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
NTRS
Northern Trust Corp

Financial Services
752
+ 30.12%
$84.45 - $126.79 $63.5K - $95.3K
3.25K $411K
ESS
Essex Property Trust, Inc.

Real Estate
601
+ 70.21%
N/A
1.46K $397K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
76
+ 0.35%
$75.29 - $91.16 $5.72K - $6.93K
22K $1.98M
ACWI
Ishares Msci Acwi ETF

ETFs
817
+ 17.14%
$103.59 - $128.6 $84.6K - $105K
5.58K $718K
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
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
MPWR
Monolithic Power Systems Inc

Technology
128
+ 32.24%
$455.19 - $737.73 $58.3K - $94.4K
525 $383K
UAL
United Airlines Holdings, Inc.

Industrials
1.23K
+ 25.07%
$56.15 - $84.23 $69K - $103K
6.13K $487K
NWSA
News Corp

Communication Services
4.27K
+ 48.43%
$23.97 - $29.72 $102K - $127K
13.1K $389K
PHM
Pultegroup Inc

Consumer Cyclical
1.34K
+ 53.01%
$92.02 - $106.54 $123K - $143K
3.87K $407K
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
DFAE
Dimensional ETF Tr

ETFs
1.28K
+ 3.52%
$22.87 - $28.95 $29.2K - $36.9K
37.5K $1.09M
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
BK
Bank Of New York Mellon Corp

Financial Services
1.23K
+ 31.1%
$73.31 - $91.62 $90K - $113K
5.18K $471K
INDA
Ishares Msci India Index Fund

ETFs
517
+ 1.95%
$49.13 - $55.86 $25.4K - $28.9K
27K $1.5M
QBTS
D Wave Quantum Inc.

Technology
3.66K
+ 30.33%
$6.22 - $19.04 $22.8K - $69.7K
15.7K $230K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 14.56%
$59.24 - $71.39 $77.8K - $93.7K
10.3K $736K
TJX
Tjx Companies Inc

Consumer Cyclical
1.06K
+ 24.16%
$119.13 - $135.03 $126K - $142K
5.42K $669K
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
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
29
+ 2.52%
$177.93 - $313.14 $5.16K - $9.08K
1.18K $369K
RSG
Republic Services, Inc.

Industrials
523
+ 65.7%
$227.2 - $258.07 $119K - $135K
1.32K $325K
AEP
American Electric Power CO Inc

Utilities
1.44K
+ 45.4%
$98.59 - $109.11 $142K - $157K
4.6K $477K
RSP
Invesco S&P 500 Equal Weight E

ETFs
134
+ 1.08%
$152.93 - $181.74 $20.5K - $24.4K
12.6K $2.28M
NEAR
Blackrock Short Maturity Bond

ETFs
2.49K
+ 17.84%
$50.41 - $51.17 $126K - $128K
16.5K $841K
NRG
Nrg Energy, Inc.

Utilities
59
+ 3.19%
$83.61 - $162.67 $4.93K - $9.6K
1.91K $306K
ATOM
Atomera Inc

Technology
23K
+ 219.77%
$3.5 - $7.63 $80.4K - $175K
33.4K $168K
FIS
Fidelity National Information Services, Inc.

Technology
945
+ 12.81%
$68.14 - $82.13 $64.4K - $77.6K
8.32K $677K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
55
+ 0.21%
$52.66 - $64.01 $2.9K - $3.52K
26.2K $1.68M
VEU
Vanguard Ftse All World Ex Us

ETFs
95
+ 0.53%
$54.19 - $67.22 $5.15K - $6.39K
18.1K $1.21M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
101
+ 0.57%
$52.84 - $65.52 $5.34K - $6.62K
17.9K $1.17M
CARR
Carrier Global Corp

Industrials
859
+ 14.19%
$55.55 - $75.83 $47.7K - $65.1K
6.91K $506K
RL
Ralph Lauren Corp

Consumer Cyclical
147
+ 9.77%
$182.34 - $286.22 $26.8K - $42.1K
1.65K $452K
USFD
Us Foods Holding Corp.

Consumer Defensive
1K
+ 27.5%
$60.47 - $79.12 $60.7K - $79.4K
4.65K $358K
AZO
Autozone Inc

Consumer Cyclical
35
+ 32.41%
$3478.38 - $3880.15 $122K - $136K
143 $530K
ADSK
Autodesk, Inc.

Technology
484
+ 49.85%
N/A
1.46K $357K
CTAS
Cintas Corp

Industrials
382
+ 20.37%
$190.11 - $227.66 $72.6K - $87K
2.26K $503K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
276
+ 0.76%
$33.46 - $41.33 $9.23K - $11.4K
36.6K $1.51M
MEAR
Blackrock Short Maturity Munic

ETFs
2.33K
+ 24.56%
$49.74 - $50.27 $116K - $117K
11.8K $593K
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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