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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 44 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PII POLARIS INC Consumer Cyclical 8,660.0 $628K 0.01% NEW $72.55 -11.2%
862 ESGV VANGUARD WORLD FD 4,828.0 $628K 0.01% NEW $130.06 +3.8%
863 CMS CMS ENERGY CORP Utilities 8,463.0 $628K 0.01% NEW $74.15 -5.8%
864 RJF RAYMOND JAMES FINL INC Financial Services 3,771.0 $627K 0.01% NEW $166.14 +3.7%
865 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,179.0 $624K 0.01% NEW $529.53 -1.6%
866 ALAB ASTERA LABS INC Technology 1,908.0 $624K 0.01% NEW $326.97 -11.1%
867 EXPD EXPEDITORS INTL WASH INC Industrials 3,531.0 $622K 0.01% NEW $176.20 +5.8%
868 FSMD FIDELITY COVINGTON TRUST 12,185.0 $622K 0.01% NEW $51.02 +1.5%
869 DRS LEONARDO DRS INC Industrials 12,901.0 $621K 0.01% NEW $48.16 -14.9%
870 JAAA JANUS DETROIT STR TR 12,244.0 $620K 0.01% NEW $50.63 +0.0%
871 SWKS SKYWORKS SOLUTIONS INC Technology 10,240.0 $619K 0.01% NEW $60.47 +12.4%
872 OMC OMNICOM GROUP INC Communication Services 7,943.0 $619K 0.01% NEW $77.90 +11.8%
873 AMKR AMKOR TECHNOLOGY INC Technology 9,457.0 $618K 0.01% NEW $65.33 -22.1%
874 PCOR PROCORE TECHNOLOGIES INC Technology 14,986.0 $616K 0.01% NEW $41.08 +54.0%
875 NVCR NOVOCURE LTD Healthcare 30,730.0 $614K 0.01% NEW $19.99 -11.1%
876 MMU WESTERN ASSET MANAGED MUNS F Financial Services 60,721.0 $613K 0.01% NEW $10.10 +0.9%
877 FNF FIDELITY NATL FINL INC Financial Services 12,604.0 $613K 0.01% NEW $48.61 -2.4%
878 FYT FIRST TR EXCHANGE-TRADED ALP 8,678.0 $612K 0.01% NEW $70.55 +2.1%
879 BBWI BATH & BODY WORKS INC Consumer Cyclical 31,653.0 $612K 0.01% NEW $19.34 +1.6%
880 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 20,902.0 $611K 0.01% NEW $29.24 +23.3%
Page 44 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 27.4%
Financial Services 21.1%
Energy 15.1%
Industrials 8.6%
Healthcare 6.7%
Consumer Cyclical 6.6%
Communication Services 4.7%
Utilities 3.6%
Consumer Defensive 3.0%
Real Estate 2.1%