0000910472-26-005754.txt : 20260427 0000910472-26-005754.hdr.sgml : 20260427 20260427112922 ACCESSION NUMBER: 0000910472-26-005754 CONFORMED SUBMISSION TYPE: NPORT-P PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260228 FILED AS OF DATE: 20260427 DATE AS OF CHANGE: 20260427 PERIOD START: 20261130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NORTHERN LIGHTS FUND TRUST II CENTRAL INDEX KEY: 0001518042 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: NPORT-P SEC ACT: 1940 Act SEC FILE NUMBER: 811-22549 FILM NUMBER: 26897759 BUSINESS ADDRESS: STREET 1: 225 PICTORIA DRIVE STREET 2: SUITE 450 CITY: CINCINNATI STATE: OH ZIP: 45246 BUSINESS PHONE: 631-470-2600 MAIL ADDRESS: STREET 1: 4221 NORTH 203RD STREET, SUITE 100 CITY: ELKHORN STATE: NE ZIP: 68022 0001518042 S000040441 North Star Dividend Fund C000125620 North Star Dividend Fund Class I Shares NSDVX NPORT-P 1 primary_doc.xml NPORT-P false 0001518042 XXXXXXXX S000040441 C000125620 NORTHERN LIGHTS FUND TRUST II 811-22549 0001518042 549300TH7YXW5G2QY588 225 PICTORIA DRIVE SUITE 450 CINCINNATI 45246 631-470-2600 North Star Dividend Fund S000040441 549300PH7E83UXZFBS09 2026-11-30 2026-02-28 N 94725039.25 112710.23 94612329.02 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 0.00000000 N Evolution Petr Cor 549300P9ZXGJZ6SSM116 EVOLUTION PETROL 30049A107 270000.00000000 NS USD 1206900.00000000 1.275626562099 Long EC CORP US N 1 N N N Select Water Solutions Inc 54930094OK8LA3QDW486 SELECT WATER SOL 81617J301 187000.00000000 NS USD 2556290.00000000 2.701857174935 Long EC CORP US N 1 N N N LXP Industrial Trust 549300S4MH2ICXDBFV43 LXP INDUSTRIAL T 529043408 21400.00000000 NS USD 1060584.00000000 1.120978640929 Long EC CORP US N 1 N N N Apogee Enterprises Inc. 549300579S7QW8V4IJ60 APOGEE ENTERPR 037598109 18100.00000000 NS USD 720742.00000000 0.761784439158 Long EC CORP US N 1 N N N Green Brick Partners Inc. 549300R7SCIV7FQI6T56 GRBK 5 3/4 PERP 392709200 40000.00000000 NS USD 900000.00000000 0.951250232736 Long EP CORP US N 1 N N N GCM Grosvenor Inc N/A GCM GROSVENOR-A 36831E108 80000.00000000 NS USD 926400.00000000 0.979153572896 Long EC CORP US N 1 N N N Movado Group Inc 549300WCGCGPWGHVXM59 MOVADO GROUP 624580106 60000.00000000 NS USD 1497000.00000000 1.582246220451 Long EC CORP US N 1 N N N Embecta Corp. 549300RPG8GXVDHNXZ62 EMBECTA CORP 29082K105 90000.00000000 NS USD 923400.00000000 0.975982738787 Long EC CORP US N 1 N N N Euroseas Ltd 213800ADWWZOFC9KU444 EUROSEAS LTD Y23592135 15000.00000000 NS USD 1031100.00000000 1.089815683304 Long EC CORP MH N 1 N N N Westwood Holdings Group Inc. N/A WESTWOOD HOLDING 961765104 151000.00000000 NS USD 2530760.00000000 2.674873376666 Long EC CORP US N 1 N N N Horace Mann Educators Corporation 254900G5YAV3A2YK8T32 HORACE MANN EDUC 440327104 23000.00000000 NS USD 1000730.00000000 1.057716272673 Long EC CORP US N 1 N N N Otter Tail Corporation N/A OTTER TAIL CORP 689648103 11600.00000000 NS USD 987160.00000000 1.043373533053 Long EC CORP US N 1 N N N Global Water Resources Inc. N/A GLOBAL WATER RES 379463102 170000.00000000 NS USD 1557200.00000000 1.645874291574 Long EC CORP US N 1 N N N Vitesse Energy Inc. N/A VITESSE ENERGY 92852X103 35000.00000000 NS USD 675850.00000000 0.714336077549 Long EC CORP US N 1 N N N Crown Crafts Inc N/A CROWN CRAFTS INC 228309100 169000.00000000 NS USD 493480.00000000 0.521581072056 Long EC CORP US N 1 N N N Flexsteel Industries Inc. 894500J5Y3ZZOOJXXN24 FLEXSTEEL INDS 339382103 54000.00000000 NS USD 2779380.00000000 2.937650968736 Long EC CORP US N 1 N N N Sprott Inc 254900QHJAD5TP2JNM15 SPROTT INC 852066208 28000.00000000 NS USD 4538520.00000000 4.796964673642 Long EC CORP CA N 1 N N N Postal Realty Trust Inc 5493007B7ZZSIJRGWC41 POSTAL REALTY-A 73757R102 196000.00000000 NS USD 4063080.00000000 4.294450884029 Long EC CORP US N 1 N N N The York Water Co. N/A YORK WATER CO 987184108 28000.00000000 NS USD 920640.00000000 0.973065571407 Long EC CORP US N 1 N N N First American Funds Inc. 549300J5J5SJCZ9IA369 FIRST AM-TR OB-X 31846V328 3877686.59000000 PA USD 3877686.59000000 4.098500301351 Long STIV RF US N 1 N N N Stepan Co IZU1EW9GB3WC7CYCSR17 STEPAN CO 858586100 17000.00000000 NS USD 865130.00000000 0.914394570941 Long EC CORP US N 1 N N N Ennis Inc N/A ENNIS INC 293389102 48000.00000000 NS USD 1013280.00000000 1.070980928696 Long EC CORP US N 1 N N N Shoe Carnival Inc N/A SHOE CARNIVAL 824889109 41000.00000000 NS USD 827790.00000000 0.874928255729 Long EC CORP US N 1 N N N GATX Corporation 549300IHYHCQP2PIR591 GATX CORP 361448103 14000.00000000 NS USD 2578380.00000000 2.725205083425 Long EC CORP US N 1 N N N Artesian Resources Corp. N/A ARTESIAN RESOURCES CORP-C 043113208 59000.00000000 NS USD 1998920.00000000 2.112747905801 Long EC CORP US N 1 N N N Resources Connection Inc. N/A RESOURCES CONNEC 76122Q105 200000.00000000 NS USD 752000.00000000 0.794822416686 Long EC CORP US N 1 N N N Weyco Group Inc. 549300I10J38MHJELM87 WEYCO GROUP 962149100 59000.00000000 NS USD 1844930.00000000 1.949988990980 Long EC CORP US N 1 N N N Wintrust Financial Corporation Q774KI4AW80FHFW33O61 WINTRUST FINL 97650W108 10000.00000000 NS USD 1440600.00000000 1.522634539199 Long EC CORP US N 1 N N N Ethan Allen Interiors Inc. N/A ETHAN ALLEN 297602104 103000.00000000 NS USD 2346340.00000000 2.479951634531 Long EC CORP US N 1 N N N NorthWestern Energy Group Inc 254900N1WG46G1VMDM34 NORTHWESTERN ENE 668074305 38000.00000000 NS USD 2658480.00000000 2.809866354138 Long EC CORP US N 1 N N N Karat Packaging Inc. 549300JYUKCQP3P8D632 KARAT PACKAGING 48563L101 36000.00000000 NS USD 887400.00000000 0.937932729478 Long EC CORP US N 1 N N N BAR Harbour Banksh N/A BAR HARBOR BNKSH 066849100 76500.00000000 NS USD 2467890.00000000 2.608423263186 Long EC CORP US N 1 N N N Rocky Brands Inc. 5299004HQ6GCTW838N96 ROCKY BRANDS INC 774515100 56000.00000000 NS USD 2531200.00000000 2.675338432335 Long EC CORP US N 1 N N N Crawford & Co 7TZZFJ2GPOGLWIKIXY82 CRAWFORD & CO-A 224633206 84000.00000000 NS USD 903840.00000000 0.955308900395 Long EC CORP US N 1 N N N Buckle Inc 5299007IU0461T3GDL34 THE BUCKLE INC 118440106 22000.00000000 NS USD 1178100.00000000 1.245186554651 Long EC CORP US N 1 N N N Village Super Market Inc. 25490069686XCNNEMQ07 VILLAGE SUPER -A 927107409 50000.00000000 NS USD 1957500.00000000 2.068969256201 Long EC CORP US N 1 N N N RGC Resources Inc N/A RGC RESOURCES 74955L103 90000.00000000 NS USD 1985400.00000000 2.098458013416 Long EC CORP US N 1 N N N Unitil Corp N/A UNITIL CORP 913259107 33500.00000000 NS USD 1752385.00000000 1.852174043437 Long EC CORP US N 1 N N N ACCO Brands Corporation JCT8P4Y190IH4I1NX328 ACCO BRANDS CORP 00081T108 357000.00000000 NS USD 1452990.00000000 1.535730084070 Long EC CORP US N 1 N N N Value Line Inc. N/A VALUE LINE INC 920437100 16100.00000000 NS USD 591514.00000000 0.625197589074 Long EC CORP US N 1 N N N Wiley John & Sons Inc. 5493003XM719UN7E8P64 WILEY JOHN&SON-A 968223206 23000.00000000 NS USD 713460.00000000 0.754087767831 Long EC CORP US N 1 N N N Escalade Inc. N/A ESCALADE INC 296056104 143000.00000000 NS USD 2059200.00000000 2.176460532500 Long EC CORP US N 1 N N N H2O America N/A H2O AMERICA 784305104 39000.00000000 NS USD 2097810.00000000 2.217269167485 Long EC CORP US N 1 N N N Superior Group of Companies Inc. UOX145EEO0TB0ZWX2152 SUPERIOR GROUP O 868358102 181000.00000000 NS USD 1797330.00000000 1.899678423115 Long EC CORP US N 1 N N N Standard Motor Products, Inc. THGK1EO5B5HK0JHQVZ90 STANDARD MOTOR 853666105 33000.00000000 NS USD 1309440.00000000 1.384005671949 Long EC CORP US N 1 N N N Northwest Natural Holding Company 254900PSJL6ZEC8FR782 NORTHWEST NATURA 66765N105 48000.00000000 NS USD 2545920.00000000 2.690896658364 Long EC CORP US N 1 N N N Avista Corporation Q0IK63NITJD6RJ47SW96 AVISTA CORP 05379B107 46000.00000000 NS USD 1868520.00000000 1.974922316524 Long EC CORP US N 1 N N N ABM Industries Inc. QF02R89VEIOROM77J447 ABM INDUSTRIES 000957100 23200.00000000 NS USD 1032400.00000000 1.091189711418 Long EC CORP US N 1 N N N Spok Hldgs Inc 549300HXXANIVN2ICC89 SPOK HOLDINGS IN 84863T106 122000.00000000 NS USD 1481080.00000000 1.565419660779 Long EC CORP US N 1 N N N Energizer Holdings Inc 5493000D6NN0V57UME20 ENERGIZER HOLDIN 29272W109 83000.00000000 NS USD 1791970.00000000 1.894013199507 Long EC CORP US N 1 N N N UMH Properties Inc 529900OM5K3PJ11F0Q09 UMH PROPERTIES I 903002103 125000.00000000 NS USD 1885000.00000000 1.992340765231 Long EC CORP US N 1 N N N Bank of Hawaii Corp. 5493006Q8BQ8AD8M2U33 BANK OF HAWAII 062540109 15850.00000000 NS USD 1200954.50000000 1.269342497367 Long EC CORP US N 1 N N N Oil-Dri Corporation Of America 549300RSG5KPUH16WH66 OIL DRI CORP 677864100 46000.00000000 NS USD 3120640.00000000 3.298343918095 Long EC CORP US N 1 N N N LSI Industries Inc. 529900HY42OANH6BVT33 LSI INDUSTRIES 50216C108 138000.00000000 NS USD 2983560.00000000 3.153457938203 Long EC CORP US N 1 N N N Hamilton Beach Brands Holding Co. N/A HAMILTON -A 40701T104 64000.00000000 NS USD 1218560.00000000 1.287950537336 Long EC CORP US N 1 N N N Riley Exploration Permian Inc. 5493008CUBI02XP43Q95 RILEY EXPLORATIO 76665T102 31000.00000000 NS USD 894040.00000000 0.944950842306 Long EC CORP US N 1 N N N 2026-03-27 NORTHERN LIGHTS FUND TRUST II Erik Naviloff Erik Naviloff Treasurer XXXX NPORT-EX 2 northstardividend_nportex_2.htm NS DIVIDEND

 

NORTH STAR DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Unaudited)
February 28, 2026
 
 Shares       Fair Value 
     COMMON STOCKS — 94.5%     
     APPAREL & TEXTILE PRODUCTS - 8.0%     
 60,000   Movado Group, Inc.  $1,497,000 
 56,000   Rocky Brands, Inc.   2,531,199 
 181,000   Superior Group of Companies, Inc.   1,797,330 
 59,000   Weyco Group, Inc.   1,844,930 
         7,670,459 
     ASSET MANAGEMENT – 8.5%     
 80,000   GCM Grosvenor, Inc.   926,400 
 28,000   Sprott, Inc.   4,538,520 
 151,000   Westwood Holdings Group, Inc.   2,530,760 
         7,995,680 
     AUTOMOTIVE - 1.4%     
 33,000   Standard Motor Products, Inc.   1,309,440 
           
     BANKING - 5.4%     
 15,850   Bank of Hawaii Corporation   1,200,955 
 76,500   Bar Harbor Bankshares   2,467,890 
 10,000   Wintrust Financial Corporation   1,440,600 
         5,109,445 
     CHEMICALS - 4.2%     
 46,000   Oil-Dri Corporation of America   3,120,640 
 17,000   Stepan Company   865,130 
         3,985,770 
     COMMERCIAL SUPPORT SERVICES - 3.0%     
 23,200   ABM Industries, Inc.   1,032,400 
 48,000   Ennis, Inc.   1,013,280 
 200,000   Resources Connection, Inc.   752,000 
         2,797,680 
     CONSTRUCTION MATERIALS - 0.8%     
 18,100   Apogee Enterprises, Inc.   720,742 
           
     CONTAINERS & PACKAGING - 0.9%     
 36,000   Karat Packaging, Inc.   887,400 
           
1 
 

 

NORTH STAR DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Unaudited) (Continued)
February 28, 2026
 
 Shares       Fair Value 
     COMMON STOCKS — 94.5% (Continued)     
     ELECTRIC UTILITIES - 7.7%     
 46,000   Avista Corporation  $1,868,520 
 38,000   Northwestern Energy Group, Inc.   2,658,480 
 11,600   Otter Tail Corporation   987,160 
 33,500   Unitil Corporation   1,752,385 
         7,266,545 
     ELECTRICAL EQUIPMENT - 3.1%     
 138,000   LSI Industries, Inc.   2,983,560 
           
     GAS & WATER UTILITIES - 11.7%     
 59,000   Artesian Resources Corporation, Class A   1,998,920 
 170,000   Global Water Resources, Inc.   1,557,200 
 39,000   H2O America   2,097,810 
 48,000   Northwest Natural Holding Company   2,545,920 
 90,000   RGC Resources, Inc.   1,985,400 
 28,000   York Water Company (The)   920,640 
         11,105,890 
     HOME & OFFICE PRODUCTS - 5.7%     
 357,000   ACCO Brands Corporation   1,452,990 
 54,000   Flexsteel Industries, Inc.   2,779,380 
 64,000   Hamilton Beach Brands Holding Company, Class A   1,218,560 
         5,450,930 
     HOUSEHOLD PRODUCTS - 2.4%     
 169,000   Crown Crafts, Inc.   493,480 
 83,000   Energizer Holdings, Inc.   1,791,970 
         2,285,450 
     INDUSTRIAL REIT - 1.1%     
 21,400   LXP Industrial Trust   1,060,584 
           
     INSURANCE - 2.0%     
 84,000   Crawford & Company, Class A   903,840 
 23,000   Horace Mann Educators Corporation   1,000,730 
         1,904,570 
2 
 

 

NORTH STAR DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Unaudited) (Continued)
February 28, 2026
 
 Shares       Fair Value 
     COMMON STOCKS — 94.5% (Continued)     
     LEISURE PRODUCTS - 2.2%     
 143,000   Escalade, Inc.  $2,059,200 
           
     MEDICAL EQUIPMENT & DEVICES - 1.0%     
 90,000   Embecta Corporation   923,400 
           
     OIL & GAS PRODUCERS – 2.9%     
 270,000   Evolution Petroleum Corporation   1,206,900 
 31,000   Riley Exploration Permian, Inc.   894,040 
 35,000   Vitesse Energy, Inc.   675,850 
         2,776,790 
     OIL & GAS SERVICES & EQUIPMENT - 2.7%     
 187,000   Select Water Solutions, Inc.   2,556,290 
           
     RESIDENTIAL REIT - 2.0%     
 125,000   UMH Properties, Inc.   1,885,000 
           
     RETAIL - CONSUMER STAPLES - 2.1%     
 50,000   Village Super Market, Inc., Class A   1,957,500 
           
     RETAIL - DISCRETIONARY - 4.6%     
 22,000   Buckle, Inc. (The)   1,178,100 
 103,000   Ethan Allen Interiors, Inc.   2,346,340 
 41,000   Shoe Carnival, Inc.   827,790 
         4,352,230 
     SPECIALTY FINANCE - 2.7%     
 14,000   GATX Corporation   2,578,380 
           
     SPECIALTY REIT - 4.3%     
 196,000   Postal Realty Trust, Inc., Class A   4,063,080 
           
     TECHNOLOGY SERVICES - 1.4%     
 23,000   John Wiley & Sons, Inc., Class A   713,460 
 16,100   Value Line, Inc.   591,514 
         1,304,974 
3 
 

 

NORTH STAR DIVIDEND FUND
SCHEDULE OF INVESTMENTS (Unaudited) (Continued)
February 28, 2026
 
 Shares       Fair Value 
     COMMON STOCKS — 94.5% (Continued)     
     TELECOMMUNICATIONS - 1.6%     
 122,000   Spok Holdings, Inc.  $1,481,080 
           
     TRANSPORTATION & LOGISTICS - 1.1%     
 15,000   Euroseas Ltd.   1,031,100 
           
           
     TOTAL COMMON STOCKS (Cost $66,612,894)   89,503,169 
          
     PREFERRED STOCK — 1.0%     
     HOME CONSTRUCTION — 1.0%     
 40,000   Green Brick Partners, Inc., 5.7500%   900,000 
           
     TOTAL PREFERRED STOCK (Cost $846,709)   900,000 
           
     SHORT-TERM INVESTMENT — 4.1%     
     MONEY MARKET FUND - 4.1%     
 3,877,687  

First American Treasury Obligations Fund, Class X, 3.60%(a)

(Cost $3,877,687)

   3,877,687 
           
     TOTAL INVESTMENTS - 99.6% (Cost $71,337,290)  $94,280,856 
     OTHER ASSETS IN EXCESS OF LIABILITIES - 0.4%   331,473 
     NET ASSETS - 100.0%  $94,612,329 
           
           
           

 

 

 

Ltd.  - Limited Company
REIT  - Real Estate Investment Trust
   
 

 

 

 

 

(a) Rate disclosed is the seven day effective yield as of February 28, 2026.

 

 

4