North Star Investment Management Corp. Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$1.4T

Holdings

1,204

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,204 positions)

StockValue
JPMJPMORGAN CHASE & CO. COM
$65.2B
AAPLAPPLE INC
$55.3B
IVWISHARES S&P 500 GROWTH ETF
$48.5B
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$43.4B
VTIVANGUARD TOTAL STK MKT
$40.3B
SPYSPDR S&P 500 ETF TRUST
$36.6B
MSFTMICROSOFT
$36.5B
IVEISHARES S&P 500 VALUE ETF
$34.6B
ORIOLD REP INTL CORP COM
$30.4B
BXBLACKSTONE GROUP LP
$22.5B
VOOVANGUARD S&P 500 ETF
$21.1B
ABBVABBVIE INC COM
$16.2B
MUBISHARES AMT-FREE MUNI BOND ETF
$13.3B
UNPUNION PAC CORP COM
$13.2B
ORCLORACLE CORPORATION
$13.1B
IVVISHARES S&P 500 INDEX
$12.9B
KKRKKR & CO LP
$12.9B
AMZNAMAZON.COM INC
$12.2B
PAYXPAYCHEX INC
$11.5B
GOOGLGOOGLE INC
$11.3B
ACUACME UTD CORP COM
$11.2B
AJGGALLAGHER ARTHUR J &CO
$11.2B
COSTCOSTCO WHOLESALE CORP
$10.9B
AQLTISHARES DJ SELECT DIVIDEND
$10.7B
AMLPALPS TRUST ETF ALERIAN MLP
$10.4B
JNJJOHNSON & JOHNSON COM
$9.5B
NDQPOWERSHARES QQQ TR
$9.3B
PEPPEPSICO INC COM
$9.2B
IWBISHARES TR RUSSELL 1000 INDEX ETF
$8.9B
XLFFINANCIAL SELECT SECTOR SPDR
$8.7B
ABTABBOTT LABS COM
$8.6B
VIGVANGUARD DIVIDEND APPRECIATION ETF
$8.6B
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$8.5B
BACBANK AMERICA CORP COM
$8.5B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$8.2B
GQ9SPDR GOLD ETF
$8.1B
VXFVANGUARD EXTENDED MARKET ETF
$7.9B
ESCAESCALADE INC COM
$7.6B
XOMEXXON MOBIL CORP COM
$7.5B
AMGNAMGEN INC
$7.2B
PSTLPOSTAL REALTY TRUST INC CL A
$7.1B
PGPROCTER AND GAMBLE CO COM
$7.1B
LLYELI LILLY & CO COM
$6.8B
EFVISHARES MSCI EAFE VALUE ETF
$6.4B
QCOMQUALCOMM INC COM
$6.0B
CSCOCISCO SYS INC
$6.0B
CODICOMPASS DIVERSIFIED HOLDINGS
$6.0B
WHGWESTWOOD HLDGS GROUP INC COM
$5.9B
MCDMCDONALDS CORP COM
$5.7B
SIISPROTT INC COM NEW
$5.5B
BOOTBOOT BARN HLDGS INC COM
$5.4B
BNDVANGUARD TOTAL BOND MARKET ETF
$5.3B
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.2B
MRKMERCK & CO INC
$5.2B
ETDETHAN ALLEN INTERIORS INC COM
$5.0B
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$4.9B
KEXKIRBY CORPORATION
$4.9B
BBSIBARRETT BUSINESS SERVICES INC
$4.7B
BBWBUILD A BEAR WORKSHOP
$4.7B
GOOGALPHABET INC CAP STK CL C
$4.7B
DYHTARGET CORP COM
$4.7B
MAMASTERCARD INC
$4.6B
WMTWALMART INC COM
$4.5B
PFEPFIZER INC COM
$4.5B
FITBFIFTH THIRD BANCORP
$4.5B
SPHRSPHERE ENTERTAINMENT CO CL A
$4.4B
KOCOCA COLA CO COM
$4.4B
SBUXSTARBUCKS CORP
$4.3B
LQDTLIQUIDITY SERVICES INC
$4.3B
BHBBAR HBR BANKSHARES COM
$4.3B
EPMEVOLUTION PETE CORP COM
$4.3B
SGCSUPERIOR GROUP OF CO INC COM
$4.3B
GRBKGREEN BRICK PARTNERS INC COM
$4.3B
USLMUNITED STS LIME & MINERALS INC COM
$4.2B
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$4.2B
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$4.1B
MDYSPDR S&P MIDCAP 400 ETF TRUST
$4.1B
LYTSL S I INDS INC FORMERLY L S I LTG
$4.0B
DCIDONALDSON INC COM
$4.0B
AMDADVANCED MICRO DEVICES INC COM
$3.9B
AEPAMERICAN ELEC PWR CO INC COM
$3.9B
HDHOME DEPOT
$3.9B
CATCATERPILLAR INC COM
$3.9B
ALGALAMO GROUP INC
$3.8B
CVXCHEVRON CORP NEW COM
$3.8B
RCKYROCKY BRANDS INC
$3.8B
KMIKINDER MORGAN INC
$3.8B
IBMINTL BUSINESS MACHINES
$3.7B
GWWGRAINGER W W INC COM
$3.7B
BLBDBLUE BIRD CORP COM
$3.7B
ZTSZOETIS INC COM CL A
$3.6B
FISVFISERV INC
$3.6B
VOOVVANGUARD S&P 500 VALUE ETF
$3.6B
GWRSGLOBAL WTR RES INC COM
$3.5B
NVDANVIDIA CORP
$3.5B
EMLEASTERN CO COM
$3.5B
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$3.5B
UPSUNITED PARCEL SERVICE INC
$3.5B
WMWASTE MANAGEMENT INC
$3.4B
METAMETA PLATFORMS INC CL A
$3.4B
Page 1 of 13Next