59K 0.00% $91.02 +28.7%
697 CCJ CAMECO CORP COM Energy 545.0 $59K 0.00% $108.61 -3.0%
698 SCHW CHARLES SCHWAB CORP Financial Services 626.0 $59K 0.00% +40.0 +6.8% $93.98 -4.1%
699 STWD STARWOOD PPTY TR INC COM Real Estate 3,410.0 $59K 0.00% +3K +1605.0% $17.22 -0.5%
700 JLL JONES LANG LASALLE INC Real Estate 192.0 $58K 0.00% +5.0 +2.7% $304.32 -3.7%
Page 35 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%