account_balance
Investment manager · 13F filer · SEC CIK 1342857
North Star Investment Management Corp.
Reported value$1.85Bas of Sep 30, 2026
Positions1,748 102 new, 87 sold out
Top 10 weight29.2%JPM alone is 5%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPMJPMorgan Chase & Co Com
4.7%
AAPLApple Inc
4.3%
IVWiShares S&P 500 Growth ETF
3.9%
VTIVanguard Total STK MKT
2.8%
MSFTMicrosoft
2.7%
SPYState Street SPDR S&P 500 ETF
2.6%
VCSHVanguard Short Term Corp Bond Fd ETF
2.5%Trimmed −19%
IVEiShares S&P 500 Value ETF
2.4%
VOOVanguard S&P 500 ETF
1.6%
ORIOld Rep Intl Corp Com
1.6%
GOOGLGoogle Inc
1.2%
MUBiShares Amt-free Muni Bond ETF
1.1%Added +36%
JPMJPMorgan Chase & Co Com
4.7%
AAPLApple Inc
4.3%
IVWiShares S&P 500 Growth ETF
3.9%
VTIVanguard Total STK MKT
2.8%
MSFTMicrosoft
2.7%
SPY2.6%VCSH2.5%
IVE2.4%
VOO1.6%
ORI1.6%GOOGL1.2%MUB1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPM JPMorgan Chase & Co Com 4.7% HeldAAPL Apple Inc 4.3% Held
IVW iShares S&P 500 Growth ETF 3.9% Held
VTI Vanguard Total STK MKT 2.8% Held
MSFT Microsoft 2.7% HeldSPY State Street SPDR S&P 500 ETF 2.6% HeldVCSH Vanguard Short Term Corp Bond Fd ETF 2.5% Trimmed −19%
IVE iShares S&P 500 Value ETF 2.4% Held
VOO Vanguard S&P 500 ETF 1.6% Held
ORI Old Rep Intl Corp Com 1.6% HeldGOOGL Google Inc 1.2% HeldMUB iShares Amt-free Muni Bond ETF 1.1% Added +36%
What changed