North Star Investment Management Corp. Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$1.2B

Holdings

1,280

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (1,280 positions)

StockValue
AAPLAPPLE INC
$45.6M
JPMJPMORGAN CHASE & CO COM
$42.3M
IVWISHARES S&P 500 GROWTH ETF
$35.9M
MSFTMICROSOFT
$31.9M
VTIVANGUARD TOTAL STK MKT
$29.1M
SPYSPDR S&P 500 ETF TRUST
$26.6M
IVEISHARES S&P 500 VALUE ETF
$26.4M
ORIOLD REP INTL CORP COM
$20.8M
BXBLACKSTONE GROUP LP
$20.0M
BNDVANGUARD TOTAL BOND MARKET ETF
$17.6M
VOOVANGUARD S&P 500 ETF
$13.8M
ABBVABBVIE INC COM
$13.0M
UNPUNION PAC CORP COM
$12.8M
PEPPEPSICO INC COM
$12.3M
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$11.6M
FLTRVANECK IG FLOATING RATE ETF
$11.0M
ACUACME UTD CORP COM
$11.0M
JNJJOHNSON & JOHNSON COM
$10.7M
PFEPFIZER INC COM
$10.6M
ORCLORACLE CORPORATION
$10.5M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$10.4M
AQLTISHARES DJ SELECT DIVIDEND
$9.9M
KKRKKR & CO LP
$9.9M
GOOGLGOOGLE INC
$9.6M
PAYXPAYCHEX INC
$9.4M
IVVISHARES S&P 500 INDEX
$9.1M
AMZNAMAZON.COM INC
$8.5M
BOOTBOOT BARN HLDGS INC COM
$7.8M
ESCAESCALADE INC COM
$7.7M
AJGGALLAGHER ARTHUR J &CO
$7.7M
ZZFCARPARTS COM INC COM
$7.4M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$7.4M
NDQPOWERSHARES QQQ TR
$7.1M
PGPROCTER AND GAMBLE CO COM
$7.1M
MUBISHARES AMT-FREE MUNI BOND ETF
$6.6M
BGSFBGSF INC COM
$6.6M
AMGNAMGEN INC
$6.6M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$6.5M
ABTABBOTT LABS COM
$6.4M
COSTCOSTCO WHOLESALE CORP
$6.4M
DYHTARGET CORP COM
$6.3M
SPUSDSP PLUS CORP COM
$6.3M
GQ9SPDR GOLD ETF
$6.1M
MRKMERCK & CO INC
$6.1M
VXFVANGUARD EXTENDED MARKET ETF
$6.0M
CODICOMPASS DIVERSIFIED HOLDINGS
$5.7M
LYTSL S I INDS INC FORMERLY L S I LTG
$5.6M
AMDADVANCED MICRO DEVICES INC COM
$5.6M
KEXKIRBY CORPORATION
$5.6M
XLFFINANCIAL SELECT SECTOR SPDR
$5.5M
BACBANK AMERICA CORP COM
$5.5M
MCDMCDONALDS CORP COM
$5.4M
UPSUNITED PARCEL SERVICE INC
$5.4M
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.4M
BBWBUILD A BEAR WORKSHOP
$5.2M
LUMINAR TECHNOLOGIES INC COM CL A
$5.2M
WENWENDYS CO COM
$5.1M
XOMEXXON MOBIL CORP COM
$5.1M
ETDETHAN ALLEN INTERIORS INC COM
$5.1M
LLYELI LILLY & CO COM
$4.9M
EFVISHARES MSCI EAFE VALUE ETF
$4.9M
IWMISHARES RUSSELL 2000 ETF
$4.8M
USLMUNITED STS LIME & MINERALS INC COM
$4.7M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$4.7M
QCOMQUALCOMM INC COM
$4.6M
PSTLPOSTAL REALTY TRUST INC CL A
$4.6M
ACCOACCO BRANDS CORP COM
$4.6M
SIISPROTT INC COM NEW
$4.6M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$4.6M
SLCAU S SILICA HLDGS INCCOM
$4.5M
CVSCVS HEALTH CORP COM
$4.4M
BMYBRISTOL-MYERS SQUIBB CO COM
$4.3M
ODCOIL DRI CORP AMER COM
$4.3M
GOOGALPHABET INC CAP STK CL C
$4.2M
EPMEVOLUTION PETE CORP COM
$4.2M
ZTSZOETIS INC COM CL A
$4.1M
CATCATERPILLAR INC COM
$4.0M
SBUXSTARBUCKS CORP
$4.0M
ALGALAMO GROUP INC
$3.9M
MAMASTERCARD INC
$3.9M
DCIDONALDSON INC COM
$3.8M
HDHOME DEPOT
$3.7M
OESXUSDORION ENERGY SYSTEMS INC
$3.6M
SPHRSPHERE ENTERTAINMENT CO CL A
$3.5M
JOUTJOHNSON OUTDOORS CL A CLASS A
$3.5M
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$3.5M
AMLPALPS TRUST ETF ALERIAN MLP
$3.4M
KOCOCA COLA CO COM
$3.4M
ARC DOCUMENT SOLUTIONS INCORPOR
$3.4M
WF2WINTRUST FINANCIAL CP
$3.3M
GRBKGREEN BRICK PARTNERS INC COM
$3.3M
DEDEERE & CO COM
$3.3M
SJMJ M SMUCKER CO NEW
$3.3M
KMBKIMBERLY-CLARK CORP COM
$3.2M
FITBFIFTH THIRD BANCORP
$3.2M
VOOVVANGUARD S&P 500 VALUE ETF
$3.2M
WHGWESTWOOD HLDGS GROUP INC COM
$3.2M
CVXCHEVRON CORP NEW COM
$3.1M
INTCINTEL CORP COM
$3.1M
BHBBAR HBR BANKSHARES COM
$3.1M
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