Chatham Capital Group as of June 30, 2026
Portfolio Holdings for Chatham Capital Group
Chatham Capital Group holds 200 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Small Cp Etf (VB) | 4.7 | $37M | 121k | 303.12 | |
| NVIDIA Corporation (NVDA) | 4.2 | $33M | 165k | 200.09 | |
| Ge Vernova (GEV) | 3.2 | $25M | 21k | 1174.86 | |
| Ishares Gold Tr Ishares New (IAU) | 3.0 | $24M | 312k | 75.51 | |
| Apple (AAPL) | 2.8 | $22M | 77k | 289.36 | |
| Ishares Msci Emrg Chn (EMXC) | 2.7 | $21M | 209k | 102.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $19M | 54k | 353.33 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.3 | $18M | 24k | 746.76 | |
| Vanguard World Inf Tech Etf (VGT) | 2.2 | $18M | 147k | 119.52 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.2 | $17M | 23k | 736.40 | |
| Vanguard Index Fds Large Cap Etf (VV) | 2.2 | $17M | 50k | 343.91 | |
| Ishares Tr Ibonds Dec 2033 (IBTO) | 2.2 | $17M | 701k | 24.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.7 | $13M | 56k | 236.62 | |
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.6 | $12M | 164k | 75.68 | |
| Microsoft Corporation (MSFT) | 1.6 | $12M | 33k | 373.02 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $12M | 144k | 83.75 | |
| Eli Lilly & Co. (LLY) | 1.4 | $11M | 9.1k | 1199.38 | |
| Applied Materials (AMAT) | 1.3 | $11M | 15k | 723.00 | |
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.3 | $10M | 512k | 19.61 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 1.2 | $9.2M | 410k | 22.37 | |
| Ge Aerospace Com New (GE) | 1.1 | $9.0M | 24k | 373.73 | |
| Johnson & Johnson (JNJ) | 1.1 | $8.7M | 34k | 253.97 | |
| American Express Company (AXP) | 1.1 | $8.4M | 25k | 338.25 | |
| Powell Industries (POWL) | 1.1 | $8.4M | 29k | 286.36 | |
| Materion Corporation (MTRN) | 1.0 | $8.2M | 28k | 297.39 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.0 | $7.9M | 156k | 50.57 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 1.0 | $7.8M | 98k | 79.42 | |
| Cisco Systems (CSCO) | 1.0 | $7.7M | 66k | 117.46 | |
| Aaon Com Par $0.004 (AAON) | 0.9 | $7.2M | 56k | 126.86 | |
| Stonex Group (SNEX) | 0.9 | $7.0M | 59k | 118.50 | |
| McDonald's Corporation (MCD) | 0.9 | $6.9M | 26k | 270.31 | |
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.9 | $6.7M | 298k | 22.35 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.8 | $6.5M | 238k | 27.41 | |
| Abbvie (ABBV) | 0.8 | $6.4M | 26k | 251.64 | |
| Matson (MATX) | 0.8 | $6.2M | 32k | 192.23 | |
| Franklin Resources (BEN) | 0.8 | $6.1M | 184k | 33.27 | |
| Merck & Co (MRK) | 0.8 | $5.9M | 46k | 128.50 | |
| Phillips 66 (PSX) | 0.7 | $5.4M | 32k | 169.05 | |
| First Ban (FBNC) | 0.7 | $5.3M | 83k | 63.93 | |
| Qualcomm (QCOM) | 0.7 | $5.2M | 28k | 184.79 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.2M | 16k | 327.33 | |
| Hci (HCI) | 0.6 | $5.1M | 29k | 175.25 | |
| Home Depot (HD) | 0.6 | $5.0M | 14k | 352.69 | |
| TJX Companies (TJX) | 0.6 | $4.9M | 32k | 151.50 | |
| Lowe's Companies (LOW) | 0.6 | $4.8M | 22k | 220.49 | |
| Proshares Tr Shor S&p 500 New (SH) | 0.6 | $4.8M | 146k | 33.02 | |
| Oracle Corporation (ORCL) | 0.6 | $4.8M | 33k | 146.55 | |
| Procter & Gamble Company (PG) | 0.6 | $4.7M | 32k | 146.64 | |
| Spdr Series Trust St Nuve Term Etf (SHM) | 0.6 | $4.6M | 95k | 47.97 | |
| Wal-Mart Stores (WMT) | 0.6 | $4.5M | 40k | 113.26 | |
| Intercontinental Exchange (ICE) | 0.6 | $4.5M | 37k | 123.11 | |
| UFP Technologies (UFPT) | 0.6 | $4.5M | 17k | 265.13 | |
| LeMaitre Vascular (LMAT) | 0.6 | $4.5M | 47k | 95.96 | |
| Union Pacific Corporation (UNP) | 0.6 | $4.4M | 16k | 272.00 | |
| Coca-Cola Company (KO) | 0.5 | $4.3M | 53k | 81.27 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.5 | $4.3M | 43k | 100.67 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.5 | $4.3M | 47k | 91.64 | |
| Kla Corp Com New (KLAC) | 0.5 | $4.2M | 14k | 301.71 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $4.1M | 45k | 92.27 | |
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $4.0M | 81k | 49.78 | |
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.5 | $3.9M | 198k | 19.54 | |
| Stock Yards Ban (SYBT) | 0.5 | $3.8M | 50k | 76.47 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $3.7M | 27k | 136.72 | |
| McGrath Rent (MGRC) | 0.5 | $3.7M | 30k | 121.03 | |
| Spdr Series Trust St Str Sp Semi (XSD) | 0.5 | $3.6M | 5.8k | 623.70 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $3.6M | 8.3k | 433.33 | |
| OSI Systems (OSIS) | 0.5 | $3.6M | 16k | 218.70 | |
| CorVel Corporation (CRVL) | 0.4 | $3.5M | 56k | 62.52 | |
| Metropcs Communications (TMUS) | 0.4 | $3.4M | 20k | 167.73 | |
| ePlus (PLUS) | 0.4 | $3.4M | 41k | 83.23 | |
| La-Z-Boy Incorporated (LZB) | 0.4 | $3.3M | 83k | 40.12 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.4 | $3.3M | 149k | 22.14 | |
| Meta Platforms Cl A (META) | 0.4 | $3.2M | 5.7k | 563.29 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $3.1M | 6.0k | 513.60 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.0M | 37k | 80.57 | |
| Costco Wholesale Corporation (COST) | 0.4 | $2.9M | 3.1k | 935.47 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.8M | 9.3k | 300.44 | |
| Universal Technical Institute (UTI) | 0.3 | $2.7M | 63k | 42.77 | |
| Enterprise Products Partners (EPD) | 0.3 | $2.7M | 74k | 36.76 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $2.7M | 53k | 50.58 | |
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $2.7M | 28k | 95.44 | |
| Morgan Stanley Com New (MS) | 0.3 | $2.6M | 12k | 209.04 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $2.5M | 49k | 51.05 | |
| Quaker Chemical Corporation (KWR) | 0.3 | $2.5M | 16k | 158.87 | |
| German American Ban (GABC) | 0.3 | $2.5M | 53k | 47.46 | |
| CRA International (CRAI) | 0.3 | $2.5M | 17k | 142.30 | |
| Insteel Industries (IIIN) | 0.3 | $2.4M | 80k | 30.20 | |
| Live Oak Bancshares (LOB) | 0.3 | $2.4M | 59k | 40.84 | |
| Barrett Business Services (BBSI) | 0.3 | $2.4M | 67k | 35.52 | |
| Public Storage (PSA) | 0.3 | $2.4M | 7.4k | 318.31 | |
| Goldman Sachs (GS) | 0.3 | $2.4M | 2.3k | 1011.37 | |
| Broadcom (AVGO) | 0.3 | $2.3M | 6.2k | 377.75 | |
| Air Products & Chemicals (APD) | 0.3 | $2.3M | 7.8k | 293.18 | |
| Maximus (MMS) | 0.3 | $2.2M | 41k | 53.76 | |
| Wayside Technology (CLMB) | 0.3 | $2.2M | 93k | 23.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $2.1M | 6.0k | 357.37 | |
| Amphenol Corp Cl A (APH) | 0.3 | $2.1M | 12k | 176.32 | |
| Visa Com Cl A (V) | 0.3 | $2.0M | 5.9k | 343.09 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.0M | 5.4k | 370.04 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $2.0M | 21k | 95.62 | |
| Abbott Laboratories (ABT) | 0.2 | $2.0M | 22k | 90.74 | |
| Cbiz (CBZ) | 0.2 | $1.9M | 60k | 32.08 | |
| Addus Homecare Corp (ADUS) | 0.2 | $1.9M | 19k | 100.47 | |
| Getty Realty (GTY) | 0.2 | $1.8M | 55k | 33.36 | |
| Omni (OMC) | 0.2 | $1.8M | 25k | 72.83 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.8M | 60k | 29.43 | |
| Pepsi (PEP) | 0.2 | $1.7M | 13k | 135.40 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.7M | 4.4k | 393.96 | |
| CSX Corporation (CSX) | 0.2 | $1.7M | 35k | 47.53 | |
| Lindsay Corporation (LNN) | 0.2 | $1.7M | 14k | 123.80 | |
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | 7.6k | 217.93 | |
| Red Violet (RDVT) | 0.2 | $1.6M | 26k | 63.72 | |
| Bank of America Corporation (BAC) | 0.2 | $1.6M | 28k | 56.98 | |
| Liquidity Services (LQDT) | 0.2 | $1.5M | 40k | 39.12 | |
| SJW (HTO) | 0.2 | $1.5M | 25k | 60.77 | |
| Rli (RLI) | 0.2 | $1.5M | 26k | 59.07 | |
| Amazon (AMZN) | 0.2 | $1.4M | 5.9k | 238.34 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.4M | 5.6k | 242.99 | |
| ConocoPhillips (COP) | 0.2 | $1.3M | 13k | 103.96 | |
| Vanguard World Industrial Etf (VIS) | 0.2 | $1.3M | 3.7k | 360.38 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.3M | 8.3k | 156.30 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.3M | 16k | 79.03 | |
| U.S. Physical Therapy (USPH) | 0.2 | $1.2M | 18k | 68.68 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | 22k | 57.62 | |
| Southern Company (SO) | 0.2 | $1.2M | 13k | 95.71 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.1M | 11k | 100.16 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 14k | 77.11 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.1M | 6.9k | 158.03 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $1.1M | 6.3k | 166.67 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $1.1M | 5.7k | 183.94 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.0M | 1.4k | 748.89 | |
| International Business Machines (IBM) | 0.1 | $1.0M | 3.7k | 281.22 | |
| S&p Global (SPGI) | 0.1 | $955k | 2.3k | 407.26 | |
| EQT Corporation (EQT) | 0.1 | $933k | 18k | 53.17 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $924k | 8.7k | 106.47 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $851k | 7.9k | 107.62 | |
| UnitedHealth (UNH) | 0.1 | $851k | 2.0k | 415.63 | |
| Rockwell Automation (ROK) | 0.1 | $834k | 1.7k | 495.08 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $819k | 5.2k | 158.66 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $802k | 11k | 71.25 | |
| Sherwin-Williams Company (SHW) | 0.1 | $791k | 2.3k | 344.32 | |
| Caterpillar (CAT) | 0.1 | $750k | 704.00 | 1064.79 | |
| Vital Farms (VITL) | 0.1 | $747k | 64k | 11.63 | |
| Intel Corporation (INTC) | 0.1 | $745k | 5.3k | 139.63 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $709k | 1.9k | 368.38 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $702k | 1.4k | 509.46 | |
| Alliant Energy Corporation (LNT) | 0.1 | $698k | 9.2k | 76.29 | |
| Ishares Tr Expanded Tech (IGV) | 0.1 | $691k | 7.6k | 90.60 | |
| Pfizer (PFE) | 0.1 | $690k | 29k | 24.08 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $675k | 1.4k | 477.57 | |
| Walt Disney Company (DIS) | 0.1 | $635k | 6.6k | 96.25 | |
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $621k | 1.6k | 396.61 | |
| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.1 | $614k | 5.9k | 104.00 | |
| Boeing Company (BA) | 0.1 | $609k | 2.8k | 216.47 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $602k | 17k | 36.13 | |
| Caci Intl Cl A (CACI) | 0.1 | $575k | 1.2k | 463.26 | |
| Chevron Corporation (CVX) | 0.1 | $575k | 3.5k | 165.76 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $572k | 3.0k | 190.52 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $556k | 1.4k | 409.50 | |
| Weyerhaeuser Com New (WY) | 0.1 | $546k | 23k | 23.94 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $523k | 6.7k | 77.91 | |
| Nextera Energy (NEE) | 0.1 | $512k | 5.8k | 87.77 | |
| Vanguard World Energy Etf (VDE) | 0.1 | $510k | 3.4k | 150.13 | |
| FedEx Corporation (FDX) | 0.1 | $509k | 1.6k | 313.13 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $503k | 2.0k | 255.67 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $499k | 3.2k | 158.25 | |
| Copart (CPRT) | 0.1 | $478k | 17k | 28.19 | |
| Spdr Series Trust St Str Nyse Tech (XNTK) | 0.1 | $449k | 1.2k | 390.65 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $439k | 2.3k | 189.73 | |
| Texas Roadhouse (TXRH) | 0.1 | $431k | 2.2k | 193.23 | |
| Eversource Energy (ES) | 0.1 | $402k | 5.6k | 72.27 | |
| Oneok (OKE) | 0.1 | $401k | 4.6k | 86.94 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $396k | 7.0k | 56.52 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $391k | 4.1k | 96.43 | |
| Spdr Series Trust St Str Sp Aero (XAR) | 0.0 | $389k | 1.4k | 283.79 | |
| Community Trust Ban (CTBI) | 0.0 | $385k | 5.3k | 72.36 | |
| CMS Energy Corporation (CMS) | 0.0 | $385k | 5.0k | 76.50 | |
| Kinder Morgan (KMI) | 0.0 | $384k | 12k | 31.97 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $358k | 716.00 | 500.39 | |
| Dell Technologies CL C (DELL) | 0.0 | $352k | 815.00 | 431.46 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $347k | 1.2k | 280.09 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $345k | 7.0k | 49.39 | |
| Cigna Corp (CI) | 0.0 | $336k | 1.2k | 275.68 | |
| Philip Morris International (PM) | 0.0 | $330k | 1.8k | 180.91 | |
| Emerson Electric (EMR) | 0.0 | $313k | 2.2k | 143.15 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $312k | 1.4k | 221.20 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $295k | 15k | 19.52 | |
| Eaton Corp SHS (ETN) | 0.0 | $285k | 669.00 | 426.12 | |
| At&t (T) | 0.0 | $285k | 14k | 20.70 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $256k | 1.4k | 185.23 | |
| Amgen (AMGN) | 0.0 | $250k | 689.00 | 362.12 | |
| Verizon Communications (VZ) | 0.0 | $240k | 5.7k | 42.34 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $236k | 343.00 | 687.79 | |
| Ishares Tr Intl Div Grwth (IGRO) | 0.0 | $232k | 2.6k | 87.93 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $231k | 116.00 | 1989.44 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $226k | 2.3k | 96.76 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $221k | 7.0k | 31.71 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $218k | 1.9k | 116.67 | |
| First Community Bancshares (FCBC) | 0.0 | $210k | 4.7k | 44.42 | |
| Nfj Dividend Interest (NFJ) | 0.0 | $152k | 10k | 15.19 |