Fort Sheridan Advisors LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $646 Million distributed in 248 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $61.7M, Microsoft Corp with a value of $56.9M, Enterprise Products Partners L.P. with a value of $33.5M, Cme Group Inc. with a value of $28.7M, and Oneok Inc with a value of $25.1M.

Examining the 13F form we can see an decrease of $26.4M in the current position value, from $672M to 646M.

Fort Sheridan Advisors LLC is based out at Highland Park, IL

Below you can find more details about Fort Sheridan Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $646 Million
Technology: $172 Million
Financial Services: $137 Million
Energy: $97.5 Million
ETFs: $63.4 Million
Healthcare: $51.6 Million
Communication Services: $41.3 Million
Consumer Cyclical: $27.7 Million
Industrials: $26 Million
Other: $29.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $646 Million
  • Prior Value $672 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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