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Portfolio (Quarterly) Guide ↗

NORTH STAR ASSET MANAGEMENT INC

· CIK 0001056559
13F Portfolio $2.5B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 352 New
Page 18 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CIM REAL ESTATE FINANCE TRUST 12,024.0 $63K 0.00% NEW $5.22
342 ABEV AMBEV SA-ADR Consumer Defensive 13,215.0 $33K 0.00% NEW $2.47 +32.4%
343 TRUST FIBRA UNO 19,143.0 $29K 0.00% NEW $1.50
344 ACTINIUM PHARMACEUTICALS 20,000.0 $27K 0.00% NEW $1.36
345 BUDWEISER BREWING 22,600.0 $22K 0.00% NEW $0.98
346 UNITED ENERGY 30,000.0 $660.0 NEW $0.02
347 IMPEDIMED LTD 20,000.0 $454.0 NEW $0.02
348 RMSL REMSLEEP 200,000.0 $340.0 NEW $0.00 +23.5%
349 EQUATORIALE HOLDINGS PTE 17,000.0 NEW
350 MARYJANE GROUP 2,649,998.0 NEW
351 MEDICINE MAN TECHNOLOGIES 281,724.0 NEW
352 SWIBER HOLDINGS LTD 17,000.0 NEW
Page 18 of 18  ·  352 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
Technology 38.1%
Healthcare 16.8%
Financial Services 15.9%
Industrials 9.1%
Communication Services 6.8%
Consumer Cyclical 6.4%
Consumer Defensive 3.1%
Basic Materials 1.8%
Utilities 1.6%
Energy 0.4%