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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 33 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SMH PUT VANECK ETF TRUST 1,800.0 $1.0M 0.02% NEW $580.17 -3.4%
642 EXEL EXELIXIS INC Healthcare 18,752.0 $1.0M 0.02% NEW $55.65 -2.8%
643 MEAR ISHARES U S ETF TR 20,806.0 $1.0M 0.02% NEW $50.13 +0.2%
644 IQVIA HLDGS INC 5,029.0 $1.0M 0.02% NEW $207.31
645 DUPONT DE NEMOURS INC 7,565.0 $1.0M 0.02% NEW $137.40
646 CRWV COREWEAVE INC Technology 12,772.0 $1.0M 0.02% NEW $81.10 +8.3%
647 NDSN NORDSON CORP Industrials 3,532.0 $1.0M 0.02% NEW $292.10 +13.7%
648 AGCO AGCO CORP Industrials 8,791.0 $1.0M 0.02% NEW $117.27 -8.9%
649 SSNC SS&C TECH HLDGS Technology 15,370.0 $1.0M 0.02% NEW $66.95 +23.9%
650 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 13,993.0 $1.0M 0.02% NEW $73.45 -2.4%
651 XLU SELECT SECTOR SPDR TR 22,010.0 $1.0M 0.02% NEW $46.19 -7.4%
652 NYT NEW YORK TIMES CO MTN BE Communication Services 14,466.0 $1.0M 0.02% NEW $70.17 -6.4%
653 BIIB BIOGEN INC Healthcare 5,038.0 $1.0M 0.02% NEW $200.60 +8.1%
654 FICO FAIR ISAAC CORP Technology 837.0 $1.0M 0.02% NEW $1206.19 -2.8%
655 MPWR MONOLITHIC PWR SYS INC Technology 722.0 $1.0M 0.02% NEW $1397.35 -5.8%
656 DLTR DOLLAR TREE INC Consumer Defensive 8,575.0 $1.0M 0.02% NEW $117.65 +11.8%
657 EXPAND ENERGY CORPORATION 10,967.0 $1.0M 0.02% NEW $91.73
658 F FORD MTR CO Consumer Cyclical 70,630.0 $999K 0.02% NEW $14.15 +1.8%
659 PB PROSPERITY BANCSHARES INC Financial Services 13,694.0 $995K 0.02% NEW $72.68 +0.1%
660 ARMK ARAMARK Industrials 17,390.0 $991K 0.02% NEW $57.00 +4.9%
Page 33 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 29.1%
Financial Services 21.6%
Energy 12.1%
Industrials 9.1%
Healthcare 7.1%
Consumer Cyclical 6.9%
Utilities 3.8%
Communication Services 3.6%
Consumer Defensive 3.2%
Real Estate 2.2%