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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 60 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PRDO PERDOCEO ED CORP COM Consumer Defensive 140.0 $5K $37.21 -9.1%
1182 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 655.0 $5K +52.0 +8.6% $7.94 +16.7%
1183 STN STANTEC INC COM Industrials 60.0 $5K -32.0 -34.8% $86.40 -11.0%
1184 APP APPLOVIN CORP COM CL A Technology 13.0 $5K -22.0 -62.9% $398.00 +22.1%
1185 AEIS ADVANCED ENERGY INDS COM Industrials 16.0 $5K $322.69 +0.3%
1186 NGG NATIONAL GRID TRANSCO PLC Utilities 61.0 $5K +6.0 +10.9% $84.61 +2.1%
1187 IMO IMPERIAL OIL LTD COM NEW Energy 39.0 $5K $130.82 +2.3%
1188 LAMR LAMAR ADVERTISING CO CL A Real Estate 40.0 $5K $126.65 +20.5%
1189 BUD ANHEUSER BUSCH Consumer Defensive 73.0 $5K +7.0 +10.6% $69.37 +20.2%
1190 NTRA NATERA INC COM Healthcare 25.0 $5K +7.0 +38.9% $200.00 +1.8%
1191 JBGS JBG SMITH PPTYS COM Real Estate 340.0 $5K $14.61 -1.4%
1192 KN KNOWLES CORP Technology 193.0 $5K NEW $25.68 +37.2%
1193 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 206.0 $5K +18.0 +9.6% $23.88 -4.7%
1194 PAYSAFE LIMITED SHS 710.0 $5K +215.0 +43.4% $6.81
1195 FOUR SHIFT4 PMTS INC CL A Technology 110.0 $5K NEW $43.73 -0.5%
1196 INFY INFOSYS LTD SPONSORED ADR Technology 353.0 $5K -257.0 -42.1% $13.51 -6.4%
1197 BANK AMERICA CORP 7.25CNV PFD L 4.0 $5K $1191.50
1198 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 850.0 $5K $5.60 +1.8%
1199 NDAQ NASDAQ INC COM Financial Services 56.0 $5K +7.0 +14.3% $84.89 +6.5%
1200 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 112.0 $5K NEW $42.24 +3.7%
Page 60 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%