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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 34 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 EQR EQUITY RESIDENTIAL Real Estate 14,510.0 $991K 0.02% NEW $68.28 -6.8%
662 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,280.0 $987K 0.02% NEW $230.71 -10.5%
663 HONEYWELL INTL INC 3,977.0 $979K 0.02% NEW $246.27
664 OTIS OTIS WORLDWIDE CORP Industrials 13,810.0 $977K 0.02% NEW $70.77 +1.0%
665 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,017.0 $975K 0.02% NEW $323.25 +5.8%
666 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,742.0 $975K 0.02% NEW $355.50 -0.7%
667 SPYD SPDR SERIES TRUST 19,832.0 $973K 0.02% NEW $49.08 +2.8%
668 HPQ HP INC Technology 39,608.0 $971K 0.02% NEW $24.51 +21.2%
669 EBAY EBAY INC. Consumer Cyclical 8,868.0 $969K 0.02% NEW $109.31 -4.7%
670 IVOO VANGUARD ADMIRAL FDS INC 7,588.0 $968K 0.02% NEW $127.64 +1.8%
671 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 85,957.0 $967K 0.02% NEW $11.25 -1.7%
672 RGA REINSURANCE GROUP AMER INC Financial Services 4,127.0 $967K 0.02% NEW $234.28 +3.8%
673 DIS DISNEY WALT CO Communication Services 10,411.0 $966K 0.02% NEW $92.83 +16.1%
674 W WAYFAIR INC Consumer Cyclical 11,667.0 $965K 0.02% NEW $82.68 +22.8%
675 KHC KRAFT HEINZ CO Consumer Defensive 37,815.0 $959K 0.02% NEW $25.36 +0.9%
676 CF CF INDUSTRIES HOLD Basic Materials 7,564.0 $958K 0.02% NEW $126.70 +2.3%
677 VFC V F CORP Consumer Cyclical 57,927.0 $958K 0.02% NEW $16.53 -13.1%
678 XLF SELECT SECTOR SPDR TR 17,142.0 $957K 0.02% NEW $55.83 +3.0%
679 MKC MCCORMICK & CO INC Consumer Defensive 19,038.0 $956K 0.02% NEW $50.19 +10.4%
680 CNR CORE NATURAL RESOURCES INC Energy 11,029.0 $954K 0.02% NEW $86.53 +9.9%
Page 34 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%