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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHW SHERWIN WILLIAMS CO Basic Materials 2,296.0 $791K 0.10% -300.0 -11.6% $344.32 +0.7%
142 CAT CATERPILLAR INC Industrials 704.0 $750K 0.10% $1064.79 -22.2%
143 VITL VITAL FARMS INC Consumer Defensive 64,251.0 $747K 0.10% -30K -31.8% $11.63 -9.1%
144 INTC INTEL CORP Technology 5,336.0 $745K 0.10% $139.63 -35.5%
145 GLD SPDR GOLD TR Financial Services 1,925.0 $709K 0.09% $368.38 +14.9%
146 LMT LOCKHEED MARTIN CORP Industrials 1,377.0 $702K 0.09% $509.46 +10.6%
147 LNT ALLIANT ENERGY CORP Utilities 9,150.0 $698K 0.09% -600.0 -6.2% $76.29 -11.1%
148 IGV ISHARES TR 7,625.0 $691K 0.09% $90.60 +14.1%
149 PFE PFIZER INC Healthcare 28,651.0 $690K 0.09% $24.08 +16.6%
150 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,413.0 $675K 0.09% $477.57 -12.3%
151 DIS DISNEY WALT CO Communication Services 6,596.0 $635K 0.08% -40.0 -0.6% $96.25 +12.0%
152 VCR VANGUARD WORLD FD 1,565.0 $621K 0.08% +50.0 +3.3% $396.61 +0.1%
153 VANGUARD NY TAX FREE FDS 5,900.0 $614K 0.08% +100.0 +1.7% $104.00
154 BA BOEING CO Industrials 2,813.0 $609K 0.08% $216.47 -1.0%
155 SCHA SCHWAB STRATEGIC TR 16,655.0 $602K 0.08% $36.13 -3.6%
156 CACI CACI INTL INC Technology 1,242.0 $575K 0.07% -62.0 -4.8% $463.26 +39.7%
157 CVX CHEVRON CORPORATION Energy 3,471.0 $575K 0.07% $165.76 +23.8%
158 XLK SELECT SECTOR SPDR TR 3,000.0 $572K 0.07% $190.52 -3.8%
159 IWB ISHARES TR 1,358.0 $556K 0.07% $409.50 +2.5%
160 WY WEYERHAEUSER CO Real Estate 22,790.0 $546K 0.07% -2K -9.3% $23.94 +2.0%
Page 8 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 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%