Chicago Partners Investment Group LLC Portfolio Holdings

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025

Chicago Partners Investment Group LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.16 Billion distributed in 1095 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 $143M, Vanguard Mid Cap ETF with a value of $101M, Nvidia Corp with a value of $85.8M, Berkshire Hathaway Inc Class B with a value of $77.8M, and Dimensional ETF Tr U S Equity with a value of $72.5M.

Examining the 13F form we can see an increase of $321M in the current position value, from $2.84B to 3.16B.

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

Portfolio value $3.16 Billion
ETFs: $1.82 Billion
Financial Services: $322 Million
Technology: $306 Million
Energy: $256 Million
Healthcare: $77.2 Million
Consumer Cyclical: $76.6 Million
Industrials: $70.1 Million
Communication Services: $55.5 Million
Other: $117 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$85.8 Million 2.71% of portfolio
542,975
Q2 2025 Added 6.26%
$621B
$77.8 Million 2.46% of portfolio
160,096
Q2 2025 Reduced 0.01%
$68.2B
$62.1 Million 1.97% of portfolio
2,002,738
Q2 2025 Added 0.01%
$53.7B
$59.4 Million 1.88% of portfolio
3,277,148
Q2 2025 Reduced 0.08%
$3.95T
$58.1 Million 1.84% of portfolio
116,793
Q2 2025 Added 4.05%
$3.69T
$54.5 Million 1.72% of portfolio
265,692
Q2 2025 Added 2.77%
$123B
$32.5 Million 1.03% of portfolio
217,317
Q2 2025 Added 1.75%
$2.26T
$28.7 Million 0.91% of portfolio
130,731
Q2 2025 Added 3.21%
$859B
$24.6 Million 0.78% of portfolio
84,731
Q2 2025 Added 1.29%
$50.2B
$24.7 Million 0.78% of portfolio
479,620
Q2 2025 Added 1.72%
$33.1B
$22.3 Million 0.71% of portfolio
273,177
Q2 2025 Reduced 1.62%
$70.4B
$19.4 Million 0.61% of portfolio
309,060
Q2 2025 Reduced 1.12%
$59.7B
$18.9 Million 0.6% of portfolio
642,674
Q2 2025 Reduced 5.42%
$13.9B
$17.7 Million 0.56% of portfolio
526,959
Q2 2025 Reduced 0.73%
$608B
$16.6 Million 0.53% of portfolio
21,322
Q2 2025 Added 0.52%
$1.21T
$13.6 Million 0.43% of portfolio
76,995
Q2 2025 Added 5.63%
$551B
$13.5 Million 0.43% of portfolio
37,932
Q2 2025 Added 3.37%
$0
$12.4 Million 0.39% of portfolio
564,302
Q2 2025 Added 4.88%
$8.98B
$11.6 Million 0.37% of portfolio
601,768
Q2 2025 Added 8.13%
$282B
$10.8 Million 0.34% of portfolio
76,174
Q2 2025 Reduced 1.95%
$0
$10.6 Million 0.33% of portfolio
1,030,744
Q2 2025 Added 4.72%
$351B
$9.75 Million 0.31% of portfolio
52,521
Q2 2025 Added 35.22%
$1.78T
$9.5 Million 0.3% of portfolio
12,869
Q2 2025 Added 12.81%
$229B
$9.08 Million 0.29% of portfolio
66,735
Q2 2025 Added 74.98%
$0
$9.07 Million 0.29% of portfolio
432,383
Q2 2025 Added 1.94%
$127B
$9.06 Million 0.29% of portfolio
68,124
Q2 2025 Reduced 4.44%
$201B
$8.09 Million 0.26% of portfolio
10,275
Q2 2025 Added 4.98%
$5.27B
$7.88 Million 0.25% of portfolio
588,652
Q2 2025 Added 3.11%
$38.1B
$7.94 Million 0.25% of portfolio
45,592
Q2 2025 Added 0.66%
$99.2B
$7.28 Million 0.23% of portfolio
26,403
Q2 2025 Added 0.22%
$18.5B
$7.36 Million 0.23% of portfolio
88,528
Q2 2025 Added 0.11%
$442B
$7.05 Million 0.22% of portfolio
65,426
Q2 2025 Added 0.22%
$0
$6.82 Million 0.22% of portfolio
784,377
Q2 2025 Reduced 0.58%
$95.3B
$6.7 Million 0.21% of portfolio
30,301
Q2 2025 Reduced 16.71%
$61.1B
$6.67 Million 0.21% of portfolio
20,846
Q2 2025 Added 87.68%
$135B
$6.57 Million 0.21% of portfolio
28,558
Q2 2025 Reduced 0.47%
$57.4B
$6.25 Million 0.2% of portfolio
25,653
Q2 2025 Added 1.57%
$210B
$6.37 Million 0.2% of portfolio
21,600
Q2 2025 Added 0.25%
$86.8B
$6 Million 0.19% of portfolio
42,262
Q2 2025 Added 0.95%
$439B
$5.91 Million 0.19% of portfolio
5,975
Q2 2025 Added 6.0%
$548B
$5.97 Million 0.19% of portfolio
10,627
Q2 2025 Added 6.6%
$222B
$6 Million 0.19% of portfolio
20,530
Q2 2025 Added 1.88%
$127B
$5.48 Million 0.17% of portfolio
19,884
Q2 2025 Added 16.55%
$95.8B
$5.51 Million 0.17% of portfolio
46,657
Q2 2025 Added 1.66%
$368B
$5.33 Million 0.17% of portfolio
33,453
Q2 2025 Reduced 0.95%
$1.08T
$5.52 Million 0.17% of portfolio
17,379
Q2 2025 Added 2.86%
$76.5B
$5.51 Million 0.17% of portfolio
3,624
Q2 2025 Reduced 0.33%
$281B
$5.53 Million 0.17% of portfolio
56,512
Q2 2025 Added 9.87%
$150B
$4.78 Million 0.15% of portfolio
15,994
Q2 2025 Added 6.34%

Summary

  • Portfolio
  • No. of Stocks 1,095
  • Current Value $3.16 Billion
  • Prior Value $2.84 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 190 stocks
  • Additional Purchases 576 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 263 stocks
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