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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 38 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 BWA BORGWARNER INC Consumer Cyclical 12,826.0 $825K 0.02% NEW $64.33 +5.4%
742 CARR CARRIER GLOBAL CORPORATION Industrials 11,922.0 $824K 0.02% NEW $69.15 -12.7%
743 GWW WW GRAINGER INC Industrials 601.0 $822K 0.02% NEW $1367.41 -4.0%
744 SPDW SPDR INDEX SHS FDS 16,540.0 $818K 0.02% NEW $49.45 +5.2%
745 VTWG VANGUARD SCOTTSDALE FDS 2,995.0 $818K 0.02% NEW $273.03 +3.6%
746 FIRST TR EXCHANGE-TRADED FD 16,506.0 $818K 0.02% NEW $49.54
747 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,741.0 $818K 0.02% NEW $218.57 +8.7%
748 GPC GENUINE PARTS CO Consumer Cyclical 6,802.0 $817K 0.02% NEW $120.06 +11.6%
749 BRW SABA CAPITAL INCOME & OPRNT Financial Services 122,851.0 $816K 0.02% NEW $6.64 -3.2%
750 CDW CDW CORP Technology 6,252.0 $814K 0.02% NEW $130.18 +5.4%
751 BONDBLOXX ETF TRUST 16,259.0 $811K 0.02% NEW $49.85
752 GL GLOBE LIFE INC Financial Services 4,732.0 $810K 0.02% NEW $171.09 -0.0%
753 ECL ECOLAB INC Basic Materials 3,076.0 $810K 0.02% NEW $263.17 +7.0%
754 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,900.0 $809K 0.02% NEW $425.58 -9.9%
755 PKW INVESCO EXCHANGE TRADED FD T 5,639.0 $808K 0.02% NEW $143.20 +5.5%
756 HRB BLOCK H & R INC Consumer Cyclical 20,171.0 $806K 0.02% NEW $39.95 +34.4%
757 AEE AMEREN CORP Utilities 7,104.0 $805K 0.02% NEW $113.27 -6.3%
758 DGX QUEST DIAGNOSTICS INC Healthcare 3,514.0 $801K 0.02% NEW $227.92 +7.2%
759 IHAK ISHARES TR 13,551.0 $798K 0.02% NEW $58.89 +7.7%
760 FIRST HAWAIIAN INC 27,843.0 $798K 0.02% NEW $28.65
Page 38 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%