Chicago Partners Investment Group LLC Incresed Positions in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IRM
Iron Mountain Inc

Real Estate
1.54K
+ 41.37%
$76.93 - $105.25 $118K - $162K
5.25K $538K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
47.2K
+ 40.49%
$1.13 - $2.9 $53.3K - $137K
164K $378K
OC
Owens Corning

Industrials
1.64K
+ 79.03%
$126.32 - $147.75 $208K - $243K
3.72K $511K
IDXX
Idexx Laboratories Inc

Healthcare
265
+ 42.81%
$361.04 - $536.34 $95.7K - $142K
884 $474K
TPR
Tapestry, Inc.

Consumer Cyclical
1.56K
+ 34.77%
$60.6 - $87.81 $94.7K - $137K
6.06K $531K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
453
+ 34.9%
$179.95 - $278.88 $81.5K - $126K
1.75K $488K
APP
App Lovin Corp

Technology
323
+ 27.14%
$219.37 - $417.89 $70.9K - $135K
1.51K $529K
SHW
Sherwin Williams CO

Basic Materials
651
+ 35.93%
$313.51 - $363.51 $204K - $237K
2.46K $845K
DCI
Donaldson CO Inc

Industrials
2.88K
+ 57.86%
$59.18 - $71.02 $170K - $205K
7.86K $545K
QDPL
Pacer Fds Tr Metaurus Us Large
446
+ 0.69%
$32.46 - $39.77 $14.5K - $17.7K
65.4K $2.58M
CRUS
Cirrus Logic, Inc.

Technology
1.88K
+ 80.94%
$77.43 - $107.58 $146K - $202K
4.21K $438K
ZBRA
Zebra Technologies Corp

Technology
603
+ 74.08%
$213.54 - $309.26 $129K - $186K
1.42K $436K
COIN
Coinbase Global, Inc.

Technology
59
+ 5.71%
$151.47 - $375.07 $8.94K - $22.1K
1.09K $382K
MSCI
Msci Inc.

Financial Services
346
+ 70.76%
$506.56 - $576.74 $175K - $200K
835 $481K
FDX
Fedex Corp

Industrials
1.02K
+ 59.88%
$198.07 - $245.17 $201K - $249K
2.71K $616K
HD
Home Depot, Inc.

Consumer Cyclical
548
+ 5.31%
$335.24 - $380.78 $184K - $209K
10.9K $3.98M
DDOG
Datadog, Inc.

Technology
995
+ 50.84%
$87.0 - $134.33 $86.6K - $134K
2.95K $396K
A
Agilent Technologies, Inc.

Healthcare
1.68K
+ 85.88%
$99.29 - $120.52 $167K - $202K
3.63K $428K
KLAC
Kla Corp

Technology
106
+ 22.55%
$576.53 - $902.94 $61.1K - $95.7K
576 $515K
GWRE
Guidewire Software, Inc.

Technology
599
+ 53.48%
$172.73 - $257.37 $103K - $154K
1.72K $404K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
757
+ 2.03%
$39.89 - $49.46 $30.2K - $37.4K
38K $1.88M
HON
Honeywell International Inc

Industrials
491
+ 12.99%
$182.86 - $232.88 $89.8K - $114K
4.27K $994K
GPS
Gap Inc

Consumer Cyclical
9.59K
+ 109.98%
N/A
18.3K $368K
IEF
Ishares Barclays

ETFs
1.65K
+ 1.89%
$93.15 - $96.56 $154K - $159K
89.2K $8.54M
WTW
Willis Towers Watson PLC

Financial Services
747
+ 59.29%
$295.96 - $337.43 $221K - $252K
2.01K $615K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
21.2K
+ 6.49%
$7.05 - $8.02 $149K - $170K
348K $2.79M
ITA
Ishares Tr

ETFs
1
+ 0.02%
$135.31 - $188.64 $135 - $189
5.32K $1M
ADM
Archer Daniels Midland CO

Consumer Defensive
49
+ 0.13%
$41.79 - $54.16 $2.05K - $2.65K
38.5K $2.03M
FIX
Comfort Systems Usa Inc

Industrials
148
+ 30.14%
$296.51 - $536.21 $43.9K - $79.4K
639 $342K
EVRG
Evergy, Inc.

Utilities
2.68K
+ 26.66%
$64.06 - $69.64 $171K - $186K
12.7K $876K
IQLT
Ishares Msci Intl Quality Fact

ETFs
318
+ 0.66%
$35.9 - $43.76 $11.4K - $13.9K
48.3K $2.09M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
14.8K
+ 14.96%
N/A
113K $1.4M
LECO
Lincoln Electric Holdings Inc

Industrials
750
+ 60.39%
$167.18 - $211.38 $125K - $159K
1.99K $412K
CAT
Caterpillar Inc

Industrials
81
+ 3.24%
$273.94 - $388.21 $22.2K - $31.4K
2.58K $1M
CSGP
Costar Group, Inc.

Real Estate
2K
+ 13.78%
$72.62 - $83.22 $145K - $166K
16.5K $1.33M
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
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.52K
+ 23.69%
$57.41 - $74.81 $87.5K - $114K
7.96K $591K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.6K
+ 30.31%
$63.54 - $68.5 $165K - $178K
11.2K $753K
EXAS
Exact Sciences Corp

Healthcare
1.43K
+ 14.82%
$40.31 - $58.08 $57.6K - $83K
11.1K $588K
SYK
Stryker Corp

Healthcare
220
+ 6.06%
$337.37 - $395.63 $74.2K - $87K
3.85K $1.52M
STT
State Street Corp

Financial Services
1.25K
+ 55.15%
$75.33 - $106.34 $94.4K - $133K
3.53K $374K
ITW
Illinois Tool Works Inc

Industrials
692
+ 41.74%
$218.41 - $252.43 $151K - $175K
2.35K $581K
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
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.5K
+ 4.88%
$23.2 - $29.84 $34.8K - $44.8K
32.3K $963K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
138
+ 0.6%
$60.34 - $74.89 $8.33K - $10.3K
23.1K $1.73M
TER
Teradyne, Inc

Technology
1.55K
+ 42.44%
$67.96 - $91.05 $105K - $141K
5.21K $468K
MCK
Mckesson Corp

Healthcare
150
+ 16.32%
$652.83 - $732.78 $97.9K - $110K
1.07K $783K
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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