Chicago Trust CO Na Portfolio Holdings
Chicago Trust CO Na
- $564 Million
- Q2 2025
Chicago Trust CO Na has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $564 Million distributed in 701 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $38M, Apple Inc. with a value of $33.7M, Nvidia Corp with a value of $23.7M, Wintrust Financial Corp with a value of $17.1M, and Abbott Laboratories with a value of $14.9M.
Examining the 13F form we can see an increase of $118M in the current position value, from $447M to 564M.
Below you can find more details about Chicago Trust CO Na portfolio as well as his latest detailed transactions.
Portfolio value
$564 Million
Technology: $151 Million
Financial Services: $99.9 Million
Healthcare: $78.4 Million
Industrials: $62.7 Million
Consumer Cyclical: $42.5 Million
Communication Services: $33.8 Million
Consumer Defensive: $31.9 Million
Energy: $24.6 Million
Other: $38.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 701
- Current Value $564 Million
- Prior Value $447 Million
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 80 stocks
- Additional Purchases 202 stocks
- Sold out of 0 stocks
- Reduced holdings in 79 stocks