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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 64 of 80  ·  1,588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 INFL LISTED FDS TR 5,649.0 $289K 0.01% NEW $51.16 +5.8%
1262 VENTURE GLOBAL INC 19,056.0 $289K 0.01% NEW $15.16
1263 ACGL ARCH CAP GROUP LTD Financial Services 2,877.0 $288K 0.01% NEW $100.11 -1.6%
1264 ACWX ISHARES TR 3,872.0 $288K 0.01% NEW $74.31 +4.0%
1265 FMHI FIRST TR EXCH TRADED FD III 6,052.0 $287K 0.01% NEW $47.49 +0.5%
1266 IYC ISHARES TR 2,993.0 $287K 0.01% NEW $95.97 +7.9%
1267 INNOVATOR ETFS TRUST 9,580.0 $287K 0.01% NEW $29.92
1268 CFR CULLEN FROST BANKERS INC Financial Services 1,774.0 $286K 0.01% NEW $161.43 +2.0%
1269 AIZ ASSURANT INC Financial Services 1,040.0 $285K 0.01% NEW $273.72 +1.7%
1270 PAUG INNOVATOR ETFS TRUST 6,186.0 $283K 0.01% NEW $45.82 +1.9%
1271 KD KYNDRYL HLDGS INC Technology 24,268.0 $283K 0.01% NEW $11.66 +6.2%
1272 XLY SELECT SECTOR SPDR TR 2,600.0 $283K 0.01% NEW $108.76 +9.0%
1273 ARM ARM HOLDINGS PLC Technology 999.0 $283K 0.01% NEW $283.04 -11.9%
1274 FISV FISERV INC Technology 5,655.0 $283K 0.01% NEW $49.97 +4.2%
1275 PYLD PIMCO ETF TR 10,802.0 $282K 0.01% NEW $26.09 +0.7%
1276 MLM MARTIN MARIETTA MATLS INC Basic Materials 515.0 $282K 0.01% NEW $547.20 -2.1%
1277 LIBERTY MEDIA CORP DEL 2,912.0 $281K 0.01% NEW $96.48
1278 XLB SELECT SECTOR SPDR TR 5,580.0 $281K 0.01% NEW $50.29 +4.4%
1279 ROL ROLLINS INC Consumer Cyclical 7,112.0 $280K 0.01% NEW $39.44 -8.1%
1280 BOTZ GLOBAL X FDS 8,135.0 $279K 0.01% NEW $34.31 +6.0%
Page 64 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%