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Portfolio (Quarterly) Guide ↗

CHATHAM CAPITAL GROUP, INC.

· CIK 0001108969
13F Portfolio $783M AUM 200 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 57 Added 67 Reduced 6 Exited
Page 1 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 121,101.0 $36.7M 4.69% +2K +1.3% $303.12 +0.9%
2 EMXC ISHARES INC 209,263.0 $21.4M 2.73% +28K +15.5% $102.30 -6.0%
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 24,310.0 $18.2M 2.32% +171.0 +0.7% $746.76 +3.0%
4 VGT VANGUARD WORLD FD 147,008.0 $17.6M 2.24% +128K +669.6% $119.52 -0.6%
5 IBTO ISHARES TR 701,220.0 $16.9M 2.16% +32K +4.8% $24.13 -1.0%
6 VBIL VANGUARD INSTL INDEX FD 164,210.0 $12.4M 1.59% +62K +60.8% $75.68 -0.1%
7 VEU VANGUARD INTL EQUITY INDEX F 143,745.0 $12.0M 1.54% +3K +2.1% $83.75 +1.4%
8 POWL POWELL INDS INC Industrials 29,178.0 $8.4M 1.07% +17K +147.1% $286.36 -30.8%
9 GLDM WORLD GOLD TR Financial Services 98,062.0 $7.8M 0.99% +760.0 +0.8% $79.42 +12.4%
10 MCD MCDONALDS CORP Consumer Cyclical 25,678.0 $6.9M 0.89% +205.0 +0.8% $270.31 -1.1%
11 BSJR INVESCO EXCH TRD SLF IDX FD 298,406.0 $6.7M 0.85% +46K +18.0% $22.35 +0.3%
12 HDV ISHARES TR 237,590.0 $6.5M 0.83% +198K +498.5% $27.41 +9.2%
13 MATX MATSON INC Industrials 32,375.0 $6.2M 0.80% +3K +11.4% $192.23 +13.5%
14 MRK MERCK & CO INC Healthcare 46,191.0 $5.9M 0.76% +232.0 +0.5% $128.50 +18.5%
15 FBNC FIRST BANCORP N C Financial Services 83,169.0 $5.3M 0.68% +9K +12.5% $63.93 +0.8%
16 HCI HCI GROUP INC Financial Services 28,991.0 $5.1M 0.65% +4K +15.4% $175.25 +4.5%
17 TJX TJX COS INC NEW Consumer Cyclical 32,106.0 $4.9M 0.62% +620.0 +2.0% $151.50 -4.6%
18 ORCL ORACLE CORP Technology 32,725.0 $4.8M 0.61% +480.0 +1.5% $146.55 -1.9%
19 UFPT UFP TECHNOLOGIES INC Healthcare 17,034.0 $4.5M 0.58% +1K +7.3% $265.13 +18.0%
20 LMAT LEMAITRE VASCULAR INC Healthcare 46,545.0 $4.5M 0.57% +3K +6.2% $95.96 -12.6%
Page 1 of 3  ·  57 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 27.3%
Technology 23.7%
Industrials 11.3%
Healthcare 9.6%
Communication Services 5.9%
Utilities 5.7%
Consumer Cyclical 5.5%
Consumer Defensive 4.2%
Energy 3.1%
Basic Materials 2.7%