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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 41 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 IEX IDEX CORP Industrials 3,259.0 $724K 0.01% NEW $222.21 +5.5%
802 TLN TALEN ENERGY CORP Utilities 1,907.0 $723K 0.01% NEW $379.27 -17.1%
803 AOA ISHARES TR 7,544.0 $722K 0.01% NEW $95.77 +3.4%
804 NI NISOURCE INC Utilities 15,447.0 $722K 0.01% NEW $46.75 -13.1%
805 SBAC SBA COMMUNICATIONS CORP Real Estate 4,116.0 $720K 0.01% NEW $174.83 +4.4%
806 PRF INVESCO EXCHANGE TRADED FD T 13,238.0 $717K 0.01% NEW $54.13 +3.6%
807 STRV EA SERIES TRUST 15,003.0 $716K 0.01% NEW $47.69 -0.1%
808 U UNITY SOFTWARE INC Technology 24,717.0 $715K 0.01% NEW $28.94 +62.2%
809 ON ON SEMICONDUCTOR CORP Technology 7,924.0 $714K 0.01% NEW $90.13 -17.7%
810 DVA DAVITA INC Healthcare 3,046.0 $714K 0.01% NEW $234.27 -25.8%
811 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 64,880.0 $713K 0.01% NEW $10.99 +8.8%
812 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 12,109.0 $713K 0.01% NEW $58.87 +13.3%
813 PGR PROGRESSIVE CORP Financial Services 3,427.0 $710K 0.01% NEW $207.09 +5.9%
814 TD TORONTO DOMINION BK ONT Financial Services 5,942.0 $708K 0.01% NEW $119.22 -1.7%
815 FNDB SCHWAB STRATEGIC TR 22,938.0 $703K 0.01% NEW $30.65 +3.5%
816 WBD WARNER BROS DISCOVERY INC Communication Services 27,024.0 $701K 0.01% NEW $25.95 +10.0%
817 LOW LOWES COS INC Consumer Cyclical 3,453.0 $697K 0.01% NEW $201.94 +7.0%
818 O REALTY INCOME CORP Real Estate 10,744.0 $695K 0.01% NEW $64.72 -3.3%
819 IP INTERNATIONAL PAPER CO Consumer Cyclical 18,264.0 $692K 0.01% NEW $37.91 +9.4%
820 FNDA SCHWAB STRATEGIC TR 18,532.0 $690K 0.01% NEW $37.25 +1.3%
Page 41 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%