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Portfolio (Quarterly) Guide ↗

Chicago Capital, LLC

· CIK 0001740053
13F Portfolio $4.2B AUM 361 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 361 New
Page 6 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HUBB HUBBELL INC Industrials 7,277.0 $3.8M 0.09% NEW $523.18 -9.7%
102 BX BLACKSTONE INC Financial Services 32,337.0 $3.8M 0.09% NEW $117.67 +21.7%
103 PAYX PAYCHEX INC Industrials 38,588.0 $3.8M 0.09% NEW $98.33 +27.0%
104 WM WASTE MGMT INC DEL Industrials 16,421.0 $3.7M 0.09% NEW $222.88 -0.7%
105 BN BROOKFIELD CORP Financial Services 84,844.0 $3.6M 0.09% NEW $42.59 -2.2%
106 VUG VANGUARD INDEX FDS 41,720.0 $3.6M 0.09% NEW $86.14 +1.5%
107 DHR DANAHER CORP DEL Healthcare 18,818.0 $3.6M 0.09% NEW $190.48 +13.1%
108 ESLT ELBIT SYS LTD Industrials 4,711.0 $3.6M 0.09% NEW $758.66 -4.8%
109 MTZ MASTEC INC Industrials 8,477.0 $3.5M 0.09% NEW $416.06 -40.2%
110 MRK MERCK & CO INC Healthcare 27,111.0 $3.5M 0.08% NEW $128.50 +19.2%
111 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 37,765.0 $3.5M 0.08% NEW $92.09 -2.8%
112 HD HOME DEPOT INC Consumer Cyclical 9,691.0 $3.4M 0.08% NEW $352.68 -5.1%
113 SNDK SANDISK CORP Technology 1,489.0 $3.4M 0.08% NEW $2273.73 -34.1%
114 BA BOEING CO Industrials 15,588.0 $3.4M 0.08% NEW $216.47 -2.0%
115 VOO VANGUARD INDEX FDS 4,767.0 $3.3M 0.08% NEW $686.77 +2.5%
116 CPRT COPART INC Industrials 107,200.0 $3.0M 0.07% NEW $28.19 +15.9%
117 DIS DISNEY WALT CO Communication Services 31,366.0 $3.0M 0.07% NEW $96.25 +13.9%
118 WMT WALMART INC Consumer Defensive 26,511.0 $3.0M 0.07% NEW $113.26 -7.9%
119 TJX TJX COS INC NEW Consumer Cyclical 19,427.0 $2.9M 0.07% NEW $151.50 -9.7%
120 COHR COHERENT CORP Technology 7,423.0 $2.9M 0.07% NEW $394.47 -25.4%
Page 6 of 19  ·  361 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 32.6%
Healthcare 17.9%
Industrials 12.5%
Financial Services 11.9%
Communication Services 10.9%
Consumer Cyclical 10.0%
Consumer Defensive 2.0%
Utilities 0.8%
Real Estate 0.7%
Basic Materials 0.4%