Chicago Partners Investment Group LLC Purchases in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LECO
Lincoln Electric Holdings Inc

Industrials
750
+ 60.39%
$167.18 - $211.38 $125K - $159K
1.99K $412K
CSGP
Costar Group, Inc.

Real Estate
2K
+ 13.78%
$72.62 - $83.22 $145K - $166K
16.5K $1.33M
CAT
Caterpillar Inc

Industrials
81
+ 3.24%
$273.94 - $388.21 $22.2K - $31.4K
2.58K $1M
FFIV
F5, Inc.

Technology
516
+ 59.38%
$239.25 - $295.9 $123K - $153K
1.39K $407K
PHO
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.01%
$58.13 - $69.92 $233 - $280
32K $2.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.6K
+ 30.31%
$63.54 - $68.5 $165K - $178K
11.2K $753K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.52K
+ 23.69%
$57.41 - $74.81 $87.5K - $114K
7.96K $591K
STT
State Street Corp

Financial Services
1.25K
+ 55.15%
$75.33 - $106.34 $94.4K - $133K
3.53K $374K
SYK
Stryker Corp

Healthcare
220
+ 6.06%
$337.37 - $395.63 $74.2K - $87K
3.85K $1.52M
EXAS
Exact Sciences Corp

Healthcare
1.43K
+ 14.82%
$40.31 - $58.08 $57.6K - $83K
11.1K $588K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
445
+ 3.69%
$91.51 - $113.03 $40.7K - $50.3K
12.5K $1.41M
CVS
Cvs Health Corp

Healthcare
2.18K
+ 15.1%
$60.04 - $70.18 $131K - $153K
16.6K $1.14M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
138
+ 0.6%
$60.34 - $74.89 $8.33K - $10.3K
23.1K $1.73M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 4.88%
$23.2 - $29.84 $34.8K - $44.8K
32.3K $963K
TER
Teradyne, Inc

Technology
1.55K
+ 42.44%
$67.96 - $91.05 $105K - $141K
5.21K $468K
NTRS
Northern Trust Corp

Financial Services
752
+ 30.12%
$84.45 - $126.79 $63.5K - $95.3K
3.25K $411K
MCK
Mckesson Corp

Healthcare
150
+ 16.32%
$652.83 - $732.78 $97.9K - $110K
1.07K $783K
ESS
Essex Property Trust, Inc.

Real Estate
601
+ 70.21%
N/A
1.46K $397K
ACWI
Ishares Msci Acwi ETF

ETFs
817
+ 17.14%
$103.59 - $128.6 $84.6K - $105K
5.58K $718K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
76
+ 0.35%
$75.29 - $91.16 $5.72K - $6.93K
22K $1.98M
WWD
Woodward, Inc.

Industrials
347
+ 27.74%
$157.29 - $247.55 $54.6K - $85.9K
1.6K $391K
SPGI
S&P Global Inc.

Financial Services
248
+ 15.21%
$438.31 - $527.29 $109K - $131K
1.88K $990K
EME
Emcor Group, Inc.

Industrials
151
+ 31.13%
$342.02 - $534.89 $51.6K - $80.8K
636 $340K
BITF
Bitfarms LTD

Financial Services
192K
New
$0.68 - $1.16 $130K - $223K
192K $161K
XLF
Financial Sector Spdr

ETFs
2.66K
+ 32.55%
$43.92 - $52.37 $117K - $139K
10.8K $566K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
314
+ 1.79%
$73.02 - $90.22 $22.9K - $28.3K
17.8K $1.59M
VMI
Valmont Industries Inc

Industrials
388
+ 52.36%
$263.86 - $333.86 $102K - $130K
1.13K $368K
PCG
Pg&E Corp

Utilities
11.1K
New
$13.55 - $17.87 $150K - $198K
11.1K $154K
TXG
10x Genomics, Inc.

Healthcare
9.75K
+ 68.34%
$7.14 - $11.73 $69.6K - $114K
24K $278K
MPWR
Monolithic Power Systems Inc

Technology
128
+ 32.24%
$455.19 - $737.73 $58.3K - $94.4K
525 $383K
NWSA
News Corp

Communication Services
4.27K
+ 48.43%
$23.97 - $29.72 $102K - $127K
13.1K $389K
UAL
United Airlines Holdings, Inc.

Industrials
1.23K
+ 25.07%
$56.15 - $84.23 $69K - $103K
6.13K $487K
DFAE
Dimensional ETF Tr

ETFs
1.28K
+ 3.52%
$22.87 - $28.95 $29.2K - $36.9K
37.5K $1.09M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
185
+ 5.52%
$66.89 - $111.18 $12.4K - $20.6K
3.54K $393K
CBSH
Commerce Bancshares Inc

Financial Services
2.4K
+ 47.85%
$55.42 - $65.63 $133K - $157K
7.41K $460K
PHM
Pultegroup Inc

Consumer Cyclical
1.34K
+ 53.01%
$92.02 - $106.54 $123K - $143K
3.87K $407K
QCOM
Qualcomm Inc

Technology
431
+ 3.19%
$124.66 - $159.48 $53.7K - $68.7K
14K $2.22M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
389
+ 17.15%
$160.22 - $209.35 $62.3K - $81.4K
2.66K $556K
PEP
Pepsico Inc

Consumer Defensive
3.37K
+ 19.97%
$128.02 - $151.37 $432K - $511K
20.3K $2.68M
SBAC
Sba Communications Corp

Real Estate
476
+ 22.83%
$208.57 - $243.4 $99.3K - $116K
2.56K $601K
OZK
Bank Ozk

Financial Services
2.64K
+ 53.27%
$37.58 - $47.34 $99.3K - $125K
7.6K $357K
INDA
Ishares Msci India Index Fund

ETFs
517
+ 1.95%
$49.13 - $55.86 $25.4K - $28.9K
27K $1.5M
BK
Bank Of New York Mellon Corp

Financial Services
1.23K
+ 31.1%
$73.31 - $91.62 $90K - $113K
5.18K $471K
QBTS
D Wave Quantum Inc.

Technology
3.66K
+ 30.33%
$6.22 - $19.04 $22.8K - $69.7K
15.7K $230K
TJX
Tjx Companies Inc

Consumer Cyclical
1.06K
+ 24.16%
$119.13 - $135.03 $126K - $142K
5.42K $669K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 14.56%
$59.24 - $71.39 $77.8K - $93.7K
10.3K $736K
CI
Cigna Corp

Healthcare
397
+ 10.47%
$301.89 - $340.04 $120K - $135K
4.19K $1.38M
DGRO
Ishares Core Dividend Growth E

ETFs
311
+ 0.58%
$55.22 - $63.94 $17.2K - $19.9K
53.7K $3.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
65
+ 0.63%
$144.63 - $179.53 $9.4K - $11.7K
10.4K $1.7M
Activity Summary
Buys All Purchases 766 New Holdings 190 Increased Positions 576 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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