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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 58 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 XYLG GLOBAL X S&P 500 COVERED CALL & GROWTH ETF 234.0 $6K +20.0 +9.3% $26.27 +8.9%
1142 BSRR SIERRA BANCORP COM Financial Services 180.0 $6K $33.92 +13.5%
1143 BBDC BARINGS BDC INC COM Financial Services 735.0 $6K +60.0 +8.9% $8.23 +3.4%
1144 CABO CABLE ONE INC COM Communication Services 66.0 $6K -22.0 -25.0% $91.21 -47.7%
1145 SF STIFEL FINL CORP COM Financial Services 81.0 $6K +2.0 +2.5% $74.22 -1.6%
1146 B BARRICK GOLD CORP F Basic Materials 146.0 $6K +11.0 +8.2% $40.79 +1.1%
1147 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 82.0 $6K +15.0 +22.4% $72.46 +19.1%
1148 ENLIGHT RENEWABLE ENERGY LTD SHS 87.0 $6K $68.26
1149 TER TERADYNE INC COM Technology 20.0 $6K -1.0 -4.8% $296.45 +16.2%
1150 PDM PIEDMONT REALTY TRUST INC COM CL A Real Estate 900.0 $6K $6.57 +23.0%
1151 PDD PDD HOLDINGS INC SPONSORED ADS Consumer Cyclical 57.0 $6K +23.0 +67.7% $102.18 -4.3%
1152 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 368.0 $6K +28.0 +8.2% $15.65 +1.3%
1153 QDEL QUIDELORTHO CORP COM Healthcare 350.0 $6K NEW $16.43 -27.5%
1154 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 500.0 $6K $11.43 +12.8%
1155 FLEX FLEXTRONICS INTL LTD F Technology 87.0 $6K NEW $65.46 +100.2%
1156 AVTR AVANTOR INC COM Healthcare 720.0 $6K -333.0 -31.6% $7.84 +0.4%
1157 SWZ SWISS HELVETIA FUND INC Financial Services 951.0 $6K $5.93 +0.5%
1158 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 43.0 $6K -4.0 -8.5% $131.00 -2.9%
1159 FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW Industrials 24.0 $6K +18.0 +300.0% $233.25 -4.1%
1160 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 281.0 $6K $19.86 +2.4%
Page 58 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%