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Home > Institutional Investor > North Star Investment Management Corp. > Profile

Instuitional Investor - North Star Investment Management Corp.

Fund Profile
Filing Period:
Fund Name: North Star Investment Management Corp.
Portfolio Value $1,300,653,200
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 262,472 $50,533,680 3.88%
2.
Jpmorgan Chase & Co
 JPM 291,845 $49,642,803 3.81%
3.
Ishares Trust
 IEF 519,441 $39,010,016 2.99%
4.
Microsoft Corp
 MSFT 101,015 $37,985,498 2.92%
5.
Vanguard Total Stk Mkt
 138,016 $32,740,179 2.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)