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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BSV VANGUARD BD INDEX FDS 6,714.0 $523K 0.07% $77.91 -0.4%
162 NEE NEXTERA ENERGY INC Utilities 5,832.0 $512K 0.07% -820.0 -12.3% $87.77 -2.8%
163 VDE VANGUARD WORLD FD 3,395.0 $510K 0.07% $150.13 +19.8%
164 FDX FEDEX CORP Industrials 1,626.0 $509K 0.07% $313.13 +5.4%
165 MPC MARATHON PETE CORP Energy 1,968.0 $503K 0.06% $255.67 +40.9%
166 XBI SPDR SERIES TRUST 3,153.0 $499K 0.06% $158.25 +3.2%
167 CPRT COPART INC Industrials 16,960.0 $478K 0.06% $28.19 +21.6%
168 XNTK SPDR SERIES TRUST 1,150.0 $449K 0.06% $390.65 -8.8%
169 RTX RTX CORPORATION Industrials 2,315.0 $439K 0.06% $189.73 +13.0%
170 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,231.0 $431K 0.06% -15.0 -0.7% $193.23 +3.9%
171 ES EVERSOURCE ENERGY Utilities 5,564.0 $402K 0.05% -2K -27.6% $72.27 +0.0%
172 OKE ONEOK INC NEW Energy 4,608.0 $401K 0.05% $86.94 +8.7%
173 DON WISDOMTREE TR 7,000.0 $396K 0.05% $56.52 +2.9%
174 VNQ VANGUARD INDEX FDS 4,050.0 $391K 0.05% -475.0 -10.5% $96.43 +2.6%
175 XAR SPDR SERIES TRUST 1,370.0 $389K 0.05% +230.0 +20.2% $283.79 -4.1%
176 CTBI COMMUNITY TR BANCORP INC Financial Services 5,325.0 $385K 0.05% $72.36 +5.6%
177 CMS CMS ENERGY CORP Utilities 5,032.0 $385K 0.05% $76.50 -8.1%
178 KMI KINDER MORGAN INC DEL Energy 12,000.0 $384K 0.05% $31.97 -2.1%
179 BERKSHIRE HATHAWAY INC DEL 716.0 $358K 0.05% -92.0 -11.4% $500.39
180 DELL DELL TECHNOLOGIES INC Technology 815.0 $352K 0.04% NEW $431.46 +0.7%
Page 9 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%