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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 61 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 AVPT AVEPOINT INC COM CL A Technology 494.0 $5K +416.0 +533.3% $9.51 +7.7%
1202 LIBERTY GLOBAL PLC CL C 400.0 $5K $11.73
1203 AVK ADVENT CLAYMORE CONVERTIBLE SECS & INC Financial Services 420.0 $5K $11.15 +13.3%
1204 RDW REDWIRE CORPORATION COM Industrials 550.0 $5K NEW $8.50 +73.8%
1205 SBS COMPANHIA DE SANEAM ADRF SPONSORED ADR Utilities 153.0 $5K +3.0 +2.0% $30.51 -80.8%
1206 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 192.0 $5K +95.0 +97.9% $24.31 +8.0%
1207 CORPAY INC COM SHS 16.0 $5K +3.0 +23.1% $291.00
1208 FPH FIVE POINT HOLDINGS LLC COM CL A Real Estate 960.0 $5K $4.84 +2.3%
1209 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 250.0 $5K +24.0 +10.6% $18.52 -9.9%
1210 PEBO PEOPLES BANCORP INC COM Financial Services 140.0 $5K $32.87 +5.3%
1211 OSUR ORASURE TECHNOLOGIES INC COM Healthcare 1,530.0 $5K $3.00 +9.7%
1212 FMC FMC CORP COM NEW Basic Materials 260.0 $4K -448.0 -63.3% $17.19 -24.3%
1213 PEGA PEGASYSTEMS INC COM Technology 105.0 $4K +96.0 +1066.7% $42.56 -19.5%
1214 KGC KINROSS GOLD CORP COM Basic Materials 145.0 $4K $30.52 -6.1%
1215 ACGL ARCH CAP GROUP LTD ORD Financial Services 46.0 $4K -10.0 -17.9% $96.00 +0.1%
1216 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 21.0 $4K NEW $209.10 +16.4%
1217 CHD CHURCH & DWIGHT CO INC COM Consumer Defensive 47.0 $4K +4.0 +9.3% $93.32 +2.5%
1218 BCS BARCLAYS PLC ADR Financial Services 207.0 $4K +74.0 +55.6% $21.16 +13.3%
1219 CASY CASEYS GEN STORES INC COM Consumer Cyclical 6.0 $4K +1.0 +20.0% $727.83 +13.3%
1220 FWRD FORWARD AIR CORP COM Industrials 260.0 $4K +20.0 +8.3% $16.71 -50.0%
Page 61 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%