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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 27 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RDVY FIRST TR EXCHANGE TRADED FD 16,746.0 $1.3M 0.03% NEW $79.65 +2.8%
522 IDEV ISHARES TR 15,031.0 $1.3M 0.03% NEW $88.49 +4.6%
523 NFRA FLEXSHARES TR 20,302.0 $1.3M 0.03% NEW $65.42 +0.9%
524 WES WESTERN MIDSTREAM PARTNERS L Energy 27,700.0 $1.3M 0.03% NEW $47.93 +2.0%
525 TSN TYSON FOODS INC Consumer Defensive 23,323.0 $1.3M 0.03% NEW $56.75 +3.7%
526 UJUL INNOVATOR ETFS TRUST 32,647.0 $1.3M 0.03% NEW $40.52 +2.0%
527 GILD GILEAD SCIENCES INC Healthcare 10,079.0 $1.3M 0.03% NEW $130.86 +11.3%
528 DIA STATE STR SPDR DOW JONES IND Financial Services 2,553.0 $1.3M 0.03% NEW $516.28 +2.6%
529 ADI ANALOG DEVICES INC Technology 3,451.0 $1.3M 0.03% NEW $380.15 -0.9%
530 COP CONOCOPHILLIPS Energy 10,899.0 $1.3M 0.03% NEW $120.20 +12.4%
531 EFX EQUIFAX INC Industrials 7,805.0 $1.3M 0.03% NEW $166.71 +16.6%
532 ADBE ADOBE INC Technology 6,129.0 $1.3M 0.03% NEW $212.18 +28.6%
533 CDNS CADENCE DESIGN SYSTEM INC Technology 3,930.0 $1.3M 0.03% NEW $330.43 -4.8%
534 AIG AMERICAN INTL GROUP INC Financial Services 16,614.0 $1.3M 0.03% NEW $78.16 -2.8%
535 MMM 3M CO Industrials 7,653.0 $1.3M 0.03% NEW $169.59 +6.9%
536 TSHA TAYSHA GENE THERAPIES INC Healthcare 222,347.0 $1.3M 0.03% NEW $5.83 +2.9%
537 KMX CARMAX INC Consumer Cyclical 22,006.0 $1.3M 0.03% NEW $58.39 +5.2%
538 SPGM SPDR INDEX SHS FDS 15,127.0 $1.3M 0.03% NEW $84.27 +3.9%
539 FEM FIRST TR EXCH TRD ALPHDX FD 40,360.0 $1.3M 0.03% NEW $31.49 +3.4%
540 DFSI DIMENSIONAL ETF TRUST 28,279.0 $1.3M 0.03% NEW $44.92 +4.8%
Page 27 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%