North Star Investment Management
$1.8B 13F equity value
1,856 Holdings
Quarter ended June 30, 2026
The latest 13F on file for North Star Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO COM | 262,927 | $86M | 4.7% |
| IVW | ISHARES S&P 500 GROWTH ETF | 505,966 | $70M | 3.8% |
| AAPL | APPLE INC | 239,122 | $69M | 3.8% |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 748,474 | $59M | 3.2% |
| VTI | VANGUARD TOTAL STK MKT | 142,204 | $53M | 2.9% |
| SPY | STATE STREET SPDR S&P 500 ETF | 64,572 | $48M | 2.6% |
| IVE | ISHARES S&P 500 VALUE ETF | 197,887 | $45M | 2.4% |
| MSFT | MICROSOFT | 97,228 | $36M | 2.0% |
| ORI | OLD REP INTL CORP COM | 800,125 | $33M | 1.8% |
| VOO | VANGUARD S&P 500 ETF | 44,013 | $30M | 1.6% |
Track North Star Investment Management's 13F portfolio: $1.8B in reported holdings, 1,856 positions. Top holdings and quarterly changes on SentiSense.
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