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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 62 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 EXPE EXPEDIA INC DEL COM Consumer Cyclical 11.0 $3K NEW $283.27 -23.0%
1222 AMBP ARDAGH METAL PACKAGING S A SHS Consumer Cyclical 759.0 $3K NEW $4.10 -0.7%
1223 ANRO ALTO NEUROSCIENCE INC COM SHS Healthcare 174.0 $3K NEW $17.80 +21.0%
1224 PCB BANCORP COM 142.0 $3K NEW $21.65
1225 FRBA FIRST BK WILLIAMSTOWN NEW JERS COM Financial Services 186.0 $3K NEW $16.46 -5.1%
1226 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 363.0 $3K NEW $8.39 -2.0%
1227 FMX FOMENTO ECONOMICO MEXICANO SA DE C.V. NEW SPONS ADR REPSTG UNIT 1 SER B SH Consumer Defensive 30.0 $3K NEW $101.07 +20.1%
1228 PRINCETON BANCORP INC COM 87.0 $3K NEW $34.69
1229 CLS CELESTICA INC COM Technology 10.0 $3K NEW $295.60 +20.0%
1230 BANKFINANCIAL CORP COM 245.0 $3K NEW $12.00
1231 MFC MANULIFE FINL CORP COM Financial Services 81.0 $3K NEW $36.28 +7.6%
1232 CMS CMS ENERGY CORP COM Utilities 42.0 $3K NEW $69.93 +5.3%
1233 WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR Energy 188.0 $3K NEW $15.59 +45.9%
1234 DB DEUTSCHE BANK A G NAMEN AKT Financial Services 76.0 $3K NEW $38.57 -14.7%
1235 GRUPO CIBEST SA SPON ADS 46.0 $3K NEW $63.61
1236 LII LENNOX INTL INC COM Industrials 6.0 $3K NEW $485.50 -1.0%
1237 HZO MARINEMAX INC COM Consumer Cyclical 120.0 $3K NEW $24.23 +41.1%
1238 FERROVIAL SE ORD SHS 45.0 $3K NEW $64.60
1239 CCBG CAPITAL CITY BK GROUP INC COM Financial Services 68.0 $3K NEW $42.57 +9.6%
1240 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 18.0 $3K NEW $160.78 +10.8%
Page 62 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%