North Star Investment Management Corp. Incresed Positions in Q1 2025

North Star Investment Management Corp.

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
112
+ 0.53%
$56.66 - $66.04 $6.35K - $7.4K
21.1K $1.36M
DTE
Dte Energy CO

Utilities
2
+ 0.03%
$117.6 - $138.27 $235 - $277
5.78K $799K
VNQ
Vanguard Specialized Funds Van

ETFs
963
+ 9.09%
$85.55 - $94.34 $82.4K - $90.8K
11.6K $1.04M
SO
Southern CO

Utilities
6
+ 0.07%
$80.96 - $92.96 $486 - $558
8.89K $817K
KR
Kroger CO

Consumer Defensive
57
+ 0.46%
$58.36 - $67.72 $3.33K - $3.86K
12.3K $835K
VGSH
Vanguard

ETFs
1.42K
+ 174.48%
$58.07 - $58.69 $82.6K - $83.5K
2.24K $131K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
661
+ 4.71%
$126.11 - $135.06 $83.4K - $89.3K
14.7K $1.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
925
+ 3.0%
$42.5 - $46.71 $39.3K - $43.2K
31.8K $1.44M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.06%
$254.06 - $273.83 $1.27K - $1.37K
8.7K $2.29M
ED
Consolidated Edison Inc

Utilities
1
+ 0.03%
$88.0 - $110.59 $88 - $111
3.27K $361K
ET
Energy Transfer LP

Energy
5.65K
+ 13.36%
$17.26 - $21.08 $97.4K - $119K
47.9K $890K
VO
Vanguard Mid Cap ETF

ETFs
269
+ 19.81%
$251.87 - $277.95 $67.8K - $74.8K
1.63K $418K
EPD
Enterprise Products Partners L.P.

Energy
57
+ 0.27%
$31.75 - $34.14 $1.81K - $1.95K
20.8K $709K
WFC
Wells Fargo & Company

Financial Services
500
+ 3.39%
$66.78 - $81.42 $33.4K - $40.7K
15.3K $1.09M
VTWO
Vanguard Russell 2000 ETF

ETFs
790
+ 59.62%
$80.08 - $92.93 $63.3K - $73.4K
2.12K $171K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
263
+ 193.38%
$211.47 - $267.17 $55.6K - $70.3K
399 $84K
PGR
Progressive Corp

Financial Services
20
+ 2.2%
$235.61 - $291.22 $4.71K - $5.82K
929 $262K
TRGP
Targa Resources Corp.

Energy
4
+ 0.23%
$178.44 - $217.22 $714 - $869
1.72K $345K
ARCC
Ares Capital Corp

Financial Services
1.53K
+ 14.6%
$21.28 - $23.81 $32.6K - $36.5K
12K $266K
VDE
Vanguard Energy ETF

ETFs
204
+ 14.84%
$119.14 - $132.76 $24.3K - $27.1K
1.58K $202K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.02%
$134.72 - $159.03 $135 - $159
5.75K $838K
VRT
Vertiv Holdings CO

Industrials
412
+ 4120.0%
N/A
422 $36K
BOWL
Bowlero Corp.

Communication Services
80
+ 0.13%
$10.13 - $10.58 $810 - $846
60.5K $639K
BNDX
Vanguard Total International B

ETFs
817
+ 2.63%
$48.33 - $49.5 $39.5K - $40.4K
31.9K $1.56M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.03%
$100.41 - $118.41 $100 - $118
3.96K $469K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
510
+ 29.55%
N/A
2.24K $139K
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
64.2K
+ 15.08%
$0.88 - $1.39 $56.5K - $89.2K
490K $489K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
203
+ 1.29%
$23.43 - $25.55 $4.76K - $5.19K
15.9K $407K
PTLO
Portillo'S Inc.

Consumer Cyclical
2.04K
+ 137.64%
$9.2 - $15.39 $18.7K - $31.3K
3.52K $41K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
341
+ 56.18%
$73.78 - $76.59 $25.2K - $26.1K
948 $72K
WELL
Welltower Inc.

Real Estate
2
+ 0.21%
$124.05 - $156.86 $248 - $314
947 $145K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
606
+ 12.46%
$42.38 - $43.28 $25.7K - $26.2K
5.47K $232K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
186
+ 45.37%
$120.5 - $145.97 $22.4K - $27.2K
596 $77K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.05%
$90.77 - $104.01 $90.8 - $104
1.83K $189K
MCK
Mckesson Corp

Healthcare
2
+ 1.16%
$566.21 - $672.99 $1.13K - $1.35K
174 $117K
WPC
W. P. Carey Inc.

Real Estate
100
+ 7.42%
$53.5 - $65.05 $5.35K - $6.51K
1.45K $91K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
46
+ 0.56%
$66.9 - $71.57 $3.08K - $3.29K
8.3K $580K
SPOT
Spotify Technology S.A.

Communication Services
19
+ 52.78%
$457.79 - $648.32 $8.7K - $12.3K
55 $30K
GNMA
Ishares Gnma Bond ETF

ETFs
9
+ 0.06%
$42.17 - $44.04 $380 - $396
13.9K $609K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
40
+ 71.43%
$314.47 - $431.35 $12.6K - $17.3K
96 $35K
IWF
Ishares Russell 1000 Gr ETF

ETFs
180
+ 13.58%
$360.07 - $417.26 $64.8K - $75.1K
1.51K $542K
CHWY
Chewy, Inc.

Consumer Cyclical
353
+ 26.64%
$31.83 - $39.8 $11.2K - $14K
1.68K $54K
ENB
Enbridge Inc

Energy
1
+ 0.02%
$41.54 - $45.45 $41.5 - $45.5
4.68K $207K
ALEX
Alexander & Baldwin, Inc.

Real Estate
2K
+ 3.92%
$17.04 - $18.35 $34.1K - $36.7K
53K $913K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17
+ 0.47%
$95.85 - $99.25 $1.63K - $1.69K
3.62K $357K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
32
+ 800.0%
$246.3 - $299.62 $7.88K - $9.59K
36 $9K
VPU
Vanguard Utilities ETF

ETFs
8
+ 0.69%
$161.24 - $173.33 $1.29K - $1.39K
1.17K $198K
XLB
Select Sector Spdr Fd Material

ETFs
34
+ 0.8%
$83.19 - $90.99 $2.83K - $3.09K
4.31K $366K
HSIC
Henry Schein Inc

Healthcare
99
+ 110.0%
$68.49 - $81.91 $6.78K - $8.11K
189 $12K
Activity Summary
Buys All Purchases 291 New Holdings 54 Increased Positions 237 Sells All Sells 236 Reductions 235 Sold out 1 Options Calls 0 Puts 0
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