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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 40 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 VST VISTRA CORP COM Utilities 273.0 $41K 0.00% +30.0 +12.3% $150.33 -4.2%
782 IFF INTERNATIONAL FLAVORS&FRAGRANC COM Basic Materials 562.0 $41K 0.00% $72.55 +3.7%
783 IFRA ISHARES U.S. INFRASTRUCTURE ETF 708.0 $40K 0.00% +293.0 +70.6% $57.20 +5.8%
784 KRNT KORNIT DIGITAL LTD SHS Industrials 2,750.0 $40K 0.00% $14.66 -1.9%
785 RACE FERRARI N V COM Consumer Cyclical 119.0 $40K 0.00% +18.0 +17.8% $338.45 +1.0%
786 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 710.0 $40K 0.00% $56.60 +7.0%
787 ANNALY CAPITAL MANAGEMENT INC 1,899.0 $40K 0.00% +250.0 +15.2% $21.15
788 WY WEYERHAEUSER CO Real Estate 1,643.0 $40K 0.00% $24.44 -4.9%
789 MICC MAGNUM ICE CREAM CO NV ORD SHS Consumer Defensive 2,654.0 $40K 0.00% -66.0 -2.4% $14.95 +8.8%
790 ASML ASML HLDG NV N Y REGISTRY SHS Technology 30.0 $40K 0.00% +3.0 +11.1% $1320.83 +20.5%
791 CM CANADIAN IMPERIAL BANK OF COMM COM Financial Services 416.0 $39K 0.00% +5.0 +1.2% $94.75 +21.2%
792 IDA IDACORP INC COM Utilities 275.0 $39K 0.00% $142.97 -1.0%
793 EA ELECTRONICS ARTS Communication Services 191.0 $39K 0.00% -13.0 -6.4% $203.87 -1.0%
794 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 127.0 $39K 0.00% +16.0 +14.4% $304.08 +6.1%
795 IYF ISHARES DJ U.S. FINANCIAL SECTOR ETF 328.0 $39K 0.00% +116.0 +54.7% $117.73 +4.8%
796 BBH VANECK BIOTECH ETF 204.0 $38K 0.00% $188.25 -2.2%
797 GSOL GRAYSCALE SOLANA STAKING ETF Financial Services 6,220.0 $38K 0.00% $6.13 +7.2%
798 NUGT DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF 202.0 $38K 0.00% $188.25 -15.6%
799 ADC AGREE RLTY CORP COM Real Estate 500.0 $38K 0.00% $75.38 +0.4%
800 PNR PENTAIR PLC SHS Industrials 429.0 $37K 0.00% +25.0 +6.2% $87.11 -14.8%
Page 40 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%