Position in TRU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,037
+$523 QoQ
Shares Held
15
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $5,224,779 across 7 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
10,002 | $2,427,185 | |
| 2 | CME |
Cme Group Inc.
|
8,788 | $1,940,654 | |
| 3 | VALU |
Value Line Inc
|
16,100 | $651,728 | |
| 4 | MCO |
Moodys Corp /De/
|
253 | $114,588 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
469 | $57,738 | |
| 6 | SPGI |
S&P Global Inc.
|
60 | $23,213 | |
| 7 | MORN |
Morningstar, Inc.
|
62 | $9,673 |
All Filings in TRU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,037 | 15 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $514 | 6 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||