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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 51 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 168.0 $11K 0.00% $66.11 +5.8%
1002 VOOG VANGUARD S&P 500 GROWTH ETF 27.0 $11K 0.00% $410.41 -80.0%
1003 AQN ALGONQUIN POWER & UTILITIES CO COM Utilities 1,800.0 $11K 0.00% $6.14 -3.7%
1004 SOFI SOFI TECHNOLOGIES INC COM Financial Services 695.0 $11K 0.00% +71.0 +11.4% $15.88 -1.2%
1005 GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI Financial Services 1,000.0 $11K 0.00% NEW $11.02 +1.5%
1006 WAB WABTEC Industrials 44.0 $11K 0.00% +9.0 +25.7% $249.91 +3.7%
1007 UA UNDER ARMOUR INC CL C Consumer Cyclical 1,899.0 $11K 0.00% $5.79 -13.1%
1008 DLTR DOLLAR TREE STORES INC Consumer Defensive 100.0 $11K 0.00% +68.0 +212.5% $109.51 -12.6%
1009 ZBH ZIMMER HLDGS INC Healthcare 121.0 $11K 0.00% +33.0 +37.5% $90.42 -5.6%
1010 HNDL STRATEGY SHARES NASDAQ 7HANDL INDEX ETF 500.0 $11K 0.00% $21.84 +4.3%
1011 HCA HCA HEALTHCARE INC COM Healthcare 23.0 $11K 0.00% +11.0 +91.7% $473.26 -17.1%
1012 HSIC SCHEIN HENRY INC COM Healthcare 147.0 $11K 0.00% $73.70 -0.3%
1013 SON SONOCO PRODS CO COM Consumer Cyclical 200.0 $11K 0.00% $54.09 -11.3%
1014 LKQ LKQ CORP COM Consumer Cyclical 368.0 $11K 0.00% $29.37 -8.5%
1015 OIH VANECK OIL SERVICES ETF 27.0 $11K 0.00% $398.37 +11.7%
1016 DAL DELTA AIR LINES INC DEL CMN Industrials 161.0 $11K 0.00% +16.0 +11.0% $66.48 +13.8%
1017 CCD CALAMOS DYNAMIC CONV & INCOME COM Financial Services 500.0 $11K 0.00% $21.35 +14.0%
1018 PENN PENN ENTERTAINMENT INC COM Consumer Cyclical 700.0 $11K 0.00% $15.03 +11.1%
1019 TOST TOAST INC CL A Technology 388.0 $10K 0.00% +173.0 +80.5% $26.51 -12.0%
1020 SANDISK CORP COM 16.0 $10K 0.00% -2.0 -11.1% $635.31
Page 51 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%