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Karen Jochman

@North Star Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$2.228BTotal holdings328
Assets growth rate5.76%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in North Star Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 328 positions.

Assets under management

The assets under management (AUM) of North Star Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.228B in assets, with a quarterly growth rate of 5.76% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Karen Jochman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHBSchwab Us Broad Mkt Etf
Recent Activity
Increased 1.08%
2.92%
$65.037M
977,711 shares@ $66.53 avg price
VTIVanguard Ttl Stk Mkt Etf
Recent Activity
Increased 0.01%
2.24%
$49.788M
175,831 shares@ $283.17 avg price
SSNCSs&c Technologies
Recent Activity
Increased 0.36%
1.98%
$44.042M
593,482 shares@ $74.21 avg price
SPLGSpdr S&p Large Cap 500 Etf
Recent Activity
Increased 6.18%
1.97%
$43.807M
648,900 shares@ $67.51 avg price
AMZNAmazon.com
Recent Activity
Increased 4.09%
1.78%
$39.516M
212,076 shares@ $186.33 avg price
ABTAbbott Labs
Recent Activity
Increased 1.78%
1.57%
$34.81M
305,320 shares@ $114.02 avg price
SCHWCharles Schwab
Recent Activity
Increased 3.75%
1.46%
$32.335M
498,914 shares@ $64.81 avg price
ABBVAbbvie
Recent Activity
Increased 0.22%
1.4%
$31.115M
157,560 shares@ $197.48 avg price
INTUIntuit
Recent Activity
Increased 0.15%
1.4%
$31.054M
50,007 shares@ $621.0 avg price
AMEAmetek
Recent Activity
Increased 2.44%
1.36%
$30.181M
175,769 shares@ $171.72 avg price