Chatham Capital Group as of Sept. 30, 2025
Portfolio Holdings for Chatham Capital Group
Chatham Capital Group holds 196 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.1 | $36M | 191k | 186.58 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.1 | $35M | 138k | 254.28 | |
| Ishares Gold Tr Ishares New (IAU) | 3.8 | $27M | 366k | 72.77 | |
| Apple (AAPL) | 2.8 | $20M | 77k | 254.63 | |
| Microsoft Corporation (MSFT) | 2.5 | $18M | 34k | 517.94 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $16M | 25k | 666.18 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.3 | $16M | 53k | 307.86 | |
| Ge Vernova (GEV) | 2.1 | $15M | 24k | 614.90 | |
| Vanguard World Inf Tech Etf (VGT) | 2.1 | $15M | 20k | 746.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $14M | 24k | 600.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $13M | 55k | 243.55 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $13M | 58k | 215.79 | |
| Ishares Tr Ibonds Dec 2033 (IBTO) | 1.7 | $12M | 493k | 24.65 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.6 | $11M | 480k | 22.52 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.4 | $9.9M | 503k | 19.71 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $9.7M | 136k | 71.37 | |
| Oracle Corporation (ORCL) | 1.4 | $9.7M | 34k | 281.24 | |
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $9.6M | 143k | 67.51 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $9.2M | 120k | 76.45 | |
| American Express Company (AXP) | 1.2 | $8.4M | 25k | 332.16 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $8.3M | 164k | 50.73 | |
| McDonald's Corporation (MCD) | 1.1 | $7.8M | 26k | 303.89 | |
| Ge Aerospace Com New (GE) | 1.1 | $7.5M | 25k | 300.82 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.0 | $7.2M | 141k | 51.09 | |
| Eli Lilly & Co. (LLY) | 1.0 | $7.0M | 9.2k | 762.97 | |
| Intercontinental Exchange (ICE) | 1.0 | $6.7M | 40k | 168.48 | |
| Abbvie (ABBV) | 0.9 | $6.5M | 28k | 231.54 | |
| Johnson & Johnson (JNJ) | 0.9 | $6.4M | 35k | 185.42 | |
| Aaon Com Par $0.004 (AAON) | 0.9 | $6.4M | 68k | 93.44 | |
| Caci Intl Cl A (CACI) | 0.9 | $6.1M | 12k | 498.78 | |
| Lowe's Companies (LOW) | 0.8 | $5.8M | 23k | 251.31 | |
| Home Depot (HD) | 0.8 | $5.8M | 14k | 405.19 | |
| Stonex Group (SNEX) | 0.8 | $5.7M | 57k | 100.92 | |
| Spdr Series Trust Nuveen Ice Short (SHM) | 0.8 | $5.7M | 118k | 48.22 | |
| Franklin Resources (BEN) | 0.8 | $5.3M | 230k | 23.13 | |
| Hci (HCI) | 0.7 | $5.1M | 26k | 191.93 | |
| Procter & Gamble Company (PG) | 0.7 | $5.0M | 33k | 153.65 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $5.0M | 41k | 122.45 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $4.9M | 16k | 315.43 | |
| Metropcs Communications (TMUS) | 0.7 | $4.9M | 20k | 239.38 | |
| Cisco Systems (CSCO) | 0.7 | $4.8M | 71k | 68.42 | |
| Qualcomm (QCOM) | 0.7 | $4.7M | 28k | 166.36 | |
| TJX Companies (TJX) | 0.7 | $4.6M | 32k | 144.54 | |
| Meta Platforms Cl A (META) | 0.7 | $4.5M | 6.2k | 734.38 | |
| CorVel Corporation (CRVL) | 0.7 | $4.5M | 59k | 77.42 | |
| Phillips 66 (PSX) | 0.6 | $4.5M | 33k | 136.02 | |
| Powell Industries (POWL) | 0.6 | $4.4M | 14k | 304.82 | |
| Wal-Mart Stores (WMT) | 0.6 | $4.4M | 42k | 103.06 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.3M | 45k | 95.47 | |
| OSI Systems (OSIS) | 0.6 | $4.3M | 17k | 249.24 | |
| LeMaitre Vascular (LMAT) | 0.6 | $4.2M | 47k | 87.51 | |
| First Ban (FBNC) | 0.6 | $4.1M | 78k | 52.89 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.6 | $3.9M | 168k | 23.41 | |
| Matson (MATX) | 0.6 | $3.9M | 39k | 98.59 | |
| Merck & Co (MRK) | 0.6 | $3.9M | 46k | 83.93 | |
| Materion Corporation (MTRN) | 0.6 | $3.8M | 32k | 120.81 | |
| Union Pacific Corporation (UNP) | 0.5 | $3.7M | 15k | 236.37 | |
| Coca-Cola Company (KO) | 0.5 | $3.6M | 55k | 66.32 | |
| UFP Technologies (UFPT) | 0.5 | $3.5M | 18k | 199.60 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.5M | 6.1k | 568.81 | |
| Insight Enterprises (NSIT) | 0.5 | $3.4M | 30k | 113.41 | |
| Stock Yards Ban (SYBT) | 0.5 | $3.4M | 48k | 69.99 | |
| Costco Wholesale Corporation (COST) | 0.5 | $3.3M | 3.5k | 925.63 | |
| Maximus (MMS) | 0.5 | $3.2M | 35k | 91.37 | |
| Abbott Laboratories (ABT) | 0.5 | $3.2M | 24k | 133.94 | |
| Applied Materials (AMAT) | 0.5 | $3.2M | 16k | 204.74 | |
| Honeywell International (HON) | 0.4 | $3.1M | 15k | 210.50 | |
| McGrath Rent (MGRC) | 0.4 | $3.1M | 27k | 117.30 | |
| ePlus (PLUS) | 0.4 | $3.1M | 44k | 71.01 | |
| CRA International (CRAI) | 0.4 | $3.1M | 15k | 208.53 | |
| Intuit (INTU) | 0.4 | $3.1M | 4.5k | 682.91 | |
| CSG Systems International (CSGS) | 0.4 | $3.0M | 47k | 64.38 | |
| La-Z-Boy Incorporated (LZB) | 0.4 | $2.9M | 86k | 34.32 | |
| Vital Farms (VITL) | 0.4 | $2.9M | 71k | 41.15 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $2.9M | 58k | 50.07 | |
| Cbiz (CBZ) | 0.4 | $2.7M | 51k | 52.96 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.6M | 8.9k | 293.74 | |
| Barrett Business Services (BBSI) | 0.4 | $2.5M | 57k | 44.32 | |
| S&p Global (SPGI) | 0.4 | $2.4M | 5.0k | 486.71 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.3 | $2.4M | 121k | 19.88 | |
| Addus Homecare Corp (ADUS) | 0.3 | $2.4M | 20k | 117.99 | |
| Public Storage (PSA) | 0.3 | $2.3M | 8.0k | 288.85 | |
| Enterprise Products Partners (EPD) | 0.3 | $2.3M | 74k | 31.27 | |
| Air Products & Chemicals (APD) | 0.3 | $2.3M | 8.3k | 272.72 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.3 | $2.2M | 45k | 49.99 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.2M | 27k | 82.58 | |
| Visa Com Cl A (V) | 0.3 | $2.1M | 6.2k | 341.38 | |
| Broadcom (AVGO) | 0.3 | $2.1M | 6.5k | 329.91 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.1M | 18k | 112.75 | |
| German American Ban (GABC) | 0.3 | $2.0M | 52k | 39.27 | |
| Pepsi (PEP) | 0.3 | $2.0M | 14k | 140.44 | |
| Omni (OMC) | 0.3 | $2.0M | 25k | 81.53 | |
| H.B. Fuller Company (FUL) | 0.3 | $2.0M | 34k | 59.28 | |
| Morgan Stanley Com New (MS) | 0.3 | $2.0M | 13k | 158.96 | |
| Live Oak Bancshares (LOB) | 0.3 | $2.0M | 57k | 35.22 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.9M | 8.0k | 241.95 | |
| Goldman Sachs (GS) | 0.3 | $1.8M | 2.3k | 796.35 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.8M | 20k | 88.96 | |
| Spdr Series Trust S&p Semicndctr (XSD) | 0.3 | $1.8M | 5.6k | 319.12 | |
| Lindsay Corporation (LNN) | 0.2 | $1.7M | 12k | 140.56 | |
| Rli (RLI) | 0.2 | $1.7M | 26k | 65.22 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.7M | 64k | 26.34 | |
| U.S. Physical Therapy (USPH) | 0.2 | $1.7M | 20k | 84.95 | |
| Getty Realty (GTY) | 0.2 | $1.6M | 60k | 26.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.6M | 6.5k | 243.10 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $1.6M | 7.9k | 201.53 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | 4.8k | 328.17 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.5M | 4.7k | 320.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.5M | 19k | 79.93 | |
| Quaker Chemical Corporation (KWR) | 0.2 | $1.4M | 11k | 131.75 | |
| Amazon (AMZN) | 0.2 | $1.4M | 6.3k | 219.57 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.3M | 7.2k | 186.49 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $1.3M | 60k | 22.39 | |
| SJW (HTO) | 0.2 | $1.3M | 27k | 48.70 | |
| Universal Technical Institute (UTI) | 0.2 | $1.3M | 40k | 32.55 | |
| CSX Corporation (CSX) | 0.2 | $1.3M | 36k | 35.51 | |
| ConocoPhillips (COP) | 0.2 | $1.3M | 13k | 94.59 | |
| Southern Company (SO) | 0.2 | $1.3M | 13k | 94.77 | |
| EOG Resources (EOG) | 0.2 | $1.2M | 11k | 112.12 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 8.3k | 142.10 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | 5.6k | 208.71 | |
| Atlas Energy Solutions Com New (AESI) | 0.2 | $1.2M | 103k | 11.37 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $1.2M | 8.7k | 133.90 | |
| Vanguard World Industrial Etf (VIS) | 0.2 | $1.2M | 3.9k | 296.29 | |
| EQT Corporation (EQT) | 0.2 | $1.1M | 20k | 54.43 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.1M | 5.8k | 187.74 | |
| International Business Machines (IBM) | 0.1 | $1.0M | 3.7k | 282.17 | |
| Amphenol Corp Cl A (APH) | 0.1 | $1.0M | 8.1k | 123.75 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 2.9k | 346.26 | |
| On Assignment (ASGN) | 0.1 | $975k | 21k | 47.35 | |
| Bristol Myers Squibb (BMY) | 0.1 | $972k | 22k | 45.10 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $957k | 6.8k | 140.95 | |
| UnitedHealth (UNH) | 0.1 | $947k | 2.7k | 345.30 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $940k | 1.4k | 669.30 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $926k | 8.7k | 106.78 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $899k | 14k | 65.26 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $842k | 7.9k | 106.49 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $822k | 2.3k | 355.47 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $794k | 7.9k | 100.23 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $774k | 5.6k | 139.17 | |
| Copart (CPRT) | 0.1 | $763k | 17k | 44.97 | |
| Walt Disney Company (DIS) | 0.1 | $760k | 6.6k | 114.50 | |
| Pfizer (PFE) | 0.1 | $740k | 29k | 25.48 | |
| Alliant Energy Corporation (LNT) | 0.1 | $731k | 11k | 67.41 | |
| Spdr Series Trust Aerospace Def (XAR) | 0.1 | $718k | 3.1k | 234.96 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $687k | 1.4k | 499.21 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $675k | 11k | 59.92 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $670k | 5.8k | 115.01 | |
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $612k | 1.5k | 396.15 | |
| Boeing Company (BA) | 0.1 | $607k | 2.8k | 215.83 | |
| Rockwell Automation (ROK) | 0.1 | $606k | 1.7k | 349.53 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $590k | 24k | 24.79 | |
| Eversource Energy (ES) | 0.1 | $568k | 8.0k | 71.14 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $549k | 7.0k | 78.91 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $496k | 1.4k | 365.48 | |
| Bank of America Corporation (BAC) | 0.1 | $493k | 9.5k | 51.59 | |
| Nextera Energy (NEE) | 0.1 | $476k | 6.3k | 75.49 | |
| At&t (T) | 0.1 | $475k | 17k | 28.24 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $465k | 17k | 27.90 | |
| Chevron Corporation (CVX) | 0.1 | $446k | 2.9k | 155.29 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.1 | $442k | 4.4k | 100.20 | |
| Vanguard World Energy Etf (VDE) | 0.1 | $434k | 3.5k | 125.86 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $423k | 1.5k | 281.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $420k | 835.00 | 502.74 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $414k | 4.5k | 91.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $405k | 1.5k | 279.29 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $400k | 2.1k | 192.74 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $387k | 2.3k | 167.32 | |
| CoStar (CSGP) | 0.1 | $384k | 4.6k | 84.37 | |
| FedEx Corporation (FDX) | 0.1 | $383k | 1.6k | 235.81 | |
| Texas Roadhouse (TXRH) | 0.1 | $377k | 2.3k | 166.15 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $366k | 7.0k | 52.30 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $363k | 7.0k | 52.06 | |
| Labcorp Holdings Com Shs (LH) | 0.1 | $361k | 1.3k | 286.96 | |
| Cigna Corp (CI) | 0.1 | $351k | 1.2k | 288.25 | |
| CMS Energy Corporation (CMS) | 0.0 | $347k | 4.7k | 73.26 | |
| Kinder Morgan (KMI) | 0.0 | $340k | 12k | 28.31 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $338k | 1.9k | 182.42 | |
| Oneok (OKE) | 0.0 | $336k | 4.6k | 72.97 | |
| Caterpillar (CAT) | 0.0 | $332k | 696.00 | 477.10 | |
| Verizon Communications (VZ) | 0.0 | $324k | 7.4k | 43.95 | |
| Spdr Series Trust Nyse Tech Etf (XNTK) | 0.0 | $313k | 1.2k | 272.23 | |
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.0 | $309k | 10k | 30.86 | |
| ResMed (RMD) | 0.0 | $301k | 1.1k | 273.73 | |
| Community Trust Ban (CTBI) | 0.0 | $298k | 5.3k | 55.95 | |
| Philip Morris International (PM) | 0.0 | $296k | 1.8k | 162.20 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $295k | 15k | 19.56 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $267k | 1.7k | 154.23 | |
| Emerson Electric (EMR) | 0.0 | $266k | 2.0k | 131.18 | |
| Amgen (AMGN) | 0.0 | $254k | 899.00 | 282.20 | |
| Eaton Corp SHS (ETN) | 0.0 | $250k | 669.00 | 374.25 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $249k | 1.4k | 176.81 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $223k | 1.5k | 148.61 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $209k | 700.00 | 297.91 | |
| Automatic Data Processing (ADP) | 0.0 | $206k | 701.00 | 293.50 | |
| Nfj Dividend Interest (NFJ) | 0.0 | $130k | 10k | 13.01 |