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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 75 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 CRH PLC ORD 10.0 $1K -44.0 -81.5% $105.10
1482 IVZ INVESCO LTD SHS Financial Services 43.0 $1K NEW $24.28 +11.1%
1483 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 33.0 $1K NEW $31.52 +41.8%
1484 ONEW ONEWATER MARINE INC CL A COM Consumer Cyclical 110.0 $1K $9.45 +12.6%
1485 SG SWEETGREEN INC COM CL A Consumer Cyclical 200.0 $1K $5.19 +73.6%
1486 TRU TRANSUNION COM Industrials 15.0 $1K +9.0 +150.0% $69.20 -0.4%
1487 RGA REINSURANCE GROUP AMER INC Financial Services 5.0 $1K NEW $204.20 +4.9%
1488 ROL ROLLINS INC COM Consumer Cyclical 19.0 $1K +10.0 +111.1% $53.42 -0.3%
1489 CDE COEUR MNG INC COM NEW Basic Materials 54.0 $1K $18.78 -5.0%
1490 CRUS CIRRUS LOGIC INC COM Technology 7.0 $1K NEW $144.57 +15.3%
1491 H HYATT HOTELS CORPORATION Consumer Cyclical 7.0 $1K $143.86 +22.0%
1492 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 18.0 $1K +8.0 +80.0% $55.67 +4.5%
1493 AVNS AVANOS MED INC COM Healthcare 70.0 $981.0 -7.0 -9.1% $14.01 +76.2%
1494 SUNB SUNBELT RENTALS HOLDINGS INC SHS Financial Services 15.0 $976.0 NEW $65.07 +14.3%
1495 TBT PROSHARES ULTRASHORT 20 YEAR TREASURY 27.0 $949.0 $35.15 +5.1%
1496 PSTG EVERPURE INC CL A Technology 16.0 $945.0 NEW $59.06 +41.9%
1497 IHE ISHARES U.S. PHARMACEUTICALS ETF 11.0 $940.0 $85.45 +5.8%
1498 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 10.0 $939.0 -8.0 -44.4% $93.90 +106.0%
1499 AA ALCOA CORP COM Basic Materials 14.0 $929.0 NEW $66.36 -0.1%
1500 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 26.0 $929.0 NEW $35.73 +5.4%
Page 75 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%