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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 78 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 TNXP TONIX PHARMACEUTICALS HLDG CO COM NEW Healthcare 52.0 $715.0 $13.75 +5.5%
1542 PNW PINNACLE WEST CAP CORP COM Utilities 7.0 $705.0 $100.71 +1.2%
1543 NPK NATIONAL PRESTO INDS INC COM Industrials 5.0 $685.0 $137.00 -6.0%
1544 MC MOELIS & CO CL A Financial Services 12.0 $684.0 NEW $57.00 +15.2%
1545 DIOD DIODES INC COM Technology 10.0 $683.0 NEW $68.30 +41.0%
1546 ANGLOGOLD ASHANTI PLC COM SHS 7.0 $682.0 $97.43
1547 BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM Financial Services 20.0 $668.0 NEW $33.40 -5.7%
1548 GFL GFL ENVIRONMENTAL INC SUB VTG SHS Industrials 16.0 $668.0 NEW $41.75 -13.9%
1549 GOHEALTH INC CL A NEW 438.0 $661.0 $1.51
1550 INCY INCYTE CORP COM Healthcare 7.0 $659.0 NEW $94.14 +3.5%
1551 VAC MARRIOTT VACATIONS WORLDWIDE CORP COM Consumer Cyclical 10.0 $651.0 $65.10 +13.5%
1552 COOPER COMPANIES INC 9.0 $644.0 NEW $71.56
1553 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 57.0 $642.0 $11.26 +17.6%
1554 IT GARTNER INC COM Technology 4.0 $633.0 -14.0 -77.8% $158.25 -0.7%
1555 CPRT COPART INC COM Industrials 19.0 $631.0 +6.0 +46.1% $33.21 +3.6%
1556 ATR APTARGROUP INC COM Healthcare 5.0 $630.0 NEW $126.00 -8.3%
1557 CVNA CARVANA CO CL A Consumer Cyclical 2.0 $629.0 -10.0 -83.3% $314.50 -79.5%
1558 CX CEMEX S.A.B. DE C.V. Basic Materials 55.0 $629.0 $11.44 +10.1%
1559 CINF CINCINNATI FINL CORP COM Financial Services 4.0 $629.0 +1.0 +33.3% $157.25 +7.1%
1560 WBS WEBSTER FINL CORP COM Financial Services 9.0 $625.0 $69.44 +5.3%
Page 78 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%