North Star Investment Management Corp.: 13F holdings

CIK 13428572026Q2

Positions1,733
Reported value$1.8bn
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
JPM JPMORGAN CHASE & CO COM262,927$86.1m4.7%
IWF ISHARES S&P 500 GROWTH ETF505,966$69.6m3.8%
AAPL APPLE INC239,122$69.2m3.8%
VCSH VANGUARD SHORT TERM CORP BOND FD ETF748,474$59.2m3.2%
VTI VANGUARD TOTAL STK MKT142,204$52.6m2.9%
SPY STATE STREET SPDR S&P 500 ETF64,572$48.2m2.6%
IVE ISHARES S&P 500 VALUE ETF197,887$44.9m2.4%
MSFT MICROSOFT97,228$36.3m2.0%
ORI OLD REP INTL CORP COM800,125$32.7m1.8%
VOO VANGUARD S&P 500 ETF44,013$30.2m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1342857")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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