§ 13F · FUND PROFILE
North Star Investment Management Corp..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1434.8T (13F)Positions · 1214Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO. COM | 265K | $85.3T | 5.4% | ±0% |
| 2 | AAPL | APPLE INC | 238K | $64.6T | 4.1% | −1% |
| 3 | IVW | ISHARES S&P 500 GROWTH ETF | 518K | $63.9T | 4.0% | ±0% |
| 4 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 664K | $52.9T | 3.3% | +9% |
| 5 | VTI | VANGUARD TOTAL STK MKT | 143K | $47.9T | 3.0% | +1% |
| 6 | MSFT | MICROSOFT | 96K | $46.3T | 2.9% | +2% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 65K | $44.1T | 2.8% | −1% |
| 8 | IVE | ISHARES S&P 500 VALUE ETF | 187K | $39.6T | 2.5% | +2% |
| 9 | ORI | OLD REP INTL CORP COM | 781K | $35.6T | 2.2% | ±0% |
| 10 | VOO | VANGUARD S&P 500 ETF | 45K | $28.0T | 1.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTH SIGNAL
AC read
North Star Investment Management Corp. is a Other fund managing $1434813.4 trillion in assets. The fund runs a massive portfolio of 1,214 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed