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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 $2,542,668,697
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 339,288 $98,176,594 3.86%
2.
Schwab Strategic Trust
 SCHD 2,772,864 $80,302,130 3.16%
3.
Alphabet Inc.
 GOOGL 197,701 $69,853,755 2.75%
4.
Vanguard Ttl Stk Mkt Etf
 186,279 $68,930,517 2.71%
5.
Microsoft Corp
 MSFT 159,018 $59,316,969 2.33%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.