CIK 1342857
North Star Investment Management Corp.
Institutional 13F holdings & portfolio
Holdings
1,570
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,570
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO. COM | 265K | $1M+ | SH |
| AAPL | APPLE INC | 238K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 518K | $1M+ | SH |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 664K | $1M+ | SH |
| VTI | VANGUARD TOTAL STK MKT | 143K | $1M+ | SH |
| MSFT | MICROSOFT | 96K | $1M+ | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 65K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 187K | $1M+ | SH |
| ORI | OLD REP INTL CORP COM | 781K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 45K | $1M+ | SH |
| BX | BLACKSTONE GROUP LP | 160K | $1M+ | SH |
| GOOGL | GOOGLE INC | 68K | $1M+ | SH |
| ORCL | ORACLE CORPORATION | 93K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 76K | $1M+ | SH |
| VTIP | VANGUARD SHORT TERM INFL-PROTECTED | 329K | $1M+ | SH |
| MUB | ISHARES AMT-FREE MUNI BOND ETF | 148K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 66K | $1M+ | SH |
| IVV | ISHARES S&P 500 INDEX | 22K | $1M+ | SH |
| KKR | KKR & CO LP | 109K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 56K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON COM | 57K | $1M+ | SH |
| DVY | ISHARES DJ SELECT DIVIDEND | 83K | $1M+ | SH |
| QQQ | POWERSHARES QQQ TR | 19K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 36K | $1M+ | SH |
| BAC | BANK AMERICA CORP COM | 199K | $1M+ | SH |
| GLD | SPDR GOLD ETF | 27K | $1M+ | SH |
| IWB | ISHARES TR RUSSELL 1000 INDEX ETF | 28K | $1M+ | SH |
| AMLP | ALPS TRUST ETF ALERIAN MLP | 223K | $1M+ | SH |
| ACU | ACME UTD CORP COM | 253K | $1M+ | SH |
| SPHR | SPHERE ENTERTAINMENT CO CL A | 106K | $1M+ | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 47K | $1M+ | SH |
| XLF | FINANCIAL SELECT SECTOR SPDR | 176K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 44K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 11K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 9K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 18K | $1M+ | SH |
| PSTL | POSTAL REALTY TRUST INC CL A | 513K | $1M+ | SH |
| PAYX | PAYCHEX INC | 73K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 130K | $1M+ | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 113K | $1M+ | SH |
| ABT | ABBOTT LABS COM | 64K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J &CO | 30K | $1M+ | SH |
| CSCO | CISCO SYS INC | 97K | $1M+ | SH |
| AMGN | AMGEN INC | 23K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 58K | $1M+ | SH |
| BOOT | BOOT BARN HLDGS INC COM | 39K | $1M+ | SH |
| SII | SPROTT INC COM NEW | 70K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 32K | $1M+ | SH |
| PEP | PEPSICO INC COM | 48K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 12K | $1M+ | SH |