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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 32 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPLV INVESCO EXCH TRADED FD TR II 14,200.0 $1.1M 0.02% NEW $76.36 -0.8%
622 PJUN INNOVATOR ETFS TRUST 25,198.0 $1.1M 0.02% NEW $43.01 +2.2%
623 FDS FACTSET RESH SYS INC Financial Services 4,436.0 $1.1M 0.02% NEW $243.96 +22.2%
624 QRVO QORVO INC Technology 12,448.0 $1.1M 0.02% NEW $86.73 +11.0%
625 TKR TIMKEN CO Industrials 7,634.0 $1.1M 0.02% NEW $140.88 -10.2%
626 RBC RBC BEARINGS INC Industrials 1,805.0 $1.1M 0.02% NEW $595.31 -14.8%
627 ASPI ASP ISOTOPES INC Basic Materials 265,459.0 $1.1M 0.02% NEW $4.04 +1.0%
628 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,965.0 $1.1M 0.02% NEW $107.31 +1.2%
629 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,099.0 $1.1M 0.02% NEW $344.09 -0.5%
630 OZK BANK OZK LITTLE ROCK ARK Financial Services 21,271.0 $1.1M 0.02% NEW $50.12 -1.1%
631 CGNX COGNEX CORP Technology 16,779.0 $1.1M 0.02% NEW $63.44 -5.0%
632 AMH AMERICAN HOMES 4 RENT Real Estate 32,110.0 $1.1M 0.02% NEW $33.11 +4.0%
633 STE STERIS PLC Healthcare 5,045.0 $1.1M 0.02% NEW $210.64 +11.7%
634 VEEV VEEVA SYS INC Healthcare 5,917.0 $1.1M 0.02% NEW $179.58 +38.4%
635 ISCF ISHARES TR 24,437.0 $1.1M 0.02% NEW $43.37 +6.1%
636 NYF ISHARES TR 20,062.0 $1.1M 0.02% NEW $52.79 -0.0%
637 DCI DONALDSON INC Industrials 11,610.0 $1.1M 0.02% NEW $91.14 +2.7%
638 EW EDWARDS LIFESCIENCES CORP Healthcare 12,531.0 $1.1M 0.02% NEW $83.82 +6.9%
639 ST SENSATA TECHNOLOGIES HLDG PL Technology 22,991.0 $1.0M 0.02% NEW $45.62 -7.2%
640 VMI VALMONT INDS INC Industrials 2,142.0 $1.0M 0.02% NEW $488.65 -0.7%
Page 32 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%