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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 10  ·  200 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 NVDA NVIDIA CORPORATION Technology 164,476.0 $32.9M 4.20% -4K -2.3% $200.09 +8.7%
3 GEV GE VERNOVA INC Utilities 21,151.0 $24.8M 3.17% -142.0 -0.7% $1174.86 -16.0%
4 IAU ISHARES GOLD TR Financial Services 312,445.0 $23.6M 3.01% -12K -3.6% $75.51 +12.4%
5 AAPL APPLE INC Technology 76,797.0 $22.2M 2.84% $289.36 +9.5%
6 EMXC ISHARES INC 209,263.0 $21.4M 2.73% +28K +15.5% $102.30 -6.0%
7 GOOG ALPHABET INC Communication Services 53,556.0 $18.9M 2.42% -474.0 -0.9% $353.33 -3.3%
8 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%
9 VGT VANGUARD WORLD FD 147,008.0 $17.6M 2.24% +128K +669.6% $119.52 -0.6%
10 QQQ INVESCO QQQ TR Financial Services 23,305.0 $17.2M 2.19% -126.0 -0.5% $736.40 -2.8%
11 VV VANGUARD INDEX FDS 49,491.0 $17.0M 2.17% -865.0 -1.7% $343.91 +3.0%
12 IBTO ISHARES TR 701,220.0 $16.9M 2.16% +32K +4.8% $24.13 -1.0%
13 VIG VANGUARD SPECIALIZED FUNDS 55,485.0 $13.1M 1.68% -3K -4.9% $236.62 +3.5%
14 VBIL VANGUARD INSTL INDEX FD 164,210.0 $12.4M 1.59% +62K +60.8% $75.68 -0.1%
15 MSFT MICROSOFT CORP Technology 33,006.0 $12.3M 1.57% -627.0 -1.9% $373.02 +29.8%
16 VEU VANGUARD INTL EQUITY INDEX F 143,745.0 $12.0M 1.54% +3K +2.1% $83.75 +1.4%
17 LLY ELI LILLY & CO Healthcare 9,058.0 $10.9M 1.39% -60.0 -0.7% $1199.38 +6.8%
18 AMAT APPLIED MATLS INC Technology 14,460.0 $10.5M 1.33% -320.0 -2.2% $723.00 -31.4%
19 BSCR INVESCO EXCH TRD SLF IDX FD 511,915.0 $10.0M 1.28% -6K -1.2% $19.61 +0.2%
20 ISHARES TR 410,436.0 $9.2M 1.17% -8K -2.0% $22.37
Page 1 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%