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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 16 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UNH UNITEDHEALTH GROUP INC Healthcare 884.0 $367K 0.01% NEW $415.63 -3.3%
302 TWLO TWILIO INC Communication Services 1,778.0 $367K 0.01% NEW $206.33 +9.4%
303 VGT VANGUARD WORLD FD 3,040.0 $363K 0.01% NEW $119.52 -1.6%
304 GRAL GRAIL INC Healthcare 5,301.0 $362K 0.01% NEW $68.27 +15.1%
305 NUE NUCOR CORP Basic Materials 1,584.0 $353K 0.01% NEW $222.75 +13.9%
306 LITE LUMENTUM HLDGS INC Technology 405.0 $348K 0.01% NEW $858.06 +8.5%
307 NOVT NOVANTA INC Technology 2,133.0 $346K 0.01% NEW $162.24 -11.3%
308 VRSK VERISK ANALYTICS INC Industrials 1,895.0 $340K 0.01% NEW $179.53 +4.3%
309 AMP AMERIPRISE FINL INC Financial Services 728.0 $334K 0.01% NEW $458.76 +22.3%
310 VTIP VANGUARD MALVERN FDS 6,553.0 $329K 0.01% NEW $50.23 -0.9%
311 TLT ISHARES TR 3,800.0 $328K 0.01% NEW $86.42 -3.7%
312 WTFC WINTRUST FINL CORP Financial Services 2,024.0 $325K 0.01% NEW $160.72 -4.4%
313 DFAC DIMENSIONAL ETF TRUST 7,167.0 $318K 0.01% NEW $44.36 +2.8%
314 CBOE CBOE GLOBAL MKTS INC Financial Services 1,284.0 $312K 0.01% NEW $242.67 +27.9%
315 PM PHILIP MORRIS INTL INC Consumer Defensive 1,717.0 $311K 0.01% NEW $180.88 +7.5%
316 IWD ISHARES TR 1,272.0 $308K 0.01% NEW $242.43 +6.6%
317 URI UNITED RENTALS INC Industrials 272.0 $308K 0.01% NEW $1132.89 -6.6%
318 GIS GENERAL MILLS INC Consumer Defensive 8,712.0 $303K 0.01% NEW $34.80 +15.2%
319 BALL BALL CORP Consumer Cyclical 4,800.0 $300K 0.01% NEW $62.40 +2.8%
320 VERX VERTEX INC Technology 25,528.0 $293K 0.01% NEW $11.48 +16.6%
Page 16 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%