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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 54 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 KIE STATE STREET SPDR S&P INSURANCE ETF 100.0 $6K NEW $60.15 -3.8%
1062 BIDU BAIDU COM ADR Communication Services 46.0 $6K NEW $130.65 +0.4%
1063 FWRD FORWARD AIR CORP COM Industrials 240.0 $6K NEW $25.00 -66.6%
1064 CDNS CADENCE DESIGN SYSTEM INC COM Technology 19.0 $6K NEW $312.58 +14.7%
1065 SWZ SWISS HELVETIA FUND INC Financial Services 951.0 $6K NEW $6.22 -4.2%
1066 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 340.0 $6K NEW $17.35 -8.6%
1067 XYLG GLOBAL X S&P 500 COVERED CALL & GROWTH ETF 214.0 $6K NEW $27.50 +4.0%
1068 BSRR SIERRA BANCORP COM Financial Services 180.0 $6K NEW $32.68 +17.8%
1069 B BARRICK GOLD CORP F Basic Materials 135.0 $6K NEW $43.55 -5.3%
1070 WDC WESTERN DIGITAL CORP COM Technology 34.0 $6K NEW $172.26 +166.8%
1071 JBGS JBG SMITH PPTYS COM Real Estate 340.0 $6K NEW $17.01 -15.3%
1072 AME AMETEK INC COM Industrials 28.0 $6K NEW $205.32 +8.7%
1073 HDB HDFC BANK LTD SPONSORED ADS Financial Services 156.0 $6K NEW $36.54 -32.6%
1074 HCA HCA HEALTHCARE INC COM Healthcare 12.0 $6K NEW $466.83 -15.9%
1075 THC TENET HEALTHCARE CORP COM NEW Healthcare 28.0 $6K NEW $198.71 -5.7%
1076 TD TORONTO DOMINION BANK Financial Services 59.0 $6K NEW $94.20 +16.3%
1077 ARCO ARCOS DORADOS HOLDINGS INC COM NPVCL A Consumer Cyclical 755.0 $6K NEW $7.34 +24.7%
1078 GLRE GREENLIGHT CAPITAL RE LTD CLASS A Financial Services 380.0 $6K NEW $14.58 +20.8%
1079 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 47.0 $6K NEW $117.51 +8.2%
1080 RPAY REPAY HLDGS CORP COM CL A Technology 1,500.0 $5K NEW $3.65 -9.3%
Page 54 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%