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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 24 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 17,881.0 $1.5M 0.03% NEW $86.11 +5.9%
462 ISPY PROSHARES TR 32,538.0 $1.5M 0.03% NEW $47.30 +2.7%
463 T AT&T INC Communication Services 66,868.0 $1.5M 0.03% NEW $22.96 +9.4%
464 MRVL MARVELL TECHNOLOGY INC Technology 7,322.0 $1.5M 0.03% NEW $209.33 +13.3%
465 OHI OMEGA HEALTHCARE INVS INC Real Estate 30,061.0 $1.5M 0.03% NEW $50.97 -7.9%
466 ARW ARROW ELECTRS INC Technology 7,116.0 $1.5M 0.03% NEW $215.11 -4.4%
467 DTE DTE ENERGY CO Utilities 10,302.0 $1.5M 0.03% NEW $148.13 -6.0%
468 MDB MONGODB INC Technology 5,100.0 $1.5M 0.03% NEW $299.16 +47.3%
469 NSC NORFOLK SOUTHN CORP Industrials 4,369.0 $1.5M 0.03% NEW $348.53 -0.8%
470 DOCU DOCUSIGN INC Technology 32,208.0 $1.5M 0.03% NEW $47.04 +32.0%
471 TMUS T-MOBILE US INC Communication Services 8,890.0 $1.5M 0.03% NEW $170.42 +7.0%
472 SUB ISHARES TR 14,318.0 $1.5M 0.03% NEW $105.74 +0.5%
473 CAG CONAGRA BRANDS INC Consumer Defensive 104,888.0 $1.5M 0.03% NEW $14.37 +12.9%
474 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6,531.0 $1.5M 0.03% NEW $230.26 +2.9%
475 DE DEERE & CO Industrials 2,461.0 $1.5M 0.03% NEW $610.10 -4.8%
476 IBB ISHARES TR 7,922.0 $1.5M 0.03% NEW $188.98 +14.8%
477 DT DYNATRACE INC Technology 36,807.0 $1.5M 0.03% NEW $40.65 +22.0%
478 EXC EXELON CORP Utilities 31,545.0 $1.5M 0.03% NEW $47.28 -4.2%
479 CRM SALESFORCE INC Technology 9,485.0 $1.5M 0.03% NEW $156.92 +31.3%
480 OEF ISHARES TR 4,096.0 $1.5M 0.03% NEW $363.10 +4.7%
Page 24 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%