North Star Investment Management Corp. Q1 2025 Filing

Filed April 17, 2025

Portfolio Value

$1.4B

Holdings

1,204

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,204 positions)

StockValue
JPMJPMORGAN CHASE & CO. COM
$65.2M
AAPLAPPLE INC
$55.3M
IVWISHARES S&P 500 GROWTH ETF
$48.5M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$43.4M
VTIVANGUARD TOTAL STK MKT
$40.3M
SPYSPDR S&P 500 ETF TRUST
$36.6M
MSFTMICROSOFT
$36.5M
IVEISHARES S&P 500 VALUE ETF
$34.6M
ORIOLD REP INTL CORP COM
$30.4M
BXBLACKSTONE GROUP LP
$22.5M
VOOVANGUARD S&P 500 ETF
$21.1M
ABBVABBVIE INC COM
$16.2M
MUBISHARES AMT-FREE MUNI BOND ETF
$13.3M
UNPUNION PAC CORP COM
$13.2M
ORCLORACLE CORPORATION
$13.1M
IVVISHARES S&P 500 INDEX
$12.9M
KKRKKR & CO LP
$12.9M
AMZNAMAZON.COM INC
$12.2M
PAYXPAYCHEX INC
$11.5M
GOOGLGOOGLE INC
$11.3M
ACUACME UTD CORP COM
$11.2M
AJGGALLAGHER ARTHUR J &CO
$11.2M
COSTCOSTCO WHOLESALE CORP
$10.9M
AQLTISHARES DJ SELECT DIVIDEND
$10.7M
AMLPALPS TRUST ETF ALERIAN MLP
$10.4M
JNJJOHNSON & JOHNSON COM
$9.5M
NDQPOWERSHARES QQQ TR
$9.3M
PEPPEPSICO INC COM
$9.2M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$8.9M
XLFFINANCIAL SELECT SECTOR SPDR
$8.7M
ABTABBOTT LABS COM
$8.6M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$8.6M
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$8.5M
BACBANK AMERICA CORP COM
$8.5M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$8.2M
GQ9SPDR GOLD ETF
$8.1M
VXFVANGUARD EXTENDED MARKET ETF
$7.9M
ESCAESCALADE INC COM
$7.6M
XOMEXXON MOBIL CORP COM
$7.5M
AMGNAMGEN INC
$7.2M
PSTLPOSTAL REALTY TRUST INC CL A
$7.1M
PGPROCTER AND GAMBLE CO COM
$7.1M
LLYELI LILLY & CO COM
$6.8M
EFVISHARES MSCI EAFE VALUE ETF
$6.4M
QCOMQUALCOMM INC COM
$6.0M
CSCOCISCO SYS INC
$6.0M
CODICOMPASS DIVERSIFIED HOLDINGS
$6.0M
WHGWESTWOOD HLDGS GROUP INC COM
$5.9M
MCDMCDONALDS CORP COM
$5.7M
SIISPROTT INC COM NEW
$5.5M
BOOTBOOT BARN HLDGS INC COM
$5.4M
BNDVANGUARD TOTAL BOND MARKET ETF
$5.3M
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.2M
MRKMERCK & CO INC
$5.2M
ETDETHAN ALLEN INTERIORS INC COM
$5.0M
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$4.9M
KEXKIRBY CORPORATION
$4.9M
BBSIBARRETT BUSINESS SERVICES INC
$4.7M
BBWBUILD A BEAR WORKSHOP
$4.7M
GOOGALPHABET INC CAP STK CL C
$4.7M
DYHTARGET CORP COM
$4.7M
MAMASTERCARD INC
$4.6M
WMTWALMART INC COM
$4.5M
PFEPFIZER INC COM
$4.5M
FITBFIFTH THIRD BANCORP
$4.5M
SPHRSPHERE ENTERTAINMENT CO CL A
$4.4M
KOCOCA COLA CO COM
$4.4M
SBUXSTARBUCKS CORP
$4.3M
LQDTLIQUIDITY SERVICES INC
$4.3M
BHBBAR HBR BANKSHARES COM
$4.3M
EPMEVOLUTION PETE CORP COM
$4.3M
SGCSUPERIOR GROUP OF CO INC COM
$4.3M
GRBKGREEN BRICK PARTNERS INC COM
$4.3M
USLMUNITED STS LIME & MINERALS INC COM
$4.2M
EUFNISHARES MSCI EUROPE FINANCIALS ETF
$4.2M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$4.1M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$4.1M
LYTSL S I INDS INC FORMERLY L S I LTG
$4.0M
DCIDONALDSON INC COM
$4.0M
AMDADVANCED MICRO DEVICES INC COM
$3.9M
AEPAMERICAN ELEC PWR CO INC COM
$3.9M
HDHOME DEPOT
$3.9M
CATCATERPILLAR INC COM
$3.9M
ALGALAMO GROUP INC
$3.8M
CVXCHEVRON CORP NEW COM
$3.8M
RCKYROCKY BRANDS INC
$3.8M
KMIKINDER MORGAN INC
$3.8M
IBMINTL BUSINESS MACHINES
$3.7M
GWWGRAINGER W W INC COM
$3.7M
BLBDBLUE BIRD CORP COM
$3.7M
ZTSZOETIS INC COM CL A
$3.6M
FISVFISERV INC
$3.6M
VOOVVANGUARD S&P 500 VALUE ETF
$3.6M
GWRSGLOBAL WTR RES INC COM
$3.5M
NVDANVIDIA CORP
$3.5M
EMLEASTERN CO COM
$3.5M
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$3.5M
UPSUNITED PARCEL SERVICE INC
$3.5M
WMWASTE MANAGEMENT INC
$3.4M
METAMETA PLATFORMS INC CL A
$3.4M
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