North Star Investment Management Corp. Incresed Positions in Q2 2025

North Star Investment Management Corp.

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.0%
$210.28 - $289.91 $421 - $580
266K $77M
SPY
Spdr S&P 500 ETF Trust

ETFs
268
+ 0.41%
$496.48 - $617.85 $133K - $166K
65.6K $40.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.04K
+ 2.53%
$456.74 - $568.03 $475K - $591K
42.2K $24M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 1.65%
$167.32 - $223.3 $177K - $236K
65.2K $14.3M
MUB
Ishares National Muni Bond ETF

ETFs
20.9K
+ 16.51%
$102.31 - $105.8 $2.14M - $2.21M
147K $15.4M
EUFN
Ishares Msci Europe Financials

ETFs
50.6K
+ 34.48%
$24.77 - $32.27 $1.25M - $1.63M
197K $6.24M
KKR
Kkr & Co. Inc.

Financial Services
779
+ 0.7%
$92.79 - $134.29 $72.3K - $105K
112K $14.9M
NVDA
Nvidia Corp

Technology
593
+ 1.84%
$94.31 - $157.99 $55.9K - $93.7K
32.9K $5.19M
GOOGL
Alphabet Inc.

Communication Services
586
+ 0.8%
$144.7 - $178.6 $84.8K - $105K
73.7K $13M
BX
Blackstone Inc.

Financial Services
366
+ 0.23%
$120.07 - $151.11 $43.9K - $55.3K
161K $24.1M
BAC
Bank Of America Corp

Financial Services
2.12K
+ 1.04%
$34.39 - $47.46 $72.8K - $101K
205K $9.72M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
6.31K
+ 4.7%
$28.9 - $40.98 $182K - $259K
141K $5.62M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.1K
+ 2.03%
$77.94 - $79.5 $869K - $886K
561K $44.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 50.0%
$725400.0 - $809350.0 $1.45M - $1.62M
6 $4.37M
LINC
Lincoln Educational Services Corp

Consumer Defensive
15K
+ 14.11%
$15.32 - $23.8 $230K - $357K
121K $2.8M
HCSG
Healthcare Services Group Inc

Healthcare
38K
+ 36.91%
$9.37 - $15.03 $356K - $571K
141K $2.12M
DENN
Denny'S Corp

Consumer Cyclical
251K
+ 1196.67%
$2.91 - $4.64 $731K - $1.17M
272K $1.12M
IVE
Ishares S&P 500 Value ETF

ETFs
241
+ 0.13%
$168.34 - $195.42 $40.6K - $47.1K
182K $35.5M
VEA
Vanguard Ftse Developed Market

ETFs
8.8K
+ 13.38%
$45.65 - $57.01 $402K - $502K
74.6K $4.25M
EWJ
Ishares Msci Japan ETF

ETFs
8.8K
+ 22.99%
$61.32 - $75.28 $540K - $662K
47.1K $3.53M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 3.55%
$146.58 - $180.01 $156K - $192K
31.1K $5.51M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.47K
+ 11.94%
$55.54 - $69.09 $304K - $378K
51.3K $3.54M
EFV
Msci Eafe Value ETF

ETFs
1.61K
+ 1.49%
$52.4 - $64.65 $84.1K - $104K
110K $6.96M
GLD
Spdr Gold Trust

ETFs
378
+ 1.35%
$273.71 - $316.29 $103K - $120K
28.4K $8.65M
XLF
Financial Sector Spdr

ETFs
95
+ 0.05%
$43.92 - $52.37 $4.17K - $4.98K
174K $9.13M
ET
Energy Transfer LP

Energy
30.2K
+ 62.99%
$15.65 - $18.93 $472K - $571K
78.1K $1.42M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
2.9K
+ 1.44%
$7.79 - $11.67 $22.6K - $33.8K
205K $2.39M
NTRS
Northern Trust Corp

Financial Services
1
+ 0.01%
$84.45 - $126.79 $84.5 - $127
18K $2.28M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
366
+ 4.76%
$468.22 - $566.51 $171K - $207K
8.06K $4.57M
HEAR
Turtle Beach Corp

Technology
30.5K
+ 15.44%
N/A
228K $3.09M
CARR
Carrier Global Corp

Industrials
523
+ 1.48%
$55.55 - $75.83 $29.1K - $39.7K
35.8K $2.62M
IEFA
Ishares Tr

ETFs
1.36K
+ 3.98%
$67.83 - $84.09 $92.1K - $114K
35.5K $2.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.01K
+ 12.61%
$39.89 - $49.46 $160K - $198K
35.8K $1.77M
PLTR
Palantir Technologies Inc.

Technology
95
+ 1.61%
$74.01 - $144.25 $7.03K - $13.7K
5.98K $815K
NEM
Newmont Corp

Basic Materials
24
+ 0.08%
$44.18 - $59.46 $1.06K - $1.43K
31.6K $1.84M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.04%
$470.37 - $663.28 $470 - $663
2.51K $1.67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
487
+ 32.36%
$320.42 - $424.58 $156K - $207K
1.99K $840K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.13K
+ 2.42%
$49.57 - $50.27 $205K - $208K
175K $8.78M
AVGO
Broadcom Inc.

Technology
430
+ 29.92%
$146.29 - $275.65 $62.9K - $119K
1.87K $514K
VOOV
Vanguard S&P 500 Value ETF

ETFs
792
+ 4.1%
$162.65 - $188.71 $129K - $149K
20.1K $3.79M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.74K
+ 4.96%
$86.79 - $101.21 $151K - $176K
36.7K $3.62M
MOV
Movado Group Inc

Consumer Cyclical
27K
+ 25.23%
$13.07 - $17.42 $353K - $470K
134K $2.04M
HON
Honeywell International Inc

Industrials
141
+ 1.45%
$182.86 - $232.88 $25.8K - $32.8K
9.84K $2.29M
TSLA
Tesla, Inc.

Consumer Cyclical
185
+ 6.43%
$221.86 - $362.89 $41K - $67.1K
3.06K $972K
DELL
Dell Technologies Inc.

Technology
6
+ 0.09%
$71.63 - $125.98 $430 - $756
6.94K $851K
VO
Vanguard Mid Cap ETF

ETFs
642
+ 39.46%
$228.54 - $279.83 $147K - $180K
2.27K $634K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.9K
+ 90.02%
$70.56 - $87.22 $134K - $166K
4.02K $350K
VUG
Vanguard Growth ETF

ETFs
222
+ 20.16%
$329.49 - $438.4 $73.1K - $97.3K
1.32K $580K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.77K
+ 249.51%
$81.46 - $94.63 $145K - $168K
2.49K $235K
Activity Summary
Buys All Purchases 332 New Holdings 59 Increased Positions 273 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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