Long-term investor
North Star Investment Management Corp. @northstarinvestmentmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001342857).
Record
- Tracked since 2025-06-30 (434 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +7.9% · 1 year +15.9% · all +15.9%
- Max drawdown -2.6% · Sharpe 0.89 · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPM · 4.7% · long · since 2025-06-30
- IVW · 3.8% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- VCSH · 3.2% · long · since 2025-06-30
- VTI · 2.9% · long · since 2025-06-30
- SPY · 2.6% · long · since 2025-06-30
- IVE · 2.4% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- ORI · 1.8% · long · since 2025-06-30
- VOO · 1.6% · long · since 2025-06-30
- GOOGL · 1.2% · long · since 2025-06-30
- BX · 1.1% · long · since 2025-06-30