Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North Star Investment Management Corp. (CIK 1342857) reported $1.65B across 1,679 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($77.7M, 4.71%), AAPL ($59.6M, 3.61%), VCSH ($58.6M, 3.55%), IVW ($56.7M, 3.44%), VTI ($46.2M, 2.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO COM | $77.7M | 4.71% | 264,089 | Trimmed |
| 2 | AAPL | APPLE INC | $59.6M | 3.61% | 234,757 | Trimmed |
| 3 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $58.6M | 3.55% | 739,077 | Added |
| 4 | IVW | ISHARES S&P 500 GROWTH ETF | $56.7M | 3.44% | 501,583 | Trimmed |
| 5 | VTI | VANGUARD TOTAL STK MKT | $46.2M | 2.80% | 144,082 | Added |
| 6 | SPY | STATE STREET SPDR S&P 500 ETF | $42.1M | 2.55% | 64,665 | Added |
| 7 | IVE | ISHARES S&P 500 VALUE ETF | $41.0M | 2.48% | 193,952 | Added |
| 8 | MSFT | MICROSOFT | $35.7M | 2.17% | 96,546 | Added |
| 9 | ORI | OLD REP INTL CORP COM | $31.9M | 1.93% | 799,237 | Added |
| 10 | VOO | VANGUARD S&P 500 ETF | $26.5M | 1.61% | 44,431 | Trimmed |
| 11 | BX | BLACKSTONE GROUP LP | $19.5M | 1.18% | 170,012 | Added |
| 12 | GOOGL | GOOGLE INC | $19.0M | 1.15% | 65,994 | Trimmed |
| 13 | VTIP | VANGUARD SHORT TERM INFL-PROTECTED | $16.5M | 1.00% | 330,205 | Added |
| 14 | ABBV | ABBVIE INC COM | $16.4M | 0.99% | 75,363 | Trimmed |
| 15 | MUB | ISHARES AMT-FREE MUNI BOND ETF | $16.1M | 0.97% | 151,355 | Added |
| 16 | AMLP | ALPS TRUST ETF ALERIAN MLP | $15.1M | 0.91% | 286,205 | Added |
| 17 | JNJ | JOHNSON & JOHNSON COM | $14.0M | 0.85% | 57,095 | Added |
| 18 | ORCL | ORACLE CORPORATION | $13.7M | 0.83% | 93,252 | Added |
| 19 | UNP | UNION PAC CORP COM | $13.6M | 0.82% | 56,029 | Added |
| 20 | IVV | ISHARES S&P 500 INDEX | $13.6M | 0.82% | 20,824 | Trimmed |
| 21 | AMZN | AMAZON.COM INC | $13.3M | 0.80% | 63,694 | Trimmed |
| 22 | DVY | ISHARES DJ SELECT DIVIDEND | $12.5M | 0.76% | 82,521 | Added |
| 23 | GLD | SPDR GOLD ETF | $11.7M | 0.71% | 27,114 | Trimmed |
| 24 | ACU | ACME UTD CORP COM | $11.3M | 0.69% | 252,639 | Added |
| 25 | QQQ | POWERSHARES QQQ TR | $11.2M | 0.68% | 19,330 | Added |
Source: SEC Form 13F filings · as of 2026-03-31