Notify me when North Star Investment Management Corp. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,570 | $1,593,606,505 | +$64,265,840 | -$41,785,579 | +$22,480,261 | JPM, AAPL, IVW, VCSH, VTI | 13F-HR | 30 Jan 2026, 16:07 |
| Q3 2025 | 1,321 | $1,556,468,796 | +$39,284,165 | -$25,644,557 | +$13,639,608 | JPM, IVW, AAPL, VCSH, MSFT | 13F-HR | 22 Oct 2025, 15:17 |
| Q2 2025 | 1,213 | $1,434,813,393 | +$29,632,386 | -$43,844,526 | -$14,212,140 | JPM, IVW, AAPL, MSFT, VCSH | 13F-HR | 15 Jul 2025, 16:43 |
| Q1 2025 | 1,200 | $1,373,170,134 | +$40,986,137 | -$54,478,033 | -$13,491,896 | JPM, AAPL, IVW, VCSH, VTI | 13F-HR | 17 Apr 2025, 10:14 |
| Q4 2024 | 1,217 | $1,436,222,261 | +$54,639,823 | -$65,315,041 | -$10,675,218 | JPM, AAPL, IVW, VTI, VCSH | 13F-HR | 10 Feb 2025, 10:51 |
| Q3 2024 | 1,186 | $1,446,801,805 | +$45,953,176 | -$51,979,963 | -$6,026,787 | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 30 Oct 2024, 16:38 |
| Q2 2024 | 1,164 | $1,363,367,513 | +$38,367,846 | -$69,882,332 | -$31,514,486 | JPM, AAPL, IVW, MSFT, VTI | 13F-HR | 05 Aug 2024, 18:21 |
| Q1 2024 | 1,237 | $1,401,634,997 | +$61,065,633 | -$47,078,472 | +$13,987,161 | JPM, AAPL, IVW, MSFT, VTI | 13F-HR | 30 Apr 2024, 15:32 |
| Q4 2023 | 1,189 | $1,300,653,200 | +$56,787,046 | -$61,766,200 | -$4,979,154 | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 10 Jan 2024, 16:09 |
| Q3 2023 | 1,276 | $1,184,918,920 | +$37,965,990 | -$44,817,623 | -$6,851,633 | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 06 Nov 2023, 12:30 |
| Q2 2023 | 1,290 | $1,233,152,662 | +$22,260,837 | -$34,196,678 | -$11,935,841 | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 02 Aug 2023, 10:54 |
| Q1 2023 | 1,301 | $1,212,100,291 | +$81,933,084 | -$30,944,674 | +$50,988,410 | AAPL, JPM, IVW, MSFT, VTI | 13F-HR | 27 Apr 2023, 15:34 |
| Q4 2022 | 1,313 | $1,126,289,134 | +$72,050,640 | -$39,997,519 | +$32,053,121 | JPM, AAPL, IVW, VTI, SPY | 13F-HR | 11 Jan 2023, 15:53 |
| Q3 2022 | 1,128 | $1,019,709,000 | +$33,558,926 | -$27,636,007 | +$5,922,919 | AAPL, VTIP, JPM, IVW, VTI | 13F-HR | 02 Nov 2022, 09:12 |
| Q2 2022 | 1,129 | $1,099,736,000 | +$42,320,629 | -$17,322,881 | +$24,997,748 | AAPL, VTIP, JPM, IVW, MSFT | 13F-HR | 19 Jul 2022, 09:47 |
| Q1 2022 | 1,142 | $1,282,367,000 | +$47,567,652 | -$129,013,574 | -$81,445,922 | AAPL, JPM, IVW, VTIP, MSFT | 13F-HR | 03 May 2022, 12:57 |
| Q4 2021 | 1,169 | $1,427,881,000 | +$158,947,667 | -$44,176,243 | +$114,771,424 | LAZR, AAPL, JPM, IVW, VTIP | 13F-HR | 07 Feb 2022, 11:42 |
| Q3 2021 | 1,119 | $1,231,761,000 | +$34,685,944 | -$21,532,389 | +$13,153,555 | JPM, AAPL, IVW, VTI, VTIP | 13F-HR | 20 Oct 2021, 14:55 |
| Q2 2021 | 1,092 | $1,260,344,000 | +$146,118,220 | -$15,804,527 | +$130,313,693 | JPM, AAPL, IVW, LAZR, VTI | 13F-HR | 13 Jul 2021, 15:37 |
| Q1 2021 | 1,049 | $1,060,422,000 | +$68,245,968 | -$40,662,470 | +$27,583,498 | JPM, AAPL, IVW, VTI, SPY | 13F-HR | 19 Apr 2021, 09:27 |
| Q4 2020 | 1,015 | $961,212,000 | +$70,839,071 | -$60,571,791 | +$10,267,280 | AAPL, IVW, OESX, JPM, VTI | 13F-HR | 12 Jan 2021, 13:06 |
| Q3 2020 | 998 | $847,846,000 | +$83,036,133 | -$38,061,582 | +$44,974,551 | AAPL, JPM, IVW, OESX, VTI | 13F-HR | 13 Oct 2020, 14:40 |
| Q2 2020 | 965 | $766,579,000 | +$51,707,005 | -$101,533,192 | -$49,826,187 | JPM, IVW, AAPL, SPY, VTI | 13F-HR | 15 Jul 2020, 18:09 |
| Q1 2020 | 991 | $675,560,000 | +$36,659,154 | -$102,129,508 | -$65,470,354 | JPM, IVW, SPY, AAPL, MSFT | 13F-HR | 23 Apr 2020, 14:04 |
| Q4 2019 | 1,034 | $958,437,000 | +$38,553,165 | -$42,557,071 | -$4,003,906 | JPM, IVW, AAPL, IVE, SPY | 13F-HR | 29 Jan 2020, 16:33 |
| Q3 2019 | 1,086 | $896,399,000 | +$82,086,605 | -$63,743,613 | +$18,342,992 | JPM, IVW, IVE, VTI, SPY | 13F-HR | 03 Oct 2019, 11:53 |
| Q2 2019 | 389 | $862,025,000 | +$32,352,973 | -$56,480,469 | -$24,127,496 | IVW, JPM, IVE, AAPL, VTI | 13F-HR | 15 Jul 2019, 11:54 |
| Q1 2019 | 1,054 | $853,249,000 | +$50,652,353 | -$39,157,135 | +$11,495,218 | IVW, JPM, IVE, AAPL, VTI | 13F-HR | 10 Apr 2019, 15:39 |
| Q4 2018 | 1,045 | $763,542,000 | +$34,918,847 | -$36,868,828 | -$1,949,981 | JPM, IVW, IVE, ORI, VTI | 13F-HR | 07 Jan 2019, 14:02 |
| Q3 2018 | 1,076 | $890,904,000 | +$27,487,765 | -$34,812,318 | -$7,324,553 | JPM, IVW, AAPL, VTI, IVE | 13F-HR | 11 Oct 2018, 13:28 |
| Q2 2018 | 1,089 | $859,461,000 | +$53,486,094 | -$48,204,298 | +$5,281,796 | JPM, IVW, VTI, IVE, AAPL | 13F-HR | 20 Jul 2018, 09:54 |
| Q1 2018 | 1,066 | $836,727,000 | +$56,184,517 | -$23,578,065 | +$32,606,452 | JPM, IVW, VTI, IVE, DVY | 13F-HR | 13 Apr 2018, 10:18 |
| Q4 2017 | 1,057 | $824,644,000 | +$35,626,532 | -$28,377,566 | +$7,248,966 | JPM, IVW, IVE, DVY, VTI | 13F-HR | 11 Jan 2018, 09:37 |
| Q3 2017 | 1,078 | $789,572,000 | +$54,076,913 | -$33,111,910 | +$20,965,003 | JPM, IVW, DVY, VTI, IVE | 13F-HR | 06 Oct 2017, 12:16 |
| Q2 2017 | 1,071 | $747,922,000 | +$49,420,207 | -$36,028,906 | +$13,391,301 | JPM, DVY, IVW, VTI, ACU | 13F-HR | 18 Jul 2017, 14:45 |
| Q1 2017 | 1,048 | $726,633,000 | +$59,900,478 | -$14,976,553 | +$44,923,925 | JPM, DVY, VTI, ACU, IVW | 13F-HR | 28 Apr 2017, 09:26 |
| Q4 2016 | 938 | $664,908,000 | +$105,646,472 | -$39,093,981 | +$66,552,491 | JPM, DVY, VTI, ORI, IVW | 13F-HR | 13 Jan 2017, 11:57 |
| Q3 2016 | 788 | $562,367,000 | +$21,743,450 | -$26,453,590 | -$4,710,140 | JPM, DVY, VTI, IVW, ORI | 13F-HR | 12 Oct 2016, 10:05 |
| Q2 2016 | 787 | $543,518,000 | +$26,032,379 | -$21,959,856 | +$4,072,523 | DVY, JPM, VTI, ORI, IVW | 13F-HR | 12 Jul 2016, 12:54 |
| Q1 2016 | 752 | $522,030,000 | +$31,958,293 | -$25,079,204 | +$6,879,089 | DVY, JPM, VTI, ORI, IVW | 13F-HR | 25 Apr 2016, 12:35 |
| Q4 2015 | 748 | $514,102,000 | +$37,123,502 | -$30,932,856 | +$6,190,646 | JPM, VTI, DVY, ORI, IVW | 13F-HR | 20 Jan 2016, 09:21 |
| Q3 2015 | 832 | $486,499,000 | +$28,171,414 | -$31,324,296 | -$3,152,882 | JPM, VTI, DVY, IVW, ORI | 13F-HR | 14 Oct 2015, 13:47 |
| Q2 2015 | 811 | $543,363,000 | +$30,309,205 | -$17,307,704 | +$13,001,501 | JPM, VTI, DVY, IVW, IVE | 13F-HR | 30 Jul 2015, 15:56 |
| Q1 2015 | 778 | $533,962,000 | +$36,757,333 | -$20,614,320 | +$16,143,013 | JPM, DVY, VTI, IVW, IVE | 13F-HR | 13 Apr 2015, 14:36 |
| Q4 2014 | 779 | $524,158,000 | +$52,767,124 | -$44,762,633 | +$8,004,491 | JPM, DVY, VTI, IVW, IVE | 13F-HR | 05 Feb 2015, 15:21 |
| Q3 2014 | 634 | $499,117,000 | +$25,413,446 | -$18,713,196 | +$6,700,250 | JPM, VTI, KEX, IVW, DVY | 13F-HR | 04 Nov 2014, 16:50 |
| Q2 2014 | 673 | $497,982,000 | +$39,362,062 | -$24,452,182 | +$14,909,880 | JPM, ORI, KEX, VTI, DVY | 13F-HR | 18 Aug 2014, 15:22 |
| Q1 2014 | 671 | $479,080,000 | +$56,764,127 | -$42,782,950 | +$13,981,177 | JPM, ORI, KEX, VTI, DVY | 13F-HR | 29 Apr 2014, 15:47 |
| Q4 2013 | 288 | $460,233,000 | $0 | $0 | $0 | JPM, ORI, KEX, VTI, DVY | 13F-HR | 30 Jan 2014, 15:17 |