North Star Investment Management Corp. Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$1.4T

Holdings

1,221

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,221 positions)

StockValue
JPMJPMORGAN CHASE & CO. COM
$64.4B
AAPLAPPLE INC
$63.4B
IVWISHARES S&P 500 GROWTH ETF
$53.0B
VTIVANGUARD TOTAL STK MKT
$42.7B
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$41.8B
MSFTMICROSOFT
$41.5B
SPYSPDR S&P 500 ETF TRUST
$39.3B
IVEISHARES S&P 500 VALUE ETF
$34.0B
BXBLACKSTONE GROUP LP
$28.4B
ORIOLD REP INTL CORP COM
$28.0B
VOOVANGUARD S&P 500 ETF
$21.4B
KKRKKR & CO LP
$19.2B
ORCLORACLE CORPORATION
$15.6B
ABBVABBVIE INC COM
$15.2B
AMZNAMAZON.COM INC
$14.5B
MUBISHARES AMT-FREE MUNI BOND ETF
$14.0B
GOOGLGOOGLE INC
$14.0B
IVVISHARES S&P 500 INDEX
$13.5B
UNPUNION PAC CORP COM
$12.9B
PEPPEPSICO INC COM
$11.3B
ACUACME UTD CORP COM
$11.2B
PAYXPAYCHEX INC
$10.6B
COSTCOSTCO WHOLESALE CORP
$10.6B
AQLTISHARES DJ SELECT DIVIDEND
$10.5B
NDQPOWERSHARES QQQ TR
$10.4B
AMLPALPS TRUST ETF ALERIAN MLP
$9.5B
AJGGALLAGHER ARTHUR J &CO
$9.2B
IWBISHARES TR RUSSELL 1000 INDEX ETF
$9.1B
BACBANK AMERICA CORP COM
$8.9B
VIGVANGUARD DIVIDEND APPRECIATION ETF
$8.8B
VXFVANGUARD EXTENDED MARKET ETF
$8.6B
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$8.4B
XLFFINANCIAL SELECT SECTOR SPDR
$8.3B
JNJJOHNSON & JOHNSON COM
$8.3B
CODICOMPASS DIVERSIFIED HOLDINGS
$8.2B
BBWBUILD A BEAR WORKSHOP
$8.1B
BOOTBOOT BARN HLDGS INC COM
$8.0B
DYHTARGET CORP COM
$7.6B
ABTABBOTT LABS COM
$7.4B
XOMEXXON MOBIL CORP COM
$7.2B
ESCAESCALADE INC COM
$7.1B
IWMISHARES RUSSELL 2000 ETF
$7.0B
PGPROCTER AND GAMBLE CO COM
$6.9B
GQ9SPDR GOLD ETF
$6.8B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$6.6B
LLYELI LILLY & CO COM
$6.5B
SGCSUPERIOR GROUP OF CO INC COM
$6.4B
QCOMQUALCOMM INC COM
$6.4B
BLBDBLUE BIRD CORP COM
$6.4B
PSTLPOSTAL REALTY TRUST INC CL A
$6.4B
AMGNAMGEN INC
$6.4B
USLMUNITED STS LIME & MINERALS INC COM
$6.4B
GOOGALPHABET INC CAP STK CL C
$6.1B
SIISPROTT INC COM NEW
$6.1B
CSCOCISCO SYS INC
$6.0B
MRKMERCK & CO INC
$5.8B
BNDVANGUARD TOTAL BOND MARKET ETF
$5.6B
LQDTLIQUIDITY SERVICES INC
$5.6B
EFVISHARES MSCI EAFE VALUE ETF
$5.6B
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.4B
SPHRSPHERE ENTERTAINMENT CO CL A
$5.4B
MCDMCDONALDS CORP COM
$5.4B
WHGWESTWOOD HLDGS GROUP INC COM
$5.3B
KEXKIRBY CORPORATION
$5.1B
BBSIBARRETT BUSINESS SERVICES INC
$5.0B
ETDETHAN ALLEN INTERIORS INC COM
$5.0B
FITBFIFTH THIRD BANCORP
$5.0B
RCKYROCKY BRANDS INC
$4.9B
HCKTHACKETT GROUP INC COM
$4.8B
MAMASTERCARD INC
$4.8B
PFEPFIZER INC COM
$4.8B
WMTWALMART INC COM
$4.7B
LYTSL S I INDS INC FORMERLY L S I LTG
$4.6B
AMDADVANCED MICRO DEVICES INC COM
$4.6B
CATCATERPILLAR INC COM
$4.5B
UPSUNITED PARCEL SERVICE INC
$4.5B
BHBBAR HBR BANKSHARES COM
$4.5B
GRBKGREEN BRICK PARTNERS INC COM
$4.4B
HDHOME DEPOT
$4.4B
EPMEVOLUTION PETE CORP COM
$4.4B
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$4.3B
NVDANVIDIA CORP
$4.3B
ODCOIL DRI CORP AMER COM
$4.3B
LAKELAKELAND INDUSTRIES INC
$4.2B
MDYSPDR S&P MIDCAP 400 ETF TRUST
$4.2B
ALGALAMO GROUP INC
$4.1B
SBUXSTARBUCKS CORP
$4.1B
DCIDONALDSON INC COM
$4.1B
GWWGRAINGER W W INC COM
$3.9B
ZTSZOETIS INC COM CL A
$3.8B
KOCOCA COLA CO COM
$3.8B
MSGEMADISON SQUARE GARDEN ENTMT COM CL A
$3.8B
TILEINTERFACE INC COM
$3.7B
EMLEASTERN CO COM
$3.7B
KMIKINDER MORGAN INC
$3.6B
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$3.6B
XHBSPDR S&P HOMEBUILDERS ETF
$3.6B
VOOVVANGUARD S&P 500 VALUE ETF
$3.6B
METAMETA PLATFORMS INC CL A
$3.5B
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$3.5B
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