Chatham Capital Group as of June 30, 2024
Portfolio Holdings for Chatham Capital Group
Chatham Capital Group holds 191 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds Small Cp Etf (VB) | 5.2 | $30M | 137k | 218.04 | |
NVIDIA Corporation (NVDA) | 4.8 | $27M | 222k | 123.54 | |
Ishares Gold Tr Ishares New (IAU) | 3.1 | $18M | 399k | 43.93 | |
Apple (AAPL) | 3.0 | $17M | 83k | 210.62 | |
Microsoft Corporation (MSFT) | 2.5 | $14M | 32k | 446.95 | |
Vanguard Index Fds Large Cap Etf (VV) | 2.3 | $13M | 52k | 249.62 | |
Vanguard World Inf Tech Etf (VGT) | 2.1 | $12M | 21k | 576.58 | |
Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $11M | 61k | 182.55 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $11M | 23k | 479.11 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.8 | $10M | 201k | 50.47 | |
Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.8 | $10M | 457k | 22.08 | |
Alphabet Cap Stk Cl C (GOOG) | 1.8 | $10M | 55k | 183.42 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $9.0M | 17k | 544.23 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.5 | $8.9M | 461k | 19.22 | |
Eli Lilly & Co. (LLY) | 1.4 | $8.2M | 9.1k | 905.38 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $8.2M | 140k | 58.64 | |
Johnson & Johnson (JNJ) | 1.3 | $7.5M | 52k | 146.16 | |
Cisco Systems (CSCO) | 1.3 | $7.5M | 157k | 47.51 | |
UFP Technologies (UFPT) | 1.3 | $7.4M | 28k | 263.87 | |
McDonald's Corporation (MCD) | 1.2 | $7.0M | 28k | 254.84 | |
Procter & Gamble Company (PG) | 1.1 | $6.4M | 39k | 164.92 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $6.4M | 125k | 51.09 | |
Intercontinental Exchange (ICE) | 1.0 | $6.0M | 44k | 136.89 | |
American Express Company (AXP) | 1.0 | $5.9M | 25k | 231.55 | |
Aaon Com Par $0.004 (AAON) | 1.0 | $5.8M | 66k | 87.24 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 1.0 | $5.7M | 122k | 47.19 | |
UnitedHealth (UNH) | 1.0 | $5.7M | 11k | 509.26 | |
Insight Enterprises (NSIT) | 1.0 | $5.5M | 28k | 198.36 | |
Lowe's Companies (LOW) | 1.0 | $5.5M | 25k | 220.46 | |
Abbvie (ABBV) | 1.0 | $5.5M | 32k | 171.52 | |
Franklin Resources (BEN) | 0.9 | $5.4M | 243k | 22.35 | |
Merck & Co (MRK) | 0.9 | $5.4M | 44k | 123.80 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $5.1M | 111k | 46.09 | |
Caci Intl Cl A (CACI) | 0.9 | $5.1M | 12k | 430.13 | |
Qualcomm (QCOM) | 0.9 | $5.1M | 26k | 199.18 | |
CorVel Corporation (CRVL) | 0.9 | $5.0M | 20k | 254.27 | |
Matson (MATX) | 0.9 | $4.9M | 38k | 130.97 | |
Encore Wire Corporation (WIRE) | 0.9 | $4.9M | 17k | 289.83 | |
Oracle Corporation (ORCL) | 0.8 | $4.8M | 34k | 141.20 | |
Phillips 66 (PSX) | 0.8 | $4.8M | 34k | 141.17 | |
Home Depot (HD) | 0.8 | $4.6M | 14k | 344.24 | |
Ge Vernova (GEV) | 0.8 | $4.5M | 26k | 171.51 | |
LeMaitre Vascular (LMAT) | 0.7 | $4.1M | 50k | 82.28 | |
Ishares Tr Core High Dv Etf (HDV) | 0.7 | $4.1M | 37k | 108.70 | |
Texas Roadhouse (TXRH) | 0.7 | $3.9M | 23k | 171.71 | |
Coca-Cola Company (KO) | 0.7 | $3.9M | 61k | 63.65 | |
Cbiz (CBZ) | 0.7 | $3.8M | 51k | 74.10 | |
Ge Aerospace Com New (GE) | 0.7 | $3.8M | 24k | 158.97 | |
Metropcs Communications (TMUS) | 0.7 | $3.8M | 21k | 176.18 | |
Pepsi (PEP) | 0.6 | $3.7M | 22k | 164.93 | |
Union Pacific Corporation (UNP) | 0.6 | $3.6M | 16k | 226.26 | |
On Assignment (ASGN) | 0.6 | $3.5M | 40k | 88.17 | |
Charles Schwab Corporation (SCHW) | 0.6 | $3.3M | 45k | 73.69 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | 16k | 202.26 | |
ePlus (PLUS) | 0.6 | $3.2M | 43k | 73.68 | |
Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $3.2M | 31k | 103.73 | |
Honeywell International (HON) | 0.5 | $3.1M | 15k | 213.54 | |
Public Storage (PSA) | 0.5 | $3.1M | 11k | 287.65 | |
Maximus (MMS) | 0.5 | $3.0M | 35k | 85.70 | |
Applied Materials (AMAT) | 0.5 | $3.0M | 13k | 235.99 | |
Wal-Mart Stores (WMT) | 0.5 | $3.0M | 44k | 67.71 | |
Meta Platforms Cl A (META) | 0.5 | $3.0M | 5.9k | 504.22 | |
La-Z-Boy Incorporated (LZB) | 0.5 | $2.8M | 74k | 37.28 | |
McGrath Rent (MGRC) | 0.5 | $2.7M | 26k | 106.55 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $2.6M | 52k | 50.11 | |
H.B. Fuller Company (FUL) | 0.4 | $2.6M | 33k | 76.96 | |
Addus Homecare Corp (ADUS) | 0.4 | $2.5M | 22k | 116.11 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $2.5M | 5.7k | 441.16 | |
Nike CL B (NKE) | 0.4 | $2.5M | 33k | 75.37 | |
First Ban (FBNC) | 0.4 | $2.5M | 77k | 31.92 | |
CRA International (CRAI) | 0.4 | $2.4M | 14k | 172.22 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $2.3M | 30k | 77.28 | |
Stock Yards Ban (SYBT) | 0.4 | $2.3M | 47k | 49.67 | |
Gentherm (THRM) | 0.4 | $2.3M | 46k | 49.32 | |
Omni (OMC) | 0.4 | $2.3M | 25k | 89.70 | |
Air Products & Chemicals (APD) | 0.4 | $2.3M | 8.7k | 258.05 | |
OSI Systems (OSIS) | 0.4 | $2.3M | 16k | 137.52 | |
TJX Companies (TJX) | 0.4 | $2.2M | 20k | 110.10 | |
Materion Corporation (MTRN) | 0.4 | $2.1M | 20k | 108.13 | |
Enterprise Products Partners (EPD) | 0.4 | $2.1M | 73k | 28.98 | |
Exxon Mobil Corporation (XOM) | 0.4 | $2.1M | 18k | 115.12 | |
Marsh & McLennan Companies (MMC) | 0.4 | $2.0M | 9.6k | 210.72 | |
Stonex Group (SNEX) | 0.4 | $2.0M | 27k | 75.31 | |
S&p Global (SPGI) | 0.4 | $2.0M | 4.5k | 446.00 | |
Visa Com Cl A (V) | 0.3 | $2.0M | 7.5k | 262.47 | |
CSG Systems International (CSGS) | 0.3 | $1.9M | 47k | 41.17 | |
Yeti Hldgs (YETI) | 0.3 | $1.9M | 50k | 38.15 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.9M | 9.3k | 202.88 | |
Morgan Stanley Com New (MS) | 0.3 | $1.9M | 19k | 97.19 | |
Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.9M | 28k | 67.56 | |
Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $1.8M | 37k | 49.52 | |
U.S. Physical Therapy (USPH) | 0.3 | $1.8M | 20k | 92.42 | |
Rli (RLI) | 0.3 | $1.8M | 13k | 140.69 | |
Quaker Chemical Corporation (KWR) | 0.3 | $1.8M | 11k | 169.70 | |
German American Ban (GABC) | 0.3 | $1.8M | 50k | 35.35 | |
Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.3 | $1.7M | 70k | 23.98 | |
Simulations Plus (SLP) | 0.3 | $1.7M | 35k | 48.62 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.7M | 6.8k | 242.10 | |
Getty Realty (GTY) | 0.3 | $1.6M | 59k | 26.66 | |
Spdr Ser Tr S&p Semicndctr (XSD) | 0.3 | $1.5M | 6.3k | 247.48 | |
Live Oak Bancshares (LOB) | 0.3 | $1.5M | 44k | 35.06 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.5M | 1.7k | 849.99 | |
SJW (SJW) | 0.3 | $1.4M | 27k | 54.22 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.4M | 44k | 31.55 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.4M | 21k | 64.25 | |
ConocoPhillips (COP) | 0.2 | $1.4M | 12k | 114.38 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.3M | 5.1k | 262.53 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.3M | 8.7k | 145.75 | |
CSX Corporation (CSX) | 0.2 | $1.2M | 36k | 33.45 | |
Sherwin-Williams Company (SHW) | 0.2 | $1.2M | 4.0k | 298.43 | |
Nextera Energy (NEE) | 0.2 | $1.2M | 17k | 70.81 | |
EOG Resources (EOG) | 0.2 | $1.2M | 9.3k | 125.87 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | 6.3k | 182.15 | |
Amazon (AMZN) | 0.2 | $1.1M | 5.8k | 193.25 | |
Southern Company (SO) | 0.2 | $1.1M | 14k | 77.57 | |
Broadcom (AVGO) | 0.2 | $1.1M | 656.00 | 1605.53 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.0M | 5.7k | 182.52 | |
Myr (MYRG) | 0.2 | $1.0M | 7.6k | 135.71 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $1.0M | 26k | 39.16 | |
EQT Corporation (EQT) | 0.2 | $1.0M | 28k | 36.98 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.0M | 3.8k | 267.51 | |
Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.0M | 8.3k | 120.98 | |
Vanguard World Industrial Etf (VIS) | 0.2 | $964k | 4.1k | 235.22 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $956k | 6.0k | 160.41 | |
Copart (CPRT) | 0.2 | $919k | 17k | 54.16 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $907k | 8.7k | 104.55 | |
Abbott Laboratories (ABT) | 0.2 | $898k | 8.6k | 103.91 | |
Bristol Myers Squibb (BMY) | 0.2 | $897k | 22k | 41.53 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $848k | 15k | 58.52 | |
Pfizer (PFE) | 0.1 | $821k | 29k | 27.98 | |
Ishares Tr National Mun Etf (MUB) | 0.1 | $790k | 7.4k | 106.55 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $769k | 6.5k | 118.60 | |
Goldman Sachs (GS) | 0.1 | $745k | 1.6k | 452.32 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $716k | 1.3k | 547.23 | |
Alliant Energy Corporation (LNT) | 0.1 | $715k | 14k | 50.90 | |
Walt Disney Company (DIS) | 0.1 | $685k | 6.9k | 99.29 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $658k | 23k | 28.39 | |
Lockheed Martin Corporation (LMT) | 0.1 | $656k | 1.4k | 467.10 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $577k | 6.2k | 92.71 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $572k | 7.5k | 76.70 | |
Vanguard World Comm Srvc Etf (VOX) | 0.1 | $568k | 4.1k | 138.20 | |
FedEx Corporation (FDX) | 0.1 | $552k | 1.8k | 299.84 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $549k | 11k | 49.42 | |
Boeing Company (BA) | 0.1 | $538k | 3.0k | 182.01 | |
Eversource Energy (ES) | 0.1 | $521k | 9.2k | 56.71 | |
Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $517k | 5.2k | 100.08 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $506k | 5.8k | 86.90 | |
Rockwell Automation (ROK) | 0.1 | $494k | 1.8k | 275.28 | |
Amgen (AMGN) | 0.1 | $475k | 1.5k | 312.45 | |
Chevron Corporation (CVX) | 0.1 | $465k | 3.0k | 156.42 | |
International Business Machines (IBM) | 0.1 | $444k | 2.6k | 172.95 | |
Vanguard World Energy Etf (VDE) | 0.1 | $440k | 3.5k | 127.57 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $437k | 2.0k | 215.01 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $404k | 1.4k | 297.54 | |
Cigna Corp (CI) | 0.1 | $403k | 1.2k | 330.57 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $395k | 8.3k | 47.45 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $395k | 10k | 38.42 | |
Ishares Tr Msci India Etf (INDA) | 0.1 | $389k | 7.0k | 55.78 | |
Bank of America Corporation (BAC) | 0.1 | $388k | 9.7k | 39.77 | |
Oneok (OKE) | 0.1 | $376k | 4.6k | 81.55 | |
CoStar (CSGP) | 0.1 | $366k | 4.9k | 74.14 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $362k | 4.3k | 83.76 | |
Marathon Petroleum Corp (MPC) | 0.1 | $360k | 2.1k | 173.48 | |
Electronic Arts (EA) | 0.1 | $354k | 2.5k | 139.33 | |
Halliburton Company (HAL) | 0.1 | $342k | 10k | 33.78 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $339k | 1.5k | 226.23 | |
Intel Corporation (INTC) | 0.1 | $333k | 11k | 30.97 | |
Shell Spon Ads (SHEL) | 0.1 | $328k | 4.6k | 72.18 | |
Raytheon Technologies Corp (RTX) | 0.1 | $313k | 3.1k | 100.40 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $309k | 10k | 30.85 | |
Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $301k | 4.5k | 67.40 | |
Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.1 | $295k | 8.7k | 33.93 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $290k | 15k | 19.18 | |
CMS Energy Corporation (CMS) | 0.0 | $282k | 4.7k | 59.53 | |
Automatic Data Processing (ADP) | 0.0 | $263k | 1.1k | 238.69 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $253k | 1.7k | 152.30 | |
Labcorp Holdings Com Shs (LH) | 0.0 | $252k | 1.2k | 203.51 | |
AFLAC Incorporated (AFL) | 0.0 | $247k | 2.8k | 89.31 | |
Select Sector Spdr Tr Indl (XLI) | 0.0 | $242k | 2.0k | 121.87 | |
ResMed (RMD) | 0.0 | $239k | 1.3k | 191.42 | |
Community Trust Ban (CTBI) | 0.0 | $233k | 5.3k | 43.66 | |
Caterpillar (CAT) | 0.0 | $232k | 696.00 | 333.06 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $228k | 1.3k | 173.81 | |
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $225k | 1.2k | 195.25 | |
Emerson Electric (EMR) | 0.0 | $212k | 1.9k | 110.16 | |
Colgate-Palmolive Company (CL) | 0.0 | $210k | 2.2k | 97.04 | |
Constellation Brands Cl A (STZ) | 0.0 | $208k | 810.00 | 257.28 | |
Verizon Communications (VZ) | 0.0 | $208k | 5.0k | 41.24 | |
Zimmer Holdings (ZBH) | 0.0 | $203k | 1.9k | 108.53 | |
Nfj Dividend Interest (NFJ) | 0.0 | $123k | 10k | 12.28 | |
Knightscope Class A Com (KSCP) | 0.0 | $15k | 50k | 0.31 |