North Star Investment Management
$1.7B Assets Reported
1,815 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO COM | 264,089 | $78M | 4.7% |
| AAPL | APPLE INC | 234,757 | $60M | 3.6% |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 739,077 | $59M | 3.5% |
| IVW | ISHARES S&P 500 GROWTH ETF | 501,583 | $57M | 3.4% |
| VTI | VANGUARD TOTAL STK MKT | 144,082 | $46M | 2.8% |
| SPY | STATE STREET SPDR S&P 500 ETF | 64,665 | $42M | 2.5% |
| IVE | ISHARES S&P 500 VALUE ETF | 193,952 | $41M | 2.5% |
| MSFT | MICROSOFT | 96,546 | $36M | 2.2% |
| ORI | OLD REP INTL CORP COM | 799,237 | $32M | 1.9% |
| VOO | VANGUARD S&P 500 ETF | 44,431 | $27M | 1.6% |
Track North Star Investment Management's 13F portfolio: $1.7B in reported holdings, 1,815 positions. Top holdings, AUM, and quarterly changes on SentiSense.