North Star Investment Management Corp.
North Star Investment Management Corp. is a SEC-registered investment adviser headquartered in Chicago, Illinois. Founded in 2003, the firm provides investment management services to individuals, high-net-worth clients, and institutional investors. Specializing in personalized portfolio management, North Star has an experienced team of financial professionals and manages over $2 billion in assets. The firm employs around 29 people and is known for its client-centric approach and long-term investing ethos.
Investment Strategy
North Star Investment Management Corp. delivers customized investment strategies tailored to client needs, focusing on long-term capital appreciation. Their portfolio management typically blends individual equities, fixed income, and mutual funds, placing emphasis on fundamental analysis, diversified asset allocation, and risk management. The firm aims to preserve and grow client assets across market cycles, favoring high-quality securities and disciplined rebalancing to achieve stable, long-term returns.
Top Holdings
Equity Positions (1,289)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. COM | 5.38% | $83.8M | 265,683 | $90.87 | $315.43 | +$6.8M |
I IVW | ISHARES S&P 500 GROWTH ETF | 4.02% | $62.6M | 518,899 | $36.01 | $120.72 | +$5.7M |
A AAPL | APPLE INC | 3.94% | $61.4M | 241,125 | $41.21 | $254.63 | +$12.1M |
V VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 3.13% | $48.7M | 608,786 | $78.60 | $79.93 | +$4.1M |
M MSFT | MICROSOFT | 3.12% | $48.6M | 93,835 | $86.40 | $517.95 | +$543.3K |