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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 $1,852,565,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jpmorgan Chase & Co
 JPM 263,073 $87,032,574 4.7%
2.
Apple Inc.
 AAPL 237,762 $79,179,494 4.27%
3.
Ishares Trust
 IEF 502,331 $71,461,617 3.86%
4.
Vanguard Total Stk Mkt - ETF
 140,095 $52,429,102 2.83%
5.
Microsoft Corp
 MSFT 96,763 $49,629,569 2.68%
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.