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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 9 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,470.0 $1.5M 0.04% NEW $178.23 +17.2%
162 CVX CHEVRON CORPORATION Energy 9,003.0 $1.5M 0.04% NEW $165.76 +20.8%
163 BLOCK INC 19,501.0 $1.5M 0.04% NEW $76.00
164 UNP UNION PAC CORP Industrials 5,416.0 $1.5M 0.04% NEW $272.00 +14.2%
165 CMCSA COMCAST CORP NEW Communication Services 58,688.0 $1.4M 0.04% NEW $24.55 +10.7%
166 SCHW SCHWAB CHARLES CORP Financial Services 15,527.0 $1.4M 0.03% NEW $92.27 +18.5%
167 ABNB AIRBNB INC Consumer Cyclical 9,935.0 $1.4M 0.03% NEW $143.10 +31.4%
168 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,338.0 $1.4M 0.03% NEW $223.95 +25.7%
169 ZD ZIFF DAVIS INC Communication Services 26,647.0 $1.4M 0.03% NEW $52.37 +6.2%
170 MCK MCKESSON CORP Healthcare 1,782.0 $1.3M 0.03% NEW $755.60 +18.7%
171 CCI CROWN CASTLE INC Real Estate 17,745.0 $1.3M 0.03% NEW $75.73 -0.3%
172 NKE NIKE INC Consumer Cyclical 32,574.0 $1.3M 0.03% NEW $41.05 -6.0%
173 ZTS ZOETIS INC Healthcare 18,498.0 $1.3M 0.03% NEW $71.86 +7.9%
174 STRL STERLING INFRASTRUCTURE INC Industrials 1,558.0 $1.3M 0.03% NEW $839.36 -40.7%
175 RSP INVESCO EXCHANGE TRADED FD T 5,935.0 $1.3M 0.03% NEW $212.77 +4.4%
176 ALKT ALKAMI TECHNOLOGY INC Technology 69,245.0 $1.3M 0.03% NEW $18.12 +12.3%
177 SHEL SHELL PLC Energy 16,181.0 $1.3M 0.03% NEW $77.54 +17.5%
178 IWM ISHARES TR 4,164.0 $1.3M 0.03% NEW $300.44 -0.5%
179 NTNX NUTANIX INC Technology 24,453.0 $1.2M 0.03% NEW $50.96 +28.4%
180 EL LAUDER ESTEE COS INC Consumer Defensive 15,613.0 $1.2M 0.03% NEW $78.95 +33.1%
Page 9 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%