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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 62 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 DFTX DEFINIUM THERAPEUTICS INC Healthcare 7,299.0 $313K 0.01% NEW $42.93 +6.7%
1222 EXR EXTRA SPACE STORAGE INC Real Estate 2,154.0 $313K 0.01% NEW $145.45 +1.7%
1223 CHY CALAMOS CONV & HIGH INCOME F Financial Services 24,042.0 $313K 0.01% NEW $13.02 +1.0%
1224 VLTO VERALTO CORP Industrials 3,412.0 $312K 0.01% NEW $91.51 +9.4%
1225 WULF TERAWULF INC Financial Services 15,519.0 $311K 0.01% NEW $20.05 -22.7%
1226 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 18,746.0 $311K 0.01% NEW $16.58 +12.8%
1227 ALV AUTOLIV INC Consumer Cyclical 2,696.0 $311K 0.01% NEW $115.23 +6.1%
1228 BOH BANK HAWAII CORP Financial Services 3,663.0 $310K 0.01% NEW $84.75 -8.2%
1229 USIG ISHARES TR 6,171.0 $310K 0.01% NEW $50.27 +0.3%
1230 RFLR INNOVATOR ETFS TRUST 9,618.0 $310K 0.01% NEW $32.23 +3.2%
1231 TRU TRANSUNION Industrials 4,191.0 $309K 0.01% NEW $73.82 +13.2%
1232 WY WEYERHAEUSER CO Real Estate 13,081.0 $309K 0.01% NEW $23.64 +4.1%
1233 CNI CANADIAN NATL RY CO Industrials 2,361.0 $308K 0.01% NEW $130.58 -2.3%
1234 ENTG ENTEGRIS INC Technology 2,276.0 $308K 0.01% NEW $135.31 +6.6%
1235 DASH DOORDASH INC Communication Services 1,810.0 $307K 0.01% NEW $169.73 +29.7%
1236 PEY INVESCO EXCHANGE TRADED FD T 12,786.0 $307K 0.01% NEW $23.99 +5.3%
1237 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,107.0 $306K 0.01% NEW $43.01 +41.7%
1238 VLYPN VALLEY NATL BANCORP Financial Services 21,041.0 $304K 0.01% NEW $14.45 +77.7%
1239 ALLE ALLEGION PLC Industrials 1,966.0 $304K 0.01% NEW $154.57 +5.3%
1240 HCI HCI GROUP INC Financial Services 1,736.0 $304K 0.01% NEW $174.98 +4.6%
Page 62 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%