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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 43 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CSX CSX CORP Industrials 12,430.0 $656K 0.01% NEW $52.81 -2.6%
842 SNDR SCHNEIDER NATIONAL INC Industrials 17,296.0 $653K 0.01% NEW $37.75 -6.1%
843 VIAV VIAVI SOLUTIONS INC Technology 15,610.0 $652K 0.01% NEW $41.80 -8.5%
844 DVN DEVON ENERGY CORP NEW Energy 14,407.0 $652K 0.01% NEW $45.29 +9.1%
845 SMG SCOTTS MIRACLE-GRO CO Basic Materials 9,646.0 $651K 0.01% NEW $67.53 -9.3%
846 BJAN INNOVATOR ETFS TRUST 11,104.0 $651K 0.01% NEW $58.66 +2.6%
847 URI UNITED RENTALS INC Industrials 569.0 $649K 0.01% NEW $1140.52 -4.5%
848 MTZ MASTEC INC Industrials 1,804.0 $647K 0.01% NEW $358.86 -25.8%
849 CPT CAMDEN PPTY TR Real Estate 5,723.0 $646K 0.01% NEW $112.84 -4.6%
850 BHP BHP BILLITON LIMITED Basic Materials 7,717.0 $646K 0.01% NEW $83.65 +15.4%
851 IT GARTNER INC Technology 4,826.0 $645K 0.01% NEW $133.70 +46.5%
852 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 12,832.0 $644K 0.01% NEW $50.19 +19.6%
853 HL CALL HECLA MINING COMPANY Basic Materials 42,000.0 $643K 0.01% NEW $15.32 +36.3%
854 FIDELITY COVINGTON TRUST 8,184.0 $642K 0.01% NEW $78.40
855 SF STIFEL FINL CORP Financial Services 8,014.0 $638K 0.01% NEW $79.56 +1.7%
856 FLO FLOWERS FOODS INC Consumer Defensive 82,212.0 $637K 0.01% NEW $7.75 -7.9%
857 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,163.0 $637K 0.01% NEW $294.32 +3.7%
858 VGSH VANGUARD SCOTTSDALE FDS 10,912.0 $633K 0.01% NEW $57.98 +0.3%
859 PSTG EVERPURE INC 8,380.0 $630K 0.01% NEW $75.19
860 TOL TOLL BROTHERS INC Consumer Cyclical 4,289.0 $629K 0.01% NEW $146.56 -0.2%
Page 43 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%