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Karen Jochman

North Star Asset Management Inc

Assets Managed
$2.305B
Holdings
356
Last Quarter
2026 - Q1
Filed Date
16d ago
Growth Rate
-6.99%(2Q avg: -3.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in North Star Asset Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 356 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.305B in assets, with a quarterly growth rate of -6.99% and a 2-quarter average growth rate of -3.22%. The portfolio is managed by Karen Jochman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.51%
3.84%
$88.515M
348,770 shares@ $253.8 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 0.17%
2.92%
$67.283M
2.681M shares@ $25.11 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.31%
2.6%
$59.817M
186,455 shares@ $320.82 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.74%
2.58%
$59.279M
206,648 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.16%
2.56%
$58.91M
159,142 shares@ $370.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.47%
2.05%
$47.168M
226,476 shares@ $208.27 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -0.85%
1.99%
$45.657M
485,818 shares@ $93.98 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -18.79%
1.98%
$45.505M
594,530 shares@ $76.54 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.03%
1.88%
$43.326M
143,350 shares@ $302.25 avg price
SSNC
Ss&c Technologies Holdings
Recent Activity
Increased 0.34%
1.79%
$41.219M
610,016 shares@ $67.57 avg price

1-10 of 356