Long-term investor
North Star Asset Management Inc. @northstarassetmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001056559).
Record
- Tracked since 2025-06-30 (446 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.9% · all +5.9%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.9% · long · since 2025-06-30
- 808524102 · 3.2% · long · since 2025-06-30
- 02079K107 · 2.7% · long · since 2025-06-30
- 922908769 · 2.7% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- 78464A854 · 2.1% · long · since 2025-06-30
- ASML · 2.0% · long · since 2025-06-30
- V · 1.9% · long · since 2025-06-30
- AMD · 1.8% · long · since 2025-06-30
- SCHW · 1.7% · long · since 2025-06-30
- AME · 1.6% · long · since 2025-06-30