North Star Investment Management Corp. Q2 2025 Filing

Filed July 15, 2025

Portfolio Value

$1.4B

Holdings

1,214

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,214 positions)

StockValue
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
$37K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$36K
VTVANGUARD TOTAL WORLD STOCK ETF
$36K
GRPNGROUPON INC COM
$36K
RUMRUMBLE INC COM CL A
$36K
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$36K
XSSPXNUVEEN S&P 500 DYNAMIC OVERWRI COM
$35K
RCLROYAL CARIBBEAN GROUP COM
$35K
IRTINDEPENDENCE RLTY TR INC COM
$35K
CRCLCIRCLE INTERNET GROUP INC COM CL A
$34K
ATAIATAI LIFE SCIENCES NV SHS
$34K
UNMUNUM GROUP COM
$34K
QNSTQUINSTREET INC COM
$34K
XFFCXFLAHERTY & CRUMRINE / CLAYMORE PFD SECS
$34K
BOXBOX INC CL A
$34K
OSKOSHKOSH TRUCK CORP
$34K
BBNBLACKROCK TAX MUNICPAL BD TR SHS
$34K
MSEXMIDDLESEX WTR CO COM
$34K
MOMOHELLO GROUP INC ADS
$34K
WHRWHIRLPOOL CORP COM
$33K
MDSTWESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF
$33K
CMPXCOMPASS THERAPEUTICS INC COM
$33K
TMUST-MOBILE US INC COM
$32K
AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND
$32K
KBESPDR S&P BANK ETF
$32K
BDXBECTON DICKINSON & CO COM
$32K
SABATEMPLETON GLOBAL INCOME FD INC
$32K
IDAIDACORP INC COM
$32K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$32K
DOCUDOCUSIGN INC COM
$32K
EUDGWISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND
$31K
IYFISHARES DJ U.S. FINANCIAL SECTOR ETF
$31K
YETIYETI HLDGS INC COM
$31K
NLYANNALY CAPITAL MANAGEMENT INC
$31K
OGSONE GAS INC
$31K
CWCOCONSOLIDATED WATER CO INC ORD
$30K
UALUNITED CONTL HLDGS INC
$30K
ALLEALLEGION PLC
$30K
SOYSUNOPTA INC COM
$30K
ETHAISHARES ETHEREUM TRUST ETF
$30K
GOAUU.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF
$29K
PBWPOWERSHARES WILDERHILL CLEAN ENERGY
$29K
FMCFMC CORP COM NEW
$29K
EAELECTRONICS ARTS
$29K
GROWU S GLOBAL INVS INCORPORA CLASS A
$28K
CMCANADIAN IMPERIAL BK COMM COM
$28K
VGKVANGUARD EUROPEAN
$28K
TSNTYSON FOODS INC CL A
$28K
LLOEWS CORP COM
$27K
GDYNGRID DYNAMICS HLDGS INC CL A
$27K
IRTCIRHYTHM TECHNOLOGIES INC COM
$26K
HOLXHOLOGIC INC
$26K
HYBBISHARES BB RATED CORPORATE BOND ETF
$26K
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$26K
DXJWISDOMTREE JAPAN HEDGED EQUITY
$26K
ESPRESPERION THERAPEUTICS INC NEW COM
$25K
PTBPOTBELLY CORP COM
$25K
BTCGRAYSCALE BITCOIN MINI TRUST ETF
$24K
LRCXLAM RESEARCH CORP COM NEW
$24K
HLTHILTON WORLDWIDE HLDGS INC COM
$24K
HASHASBRO INC COM
$24K
IIIINFORMATION SVCS GROUP INC COM
$24K
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
$24K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$24K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$24K
ALCALCON AG ORD SHS
$24K
ZBHZIMMER HLDGS INC
$24K
HTDJHANCOCK TAX-ADV DIVIDEND INCOME
$23K
AFLAFLAC INC COM
$23K
IJJISHARES S&P MIDCAP 400 VALUE ETF
$23K
CCOCAMECO CORP COM
$23K
DINOHF SINCLAIR CORP COM
$23K
BIBLINSPIRE 100 ETF
$23K
ROKTSPDR S&P KENSHO FINAL FRONTIERS ETF
$23K
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF
$23K
CSWCCAPITAL SOUTHWEST CORP COM
$23K
IHIISHARES U.S. MEDICAL DEVICES ETF
$23K
FLWS1 800 FLOWERS COM INC CL A
$23K
KRROKORRO BIO INC COM
$22K
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND
$22K
NBISYANDEX N.V. COM CL A
$22K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$22K
NNNNATIONAL RETAIL PPTYS
$22K
SPNTSIRIUSPOINT LTD COM
$21K
GPGICOMPOSECURE INC COM CL A
$21K
HELPCYBIN INC COM NEW
$21K
WSOWATSCO INC COM
$21K
NOWSERVICE NOW INC
$21K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$20K
IPORENAISSANCE IPO ETF
$20K
SGOLABRDN PHYSICAL GOLD SHARES ETF
$20K
CNRGSPDR S&P KENSHO CLEAN POWER ETF
$20K
GMGENERAL MOTORS CORP
$20K
SONYSONY GROUP CORP SPONSORED ADR
$20K
BITBBITWISE BITCOIN ETF TRUST
$20K
BSVVANGUARD SHORT-TERM BOND ETF
$19K
KOMPSPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
$19K
AVTRAVANTOR INC COM
$19K
SKAASKECHERS U S A INC CL A
$19K
VRTXVERTEX PHARMACEUTICALS IN
$19K
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