North Star Investment Management Corp. - Portfolio overview

North Star Investment Management Corp. has 1795 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO COM, 4.66%
2. AAPL - APPLE INC, 3.58%
3. VCSH - VANGUARD SHORT TERM CORP BOND FD ETF, 3.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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