North Star Investment Management Corp. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 1221 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $64.4M, Apple Inc. with a value of $63.4M, Ishares S&P 500 Growth ETF with a value of $53M, Vanguard Total Stock Market Et with a value of $42.7M, and Vanguard Sht Term Corp Bd ETF with a value of $41.8M.

Examining the 13F form we can see an decrease of $11.7M in the current position value, from $1.43B to 1.42B.

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 $1.42 Billion
ETFs: $430 Million
Financial Services: $241 Million
Technology: $185 Million
Consumer Cyclical: $136 Million
Industrials: $121 Million
Healthcare: $82.9 Million
Consumer Defensive: $75.8 Million
Communication Services: $37.6 Million
Other: $106 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 1,221
  • Current Value $1.42 Billion
  • Prior Value $1.43 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 103 stocks
  • Additional Purchases 292 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 218 stocks
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