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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 13 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 463,127.0 $3.6M 0.07% NEW $7.70 -0.8%
242 MUB ISHARES TR 33,743.0 $3.6M 0.07% NEW $105.26 +0.1%
243 RSP INVESCO EXCHANGE TRADED FD T 16,164.0 $3.4M 0.07% NEW $211.92 +3.7%
244 VOT VANGUARD INDEX FDS 11,562.0 $3.4M 0.07% NEW $294.68 +4.0%
245 CMI CUMMINS INC Industrials 5,099.0 $3.4M 0.07% NEW $665.09 -6.7%
246 GD GENERAL DYNAMICS CORP Industrials 8,765.0 $3.3M 0.07% NEW $381.78 +3.1%
247 CRWD CROWDSTRIKE HLDGS INC Technology 18,024.0 $3.3M 0.07% NEW $45.86 +364.3%
248 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 38,029.0 $3.3M 0.07% NEW $86.35 -4.5%
249 PEP PEPSICO INC Consumer Defensive 24,019.0 $3.2M 0.07% NEW $134.95 +3.8%
250 BA BOEING CO Industrials 15,430.0 $3.2M 0.07% NEW $209.23 +6.6%
251 VTIP VANGUARD MALVERN FDS 64,735.0 $3.2M 0.06% NEW $49.57 +0.4%
252 MACH NATURAL RESOURCES LP 236,304.0 $3.2M 0.06% NEW $13.48
253 FORTINET INC 20,971.0 $3.2M 0.06% NEW $151.54
254 DJP BARCLAYS BANK PLC Financial Services 64,416.0 $3.1M 0.06% NEW $48.80 +1.2%
255 PM PHILIP MORRIS INTL INC Consumer Defensive 16,436.0 $3.1M 0.06% NEW $191.11 -1.8%
256 UNH UNITEDHEALTH GROUP INC Healthcare 7,413.0 $3.1M 0.06% NEW $423.56 -7.0%
257 XC WISDOMTREE TR 100,147.0 $3.1M 0.06% NEW $31.21 +2.4%
258 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,505.0 $3.1M 0.06% NEW $415.59 -0.5%
259 GLD SPDR GOLD TR Financial Services 8,384.0 $3.1M 0.06% NEW $371.51 +7.3%
260 PCG PG&E CORP Utilities 177,262.0 $3.1M 0.06% NEW $17.54 +1.6%
Page 13 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%