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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 55 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PDI PIMCO DYNAMIC INCOME FD Financial Services 26,764.0 $430K 0.01% NEW $16.08 -5.5%
1082 ACMR ACM RESH INC Technology 4,857.0 $429K 0.01% NEW $88.42 -12.2%
1083 MDLZ MONDELEZ INTL INC Consumer Defensive 7,147.0 $429K 0.01% NEW $60.05 +6.8%
1084 XYLD GLOBAL X FDS 10,537.0 $429K 0.01% NEW $40.70 +2.4%
1085 CPA COPA HOLDINGS SA Industrials 3,148.0 $427K 0.01% NEW $135.72 -4.4%
1086 CENCORA INC 1,398.0 $426K 0.01% NEW $305.01
1087 CDE COEUR MNG INC Basic Materials 27,923.0 $426K 0.01% NEW $15.24 +37.3%
1088 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 5,721.0 $425K 0.01% NEW $74.32 -1.6%
1089 SJM SMUCKER J M CO Consumer Defensive 3,649.0 $422K 0.01% NEW $115.70 +6.2%
1090 WPC WP CAREY INC Real Estate 5,605.0 $422K 0.01% NEW $75.21 -4.3%
1091 XLP SELECT SECTOR SPDR TR 5,062.0 $421K 0.01% NEW $83.21 +4.0%
1092 DLR DIGITAL RLTY TR INC Real Estate 2,342.0 $420K 0.01% NEW $179.31 +7.3%
1093 D DOMINION ENERGY INC Utilities 5,852.0 $418K 0.01% NEW $71.46 -4.4%
1094 TRP TC ENERGY CORP Energy 5,971.0 $418K 0.01% NEW $69.98 -10.9%
1095 RVTY REVVITY INC Healthcare 3,671.0 $415K 0.01% NEW $113.17 +5.5%
1096 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 4,422.0 $415K 0.01% NEW $93.82 +23.6%
1097 BAUG INNOVATOR ETFS TRUST 7,710.0 $415K 0.01% NEW $53.78 +2.8%
1098 VSAT VIASAT INC Technology 5,570.0 $414K 0.01% NEW $74.27 +3.2%
1099 MTD METTLER TOLEDO INTERNATIONAL Healthcare 308.0 $411K 0.01% NEW $1333.90 +6.8%
1100 SLRC SLR INVESTMENT CORP Financial Services 31,897.0 $411K 0.01% NEW $12.88 -1.2%
Page 55 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%