North Star Investment Management Corp. Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$1.4B

Holdings

1,221

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,221 positions)

StockValue
JPMJPMORGAN CHASE & CO. COM
$64.4M
AAPLAPPLE INC
$63.4M
IVWISHARES S&P 500 GROWTH ETF
$53.0M
VTIVANGUARD TOTAL STK MKT
$42.7M
VCSHVANGUARD SHORT TERM CORP BOND FD ETF
$41.8M
MSFTMICROSOFT
$41.5M
SPYSPDR S&P 500 ETF TRUST
$39.3M
IVEISHARES S&P 500 VALUE ETF
$34.0M
BXBLACKSTONE GROUP LP
$28.4M
ORIOLD REP INTL CORP COM
$28.0M
VOOVANGUARD S&P 500 ETF
$21.4M
KKRKKR & CO LP
$19.2M
ORCLORACLE CORPORATION
$15.6M
ABBVABBVIE INC COM
$15.2M
AMZNAMAZON.COM INC
$14.5M
MUBISHARES AMT-FREE MUNI BOND ETF
$14.0M
GOOGLGOOGLE INC
$14.0M
IVVISHARES S&P 500 INDEX
$13.5M
UNPUNION PAC CORP COM
$12.9M
PEPPEPSICO INC COM
$11.3M
ACUACME UTD CORP COM
$11.2M
PAYXPAYCHEX INC
$10.6M
COSTCOSTCO WHOLESALE CORP
$10.6M
AQLTISHARES DJ SELECT DIVIDEND
$10.5M
NDQPOWERSHARES QQQ TR
$10.4M
AMLPALPS TRUST ETF ALERIAN MLP
$9.5M
AJGGALLAGHER ARTHUR J &CO
$9.2M
IWBISHARES TR RUSSELL 1000 INDEX ETF
$9.1M
BACBANK AMERICA CORP COM
$8.9M
VIGVANGUARD DIVIDEND APPRECIATION ETF
$8.8M
VXFVANGUARD EXTENDED MARKET ETF
$8.6M
VTIPVANGUARD SHORT TERM INFL-PROTECTED
$8.4M
XLFFINANCIAL SELECT SECTOR SPDR
$8.3M
JNJJOHNSON & JOHNSON COM
$8.3M
CODICOMPASS DIVERSIFIED HOLDINGS
$8.2M
BBWBUILD A BEAR WORKSHOP
$8.1M
BOOTBOOT BARN HLDGS INC COM
$8.0M
DYHTARGET CORP COM
$7.6M
ABTABBOTT LABS COM
$7.4M
XOMEXXON MOBIL CORP COM
$7.2M
ESCAESCALADE INC COM
$7.1M
IWMISHARES RUSSELL 2000 ETF
$7.0M
PGPROCTER AND GAMBLE CO COM
$6.9M
GQ9SPDR GOLD ETF
$6.8M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$6.6M
LLYELI LILLY & CO COM
$6.5M
SGCSUPERIOR GROUP OF CO INC COM
$6.4M
QCOMQUALCOMM INC COM
$6.4M
BLBDBLUE BIRD CORP COM
$6.4M
PSTLPOSTAL REALTY TRUST INC CL A
$6.4M
AMGNAMGEN INC
$6.4M
USLMUNITED STS LIME & MINERALS INC COM
$6.4M
GOOGALPHABET INC CAP STK CL C
$6.1M
SIISPROTT INC COM NEW
$6.1M
CSCOCISCO SYS INC
$6.0M
MRKMERCK & CO INC
$5.8M
BNDVANGUARD TOTAL BOND MARKET ETF
$5.6M
LQDTLIQUIDITY SERVICES INC
$5.6M
EFVISHARES MSCI EAFE VALUE ETF
$5.6M
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.4M
SPHRSPHERE ENTERTAINMENT CO CL A
$5.4M
MCDMCDONALDS CORP COM
$5.4M
WHGWESTWOOD HLDGS GROUP INC COM
$5.3M
KEXKIRBY CORPORATION
$5.1M
BBSIBARRETT BUSINESS SERVICES INC
$5.0M
ETDETHAN ALLEN INTERIORS INC COM
$5.0M
FITBFIFTH THIRD BANCORP
$5.0M
RCKYROCKY BRANDS INC
$4.9M
HCKTHACKETT GROUP INC COM
$4.8M
MAMASTERCARD INC
$4.8M
PFEPFIZER INC COM
$4.8M
WMTWALMART INC COM
$4.7M
LYTSL S I INDS INC FORMERLY L S I LTG
$4.6M
AMDADVANCED MICRO DEVICES INC COM
$4.6M
CATCATERPILLAR INC COM
$4.5M
UPSUNITED PARCEL SERVICE INC
$4.5M
BHBBAR HBR BANKSHARES COM
$4.5M
GRBKGREEN BRICK PARTNERS INC COM
$4.4M
HDHOME DEPOT
$4.4M
EPMEVOLUTION PETE CORP COM
$4.4M
PGFPOWERSHARES FINANCIAL PREFERRED ETF
$4.3M
NVDANVIDIA CORP
$4.3M
ODCOIL DRI CORP AMER COM
$4.3M
LAKELAKELAND INDUSTRIES INC
$4.2M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$4.2M
ALGALAMO GROUP INC
$4.1M
SBUXSTARBUCKS CORP
$4.1M
DCIDONALDSON INC COM
$4.1M
GWWGRAINGER W W INC COM
$3.9M
ZTSZOETIS INC COM CL A
$3.8M
KOCOCA COLA CO COM
$3.8M
MSGEMADISON SQUARE GARDEN ENTMT COM CL A
$3.8M
TILEINTERFACE INC COM
$3.7M
EMLEASTERN CO COM
$3.7M
KMIKINDER MORGAN INC
$3.6M
HBBHAMILTON BEACH BRANDS HLDG CO COM CL A
$3.6M
XHBSPDR S&P HOMEBUILDERS ETF
$3.6M
VOOVVANGUARD S&P 500 VALUE ETF
$3.6M
METAMETA PLATFORMS INC CL A
$3.5M
FFAFIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM
$3.5M
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