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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 27 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 857.0 $118K 0.01% NEW $137.94 +9.6%
522 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 547.0 $117K 0.01% NEW $214.06 -11.3%
523 PLD PROLOGIS SHARE BENEFICIAL INT Real Estate 915.0 $117K 0.01% NEW $127.59 +13.4%
524 TGTX TG THERAPEUTICS INC COM Healthcare 3,900.0 $116K 0.01% NEW $29.81 +33.4%
525 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 3,528.0 $115K 0.01% NEW $32.57 +19.8%
526 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 2,590.0 $115K 0.01% NEW $44.34 +8.8%
527 BITW BITWISE 10 CRYPTO INDEX ETF Financial Services 1,950.0 $115K 0.01% NEW $58.76 -15.3%
528 F FORD MOTOR COMPANY Consumer Cyclical 8,651.0 $114K 0.01% NEW $13.12 +4.2%
529 KHC KRAFT HEINZ CO COM Consumer Defensive 4,668.0 $113K 0.01% NEW $24.25 -2.9%
530 UAL UNITED CONTL HLDGS INC Industrials 995.0 $111K 0.01% NEW $111.82 -12.3%
531 OEF ISHARES TR S&P 100 INDEX FUND 324.0 $111K 0.01% NEW $343.04 +8.0%
532 SAP SAP AKTIENGESELLSCHAFT ADR Technology 457.0 $111K 0.01% NEW $242.88 -25.9%
533 DPZ DOMINOS PIZZA INC COM Consumer Cyclical 266.0 $111K 0.01% NEW $416.82 -24.1%
534 NYF ISHARES NEW YORK MUNI BOND ETF 2,050.0 $110K 0.01% NEW $53.51 -0.8%
535 WBD DISCOVERY HLDG CO Communication Services 3,777.0 $109K 0.01% NEW $28.82 -4.9%
536 MTZ MASTEC INC COM Industrials 500.0 $109K 0.01% NEW $217.37 +78.9%
537 SCHX SCHWAB STRATEGIC TR US LRG CAP ETF 4,022.0 $108K 0.01% NEW $26.91 +8.5%
538 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 3,432.0 $107K 0.01% NEW $31.21 +10.0%
539 SIRI SIRIUSXM HOLDINGS INC COMMON STOCK Communication Services 5,342.0 $107K 0.01% NEW $19.99 +35.3%
540 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 1,248.0 $107K 0.01% NEW $85.52 -8.1%
Page 27 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%