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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 77 of 85  ·  1,700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SLAB SILICON LABORATORIES INC COM Technology 4.0 $833.0 NEW $208.25 +4.1%
1522 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 100.0 $831.0 $8.31 -8.5%
1523 AVB AVALONBAY CMNTYS INC Real Estate 5.0 $817.0 -10.0 -66.7% $163.40 +12.7%
1524 BWA BORGWARNER INC COM Consumer Cyclical 15.0 $814.0 NEW $54.27 +17.1%
1525 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 11.0 $813.0 NEW $73.91 +3.5%
1526 NDSN NORDSON CORP Industrials 3.0 $798.0 NEW $266.00 +7.8%
1527 E ENI S P A COMMON STOCK Energy 14.0 $793.0 $56.64 -2.7%
1528 EHAB ENHABIT INC COM Healthcare 55.0 $775.0 $14.09 -2.1%
1529 FTV FORTIVE CORP COM Technology 14.0 $774.0 NEW $55.29 +6.8%
1530 AMBA AMBARELLA INC SHS Technology 15.0 $772.0 $51.47 +62.5%
1531 MRNA MODERNA INC COM Healthcare 15.0 $762.0 $50.80 -7.0%
1532 IAC IAC INC COM NEW Technology 19.0 $761.0 NEW $40.05 +2.8%
1533 BSBR BANCO SANTANDER BRASIL ADRF Financial Services 127.0 $753.0 -436.0 -77.4% $5.93 -6.2%
1534 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 60.0 $746.0 $12.43 -0.1%
1535 BETA BETA TECHNOLOGIES INC COM SHS CL A Industrials 50.0 $735.0 -87.0 -63.5% $14.70 +8.6%
1536 RBLX ROBLOX CORP CL A Technology 13.0 $735.0 +7.0 +116.7% $56.54 -19.0%
1537 XRX XEROX HOLDINGS CORP COM NEW Technology 565.0 $729.0 $1.29 +96.9%
1538 ESI ELEMENT SOLUTIONS INC COM Basic Materials 21.0 $717.0 NEW $34.14 +18.2%
1539 POWI POWER INTEGRATIONS INC COM Technology 14.0 $717.0 NEW $51.21 +35.0%
1540 WWD WOODWARD INC COM Industrials 2.0 $716.0 NEW $358.00 -0.5%
Page 77 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%