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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 64 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 COIN COINBASE GLOBAL INC COM CL A Financial Services 22.0 $4K -152.0 -87.4% $174.59 +10.9%
1262 XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 15.0 $4K $256.07 +4.0%
1263 CBAN COLONY BANKCORP INC COM Financial Services 192.0 $4K $19.97 -0.9%
1264 GRUPO CIBEST SA SPON ADS 52.0 $4K +6.0 +13.0% $72.81
1265 NTR NUTRIEN LTD COM Basic Materials 50.0 $4K +10.0 +25.0% $75.46 -6.9%
1266 KELYA KELLY SVCS INC CL A Industrials 425.0 $4K +145.0 +51.8% $8.85 +20.6%
1267 MFC MANULIFE FINL CORP COM Financial Services 109.0 $4K +28.0 +34.6% $34.44 +13.4%
1268 CDW CDW CORP COM Technology 31.0 $4K NEW $121.03 -11.7%
1269 IX ORIX CORP SPONSORED ADR Financial Services 125.0 $4K $29.99 +30.9%
1270 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 54.0 $4K -244.0 -81.9% $69.30 +9.6%
1271 NUE NUCOR CORP COM Basic Materials 22.0 $4K -3.0 -12.0% $169.09 +33.9%
1272 APTIV PLC COM SHS 53.0 $4K +46.0 +657.1% $69.43
1273 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 731.0 $4K $5.03 +7.6%
1274 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 24.0 $4K -2.0 -7.7% $152.50 +8.8%
1275 FN FABRINET SHS Technology 7.0 $4K +6.0 +600.0% $521.57 +34.8%
1276 NATWEST GROUP PLC SPONS ADR 245.0 $4K +64.0 +35.4% $14.90
1277 INSW INTERNATIONAL SEAWAYS INC COM Energy 50.0 $4K -40.0 -44.4% $72.88 +16.8%
1278 LI LI AUTO INC SPONSORED ADS Consumer Cyclical 204.0 $4K NEW $17.83 -9.1%
1279 AFRM AFFIRM HLDGS INC COM CL A Technology 79.0 $4K +72.0 +1028.6% $45.82 +46.6%
1280 CDNS CADENCE DESIGN SYSTEM INC COM Technology 13.0 $4K -6.0 -31.6% $277.85 +29.0%
Page 64 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%