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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 $2,364,521,806
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 159,096 $79,135,891 3.35%
2.
Apple Inc.
 AAPL 374,479 $76,831,792 3.25%
3.
Schwab Strategic Trust
 FNDF 2,664,456 $63,493,998 2.69%
4.
Vanguard Ttl Stk Mkt Etf
 183,063 $55,638,220 2.35%
5.
Spdr Series Trust
 751,255 $54,608,744 2.31%
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)