North Star Investment Management Corp. Purchases in Q1 2025

North Star Investment Management Corp.

  • $1.35 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EUFN
Ishares Msci Europe Financials

ETFs
142K
+ 3284.56%
$23.03 - $29.47 $3.28M - $4.19M
147K $4.18M
VEA
Vanguard Ftse Developed Market

ETFs
49.9K
+ 314.05%
$47.4 - $52.99 $2.37M - $2.65M
65.8K $3.37M
ORI
Old Republic International Corp

Financial Services
594
+ 0.08%
$33.46 - $39.22 $19.9K - $23.3K
775K $30.4M
XLV
Select Sector Spdr Fund Health

ETFs
15.8K
+ 408.46%
$137.61 - $149.68 $2.18M - $2.37M
19.7K $2.85M
EWJ
Ishares Msci Japan ETF

ETFs
30.5K
+ 390.21%
$65.24 - $71.7 $1.99M - $2.18M
38.3K $2.65M
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
202K
New
$9.27 - $13.2 $1.87M - $2.67M
202K $1.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
802
+ 5.51%
$442.66 - $534.52 $355K - $429K
15.4K $8.18M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13.4K
+ 2.5%
$77.7 - $78.94 $1.04M - $1.06M
550K $43.4M
HEAR
Turtle Beach Corp

Technology
126K
+ 174.31%
$13.56 - $19.26 $1.7M - $2.42M
198K $2.68M
SGH
Smart Global Holdings, Inc.

Technology
79.7K
+ 112.93%
N/A
150K $2.6M
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
38.4K
+ 17.93%
$15.51 - $20.31 $596K - $780K
253K $4.91M
SLP
Simulations Plus, Inc.

Healthcare
53K
New
$24.0 - $37.01 $1.27M - $1.96M
53K $1.3M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.19K
+ 1.11%
$48.65 - $53.06 $107K - $116K
199K $10.4M
GWRS
Global Water Resources, Inc.

Utilities
109K
+ 46.35%
$10.08 - $12.2 $1.09M - $1.32M
343K $3.53M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
33K
New
$24.92 - $31.9 $822K - $1.05M
33K $822K
EFV
Msci Eafe Value ETF

ETFs
1.89K
+ 1.78%
$51.88 - $60.73 $98K - $115K
108K $6.37M
SJW
Sjw Group

Utilities
9.8K
+ 28.0%
$45.47 - $55.8 $446K - $547K
44.8K $2.45M
VLGEA
Village Super Market Inc

Consumer Defensive
12K
+ 31.58%
$30.38 - $38.01 $365K - $456K
50K $1.9M
PSTL
Postal Realty Trust, Inc.

Real Estate
2.78K
+ 0.56%
$12.42 - $14.39 $34.5K - $39.9K
494K $7.06M
IVE
Ishares S&P 500 Value ETF

ETFs
3.56K
+ 2.0%
$185.78 - $198.58 $661K - $707K
182K $34.6M
WHG
Westwood Holdings Group Inc

Financial Services
18
+ 0.0%
$14.22 - $17.09 $256 - $308
362K $5.86M
CVX
Chevron Corp

Energy
342
+ 1.51%
$146.71 - $167.97 $50.2K - $57.4K
22.9K $3.84M
ETN
Eaton Corp PLC

Industrials
3.8K
+ 47.57%
$271.83 - $371.23 $1.03M - $1.41M
11.8K $3.2M
SHV
Ishares Tr

ETFs
4.7K
+ 157.68%
$110.11 - $110.51 $517K - $519K
7.68K $848K
EPR
Epr Properties

Real Estate
2K
+ 4.11%
$43.98 - $53.81 $88K - $108K
50.7K $2.66M
ESCA
Escalade Inc

Consumer Cyclical
72
+ 0.01%
$14.29 - $15.85 $1.03K - $1.14K
498K $7.62M
IEFA
Ishares Tr

ETFs
4.08K
+ 13.57%
$69.57 - $78.65 $283K - $320K
34.1K $2.58M
NEM
Newmont Corp

Basic Materials
2.95K
+ 10.31%
$37.79 - $48.39 $112K - $143K
31.6K $1.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16K
+ 26.58%
$27.01 - $28.54 $433K - $458K
76.4K $2.11M
ACCO
Acco Brands Corp

Industrials
205K
+ 47.77%
$4.19 - $5.65 $859K - $1.16M
634K $2.66M
CTLP
Cantaloupe, Inc.

Technology
84K
+ 47.87%
$7.52 - $11.15 $632K - $937K
259K $2.04M
VTV
Vanguard Value ETF

ETFs
2.07K
+ 16.87%
$167.73 - $179.21 $348K - $372K
14.4K $2.45M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.06%
$890.62 - $1076.86 $6.23K - $7.54K
11.5K $10.9M
LINC
Lincoln Educational Services Corp

Consumer Defensive
20.6K
+ 24.01%
$14.44 - $18.55 $297K - $382K
106K $1.69M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 6.08%
$58.01 - $64.46 $152K - $169K
45.8K $2.86M
T
At&T Inc.

Communication Services
3
+ 0.01%
$21.56 - $28.28 $64.7 - $84.8
54.9K $1.55M
LZ
Legalzoom.Com, Inc.

Industrials
35K
New
$7.52 - $10.26 $263K - $359K
35K $301K
FARM
Farmer Brothers CO

Consumer Defensive
136K
New
$1.64 - $3.03 $223K - $412K
136K $301K
RSVR
Reservoir Media, Inc.

Communication Services
39K
New
$7.25 - $8.54 $283K - $333K
39K $297K
IMAX
Imax Corp

Communication Services
11K
New
$22.39 - $27.37 $246K - $301K
11K $289K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
17K
New
$16.4 - $22.98 $279K - $391K
17K $285K
SIMO
Silicon Motion Technology Corp

Technology
5.4K
New
$49.58 - $59.71 $268K - $322K
5.4K $273K
EVI
Evi Industries, Inc.

Industrials
16K
New
$16.01 - $19.15 $256K - $306K
16K $268K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.01%
$123.25 - $162.53 $123 - $163
10.8K $1.7M
INTC
Intel Corp

Technology
1.69K
+ 2.1%
$19.1 - $27.39 $32.3K - $46.3K
81.9K $1.86M
LXP
Lxp Industrial Trust

Real Estate
6K
+ 1.64%
$7.72 - $9.22 $46.3K - $55.3K
372K $3.22M
XLF
Financial Sector Spdr

ETFs
1.75K
+ 1.01%
$47.32 - $52.19 $82.7K - $91.2K
174K $8.57M
NWE
Northwestern Corp

Utilities
6
+ 0.01%
$51.11 - $57.87 $307 - $347
48.8K $2.82M
DIS
Walt Disney CO

Communication Services
4.12K
+ 24.86%
$96.87 - $114.0 $399K - $469K
20.7K $2.04M
Activity Summary
Buys All Purchases 291 New Holdings 54 Increased Positions 237 Sells All Sells 236 Reductions 235 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track North Star Investment Management Corp. Portfolio

Follow North Star Investment Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Star Investment Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on North Star Investment Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email