North Star Investment Management Corp.
Annual return '25
-33.5%
SPY '25
+17.7%
Alpha
-51.2ptsvs SPY
Invested
$1.7B
Holdings
1,696
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
JPMORGAN CHASE & CO COM
Q1 2026: Increased +191.2% (264.9k → 771.3k shares)
4.7%
02
$AAPL
APPLE INC
Q1 2026: Increased +2364.7% (237.7k → 5.86M shares)
3.6%
03
$VCSH
VANGUARD SHORT TERM CORP BOND FD ETF
Q1 2026: Exited (was 663.6k shares)
3.5%
04
$IVW
ISHARES S&P 500 GROWTH ETF
Q1 2026: Exited (was 518.5k shares)
3.4%
05
$VTI
VANGUARD TOTAL STK MKT
Q1 2026: Exited (was 143.0k shares)
2.8%
06
$SPY
STATE STREET SPDR S&P 500 ETF
Q1 2026: Sold 90.7% (64.6k → 6.0k shares)
2.5%
07
$IVE
ISHARES S&P 500 VALUE ETF
Q1 2026: Exited (was 186.8k shares)
2.5%
08
$MSFT
MICROSOFT
Q1 2026: Increased +2289.0% (95.7k → 2.29M shares)
2.2%
09
$ORI
OLD REP INTL CORP COM
Q1 2026: Exited (was 781.0k shares)
1.9%
10
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Sold 74.3% (44.7k → 11.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.