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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 13 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CL COLGATE PALMOLIVE CO COM Consumer Defensive 12,162.0 $961K 0.06% NEW $79.02 +14.5%
242 IWN ISHARES RUSSELL 2000 VALUE 5,273.0 $956K 0.06% NEW $181.23 +15.8%
243 PANW PALO ALTO NETWORKS INC COM Technology 5,132.0 $945K 0.06% NEW $184.20 +37.3%
244 IWF ISHARES RUSSELL 1000 GROWTH ETF 1,992.0 $943K 0.06% NEW $473.36 -73.7%
245 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 17,515.0 $943K 0.06% NEW $53.83 +14.2%
246 ROK ROCKWELL AUTOMATION INC COM Industrials 2,408.0 $937K 0.06% NEW $389.07 +12.1%
247 IWR ISHARES TR RUSSELL MIDCAP INDEX FD 9,660.0 $930K 0.06% NEW $96.27 +9.1%
248 MPC MARATHON PETE CORP COM Energy 5,716.0 $930K 0.06% NEW $162.63 +52.8%
249 GDV GABELLI DIV AND INC TR Financial Services 33,334.0 $926K 0.06% NEW $27.77 +4.5%
250 LVS LAS VEGAS SANDS CORP Consumer Cyclical 14,139.0 $920K 0.06% NEW $65.09 -24.0%
251 IJH ISHARES CORE S&P MID CAP ETF 13,740.0 $907K 0.06% NEW $66.00 +10.5%
252 HTGC HERCULES CAPITAL INC COM Financial Services 47,965.0 $903K 0.06% NEW $18.82 -17.8%
253 THR THERMON GROUP HOLDINGS COM Industrials 24,200.0 $899K 0.06% NEW $37.16 +76.1%
254 OSIS O S I SYSTEMS INC Technology 3,500.0 $893K 0.06% NEW $255.06 -18.5%
255 YORW YORK WTR CO Utilities 28,000.0 $892K 0.06% NEW $31.84 -7.4%
256 GD GENERAL DYNAMICS CORP COM Industrials 2,646.0 $891K 0.06% NEW $336.61 +0.6%
257 DELL DELL TECHNOLOGIES INC CL C Technology 6,981.0 $879K 0.06% NEW $125.88 +100.9%
258 VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 4,878.0 $865K 0.05% NEW $177.37 +8.6%
259 EBF ENNIS INC COM Industrials 48,000.0 $864K 0.05% NEW $18.01 +11.3%
260 MAR MARRIOTT INTL INC Consumer Cyclical 2,775.0 $861K 0.05% NEW $310.21 +19.5%
Page 13 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%