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Home > Institutional Investor > North Star Asset Management Inc > Profile

Instuitional Investor - North Star Asset Management Inc

Fund Profile
Filing Period:
Fund Name: North Star Asset Management Inc
Portfolio Value $2,191,808,251
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 362,144 $80,443,158 3.67%
2.
Fiserv Inc
 FI 290,907 $64,240,967 2.93%
3.
Schwab Strategic Trust
 FNDF 2,909,229 $62,635,692 2.86%
4.
Microsoft Corp
 MSFT 156,258 $58,657,944 2.68%
5.
Visa Inc.
 V 146,197 $51,236,472 2.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)