Chatham Capital Group as of Dec. 31, 2024
Portfolio Holdings for Chatham Capital Group
Chatham Capital Group holds 197 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $35M | 143k | 240.28 | |
| NVIDIA Corporation (NVDA) | 4.7 | $29M | 212k | 134.29 | |
| Apple (AAPL) | 3.4 | $21M | 82k | 250.42 | |
| Ishares Gold Tr Ishares New (IAU) | 3.3 | $20M | 407k | 49.51 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.4 | $14M | 54k | 269.70 | |
| Microsoft Corporation (MSFT) | 2.2 | $13M | 32k | 421.50 | |
| Vanguard World Inf Tech Etf (VGT) | 2.1 | $13M | 21k | 621.79 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $12M | 60k | 195.83 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $11M | 22k | 511.23 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.7 | $11M | 472k | 22.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $10M | 55k | 190.44 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.6 | $10M | 199k | 50.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $9.6M | 16k | 586.07 | |
| Cisco Systems (CSCO) | 1.5 | $9.2M | 155k | 59.20 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.5 | $9.0M | 462k | 19.48 | |
| Ge Vernova (GEV) | 1.4 | $8.6M | 26k | 328.93 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $8.1M | 141k | 57.41 | |
| McDonald's Corporation (MCD) | 1.3 | $7.8M | 27k | 289.89 | |
| American Express Company (AXP) | 1.3 | $7.7M | 26k | 296.79 | |
| Johnson & Johnson (JNJ) | 1.2 | $7.3M | 51k | 144.62 | |
| Eli Lilly & Co. (LLY) | 1.2 | $7.3M | 9.4k | 771.97 | |
| Aaon Com Par $0.004 (AAON) | 1.2 | $7.1M | 60k | 117.68 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $6.5M | 126k | 51.99 | |
| Intercontinental Exchange (ICE) | 1.1 | $6.5M | 44k | 149.01 | |
| Abbvie (ABBV) | 1.1 | $6.5M | 37k | 177.70 | |
| Procter & Gamble Company (PG) | 1.1 | $6.5M | 39k | 167.65 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $6.4M | 126k | 50.88 | |
| CorVel Corporation (CRVL) | 1.0 | $6.2M | 56k | 111.26 | |
| Lowe's Companies (LOW) | 1.0 | $6.0M | 24k | 246.80 | |
| Oracle Corporation (ORCL) | 0.9 | $5.7M | 34k | 166.64 | |
| UnitedHealth (UNH) | 0.9 | $5.7M | 11k | 505.86 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.9 | $5.6M | 118k | 47.39 | |
| Home Depot (HD) | 0.9 | $5.3M | 14k | 388.99 | |
| Matson (MATX) | 0.8 | $5.0M | 37k | 134.84 | |
| Franklin Resources (BEN) | 0.8 | $4.8M | 238k | 20.29 | |
| Caci Intl Cl A (CACI) | 0.8 | $4.7M | 12k | 404.06 | |
| Metropcs Communications (TMUS) | 0.8 | $4.7M | 21k | 220.73 | |
| LeMaitre Vascular (LMAT) | 0.7 | $4.5M | 49k | 92.14 | |
| Insight Enterprises (NSIT) | 0.7 | $4.2M | 28k | 152.10 | |
| Qualcomm (QCOM) | 0.7 | $4.2M | 27k | 153.62 | |
| Cbiz (CBZ) | 0.7 | $4.2M | 51k | 81.83 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $4.2M | 37k | 112.26 | |
| Ge Aerospace Com New (GE) | 0.7 | $4.1M | 25k | 166.79 | |
| UFP Technologies (UFPT) | 0.7 | $4.1M | 17k | 244.51 | |
| Wal-Mart Stores (WMT) | 0.7 | $4.0M | 44k | 90.35 | |
| Texas Roadhouse (TXRH) | 0.6 | $3.9M | 22k | 180.43 | |
| Phillips 66 (PSX) | 0.6 | $3.8M | 34k | 113.93 | |
| Coca-Cola Company (KO) | 0.6 | $3.7M | 60k | 62.26 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.7M | 15k | 239.71 | |
| TJX Companies (TJX) | 0.6 | $3.6M | 30k | 120.81 | |
| Union Pacific Corporation (UNP) | 0.6 | $3.6M | 16k | 228.04 | |
| Stonex Group (SNEX) | 0.6 | $3.6M | 36k | 97.97 | |
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.6 | $3.5M | 34k | 104.23 | |
| Meta Platforms Cl A (META) | 0.6 | $3.5M | 6.0k | 585.51 | |
| First Ban (FBNC) | 0.5 | $3.3M | 76k | 43.97 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $3.3M | 45k | 74.01 | |
| Pepsi (PEP) | 0.5 | $3.3M | 22k | 152.06 | |
| Honeywell International (HON) | 0.5 | $3.3M | 15k | 225.89 | |
| On Assignment (ASGN) | 0.5 | $3.3M | 39k | 83.34 | |
| Merck & Co (MRK) | 0.5 | $3.2M | 33k | 99.48 | |
| La-Z-Boy Incorporated (LZB) | 0.5 | $3.2M | 74k | 43.57 | |
| Stock Yards Ban (SYBT) | 0.5 | $3.2M | 44k | 71.61 | |
| ePlus (PLUS) | 0.5 | $3.1M | 43k | 73.88 | |
| Public Storage (PSA) | 0.5 | $3.1M | 10k | 299.44 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.1M | 5.8k | 526.57 | |
| Hci (HCI) | 0.5 | $3.0M | 26k | 116.53 | |
| Materion Corporation (MTRN) | 0.5 | $2.9M | 29k | 98.88 | |
| McGrath Rent (MGRC) | 0.5 | $2.8M | 25k | 111.82 | |
| OSI Systems (OSIS) | 0.4 | $2.7M | 16k | 167.43 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $2.6M | 52k | 50.13 | |
| Air Products & Chemicals (APD) | 0.4 | $2.6M | 9.0k | 290.04 | |
| Addus Homecare Corp (ADUS) | 0.4 | $2.6M | 21k | 125.35 | |
| Vital Farms (VITL) | 0.4 | $2.6M | 69k | 37.69 | |
| CRA International (CRAI) | 0.4 | $2.6M | 14k | 187.20 | |
| Maximus (MMS) | 0.4 | $2.5M | 34k | 74.65 | |
| Morgan Stanley Com New (MS) | 0.4 | $2.5M | 20k | 125.72 | |
| CSG Systems International (CSGS) | 0.4 | $2.4M | 46k | 51.11 | |
| Applied Materials (AMAT) | 0.4 | $2.3M | 14k | 162.63 | |
| Enterprise Products Partners (EPD) | 0.4 | $2.3M | 73k | 31.36 | |
| Visa Com Cl A (V) | 0.4 | $2.2M | 7.1k | 316.04 | |
| H.B. Fuller Company (FUL) | 0.4 | $2.2M | 33k | 67.48 | |
| S&p Global (SPGI) | 0.4 | $2.2M | 4.4k | 498.03 | |
| Live Oak Bancshares (LOB) | 0.4 | $2.2M | 55k | 39.55 | |
| Omni (OMC) | 0.4 | $2.1M | 25k | 86.04 | |
| Rli (RLI) | 0.3 | $2.1M | 13k | 164.83 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.0M | 7.7k | 264.13 | |
| German American Ban (GABC) | 0.3 | $2.0M | 50k | 40.22 | |
| Marsh & McLennan Companies | 0.3 | $2.0M | 9.3k | 212.41 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | 18k | 107.57 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.9M | 24k | 78.01 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.8M | 8.4k | 220.95 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.8M | 28k | 66.14 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $1.8M | 37k | 49.62 | |
| Yeti Hldgs (YETI) | 0.3 | $1.8M | 47k | 38.51 | |
| Gentherm (THRM) | 0.3 | $1.8M | 44k | 39.92 | |
| Getty Realty (GTY) | 0.3 | $1.7M | 58k | 30.13 | |
| U.S. Physical Therapy (USPH) | 0.3 | $1.7M | 19k | 88.71 | |
| Broadcom (AVGO) | 0.3 | $1.7M | 7.2k | 231.84 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.7M | 1.8k | 916.27 | |
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.3 | $1.5M | 6.2k | 248.45 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.5M | 5.1k | 287.82 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.5M | 64k | 23.18 | |
| Quaker Chemical Corporation (KWR) | 0.2 | $1.5M | 10k | 140.76 | |
| Nv5 Holding (NVEE) | 0.2 | $1.4M | 77k | 18.84 | |
| Sherwin-Williams Company (SHW) | 0.2 | $1.3M | 3.9k | 339.93 | |
| Amazon (AMZN) | 0.2 | $1.3M | 6.0k | 219.39 | |
| ConocoPhillips (COP) | 0.2 | $1.3M | 13k | 99.17 | |
| SJW (HTO) | 0.2 | $1.3M | 26k | 49.22 | |
| Barrett Business Services (BBSI) | 0.2 | $1.2M | 29k | 43.44 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 22k | 56.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | 6.5k | 189.30 | |
| Atlas Energy Solutions Com New (AESI) | 0.2 | $1.2M | 55k | 22.18 | |
| EOG Resources (EOG) | 0.2 | $1.2M | 10k | 122.58 | |
| Southern Company (SO) | 0.2 | $1.2M | 14k | 82.32 | |
| CSX Corporation (CSX) | 0.2 | $1.2M | 36k | 32.27 | |
| EQT Corporation (EQT) | 0.2 | $1.2M | 25k | 46.11 | |
| Nextera Energy (NEE) | 0.2 | $1.2M | 16k | 71.69 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $1.1M | 37k | 31.44 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.1M | 6.7k | 169.30 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.1M | 8.1k | 137.57 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.1M | 5.6k | 198.18 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 3.8k | 289.81 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.1M | 8.3k | 131.29 | |
| Abbott Laboratories (ABT) | 0.2 | $1.1M | 9.5k | 113.10 | |
| Vanguard World Industrial Etf (VIS) | 0.2 | $1.1M | 4.2k | 254.39 | |
| Amphastar Pharmaceuticals (AMPH) | 0.2 | $1.0M | 27k | 37.13 | |
| Goldman Sachs (GS) | 0.2 | $992k | 1.7k | 572.62 | |
| Copart (CPRT) | 0.2 | $973k | 17k | 57.39 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $917k | 24k | 37.53 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $915k | 8.7k | 105.48 | |
| International Business Machines (IBM) | 0.2 | $914k | 4.2k | 219.83 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $857k | 14k | 62.31 | |
| Alliant Energy Corporation (LNT) | 0.1 | $817k | 14k | 59.14 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $808k | 6.3k | 127.59 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $790k | 7.4k | 106.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $771k | 1.3k | 588.68 | |
| Pfizer (PFE) | 0.1 | $748k | 28k | 26.53 | |
| Walt Disney Company (DIS) | 0.1 | $739k | 6.6k | 111.35 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $693k | 25k | 28.15 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $684k | 36k | 19.19 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $682k | 1.4k | 485.94 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $670k | 4.3k | 154.96 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $583k | 5.8k | 100.12 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $576k | 7.5k | 77.27 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $531k | 11k | 47.82 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $517k | 5.2k | 99.92 | |
| Rockwell Automation (ROK) | 0.1 | $513k | 1.8k | 285.79 | |
| Boeing Company (BA) | 0.1 | $505k | 2.9k | 177.00 | |
| FedEx Corporation (FDX) | 0.1 | $497k | 1.8k | 281.33 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $492k | 2.0k | 242.13 | |
| Oneok (OKE) | 0.1 | $463k | 4.6k | 100.40 | |
| Eversource Energy (ES) | 0.1 | $462k | 8.0k | 57.43 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $457k | 5.1k | 90.06 | |
| Kinder Morgan (KMI) | 0.1 | $456k | 17k | 27.40 | |
| Chevron Corporation (CVX) | 0.1 | $443k | 3.1k | 144.84 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $438k | 1.4k | 322.16 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $431k | 17k | 25.86 | |
| Verizon Communications (VZ) | 0.1 | $421k | 11k | 39.99 | |
| At&t (T) | 0.1 | $421k | 19k | 22.77 | |
| Bank of America Corporation (BAC) | 0.1 | $420k | 9.5k | 43.95 | |
| Vanguard World Energy Etf (VDE) | 0.1 | $419k | 3.5k | 121.31 | |
| Amgen (AMGN) | 0.1 | $399k | 1.5k | 260.64 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $380k | 21k | 18.50 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $378k | 4.2k | 89.08 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $367k | 7.0k | 52.64 | |
| Electronic Arts (EA) | 0.1 | $363k | 2.5k | 146.30 | |
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $355k | 945.00 | 375.38 | |
| CoStar (CSGP) | 0.1 | $353k | 4.9k | 71.59 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $349k | 1.5k | 232.52 | |
| Cigna Corp (CI) | 0.1 | $336k | 1.2k | 276.14 | |
| Automatic Data Processing (ADP) | 0.1 | $322k | 1.1k | 292.73 | |
| CMS Energy Corporation (CMS) | 0.1 | $322k | 4.8k | 66.65 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $310k | 4.6k | 67.96 | |
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $307k | 10k | 30.73 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $293k | 15k | 19.43 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $290k | 2.1k | 139.50 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $288k | 1.3k | 229.26 | |
| Spdr Ser Tr Ice Pfd Sec Etf (PSK) | 0.0 | $287k | 8.7k | 32.99 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $286k | 1.5k | 197.49 | |
| ResMed (RMD) | 0.0 | $286k | 1.3k | 228.69 | |
| Shell Spon Ads (SHEL) | 0.0 | $285k | 4.6k | 62.65 | |
| Community Trust Ban (CTBI) | 0.0 | $282k | 5.3k | 53.03 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $273k | 1.7k | 164.17 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $264k | 2.3k | 115.74 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $262k | 2.0k | 131.76 | |
| Caterpillar (CAT) | 0.0 | $253k | 696.00 | 362.72 | |
| Emerson Electric (EMR) | 0.0 | $251k | 2.0k | 123.93 | |
| Tesla Motors (TSLA) | 0.0 | $248k | 615.00 | 403.84 | |
| AFLAC Incorporated (AFL) | 0.0 | $245k | 2.4k | 103.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $243k | 535.00 | 453.28 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $238k | 3.2k | 75.63 | |
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $232k | 1.2k | 201.82 | |
| Eaton Corp SHS (ETN) | 0.0 | $225k | 677.00 | 331.87 | |
| Intuit (INTU) | 0.0 | $219k | 348.00 | 628.50 | |
| Halliburton Company (HAL) | 0.0 | $207k | 7.6k | 27.19 | |
| Nfj Dividend Interest (NFJ) | 0.0 | $126k | 10k | 12.63 | |
| Aberdeen Australia Equity Fund | 0.0 | $68k | 16k | 4.19 |