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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 57 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 NOV NOV INC Energy 19,548.0 $393K 0.01% NEW $20.13 +2.8%
1122 COHR COHERENT CORP Technology 1,253.0 $392K 0.01% NEW $313.22 -8.2%
1123 AAOI APPLIED OPTOELECTRONICS INC Technology 3,481.0 $390K 0.01% NEW $112.02 +9.1%
1124 XDSQ INNOVATOR ETFS TRUST 9,121.0 $388K 0.01% NEW $42.59 +4.4%
1125 ADSK AUTODESK INC Technology 1,886.0 $387K 0.01% NEW $205.27 +22.4%
1126 ZTS ZOETIS INC Healthcare 5,190.0 $387K 0.01% NEW $74.58 +2.8%
1127 HUT 8 CORP 3,281.0 $386K 0.01% NEW $117.68
1128 PNR PENTAIR PLC Industrials 6,190.0 $384K 0.01% NEW $62.07 +5.7%
1129 BRKR BRUKER CORP Healthcare 6,181.0 $384K 0.01% NEW $62.16 -5.6%
1130 FERG FERGUSON ENTERPRISES INC Industrials 1,679.0 $384K 0.01% NEW $228.67 +6.3%
1131 ELAN ELANCO ANIMAL HEALTH INC Healthcare 15,434.0 $382K 0.01% NEW $24.78 -1.2%
1132 AVTR AVANTOR INC Healthcare 33,682.0 $382K 0.01% NEW $11.35 +23.0%
1133 CHRD CHORD ENERGY CORPORATION Energy 2,747.0 $382K 0.01% NEW $138.90 +6.4%
1134 GAP GAP INC Consumer Cyclical 20,201.0 $381K 0.01% NEW $18.88 +6.5%
1135 COPP SPROTT FDS TR 9,922.0 $381K 0.01% NEW $38.39 +10.5%
1136 DHI D R HORTON INC Consumer Cyclical 2,675.0 $380K 0.01% NEW $142.13 +6.8%
1137 DFSE DIMENSIONAL ETF TRUST 8,115.0 $379K 0.01% NEW $46.67 +3.2%
1138 DOC HEALTHPEAK PROPERTIES INC Real Estate 17,147.0 $379K 0.01% NEW $22.08 -6.0%
1139 SR SPIRE INC Utilities 4,587.0 $378K 0.01% NEW $82.50 +1.2%
1140 TXNM ENERGY INC 6,489.0 $378K 0.01% NEW $58.30
Page 57 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%