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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 9 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NYF ISHARES NEW YORK MUNI BOND ETF 3,950.0 $210K 0.01% +2K +92.7% $53.12 -0.1%
162 WELL HEALTH CARE REIT INC Real Estate 1,021.0 $202K 0.01% +60.0 +6.2% $197.76 +10.5%
163 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,789.0 $200K 0.01% +195.0 +5.4% $52.76 +14.2%
164 ITT ITT INDUSTRIES INC Industrials 1,042.0 $199K 0.01% +39.0 +3.9% $190.57 +1.1%
165 PAAS PAN AMERICAN SILVER CORP Basic Materials 3,451.0 $189K 0.01% +251.0 +7.8% $54.63 +0.3%
166 LIN LINDE PLC SHS Basic Materials 364.0 $180K 0.01% +5.0 +1.4% $495.76 +3.8%
167 SLV ISHARES SILVER TRUST ETF Financial Services 2,540.0 $173K 0.01% +200.0 +8.6% $68.14 +1.9%
168 XYL XYLEM INC Industrials 1,442.0 $172K 0.01% +41.0 +2.9% $119.48 -9.4%
169 USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 3,314.0 $170K 0.01% +25.0 +0.8% $51.23 -0.6%
170 MCK MCKESSON CORP Healthcare 192.0 $166K 0.01% +6.0 +3.2% $865.36 -11.4%
171 SBRA SABRA HEALTH CARE REIT INC Real Estate 8,600.0 $165K 0.01% +8K +6223.5% $19.23 +9.5%
172 DVN DEVON ENERGY CORP Energy 3,020.0 $152K 0.01% +395.0 +15.1% $50.32 -6.4%
173 DLR DIGITAL REALTY TRUST INC Real Estate 834.0 $150K 0.01% +39.0 +4.9% $180.29 +7.8%
174 SRE SEMPRA ENERGY Utilities 1,481.0 $144K 0.01% +41.0 +2.9% $97.18 -5.9%
175 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 955.0 $143K 0.01% +98.0 +11.4% $149.93 +0.8%
176 AMP AMERIPRISE FINL INC COM Financial Services 316.0 $140K 0.01% +3.0 +1.0% $444.40 +1.4%
177 EQR EQUITY RESIDENTIAL Real Estate 2,367.0 $140K 0.01% +32.0 +1.4% $59.14 +11.2%
178 OTIS OTIS WORLDWIDE CORP COM Industrials 1,816.0 $140K 0.01% +451.0 +33.0% $77.08 -7.1%
179 XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 1,280.0 $139K 0.01% +776.0 +154.0% $108.98 +8.9%
180 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 2,879.0 $130K 0.01% +19.0 +0.7% $45.18 -0.6%
Page 9 of 23  ·  456 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%