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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 79 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 13.0 $618.0 $47.54 +5.0%
1562 ACT ENACT HLDGS INC COM Financial Services 15.0 $612.0 NEW $40.80 +6.4%
1563 LPLA LPL FINL HLDGS INC COM Financial Services 2.0 $602.0 $301.00 -4.4%
1564 RNR RENAISSANCERE HLDGS LTD COM Financial Services 2.0 $594.0 $297.00 +2.0%
1565 BV BRIGHTVIEW HLDGS INC COM Industrials 50.0 $590.0 $11.80 +6.1%
1566 WSFS WSFS FINL CORP COM Financial Services 9.0 $589.0 $65.44 +9.7%
1567 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 3.0 $588.0 NEW $196.00 +0.5%
1568 DGX QUEST DIAGNOSTICS INC COM Healthcare 3.0 $588.0 NEW $196.00 -1.1%
1569 KOF COCA-COLA FEMSA SAB DE CV SPONS ADS REP Consumer Defensive 6.0 $585.0 $97.50 +9.9%
1570 KVYO KLAVIYO INC COM SER A Technology 30.0 $584.0 NEW $19.47 -23.4%
1571 PCVX VAXCYTE INC COM Healthcare 10.0 $581.0 $58.10 -18.4%
1572 ZION ZIONS BANCORPORATION NATL ASSN COM Financial Services 10.0 $576.0 -10.0 -50.0% $57.60 +7.1%
1573 GNL GLOBAL NET LEASE INC COM NEW Real Estate 61.0 $571.0 $9.36 +0.2%
1574 FULT FULTON FINL CORP PA COM Financial Services 28.0 $570.0 $20.36 +5.1%
1575 KD KYNDRYL HLDGS INC COMMON STOCK Technology 43.0 $564.0 -19.0 -30.6% $13.12 -8.0%
1576 IDXX IDEXX LABS INC Healthcare 1.0 $562.0 -2.0 -66.7% $562.00 -1.6%
1577 AMRIZE LTD SHS 10.0 $560.0 NEW $56.00
1578 COMMERCE.COM INC COM SER 1 209.0 $558.0 +182.0 +674.1% $2.67
1579 PVH PVH CORPORATION COM Consumer Cyclical 8.0 $558.0 NEW $69.75 +21.4%
1580 COMP COMPASS INC CL A Technology 76.0 $556.0 $7.32 +15.8%
Page 79 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%