North Star Investment Management Corp.
•CIK: 1342857•Filing: Q4 2025
**North Star Investment Management Corp.** manages $1.6B across a diversified portfolio of 1,570 positions. The firm maintains significant exposure to financial and technology sectors, highlighted by a top holding in JPM at $85.3M. Core allocations include AAPL ($64.6M), IVW ($63.9M), and VCSH ($52.9M), indicating a focus on established market leaders and sector-specific growth. This structure suggests a disciplined, large-cap tilt across major indices and industry bellwethers.
Total AUM
$1.6B
QoQ Performance
+2.4%
Positions
1,570
Top 10 Concentration
36.0%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM
JPM5.4%
AAPL4.1%
IVW4.0%
VCSH3.3%
VTI3.0%
MSFT2.9%
SPY2.8%
IVE2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.3%
Technology14.3%
Financial9.2%
ETF6.2%
Healthcare5.0%
Consumer3.2%
Industrial1.9%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+1117 more exited positions
Changes from Q3 2025
NEW1 new position
↑98 increased
↓60 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023