StockDriftsStockDriftsTop 50 North Star Investment Management Corp. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO COM | 4.71% | 264.1K | $77.7M | -0.29%(-776) | $2276.75(-86.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.61% | 234.8K | $59.6M | -1.23%(-2.91K) | $343.30(-12.94%) | 2026-03-31 | |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 3.55% | 739.1K | $58.6M | +11.37%(+75.46K) | $78.94(+0.10%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 3.44% | 501.6K | $56.7M | -3.26%(-16.91K) | $3583.06(-96.17%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STK MKT | 2.8% | 144.1K | $46.2M | +0.74%(+1.06K) | $2213.73(-83.53%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.55% | 64.7K | $42.1M | +0.03%(+21) | $17245.43(-95.70%) | 2026-03-31 | |
| IVE | ISHARES S&P 500 VALUE ETF | 2.48% | 194.0K | $41.0M | +3.85%(+7.20K) | $10827.70(-97.93%) | 2026-03-31 | |
| MSFT | MICROSOFT | 2.17% | 96.5K | $35.7M | +0.86%(+827) | $168.58(+140.36%) | 2026-03-31 | |
| ORI | OLD REP INTL CORP COM | 1.93% | 799.2K | $31.9M | +2.33%(+18.23K) | $1150.53(-96.63%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 1.61% | 44.4K | $26.5M | -0.63%(-281) | $299.94(+127.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.74% | +47.14% |
| Top 20 Holdings Unweighted | +11.57% | +38.87% |
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