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Portfolio (Quarterly) Guide ↗

Chicago Partners Investment Group LLC

· CIK 0001563525
13F Portfolio $5.0B AUM 1,639 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1588 New
Page 11 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CNC CENTENE CORP DEL Healthcare 69,164.0 $4.4M 0.09% NEW $63.74 +2.6%
202 TDG TRANSDIGM GROUP INC Industrials 3,611.0 $4.4M 0.09% NEW $1213.93 +2.2%
203 IBDU ISHARES TR 190,305.0 $4.4M 0.09% NEW $23.00 +0.3%
204 IWV ISHARES TR 10,402.0 $4.4M 0.09% NEW $420.38 +4.2%
205 IVE ISHARES TR 19,031.0 $4.4M 0.09% NEW $229.30 +3.4%
206 COF CAPITAL ONE FINL CORP Financial Services 21,806.0 $4.4M 0.09% NEW $199.96 +10.9%
207 ARES ARES MANAGEMENT CORPORATION Financial Services 35,802.0 $4.3M 0.09% NEW $121.28 +15.9%
208 IBDV ISHARES TR 201,353.0 $4.3M 0.09% NEW $21.56 +0.3%
209 IBDW ISHARES TR 210,919.0 $4.3M 0.09% NEW $20.57 +0.3%
210 SLYV SPDR SERIES TRUST 39,895.0 $4.3M 0.09% NEW $108.19 +2.2%
211 FVD FIRST TR EXCHANGE-TRADED FD 86,242.0 $4.3M 0.09% NEW $49.30 +3.0%
212 RTX RTX CORPORATION Industrials 19,959.0 $4.2M 0.08% NEW $209.16 +6.9%
213 PSX PHILLIPS 66 Energy 19,950.0 $4.1M 0.08% NEW $206.98 +16.4%
214 ANET ARISTA NETWORKS INC Technology 23,351.0 $4.1M 0.08% NEW $176.61 +8.5%
215 BAC BANK OF AMER CORP Financial Services 66,944.0 $4.1M 0.08% NEW $61.28 +3.9%
216 FIX COMFORT SYS USA INC Industrials 2,237.0 $4.1M 0.08% NEW $1831.39 -4.6%
217 SDY SPDR SERIES TRUST 26,363.0 $4.1M 0.08% NEW $153.92 +2.7%
218 DFEV DIMENSIONAL ETF TRUST 99,932.0 $4.1M 0.08% NEW $40.53 +1.7%
219 ACYN FIRST TR EXCHANGE-TRADED FD 195,870.0 $4.0M 0.08% NEW $20.58 +0.6%
220 RKLB ROCKET LAB CORP Industrials 57,291.0 $4.0M 0.08% NEW $69.99 +14.0%
Page 11 of 80  ·  1,588 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
Technology 27.4%
Financial Services 21.1%
Energy 15.1%
Industrials 8.6%
Healthcare 6.7%
Consumer Cyclical 6.6%
Communication Services 4.7%
Utilities 3.6%
Consumer Defensive 3.0%
Real Estate 2.1%