North Star Investment Management Corp. Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$1.6B

Holdings

1,570

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,570 positions)

StockValue
JPMJPMORGAN CHASE & CO. COM
$85.3M
AAPLAPPLE INC
$64.6M
IVWISHARES S&P 500 GROWTH ETF
$63.9M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$52.9M
VTIVANGUARD TOTAL STK MKT
$47.9M
MSFTMICROSOFT
$46.3M
SPYSTATE STR SPDR S&P 500 ETF TR TR UNIT
$44.1M
IVEISHARES S&P 500 VALUE ETF
$39.6M
ORIOLD REP INTL CORP COM
$35.6M
VOOVANGUARD S&P 500 ETF
$28.0M
BXBLACKSTONE GROUP LP
$24.7M
GOOGLGOOGLE INC
$21.2M
ORCLORACLE CORPORATION
$18.1M
ABBVABBVIE INC COM
$17.5M
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$16.3M
MUBISHARES AMT-FREE MUNI BOND ETF
$15.8M
AMZNAMAZON.COM INC
$15.3M
IVVISHARES S&P 500 INDEX
$14.7M
KKRKKR & CO LP
$13.9M
UNPUNION PAC CORP COM
$13.0M
JNJJOHNSON & JOHNSON COM
$11.8M
AQLTISHARES DJ SELECT DIVIDEND
$11.6M
NDQPOWERSHARES QQQ TR
$11.6M
GOOGALPHABET INC CAP STK CL C
$11.4M
BACBANK AMERICA CORP COM
$10.9M
GQ9SPDR GOLD ETF
$10.8M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$10.6M
AMLPALPS TRUST ETF ALERIAN MLP
$10.5M
ACUACME UTD CORP COM
$10.2M
SPHRSPHERE ENTERTAINMENT CO CL A
$10.1M
VXFVANGUARD EXTENDED MARKET ETF
$9.8M
XLFFINANCIAL SELECT SECTOR SPDR
$9.6M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$9.6M
COSTCOSTCO WHOLESALE CORP
$9.2M
LLYELI LILLY & CO COM
$9.2M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$9.1M
PSTLPOSTAL REALTY TRUST INC CL A
$8.3M
PAYXPAYCHEX INC
$8.2M
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
$8.1M
EFVISHARES MSCI EAFE VALUE ETF
$8.1M
ABTABBOTT LABS COM
$8.0M
AJGGALLAGHER ARTHUR J &CO
$7.9M
CSCOCISCO SYS INC
$7.5M
AMGNAMGEN INC
$7.4M
XOMEXXON MOBIL CORP COM
$7.0M
BOOTBOOT BARN HLDGS INC COM
$7.0M
SIISPROTT INC COM NEW
$6.9M
AMDADVANCED MICRO DEVICES INC COM
$6.9M
PEPPEPSICO INC COM
$6.8M
CATCATERPILLAR INC COM
$6.7M
QCOMQUALCOMM INC COM
$6.7M
WHGWESTWOOD HLDGS GROUP INC COM
$6.4M
OESXORION ENERGY SYSTEMS INC
$6.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$6.2M
MRKMERCK & CO INC
$6.1M
ESCAESCALADE INC COM
$5.8M
WMTWALMART INC COM
$5.8M
PGPROCTER & GAMBLE CO COM
$5.8M
MCDMCDONALDS CORP COM
$5.7M
NVDANVIDIA CORP
$5.6M
RCKYROCKY BRANDS INC
$5.6M
FITBFIFTH THIRD BANCORP
$5.4M
KEXKIRBY CORPORATION
$5.3M
BLBDBLUE BIRD CORP COM
$5.3M
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$5.0M
VXUSVANGUARD TOTAL INTL STOCK IDEX ETF
$5.0M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$5.0M
DCIDONALDSON INC COM
$5.0M
BNDVANGUARD TOTAL BOND MARKET ETF
$5.0M
MAMASTERCARD INC
$4.9M
VPLSVANGUARD CORE PLUS BOND ETF
$4.8M
SGCSUPERIOR GROUP OF CO INC COM
$4.8M
USLMUNITED STS LIME & MINERALS INC COM
$4.6M
ETDETHAN ALLEN INTERIORS INC COM
$4.6M
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
$4.5M
BHBBAR HBR BANKSHARES COM
$4.5M
IBMINTL BUSINESS MACHINES
$4.4M
KOCOCA COLA CO COM
$4.3M
GRBKGREEN BRICK PARTNERS INC COM
$4.3M
BBWBUILD A BEAR WORKSHOP
$4.2M
LQDTLIQUIDITY SERVICES INC
$4.2M
MSGEMADISON SQUARE GARDEN ENTMT COM CL A
$4.2M
METAMETA PLATFORMS INC CL A
$4.1M
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$4.1M
AEPAMERICAN ELEC PWR CO INC COM
$4.0M
PFEPFIZER INC COM
$4.0M
GSGOLDMAN SACHS GROUP INC
$4.0M
VOOVVANGUARD S&P 500 VALUE ETF
$4.0M
XHBSTATE STREET SPDR S&P HOMEBUILDERS ETF
$4.0M
TILEINTERFACE INC COM
$3.9M
AQLTISHARES CORE MSCI EAFE
$3.9M
WF2WINTRUST FINANCIAL CP
$3.8M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$3.8M
HDHOME DEPOT
$3.8M
SBUXSTARBUCKS CORP
$3.8M
GWWWW GRAINGER INC COM
$3.7M
KMIKINDER MORGAN INC
$3.6M
ALGALAMO GROUP INC
$3.6M
BBSIBARRETT BUSINESS SERVICES INC
$3.6M
LYTSL S I INDS INC FORMERLY L S I LTG
$3.6M
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