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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 46 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 USFD US FOODS HLDG CORP Consumer Defensive 6,120.0 $585K 0.01% NEW $95.57 +13.5%
902 SCHK SCHWAB STRATEGIC TR 16,407.0 $584K 0.01% NEW $35.59 +3.9%
903 CHDN CHURCHILL DOWNS INC Consumer Cyclical 6,962.0 $583K 0.01% NEW $83.75 +10.7%
904 KDP KEURIG DR PEPPER INC Consumer Defensive 19,634.0 $583K 0.01% NEW $29.67 +7.7%
905 BEN FRANKLIN RESOURCES INC Financial Services 17,965.0 $580K 0.01% NEW $32.29 +6.2%
906 FFTY CAPITAL-FORCE ETF TR 15,379.0 $580K 0.01% NEW $37.70 -2.4%
907 AFL AFLAC INC Financial Services 4,645.0 $578K 0.01% NEW $124.35 -6.1%
908 CNX CNX RES CORP Energy 16,731.0 $577K 0.01% NEW $34.46 +5.8%
909 BTZ BLACKROCK CR ALLOCATION Financial Services 57,817.0 $576K 0.01% NEW $9.97 +2.2%
910 AVT AVNET INC Technology 6,409.0 $576K 0.01% NEW $89.92 -3.0%
911 MTG MGIC INVT CORP WIS Financial Services 19,883.0 $576K 0.01% NEW $28.96 +6.9%
912 ULTA ULTA BEAUTY INC Consumer Cyclical 1,202.0 $575K 0.01% NEW $477.99 +10.2%
913 WRB BERKLEY W R CORP Financial Services 7,816.0 $574K 0.01% NEW $73.43 -6.0%
914 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,024.0 $574K 0.01% NEW $283.47 +2.6%
915 ASCENDIS PHARMA A/S 2,264.0 $572K 0.01% NEW $252.66
916 ROM PROSHARES TR 4,234.0 $571K 0.01% NEW $134.84 +4.4%
917 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 179,325.0 $570K 0.01% NEW $3.18 -5.5%
918 GBDC GOLUB CAP BDC INC Financial Services 44,591.0 $570K 0.01% NEW $12.78 +3.5%
919 RSG REPUBLIC SVCS INC Industrials 2,618.0 $569K 0.01% NEW $217.42 +1.3%
920 CIFR CIPHER DIGITAL INC Financial Services 21,983.0 $568K 0.01% NEW $25.82 -38.6%
Page 46 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%