Chicago Partners Investment Group LLC Portfolio Holdings

Chicago Partners Investment Group LLC

  • $3.5 Billion
  • Q3 2025

Chicago Partners Investment Group LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.5 Billion distributed in 1218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $159M, Vanguard Mid Cap ETF with a value of $112M, Nvidia Corp with a value of $103M, Berkshire Hathaway Inc Class B with a value of $79.5M, and Dimensional ETF Tr U S Equity with a value of $78.9M.

Examining the 13F form we can see an increase of $339M in the current position value, from $3.16B to 3.5B.

Below you can find more details about Chicago Partners Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion
ETFs: $1.98 Billion
Technology: $373 Million
Financial Services: $343 Million
Energy: $254 Million
Healthcare: $93.2 Million
Consumer Cyclical: $92.7 Million
Industrials: $86.3 Million
Communication Services: $80.6 Million
Other: $133 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Million 4.54% of portfolio
259,610
Q3 2025 Added 2.96%
$0
$112 Million 3.19% of portfolio
379,803
Q3 2025 Added 5.35%
$465B
$103 Million 2.95% of portfolio
552,621
Q3 2025 Added 1.78%
$662B
$79.5 Million 2.27% of portfolio
158,107
Q3 2025 Reduced 1.24%
$0
$78.9 Million 2.25% of portfolio
1,089,188
Q3 2025 Added 0.74%
$4.3T
$71.8 Million 2.05% of portfolio
282,044
Q3 2025 Added 6.15%
$0
$70.7 Million 2.02% of portfolio
147,488
Q3 2025 Reduced 0.55%
$70.2B
$63.7 Million 1.82% of portfolio
2,038,356
Q3 2025 Added 1.78%
$3.78T
$62.9 Million 1.8% of portfolio
121,408
Q3 2025 Added 3.95%
$0
$59.1 Million 1.69% of portfolio
905,814
Q3 2025 Added 0.79%
$52.5B
$57.3 Million 1.64% of portfolio
3,339,506
Q3 2025 Added 1.9%
$0
$50.8 Million 1.45% of portfolio
76,246
Q3 2025 Reduced 7.6%
$0
$44.7 Million 1.28% of portfolio
652,443
Q3 2025 Added 4.9%
$0
$43 Million 1.23% of portfolio
1,630,767
Q3 2025 Added 8.21%
$0
$40.9 Million 1.17% of portfolio
160,937
Q3 2025 Added 6.48%
$0
$40.7 Million 1.16% of portfolio
60,794
Q3 2025 Added 1.46%
$98.1B
$37.4 Million 1.07% of portfolio
219,148
Q3 2025 Added 0.84%
$0
$37.1 Million 1.06% of portfolio
265,321
Q3 2025 Reduced 0.68%
$0
$34.4 Million 0.98% of portfolio
104,972
Q3 2025 Added 15.72%
$0
$34 Million 0.97% of portfolio
881,293
Q3 2025 Reduced 4.56%
$2.39T
$29.5 Million 0.84% of portfolio
134,174
Q3 2025 Added 2.63%
$881B
$27.3 Million 0.78% of portfolio
86,675
Q3 2025 Added 2.29%
$0
$26.7 Million 0.76% of portfolio
44,747
Q3 2025 Reduced 0.35%
$0
$26.1 Million 0.75% of portfolio
492,789
Q3 2025 Added 1.55%
$0
$25.5 Million 0.73% of portfolio
858,778
Q3 2025 Added 10.02%
$0
$24.5 Million 0.7% of portfolio
339,702
Q3 2025 Added 4.92%
$0
$24.5 Million 0.7% of portfolio
951,935
Q3 2025 Added 2.49%
$53.5B
$24.3 Million 0.69% of portfolio
486,899
Q3 2025 Added 1.52%
$0
$23.5 Million 0.67% of portfolio
216,024
Q3 2025 Reduced 1.98%
$0
$22.6 Million 0.65% of portfolio
37,690
Q3 2025 Added 0.07%
$0
$22.6 Million 0.64% of portfolio
120,964
Q3 2025 Added 0.06%
$0
$22.2 Million 0.63% of portfolio
222,680
Q3 2025 Added 3.75%
$1.37T
$22.2 Million 0.63% of portfolio
30,221
Q3 2025 Added 134.84%
$0
$20.8 Million 0.59% of portfolio
663,324
Q3 2025 Reduced 0.94%
$0
$20.5 Million 0.59% of portfolio
563,787
Q3 2025 Added 6.38%
$0
$19.5 Million 0.56% of portfolio
194,825
Q3 2025 Added 3.33%
$31.5B
$19.5 Million 0.56% of portfolio
267,535
Q3 2025 Reduced 2.07%
$0
$19.3 Million 0.55% of portfolio
693,471
Q3 2025 Added 11.2%
$74.3B
$19.4 Million 0.55% of portfolio
306,236
Q3 2025 Reduced 0.91%
$1.65T
$18.9 Million 0.54% of portfolio
77,671
Q3 2025 Added 0.88%
$0
$18.1 Million 0.52% of portfolio
553,018
Q3 2025 Added 4.48%
$0
$18.3 Million 0.52% of portfolio
320,756
Q3 2025 Added 8.62%
$1.74T
$17.9 Million 0.51% of portfolio
73,337
Q3 2025 Reduced 3.59%
$0
$18 Million 0.51% of portfolio
151,185
Q3 2025 Reduced 0.37%
$61.6B
$17.9 Million 0.51% of portfolio
630,692
Q3 2025 Reduced 1.86%
$0
$17.3 Million 0.49% of portfolio
542,265
Q3 2025 Added 5.68%
$16.2B
$16.8 Million 0.48% of portfolio
510,713
Q3 2025 Reduced 3.08%
$0
$16.4 Million 0.47% of portfolio
382,747
Q3 2025 Added 1.29%
$971B
$16.2 Million 0.46% of portfolio
21,242
Q3 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 1,218
  • Current Value $3.5 Billion
  • Prior Value $3.16 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 159 stocks
  • Additional Purchases 702 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 289 stocks
Track This Portfolio

Track Chicago Partners Investment Group LLC Portfolio

Follow Chicago Partners Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chicago Partners Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chicago Partners Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email