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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$212M
$1.68 Million 0.05% of portfolio
260,689
Q3 2025 Reduced 0.38%
$195M
$189,000 0.01% of portfolio
52,727
Q3 2025 Reduced 61.25%
$193M
$190,000 0.01% of portfolio
90,431
Q3 2025 Added 11.99%
$204M
$516,000 0.01% of portfolio
164,037
Q3 2025 Added 0.17%
$109M
$42,000 0.0% of portfolio
10,332
Q3 2025 Reduced 19.55%
$59.6M
$54,000 0.0% of portfolio
14,354
Q3 2025 New
$240M
$47,000 0.0% of portfolio
20,048
Q3 2025 New
$219M
$51,000 0.0% of portfolio
20,999
Q3 2025 Reduced 0.58%
$168M
$132,000 0.0% of portfolio
19,785
Q3 2025 Reduced 3.58%

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
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