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Portfolio (Quarterly) Guide ↗

CHATHAM CAPITAL GROUP, INC.

· CIK 0001108969
13F Portfolio $689M AUM 198 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 43 Added 75 Reduced 7 Exited
Page 1 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 119,511.0 $31.3M 4.54% -4K -3.4% $261.92 +12.3%
2 NVDA NVIDIA CORPORATION Technology 168,368.0 $29.4M 4.26% -10K -5.7% $174.40 +22.8%
3 IAU ISHARES GOLD TR Financial Services 323,995.0 $28.6M 4.14% -38K -10.4% $88.16 -4.0%
4 AAPL APPLE INC Technology 77,109.0 $19.6M 2.84% $253.79 +23.1%
5 GEV GE VERNOVA INC Utilities 21,293.0 $18.6M 2.70% -1K -4.7% $872.90 +14.1%
6 IBTO ISHARES TR 668,895.0 $16.3M 2.37% +154K +29.8% $24.39 -1.0%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 24,139.0 $15.7M 2.28% -410.0 -1.7% $650.35 +16.0%
8 GOOG ALPHABET INC Communication Services 54,030.0 $15.5M 2.25% -532.0 -1.0% $286.86 +34.6%
9 VV VANGUARD INDEX FDS 50,356.0 $15.0M 2.18% $298.85 +16.2%
10 EMXC ISHARES INC 181,138.0 $14.2M 2.07% +37K +25.4% $78.66 +28.4%
11 QQQ INVESCO QQQ TR Financial Services 23,431.0 $13.5M 1.96% -375.0 -1.6% $577.18 +27.4%
12 VGT VANGUARD WORLD FD 19,102.0 $13.3M 1.93% $697.71 -83.0%
13 VIG VANGUARD SPECIALIZED FUNDS 58,335.0 $12.5M 1.82% -580.0 -1.0% $215.06 +8.8%
14 MSFT MICROSOFT CORP Technology 33,633.0 $12.4M 1.81% -384.0 -1.1% $370.17 +15.4%
15 VEU VANGUARD INTL EQUITY INDEX F 140,755.0 $10.6M 1.53% +2K +1.1% $75.10 +11.7%
16 BSCR INVESCO EXCH TRD SLF IDX FD 518,415.0 $10.2M 1.48% +30K +6.2% $19.62 +0.1%
17 ISHARES TR 418,786.0 $9.4M 1.36% -43K -9.3% $22.43
18 GLDM WORLD GOLD TR Financial Services 97,302.0 $9.0M 1.31% -22K -18.5% $92.69 -4.0%
19 JNJ JOHNSON & JOHNSON Healthcare 34,427.0 $8.4M 1.22% $244.44 -5.6%
20 LLY ELI LILLY & CO Healthcare 9,118.0 $8.4M 1.22% -49.0 -0.5% $919.73 +22.6%
Page 1 of 10  ·  198 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.7%
Technology 22.2%
Industrials 10.4%
Healthcare 9.8%
Communication Services 6.1%
Consumer Cyclical 6.1%
Utilities 5.1%
Consumer Defensive 4.9%
Energy 4.0%
Basic Materials 1.9%