North Star Investment Management Corp. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.39 Billion distributed in 1239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $58.5M, Apple Inc. with a value of $45.2M, Ishares S&P 500 Growth ETF with a value of $44.8M, Microsoft Corp with a value of $42.8M, and Vanguard Total Stock Market Et with a value of $37.1M.

Examining the 13F form we can see an increase of $97.3M in the current position value, from $1.29B to 1.39B. Also it can be appreciated an additional of 91 stocks purchases and 1 closed positions.

North Star Investment Management Corp. is based out at Chicago, IL

Below you can find more details about North Star Investment Management Corp. portfolio as well as his latest detailed transactions.

Portfolio value $1.39 Billion
ETFs: $395 Million
Financial Services: $218 Million
Technology: $173 Million
Consumer Cyclical: $145 Million
Industrials: $145 Million
Healthcare: $98.9 Million
Consumer Defensive: $80.2 Million
Energy: $37.1 Million
Other: $94.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 1,239
  • Current Value $1.39 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 91 stocks
  • Additional Purchases 339 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 165 stocks
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