Chatham Capital Group as of Dec. 31, 2025
Portfolio Holdings for Chatham Capital Group
Chatham Capital Group holds 198 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.7 | $33M | 179k | 186.50 | |
| Vanguard Index Fds Small Cp Etf (VB) | 4.5 | $32M | 124k | 257.95 | |
| Ishares Gold Tr Ishares New (IAU) | 4.2 | $29M | 362k | 81.17 | |
| Apple (AAPL) | 3.0 | $21M | 77k | 271.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $17M | 55k | 313.80 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $17M | 25k | 681.93 | |
| Microsoft Corporation (MSFT) | 2.3 | $17M | 34k | 483.61 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.3 | $16M | 51k | 314.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.1 | $15M | 24k | 614.31 | |
| Ge Vernova (GEV) | 2.1 | $15M | 22k | 653.57 | |
| Vanguard World Inf Tech Etf (VGT) | 2.1 | $14M | 19k | 753.76 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $13M | 59k | 219.78 | |
| Ishares Tr Ibonds Dec 2033 (IBTO) | 1.8 | $13M | 515k | 24.55 | |
| Ishares Msci Emrg Chn (EMXC) | 1.5 | $11M | 145k | 72.68 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.5 | $10M | 462k | 22.47 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $10M | 139k | 73.56 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.5 | $10M | 119k | 85.37 | |
| Eli Lilly & Co. (LLY) | 1.4 | $9.9M | 9.2k | 1074.63 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.4 | $9.6M | 488k | 19.74 | |
| American Express Company (AXP) | 1.3 | $9.3M | 25k | 369.95 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $7.9M | 156k | 50.59 | |
| McDonald's Corporation (MCD) | 1.1 | $7.7M | 25k | 305.63 | |
| Ge Aerospace Com New (GE) | 1.0 | $7.3M | 24k | 308.03 | |
| Johnson & Johnson (JNJ) | 1.0 | $7.1M | 34k | 206.95 | |
| Oracle Corporation (ORCL) | 0.9 | $6.2M | 32k | 194.91 | |
| Intercontinental Exchange (ICE) | 0.9 | $6.2M | 38k | 161.96 | |
| Caci Intl Cl A (CACI) | 0.9 | $6.2M | 12k | 532.81 | |
| Abbvie (ABBV) | 0.9 | $6.2M | 27k | 228.49 | |
| Proshares Tr Short S&p 500 Ne (SH) | 0.8 | $5.8M | 160k | 36.03 | |
| Lowe's Companies (LOW) | 0.8 | $5.6M | 23k | 241.16 | |
| Aaon Com Par $0.004 (AAON) | 0.8 | $5.4M | 71k | 76.25 | |
| Stonex Group (SNEX) | 0.8 | $5.4M | 57k | 95.13 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.8 | $5.4M | 107k | 50.86 | |
| Cisco Systems (CSCO) | 0.8 | $5.3M | 69k | 77.03 | |
| Franklin Resources (BEN) | 0.8 | $5.3M | 221k | 23.89 | |
| Hci (HCI) | 0.7 | $5.2M | 27k | 191.69 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.1M | 16k | 322.22 | |
| Home Depot (HD) | 0.7 | $4.9M | 14k | 344.09 | |
| Matson (MATX) | 0.7 | $4.9M | 40k | 123.55 | |
| Merck & Co (MRK) | 0.7 | $4.9M | 46k | 105.26 | |
| TJX Companies (TJX) | 0.7 | $4.8M | 31k | 153.61 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $4.8M | 39k | 121.61 | |
| Spdr Series Trust State Street Spd (SHM) | 0.7 | $4.7M | 98k | 47.99 | |
| Wal-Mart Stores (WMT) | 0.7 | $4.7M | 42k | 111.41 | |
| Qualcomm (QCOM) | 0.7 | $4.7M | 28k | 171.05 | |
| Procter & Gamble Company (PG) | 0.7 | $4.6M | 32k | 143.31 | |
| Powell Industries (POWL) | 0.7 | $4.6M | 15k | 318.79 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $4.5M | 45k | 99.91 | |
| OSI Systems (OSIS) | 0.6 | $4.5M | 18k | 255.06 | |
| Phillips 66 (PSX) | 0.6 | $4.2M | 32k | 129.04 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.6 | $4.1M | 177k | 23.34 | |
| Metropcs Communications (TMUS) | 0.6 | $4.1M | 20k | 203.04 | |
| First Ban (FBNC) | 0.6 | $4.1M | 80k | 50.79 | |
| CorVel Corporation (CRVL) | 0.6 | $4.0M | 59k | 67.67 | |
| Meta Platforms Cl A (META) | 0.6 | $4.0M | 6.0k | 660.09 | |
| Materion Corporation (MTRN) | 0.6 | $4.0M | 32k | 124.32 | |
| UFP Technologies (UFPT) | 0.6 | $3.9M | 18k | 222.03 | |
| ePlus (PLUS) | 0.6 | $3.9M | 45k | 87.70 | |
| LeMaitre Vascular (LMAT) | 0.6 | $3.9M | 48k | 81.10 | |
| Applied Materials (AMAT) | 0.5 | $3.8M | 15k | 256.99 | |
| Coca-Cola Company (KO) | 0.5 | $3.7M | 53k | 69.91 | |
| CSG Systems International (CSGS) | 0.5 | $3.7M | 48k | 76.69 | |
| Union Pacific Corporation (UNP) | 0.5 | $3.6M | 16k | 231.32 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.5M | 6.1k | 570.88 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $3.4M | 68k | 49.84 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $3.3M | 28k | 120.34 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.5 | $3.2M | 145k | 22.36 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.5 | $3.2M | 162k | 19.84 | |
| La-Z-Boy Incorporated (LZB) | 0.5 | $3.2M | 86k | 37.27 | |
| Stock Yards Ban (SYBT) | 0.4 | $3.2M | 49k | 64.95 | |
| Intuit (INTU) | 0.4 | $3.1M | 4.6k | 662.42 | |
| Maximus (MMS) | 0.4 | $3.0M | 35k | 86.32 | |
| CRA International (CRAI) | 0.4 | $3.0M | 15k | 200.69 | |
| Abbott Laboratories (ABT) | 0.4 | $2.9M | 24k | 125.29 | |
| Honeywell International (HON) | 0.4 | $2.8M | 15k | 195.09 | |
| McGrath Rent (MGRC) | 0.4 | $2.8M | 27k | 104.93 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $2.7M | 53k | 50.29 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.6M | 3.1k | 862.34 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $2.6M | 8.9k | 290.22 | |
| Cbiz (CBZ) | 0.4 | $2.6M | 51k | 50.45 | |
| Insight Enterprises (NSIT) | 0.4 | $2.5M | 30k | 81.47 | |
| Enterprise Products Partners (EPD) | 0.3 | $2.4M | 74k | 32.06 | |
| Vital Farms (VITL) | 0.3 | $2.3M | 72k | 31.94 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.3M | 27k | 84.64 | |
| Addus Homecare Corp (ADUS) | 0.3 | $2.2M | 21k | 107.39 | |
| Morgan Stanley Com New (MS) | 0.3 | $2.2M | 12k | 177.53 | |
| Broadcom (AVGO) | 0.3 | $2.2M | 6.3k | 346.10 | |
| Barrett Business Services (BBSI) | 0.3 | $2.1M | 58k | 36.21 | |
| Visa Com Cl A (V) | 0.3 | $2.1M | 5.9k | 350.71 | |
| German American Ban (GABC) | 0.3 | $2.1M | 52k | 39.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.0M | 6.5k | 313.00 | |
| H.B. Fuller Company (FUL) | 0.3 | $2.0M | 34k | 59.46 | |
| Air Products & Chemicals (APD) | 0.3 | $2.0M | 8.1k | 247.02 | |
| Goldman Sachs (GS) | 0.3 | $2.0M | 2.3k | 879.00 | |
| Pepsi (PEP) | 0.3 | $2.0M | 14k | 143.52 | |
| Omni (OMC) | 0.3 | $2.0M | 25k | 80.75 | |
| Live Oak Bancshares (LOB) | 0.3 | $2.0M | 57k | 34.35 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.0M | 7.9k | 246.15 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $1.8M | 20k | 89.43 | |
| Spdr Series Trust State Street Spd (XSD) | 0.3 | $1.8M | 5.6k | 321.60 | |
| Universal Technical Institute (UTI) | 0.3 | $1.8M | 69k | 26.13 | |
| Public Storage (PSA) | 0.3 | $1.8M | 6.9k | 259.50 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.7M | 65k | 26.91 | |
| Rli (RLI) | 0.2 | $1.7M | 27k | 63.98 | |
| Getty Realty (GTY) | 0.2 | $1.6M | 60k | 27.37 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | 4.9k | 335.27 | |
| U.S. Physical Therapy (USPH) | 0.2 | $1.5M | 20k | 78.09 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.5M | 4.7k | 323.01 | |
| Quaker Chemical Corporation (KWR) | 0.2 | $1.5M | 11k | 137.31 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $1.5M | 8.7k | 171.18 | |
| Lindsay Corporation (LNN) | 0.2 | $1.5M | 12k | 117.87 | |
| S&p Global (SPGI) | 0.2 | $1.4M | 2.8k | 522.59 | |
| Amazon (AMZN) | 0.2 | $1.4M | 6.1k | 230.82 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.4M | 7.4k | 190.99 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.3M | 17k | 79.73 | |
| SJW (HTO) | 0.2 | $1.3M | 27k | 48.99 | |
| Liquidity Services (LQDT) | 0.2 | $1.3M | 44k | 30.31 | |
| CSX Corporation (CSX) | 0.2 | $1.3M | 36k | 36.25 | |
| Marsh & McLennan Companies | 0.2 | $1.3M | 6.8k | 185.52 | |
| ConocoPhillips (COP) | 0.2 | $1.2M | 13k | 93.61 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | 5.6k | 211.79 | |
| Amphenol Corp Cl A (APH) | 0.2 | $1.2M | 8.7k | 135.14 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 8.3k | 141.14 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 22k | 53.94 | |
| Southern Company (SO) | 0.2 | $1.1M | 13k | 87.20 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $1.1M | 5.7k | 193.62 | |
| Vanguard World Industrial Etf (VIS) | 0.2 | $1.1M | 3.7k | 298.38 | |
| International Business Machines (IBM) | 0.2 | $1.1M | 3.7k | 296.22 | |
| EQT Corporation (EQT) | 0.1 | $1.0M | 19k | 53.60 | |
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $987k | 13k | 75.43 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $975k | 6.8k | 143.52 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $960k | 1.4k | 684.94 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $926k | 8.7k | 106.70 | |
| Blackrock (BLK) | 0.1 | $909k | 849.00 | 1070.34 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $892k | 14k | 66.00 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $879k | 2.2k | 396.31 | |
| Sherwin-Williams Company (SHW) | 0.1 | $857k | 2.6k | 324.03 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $857k | 5.5k | 154.80 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $847k | 7.9k | 107.11 | |
| UnitedHealth (UNH) | 0.1 | $779k | 2.4k | 330.11 | |
| Walt Disney Company (DIS) | 0.1 | $755k | 6.6k | 113.77 | |
| Pfizer (PFE) | 0.1 | $716k | 29k | 24.90 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $712k | 7.1k | 99.94 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $703k | 11k | 62.47 | |
| Rockwell Automation (ROK) | 0.1 | $675k | 1.7k | 389.07 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $666k | 1.4k | 483.67 | |
| Copart (CPRT) | 0.1 | $664k | 17k | 39.15 | |
| Alliant Energy Corporation (LNT) | 0.1 | $634k | 9.8k | 65.01 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $616k | 5.8k | 105.69 | |
| Boeing Company (BA) | 0.1 | $611k | 2.8k | 217.12 | |
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $597k | 1.5k | 393.92 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $584k | 25k | 23.69 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $545k | 6.9k | 78.81 | |
| Nextera Energy (NEE) | 0.1 | $534k | 6.7k | 80.28 | |
| Bank of America Corporation (BAC) | 0.1 | $525k | 9.5k | 55.00 | |
| Eversource Energy (ES) | 0.1 | $517k | 7.7k | 67.33 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $507k | 1.4k | 373.44 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $474k | 17k | 28.48 | |
| FedEx Corporation (FDX) | 0.1 | $470k | 1.6k | 288.86 | |
| Chevron Corporation (CVX) | 0.1 | $460k | 3.0k | 152.41 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $432k | 3.0k | 143.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $429k | 1.4k | 303.89 | |
| Vanguard World Energy Etf (VDE) | 0.1 | $428k | 3.4k | 125.92 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $424k | 2.3k | 183.42 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $421k | 838.00 | 502.65 | |
| At&t (T) | 0.1 | $411k | 17k | 24.84 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $400k | 4.5k | 88.49 | |
| Caterpillar (CAT) | 0.1 | $399k | 696.00 | 572.81 | |
| Spdr Series Trust State Street Spd (XBI) | 0.1 | $384k | 3.2k | 121.93 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $377k | 7.0k | 54.05 | |
| Texas Roadhouse (TXRH) | 0.1 | $377k | 2.3k | 166.00 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $364k | 2.1k | 177.75 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $361k | 7.0k | 51.60 | |
| CMS Energy Corporation (CMS) | 0.1 | $352k | 5.0k | 69.93 | |
| Oneok (OKE) | 0.0 | $339k | 4.6k | 73.50 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $338k | 2.1k | 162.63 | |
| Cigna Corp (CI) | 0.0 | $335k | 1.2k | 275.23 | |
| Kinder Morgan (KMI) | 0.0 | $330k | 12k | 27.49 | |
| Spdr Series Trust State Street Spd (XNTK) | 0.0 | $320k | 1.2k | 277.88 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $316k | 1.3k | 250.85 | |
| Spdr Series Trust State Street Spd (FLRN) | 0.0 | $307k | 10k | 30.73 | |
| Community Trust Ban (CTBI) | 0.0 | $301k | 5.3k | 56.50 | |
| Verizon Communications (VZ) | 0.0 | $300k | 7.4k | 40.73 | |
| CoStar (CSGP) | 0.0 | $300k | 4.5k | 67.24 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $296k | 15k | 19.57 | |
| Amgen (AMGN) | 0.0 | $294k | 899.00 | 327.31 | |
| Philip Morris International (PM) | 0.0 | $293k | 1.8k | 160.40 | |
| Emerson Electric (EMR) | 0.0 | $291k | 2.2k | 132.72 | |
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $265k | 1.1k | 241.24 | |
| ResMed (RMD) | 0.0 | $265k | 1.1k | 240.87 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $256k | 1.4k | 181.21 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $242k | 1.5k | 160.97 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $226k | 2.7k | 82.77 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $215k | 1.4k | 155.12 | |
| Eaton Corp SHS (ETN) | 0.0 | $213k | 669.00 | 318.51 | |
| Automatic Data Processing (ADP) | 0.0 | $210k | 816.00 | 257.23 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $201k | 8.9k | 22.61 | |
| Nfj Dividend Interest (NFJ) | 0.0 | $129k | 10k | 12.89 |