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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 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO Financial Services 15,768.0 $5.2M 0.66% -100.0 -0.6% $327.33 +7.7%
42 HCI HCI GROUP INC Financial Services 28,991.0 $5.1M 0.65% +4K +15.4% $175.25 +5.0%
43 HD HOME DEPOT INC Consumer Cyclical 14,235.0 $5.0M 0.64% -234.0 -1.6% $352.69 -4.1%
44 TJX TJX COS INC NEW Consumer Cyclical 32,106.0 $4.9M 0.62% +620.0 +2.0% $151.50 -7.5%
45 LOW LOWES COS INC Consumer Cyclical 21,961.0 $4.8M 0.62% -1K -5.1% $220.49 -1.1%
46 SH PROSHARES TR 145,615.0 $4.8M 0.61% -14K -9.0% $33.02 -1.7%
47 ORCL ORACLE CORP Technology 32,725.0 $4.8M 0.61% +480.0 +1.5% $146.55 +0.4%
48 PG PROCTER & GAMBLE CO Consumer Defensive 31,907.0 $4.7M 0.60% -341.0 -1.1% $146.64 -1.9%
49 SHM SPDR SERIES TRUST 95,375.0 $4.6M 0.58% -500.0 -0.5% $47.97 -0.5%
50 WMT WALMART INC Consumer Defensive 40,026.0 $4.5M 0.58% -2K -4.5% $113.26 -9.5%
51 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 36,722.0 $4.5M 0.58% -1K -2.7% $123.11 +31.6%
52 UFPT UFP TECHNOLOGIES INC Healthcare 17,034.0 $4.5M 0.58% +1K +7.3% $265.13 +15.6%
53 LMAT LEMAITRE VASCULAR INC Healthcare 46,545.0 $4.5M 0.57% +3K +6.2% $95.96 -14.0%
54 UNP UNION PAC CORP Industrials 16,137.0 $4.4M 0.56% +100.0 +0.6% $272.00 +12.6%
55 KO COCA COLA CO Consumer Defensive 52,952.0 $4.3M 0.55% $81.27 +11.8%
56 SGOV ISHARES TR 42,742.0 $4.3M 0.55% NEW $100.67 -0.0%
57 BIL SPDR SERIES TRUST 46,621.0 $4.3M 0.55% NEW $91.64 -0.0%
58 KLAC KLA CORP Technology 13,825.0 $4.2M 0.53% NEW $301.71 -39.5%
59 SCHW SCHWAB CHARLES CORP Financial Services 44,927.0 $4.1M 0.53% +240.0 +0.5% $92.27 +21.0%
60 VUSB VANGUARD BD INDEX FDS 81,255.0 $4.0M 0.52% +800.0 +1.0% $49.78 -0.1%
Page 3 of 10  ·  200 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%