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Portfolio (Quarterly) Guide ↗

North Star Investment Management Corp.

· CIK 0001342857
13F Portfolio $1.6B AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1570 New
Page 52 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AIOT POWERFLEET INC COM Technology 1,400.0 $7K NEW $5.32 -38.3%
1022 SWK STANLEY BLACK & DECKER INC COM Industrials 100.0 $7K NEW $74.28 +0.9%
1023 BGC BGC GROUP INC CL A Financial Services 830.0 $7K NEW $8.93 +24.6%
1024 WASHINGTON REAL ESTATE INVT TR 425.0 $7K NEW $17.40
1025 SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF 284.0 $7K NEW $25.78 -1.7%
1026 MGPI MGP INGREDIENTS INC NEW COM Consumer Defensive 300.0 $7K NEW $24.30 -25.5%
1027 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 185.0 $7K NEW $39.30 +49.2%
1028 CRK COMSTOCK RES INC COM Energy 313.0 $7K NEW $23.18 -39.1%
1029 ALLY ALLY FINL INC COM Financial Services 160.0 $7K NEW $45.29 -5.6%
1030 BMBL BUMBLE INC COM CL A Technology 2,000.0 $7K NEW $3.57 -14.3%
1031 NICE NICE LTD SPONSORED ADR Technology 63.0 $7K NEW $113.05 -15.7%
1032 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF 85.0 $7K NEW $82.48 +8.8%
1033 HOG HARLEY DAVIDSON INC Consumer Cyclical 340.0 $7K NEW $20.49 +13.2%
1034 BLW BLACKROCK LIMITED DURATION INCOME TRUST Financial Services 500.0 $7K NEW $13.74 -10.0%
1035 FRT FEDERAL REALTY INVST TR SH BEN INT NEW Real Estate 68.0 $7K NEW $100.79 +17.7%
1036 SUI SUN CMNTYS INC COM Real Estate 55.0 $7K NEW $123.91 -0.7%
1037 CENCORA INC COM 20.0 $7K NEW $339.80
1038 GGZ GABELLI GLOBAL SMALL& MID CAP VALUE TR Financial Services 450.0 $7K NEW $15.00 +2.1%
1039 MPT MEDICAL PROPERTIES TRUST INC Financial Services 1,350.0 $7K NEW $5.00 +3.2%
1040 CRH PLC ORD 54.0 $7K NEW $124.80
Page 52 of 79  ·  1,570 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 31.1%
Technology 18.0%
Consumer Cyclical 10.9%
Industrials 10.5%
Healthcare 8.8%
Consumer Defensive 6.1%
Communication Services 5.3%
Utilities 3.5%
Energy 2.8%
Real Estate 1.8%