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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 17 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ILMN ILLUMINA INC Healthcare 11,553.0 $2.3M 0.04% NEW $196.85 -4.4%
322 SYK STRYKER CORPORATION Healthcare 7,105.0 $2.3M 0.04% NEW $318.97 +3.9%
323 SPTM SPDR SERIES TRUST 25,032.0 $2.2M 0.04% NEW $89.71 +3.9%
324 SMH VANECK ETF TRUST 3,871.0 $2.2M 0.04% NEW $580.12 -1.8%
325 BSV VANGUARD BD INDEX FDS 28,903.0 $2.2M 0.04% NEW $77.40 +0.3%
326 TJX TJX COS INC NEW Consumer Cyclical 14,530.0 $2.2M 0.04% NEW $153.48 -1.7%
327 NVT NVENT ELEC PLC Industrials 14,014.0 $2.2M 0.04% NEW $158.78 +3.7%
328 ASML ASML HLDG NV Technology 1,230.0 $2.2M 0.04% NEW $1803.04 -0.0%
329 FCX FREEPORT MCMORAN INC Basic Materials 34,736.0 $2.2M 0.04% NEW $63.50 +4.4%
330 VCSH VANGUARD SCOTTSDALE FDS 28,107.0 $2.2M 0.04% NEW $78.41 +0.3%
331 NXE NEXGEN ENERGY LTD Energy 235,034.0 $2.2M 0.04% NEW $9.37 +9.5%
332 NTRS NORTHERN TR CORP Financial Services 12,359.0 $2.2M 0.04% NEW $177.95 +7.1%
333 SOXX ISHARES TR 3,986.0 $2.2M 0.04% NEW $551.18 -3.6%
334 APH AMPHENOL CORP Technology 13,874.0 $2.2M 0.04% NEW $157.43 +1.4%
335 IHI ISHARES TR 44,153.0 $2.2M 0.04% NEW $49.44 +12.1%
336 AXP AMERICAN EXPRESS CO Financial Services 6,395.0 $2.2M 0.04% NEW $340.84 -0.7%
337 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,449.0 $2.2M 0.04% NEW $257.61 +24.8%
338 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 23,218.0 $2.2M 0.04% NEW $93.56 -49.4%
339 PHO INVESCO EXCHANGE TRADED FD T 31,985.0 $2.2M 0.04% NEW $67.59 +4.8%
340 PH PARKER-HANNIFIN CORP Industrials 2,192.0 $2.2M 0.04% NEW $985.34 +5.7%
Page 17 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%