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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 36 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 IWD ISHARES RUSSELL 1000 VALUE ETF 269.0 $57K 0.00% $213.43 +10.0%
702 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 1,450.0 $57K 0.00% $39.28 +7.1%
703 SHLD GLOBAL X DEFENSE TECH ETF 800.0 $57K 0.00% $70.84 -9.1%
704 COLD AMERICOLD REALTY TRUST INC COM Real Estate 4,940.0 $57K 0.00% +4K +379.1% $11.46 +26.0%
705 WH WYNDHAM HOTELS & RESORTS INC COM Consumer Cyclical 696.0 $57K 0.00% $81.23 -0.4%
706 HSY HERSHEY CO COM Consumer Defensive 272.0 $56K 0.00% -3.0 -1.1% $207.71 -8.3%
707 UBER UBER TECHNOLOGIES INC COM Technology 785.0 $56K 0.00% +127.0 +19.3% $71.93 +3.7%
708 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 509.0 $56K 0.00% $110.77 +12.5%
709 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 1,566.0 $56K 0.00% +16.0 +1.0% $35.70 -11.8%
710 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 2,300.0 $56K 0.00% NEW $24.28 +5.1%
711 ESGD ISHARES ESG AWARE MSCI EAFE ETF 581.0 $56K 0.00% +220.0 +60.9% $95.67 +7.5%
712 FROG JFROG LTD ORD SHS Technology 1,175.0 $55K 0.00% $46.93 +52.2%
713 FE FIRSTENERGY CORP Utilities 1,084.0 $55K 0.00% +18.0 +1.7% $50.66 -10.2%
714 HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF 1,175.0 $55K 0.00% $46.52 +0.5%
715 DOV DOVER CORP COM Industrials 261.0 $54K 0.00% +16.0 +6.5% $208.06 -0.1%
716 EXEL EXELIXIS INC CMN Healthcare 1,260.0 $54K 0.00% $42.89 +15.8%
717 ABR ARBOR RLTY TR INC Real Estate 6,972.0 $54K 0.00% NEW $7.71 -23.3%
718 CTRA COTERRA ENERGY INC COM Energy 1,524.0 $54K 0.00% -131.0 -7.9% $35.14 -7.3%
719 VT VANGUARD TOTAL WORLD STOCK ETF 386.0 $53K 0.00% +80.0 +26.1% $138.48 +12.1%
720 AXS AXIS CAP HLDGS LTD SHS Financial Services 524.0 $53K 0.00% $101.41 -0.7%
Page 36 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%