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Chicago Partners Investment

Latest statistics and disclosures from Chicago Partners Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, NVDA, VO, AAPL, DFUS, and represent 13.43% of Chicago Partners Investment Group's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$19M), AAPL (+$11M), TNA (+$10M), WWD (+$7.5M), AYA (+$6.9M), VO (+$6.5M), SNTH (+$6.2M), VUSB (+$6.2M), VOO (+$5.4M), SPY (+$5.3M).
Started 174 new stock positions in UA, OKTA, DY, PNR, SMG, PJP, CTAP, AJUL, WY, CVLT.
Reduced shares in these 10 stocks: SFLR (-$6.6M), IBHH (-$5.0M), LLY, BRK.B, IWV, Honeywell International, MU, BND, AGG, CG.
Sold out of its positions in APG, ARKK, SIVR, AA, ALIT, DCH, IPAY, APO.PA, AWI, Ascendis Pharma A S.
Chicago Partners Investment Group was a net buyer of stock by $366M.
Chicago Partners Investment Group has $5.0B in assets under management (AUM), dropping by 11.67%.
Central Index Key (CIK): 0001563525

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Portfolio Holdings for Chicago Partners Investment Group

Chicago Partners Investment Group holds 1521 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Chicago Partners Investment Group has 1521 total positions. Only the first 250 positions are shown.

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Download the Chicago Partners Investment Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.9	$195M	+2%	287k	678.61	View chart
NVIDIA Corporation Put Option (NVDA)	2.8	$139M	+15%	667k	208.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.7	$136M	+4%	1.7M	80.32	View chart
Apple (AAPL)	2.2	$108M	+11%	337k	321.66	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.9	$93M	+3%	1.1M	80.73	View chart
Enterprise Products Partners (EPD)	1.6	$81M		2.1M	38.80	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$78M	+3%	932k	83.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$75M	-3%	152k	490.85	View chart
Energy Transfer Com Ut Ltd Ptn Put Option (ET)	1.4	$70M		3.4M	20.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$68M		902k	75.45	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	1.3	$63M	+9%	86k	738.18	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$57M	+5%	192k	294.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$56M	+4%	1.9M	29.09	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$55M		685k	80.54	View chart
Microsoft Corporation (MSFT)	1.1	$54M	+6%	142k	381.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$52M	+3%	70k	741.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$51M	+9%	140k	364.69	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.9	$46M	+2%	1.1M	41.27	View chart
Advanced Micro Devices (AMD)	0.9	$43M	+5%	80k	539.69	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.8	$42M	-13%	1.1M	38.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$41M		251k	164.93	View chart
Amazon (AMZN)	0.8	$40M	+10%	170k	233.66	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$39M	+7%	1.1M	35.18	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$38M	-3%	870k	44.07	View chart
JPMorgan Chase & Co. (JPM)	0.7	$34M	+2%	96k	349.90	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.7	$33M	+3%	358k	91.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$32M	+14%	1.1M	28.55	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.6	$31M		46k	687.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$31M	+4%	597k	52.01	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	0.6	$31M	+6%	44k	691.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$30M	+4%	861k	34.26	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.6	$29M	+13%	291k	100.06	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$29M	+3%	229k	126.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$29M	+6%	233k	124.83	View chart
MPLX Com Unit Rep Ltd Put Option (MPLX)	0.6	$28M		490k	57.51	View chart
Blackstone Group Inc Com Cl A (BX)	0.6	$28M		226k	124.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$28M	+4%	87k	317.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$27M		125k	219.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$27M	+4%	665k	41.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$27M	+5%	84k	318.34	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$25M	+9%	661k	37.25	View chart
Meta Platforms Cl A (META)	0.5	$24M	+17%	39k	606.11	View chart
Oneok (OKE)	0.5	$23M		251k	93.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.5	$23M	+3%	595k	39.23	View chart
Micron Technology (MU)	0.5	$23M	-7%	24k	990.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$23M		158k	144.88	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$23M		631k	36.21	View chart
Broadcom (AVGO)	0.5	$23M	+29%	58k	392.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$22M		234k	94.14	View chart
Eli Lilly & Co. (LLY)	0.4	$22M	-17%	18k	1185.87	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$22M	+2%	382k	56.42	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.4	$21M	+15%	243k	86.91	View chart
Williams Companies (WMB)	0.4	$21M	-2%	272k	75.25	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.4	$20M		482k	41.04	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.4	$20M	+9%	471k	41.46	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.4	$19M	-6%	384k	50.69	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.4	$19M	+46%	389k	49.67	View chart
Ishares Tr Micro-cap Etf (IWC)	0.4	$19M		100k	188.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$19M	+2%	92k	202.45	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$18M	+13%	341k	52.19	View chart
First Tr Exchange-traded Com Shs Annual (FDM)	0.3	$17M		193k	90.43	View chart
Kinder Morgan (KMI)	0.3	$17M	-4%	531k	32.77	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$17M	+56%	584k	29.33	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$16M	+23%	216k	75.94	View chart
Ea Series Trust Strive Emerging (STXE)	0.3	$16M		338k	47.91	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$16M	-3%	392k	41.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$16M	+9%	587k	27.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$16M		96k	161.89	View chart
Abbvie (ABBV)	0.3	$15M		59k	256.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$15M	+2%	102k	149.83	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$15M		373k	40.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$15M	+16%	447k	33.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$14M		55k	246.18	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$13M		41k	313.98	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$13M	+2%	523k	24.51	View chart
Visa Com Cl A (V)	0.3	$13M		36k	351.60	View chart
Dimensional Etf Trust Emerging Mrktets (DEXC)	0.2	$12M	+13%	160k	75.86	View chart
Targa Res Corp (TRGP)	0.2	$12M	-3%	42k	285.58	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$11M	+14%	122k	92.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$11M	-12%	155k	72.25	View chart
Exxon Mobil Corporation (XOM)	0.2	$11M	+3%	70k	156.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$11M	+21%	79k	135.64	View chart
Ge Vernova (GEV)	0.2	$11M		10k	1031.18	View chart
Ares Capital Corporation (ARCC)	0.2	$11M		571k	18.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$11M	+2%	36k	292.09	View chart
Direxion Shares Etf Trust Daily Small Cap (TNA)	0.2	$10M	NEW	152k	68.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$10M		201k	51.18	View chart
Entergy Corporation (ETR)	0.2	$10M		88k	115.80	View chart
Tesla Motors (TSLA)	0.2	$10M	+67%	32k	319.69	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$10M		72k	140.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$10M		104k	95.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$10M	+15%	143k	69.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$9.7M	+4%	95k	102.90	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.2	$9.7M	+7%	469k	20.70	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$9.7M	+16%	206k	47.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$9.5M	+4%	40k	237.25	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$9.5M		1.0M	9.11	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$8.9M	+5%	499k	17.75	View chart
Costco Wholesale Corporation (COST)	0.2	$8.8M	+3%	9.5k	926.04	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$8.8M	+4%	133k	66.11	View chart
Ge Aerospace Com New (GE)	0.2	$8.8M	+11%	25k	349.00	View chart
Union Pacific Corporation (UNP)	0.2	$8.8M		29k	304.33	View chart
Woodward Governor Company (WWD)	0.2	$8.6M	+664%	21k	411.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.6M	-13%	88k	97.34	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	0.2	$8.5M	+9%	105k	81.78	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$8.5M		59k	142.96	View chart
McDonald's Corporation Call Option (MCD)	0.2	$8.5M	+18%	32k	262.80	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$8.4M	+27%	144k	58.53	View chart
Kkr & Co (KKR)	0.2	$8.2M		85k	95.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$8.2M	+4%	249k	32.80	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.2	$8.1M		75k	108.00	View chart
Johnson & Johnson (JNJ)	0.2	$8.0M	+12%	31k	259.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$7.9M	+7%	191k	41.22	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$7.8M		87k	89.40	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.2	$7.7M		57k	136.47	View chart
Cme (CME)	0.2	$7.7M	+2%	30k	254.32	View chart
Abbott Laboratories (ABT)	0.2	$7.6M	+22%	76k	100.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$7.6M		31k	242.07	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.2	$7.6M	-7%	216k	34.95	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$7.4M	+39%	279k	26.60	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.1	$7.4M		54k	135.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$7.3M	+2%	67k	108.85	View chart
Rbb Fund Trust Longview Advantg (EBI)	0.1	$7.3M		111k	65.22	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$7.2M	+12%	122k	59.18	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$7.2M	-2%	42k	171.73	View chart
Intel Corporation (INTC)	0.1	$7.0M	+10%	70k	100.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$7.0M	+16%	20k	344.53	View chart
Aya Gold Silver Ord (AYA)	0.1	$6.9M	NEW	344k	19.94	View chart
Cheniere Energy Com New (LNG)	0.1	$6.8M	+3%	25k	271.99	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$6.7M	+2%	37k	178.45	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$6.6M	+13%	91k	72.16	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$6.5M	+8%	194k	33.72	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.5M	+3%	50k	129.26	View chart
Nuveen Muni Value Fund (NUV)	0.1	$6.5M	+4%	713k	9.12	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$6.4M	+9%	240k	26.83	View chart
Wal-Mart Stores (WMT)	0.1	$6.4M	-13%	59k	108.40	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$6.4M		81k	78.76	View chart
Corning Incorporated (GLW)	0.1	$6.3M		40k	156.06	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$6.3M		141k	44.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$6.3M	+120%	75k	83.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.2M		15k	403.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.1M	+14%	11k	530.30	View chart
Procter & Gamble Company (PG)	0.1	$6.0M	+8%	41k	146.97	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.9M	+8%	19k	319.79	View chart
Ultimus Managers Tr West Sa Mids Etf (MDST)	0.1	$5.9M	+101%	197k	30.15	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$5.9M		57k	103.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$5.8M	-11%	92k	63.67	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.1	$5.8M	+2%	62k	94.29	View chart
Apollo Global Mgmt (APO)	0.1	$5.7M		48k	119.00	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$5.7M		532k	10.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$5.7M	+376%	48k	118.59	View chart
International Business Machines (IBM)	0.1	$5.7M	+13%	27k	206.65	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$5.6M		140k	39.87	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$5.6M		61k	90.96	View chart
Chevron Corporation (CVX)	0.1	$5.5M	+21%	28k	194.42	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$5.5M	-6%	109k	50.48	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$5.5M		20k	273.30	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.1	$5.4M		69k	79.05	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$5.4M	-2%	587k	9.21	View chart
Oracle Corporation (ORCL)	0.1	$5.4M	+40%	45k	120.04	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$5.4M	+6%	218k	24.69	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.1	$5.4M	-2%	34k	157.38	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$5.3M		61k	87.10	View chart
Iren Ordinary Shares (IREN)	0.1	$5.3M	+21%	130k	40.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.3M		54k	98.69	View chart
Ishares Tr Ibon 2030 Te Etf (IBHJ)	0.1	$5.2M	+5%	200k	26.23	View chart
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA)	0.1	$5.2M		95k	55.14	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$5.2M		22k	242.21	View chart
Applied Materials (AMAT)	0.1	$5.2M	+3%	9.2k	562.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$5.1M	+5%	48k	107.49	View chart
Merck & Co (MRK)	0.1	$5.1M	+3%	39k	130.48	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$5.1M	+7%	32k	162.40	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$5.1M	+12%	214k	23.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$5.1M		67k	76.15	View chart
Airbnb Com Cl A (ABNB)	0.1	$5.0M	+18%	37k	137.57	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.1	$5.0M	+2%	103k	48.53	View chart
Goldman Sachs (GS)	0.1	$5.0M	+17%	4.7k	1074.63	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$4.9M		25k	198.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.9M	-4%	43k	114.39	View chart
Cisco Systems (CSCO)	0.1	$4.9M	-5%	43k	112.76	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$4.9M		184k	26.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.8M	+2%	63k	77.20	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$4.8M	NEW	41k	117.53	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$4.8M		107k	44.84	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$4.8M	+3%	42k	114.58	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$4.8M	+2%	65k	73.62	View chart
Amplify Etf Tr Jr Silv Mine Etf Call Option (SILJ)	0.1	$4.8M	-10%	192k	24.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.7M	+4%	29k	161.28	View chart
Wells Fargo & Company (WFC)	0.1	$4.7M	+35%	55k	86.19	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$4.7M		187k	25.12	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$4.7M	-9%	44k	106.48	View chart
Western Digital (WDC)	0.1	$4.7M	-12%	8.4k	558.32	View chart
Marathon Petroleum Corp (MPC)	0.1	$4.6M	+4%	15k	312.28	View chart
Home Depot Call Option (HD)	0.1	$4.6M	+24%	14k	324.71	View chart
Dell Technologies CL C (DELL)	0.1	$4.5M	+11%	10k	439.32	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$4.4M	+4%	39k	115.65	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$4.4M		88k	50.49	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.1	$4.4M		43k	103.17	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$4.4M	+6%	79k	56.32	View chart
Citigroup Com New (C)	0.1	$4.4M	+23%	33k	131.88	View chart
Centene Corporation (CNC)	0.1	$4.4M	+25%	69k	63.74	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.4M		3.6k	1213.93	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$4.4M		190k	23.00	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$4.4M	-38%	10k	420.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$4.4M		19k	229.30	View chart
Capital One Financial (COF)	0.1	$4.4M	+49%	22k	199.96	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$4.3M	+14%	36k	121.28	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$4.3M		201k	21.56	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$4.3M		211k	20.57	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$4.3M		40k	108.19	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.3M		86k	49.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.2M	+39%	20k	209.16	View chart
Phillips 66 (PSX)	0.1	$4.1M	+31%	20k	206.98	View chart
Arista Networks Com Shs (ANET)	0.1	$4.1M	-4%	23k	176.61	View chart
Bank of America Corporation (BAC)	0.1	$4.1M	+14%	67k	61.28	View chart
Comfort Systems USA (FIX)	0.1	$4.1M		2.2k	1831.39	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$4.1M		26k	153.92	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$4.1M	+5%	100k	40.53	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$4.0M	+837%	196k	20.58	View chart
Rocket Lab Corp (RKLB)	0.1	$4.0M	-13%	57k	69.99	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$4.0M	+5%	72k	54.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.9M	+2%	42k	93.37	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$3.9M		85k	46.46	View chart
J.B. Hunt Transport Services (JBHT)	0.1	$3.9M	+16%	14k	289.37	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$3.9M		50k	78.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M		61k	64.60	View chart
Quanta Services (PWR)	0.1	$3.9M		6.0k	653.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.9M	+44%	31k	123.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.8M	-4%	18k	216.00	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$3.8M		66k	58.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$3.8M		62k	61.39	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$3.8M	+55%	4.2k	913.43	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.8M	+9%	37k	101.61	View chart
Caterpillar (CAT)	0.1	$3.8M	+22%	4.2k	894.63	View chart
Bristol Myers Squibb (BMY)	0.1	$3.7M	-5%	60k	61.51	View chart
Coca-Cola Company (KO)	0.1	$3.7M	+2%	46k	81.17	View chart
Enbridge (ENB)	0.1	$3.7M	-7%	65k	56.40	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$3.7M		34k	107.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$3.6M	+3%	23k	160.88	View chart
Intuit (INTU)	0.1	$3.6M	+13%	13k	281.52	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$3.6M	-5%	463k	7.70	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.6M	+12%	34k	105.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.4M		16k	211.92	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$3.4M		12k	294.68	View chart
Cummins (CMI)	0.1	$3.4M	+30%	5.1k	665.09	View chart
General Dynamics Corporation (GD)	0.1	$3.3M	+24%	8.8k	381.78	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$3.3M	+299%	18k	183.42	View chart
Vaneck Etf Trust Semiconductr Etf Put Option (SMH)	0.1	$3.3M	+215%	5.7k	580.17	View chart
Archer Daniels Midland Company (ADM)	0.1	$3.3M		38k	86.35	View chart
Pepsi Call Option (PEP)	0.1	$3.3M	-18%	24k	134.95	View chart

Past Filings by Chicago Partners Investment Group

SEC 13F filings are viewable for Chicago Partners Investment Group going back to 2015

Chicago Partners Investment Group 2026 Q2 filed July 30, 2026
Chicago Partners Investment Group 2026 Q1 filed May 4, 2026
Chicago Partners Investment Group 2025 Q4 filed Jan. 28, 2026
Chicago Partners Investment Group 2025 Q3 filed Oct. 30, 2025
Chicago Partners Investment Group 2025 Q2 filed July 29, 2025
Chicago Partners Investment Group 2025 Q1 filed May 9, 2025
Chicago Partners Investment Group 2024 Q4 filed Jan. 24, 2025
Chicago Partners Investment Group 2024 Q3 filed Oct. 29, 2024
Chicago Partners Investment Group 2024 Q2 filed July 31, 2024
Chicago Partners Investment Group 2024 Q1 filed April 25, 2024
Chicago Partners Investment Group 2023 Q4 filed Feb. 23, 2024
Chicago Partners Investment Group 2023 Q3 filed Oct. 26, 2023
Chicago Partners Investment Group 2023 Q2 filed Aug. 8, 2023
Chicago Partners Investment Group 2023 Q1 filed April 26, 2023
Chicago Partners Investment Group 2022 Q4 filed Feb. 9, 2023
Chicago Partners Investment Group 2022 Q3 filed Nov. 9, 2022

View all past filings

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