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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 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 15,768.0 $5.2M 0.66% -100.0 -0.6% $327.33 +7.4%
22 HD HOME DEPOT INC Consumer Cyclical 14,235.0 $5.0M 0.64% -234.0 -1.6% $352.69 -4.8%
23 LOW LOWES COS INC Consumer Cyclical 21,961.0 $4.8M 0.62% -1K -5.1% $220.49 -2.0%
24 SH PROSHARES TR 145,615.0 $4.8M 0.61% -14K -9.0% $33.02 -1.7%
25 PG PROCTER & GAMBLE CO Consumer Defensive 31,907.0 $4.7M 0.60% -341.0 -1.1% $146.64 -1.3%
26 SHM SPDR SERIES TRUST 95,375.0 $4.6M 0.58% -500.0 -0.5% $47.97 -0.4%
27 WMT WALMART INC Consumer Defensive 40,026.0 $4.5M 0.58% -2K -4.5% $113.26 -8.4%
28 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 36,722.0 $4.5M 0.58% -1K -2.7% $123.11 +31.0%
29 XOM EXXON MOBIL CORP Energy 27,355.0 $3.7M 0.48% -349.0 -1.3% $136.72 +20.8%
30 LRCX LAM RESEARCH CORP Technology 8,280.0 $3.6M 0.46% -310.0 -3.6% $433.33 -27.5%
31 META META PLATFORMS INC Communication Services 5,709.0 $3.2M 0.41% -113.0 -1.9% $563.29 -2.4%
32 MA MASTERCARD INCORPORATED Financial Services 5,956.0 $3.1M 0.39% -228.0 -3.7% $513.60 +13.1%
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,064.0 $2.9M 0.37% -40.0 -1.3% $935.47 +1.3%
34 FLOT ISHARES TR 49,060.0 $2.5M 0.32% -8K -13.6% $51.05 -0.1%
35 PSA PUBLIC STORAGE Real Estate 7,403.0 $2.4M 0.30% -115.0 -1.5% $318.31 +1.3%
36 AVGO BROADCOM INC Technology 6,195.0 $2.3M 0.30% -125.0 -2.0% $377.75 -2.5%
37 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7,834.0 $2.3M 0.29% -115.0 -1.4% $293.18 +4.1%
38 GOOGL ALPHABET INC Communication Services 5,969.0 $2.1M 0.27% -250.0 -4.0% $357.37 -3.5%
39 ABT ABBOTT LABORATORIES Healthcare 21,560.0 $2.0M 0.25% -2K -7.6% $90.74 +28.5%
40 ADUS ADDUS HOMECARE CORP Healthcare 18,836.0 $1.9M 0.24% -207.0 -1.1% $100.47 +20.2%
Page 2 of 4  ·  67 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 28.5%
Technology 24.7%
Industrials 11.8%
Healthcare 10.0%
Utilities 6.0%
Consumer Cyclical 5.7%
Consumer Defensive 4.4%
Basic Materials 2.8%
Energy 2.7%
Communication Services 2.4%