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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 11 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LXP INDUSTRIAL TRUST PFD CONV SER C 35,000.0 $1.6M 0.10% +7K +23.2% $46.00
202 EFA ISHARES MSCI EAFE ETF 16,412.0 $1.6M 0.10% +390.0 +2.4% $97.13 +7.3%
203 PM PHILIP MORRIS INTL INC Consumer Defensive 9,571.0 $1.6M 0.10% $165.34 +14.1%
204 YUM YUM! BRANDS INC Consumer Cyclical 10,130.0 $1.6M 0.10% $155.48 -1.8%
205 NWPX NWPX INFRASTRUCTURE INC COM Industrials 20,000.0 $1.6M 0.09% NEW $77.86 +40.0%
206 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 25,588.0 $1.6M 0.09% $60.65 -1.8%
207 VNQ VANGUARD REIT INDEX ETF 17,459.0 $1.5M 0.09% +2K +14.3% $88.70 +9.0%
208 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 8,064.0 $1.5M 0.09% $191.92 +6.7%
209 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 18,588.0 $1.5M 0.09% +3K +19.6% $82.75 -0.7%
210 ASUR ASURE SOFTWARE INC COM Technology 178,244.0 $1.5M 0.09% NEW $8.60 +2.2%
211 LNT ALLIANT ENERGY CORP COM Utilities 21,167.0 $1.5M 0.09% $71.76 +2.1%
212 SCVL SHOE CARNIVAL INC COM Consumer Cyclical 96,892.0 $1.5M 0.09% $15.59 +1.2%
213 NFLX NETFLIX COM INC Communication Services 15,488.0 $1.5M 0.09% +363.0 +2.4% $96.15 -7.1%
214 SAMG SILVERCREST ASSET MGMT GROUP CL A Financial Services 110,000.0 $1.5M 0.09% NEW $13.44 -12.1%
215 EPR PPTYS PFD C CV 5.75 65,000.0 $1.5M 0.09% +3K +4.9% $22.61
216 RTX RTX CORPORATION COM Industrials 7,581.0 $1.5M 0.09% +910.0 +13.6% $192.91 -9.4%
217 BOH BANK HAWAII CORP COM Financial Services 19,395.0 $1.4M 0.09% $74.25 +5.2%
218 CMCSA COMCAST CORP NEW CL A Communication Services 49,362.0 $1.4M 0.09% $28.71 -12.6%
219 EXK ENDEAVOUR SILVER CORP F Basic Materials 151,250.0 $1.4M 0.09% NEW $9.31 +0.2%
220 MPC MARATHON PETE CORP COM Energy 5,726.0 $1.4M 0.09% $244.18 +1.7%
Page 11 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%