Skip to main content
Equibles

Chicago Partners Investment Group LLC

Location
CHICAGO, IL
Portfolio Value
Small $412,622,925
Diversification
Diversified
Filing Date
Global Rank
#1,243 / 8,586 ▲ 96
Top Industry
Oil & Gas Midstream 15.1%
3Y Alpha vs SPY
-2.5%
Period ended 3 months ago
Filed May 4, 2026 · 43d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+67.5%
SPY
+78.1%
Annualised alpha
-2.4%
Max drawdown
−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

981 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
5.3%
−0.8 pts
Top 5
21.0%
−1.9 pts
Top 10
32.2%
−2.7 pts
HHI
144
Jun 2023 → Mar 2026 · range 144 – 256
Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 21.8% $412,622,925
Financial Services 19.1% $360,926,265
Energy 16.8% $318,463,604
Consumer Cyclical 9.0% $169,673,298
Industrials 7.3% $139,019,209
Unclassified 6.5% $122,819,823
Healthcare 6.2% $117,287,769
Utilities 3.5% $65,884,458
Communication Services 3.4% $65,070,096
Consumer Defensive 3.2% $61,143,319
Real Estate 1.6% $31,078,877
Basic Materials 1.5% $27,764,027

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
ASPI +164,278 374,478 $1,655,192
DNN +100,283 382,879 $1,351,562
NXE +66,981 245,386 $2,846,477
GTM +65,190 84,318 $504,221
PCG +61,028 159,774 $2,807,229
ET +51,209 3,434,858 $66,292,759
HIVE +47,711 205,322 $390,111
CCC +45,427 77,266 $463,596
S +33,737 47,512 $611,954
DKNG +32,057 55,701 $1,204,255
FRA +31,423 73,057 $805,088
DOW +31,347 40,118 $1,670,914
IREN +30,722 106,904 $3,664,669
HL +30,568 40,188 $748,702
VFC +28,650 50,215 $853,152
CPRT +27,413 43,026 $1,428,463
MTCH +25,722 45,280 $1,390,548
CAG +23,719 44,515 $699,775
HST +22,626 38,875 $744,845
BMY +20,249 64,146 $3,890,454
EPD +20,007 2,066,758 $78,206,122
AVGO +18,170 44,459 $13,760,505
NVDA +17,476 577,343 $100,688,619
GAP +17,083 49,226 $1,191,269
EXK +17,069 31,069 $289,252

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
EU −279,183 127,611 $229,699
GAME −67,155 36,845 $9,948
LPRO −64,138 26,074 $32,592
KMI −58,992 553,531 $18,559,894
JPC −47,818 488,314 $3,681,887
HIO −30,633 368,306 $1,336,950
NUV −24,679 683,151 $6,141,527
WMB −20,130 279,287 $20,326,507
BN −14,106 408,338 $16,525,438
KDP −12,699 19,282 $507,695
CMCSA −12,539 35,919 $1,031,234
CLSK −11,442 19,582 $166,642
LDP −10,857 438,083 $8,748,517
RITM −9,602 30,595 $290,040
OBDC −9,337 538,745 $5,958,519
OKE −8,316 253,322 $22,897,775
AQN −8,107 25,853 $158,737
ESTC −7,499 6,060 $302,939
BRW −7,227 129,110 $870,201
MPT −6,734 10,172 $47,096
ZM −6,621 15,894 $1,277,718
GTLB −6,535 10,136 $219,343
BIPH −6,387 486,383 $17,568,153
CHW −5,951 51,842 $376,372
PSLV −5,701 14,265 $347,923

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
CBOE 7,303 $2,052,654
BURL 4,308 $1,401,737
MQY 85,957 $943,807
MOH 6,936 $924,568
DPZ 2,235 $801,895
TW 6,618 $778,673
PNFP 8,892 $765,956
LITE 1,022 $718,220
MYI 68,016 $714,848
EXE 6,277 $689,089
KHC 30,586 $687,879
EOG 4,707 $680,490
CRS 1,692 $666,901
LYB 7,541 $607,502
DAR 9,661 $597,532
LSTR 3,675 $589,139
AR 13,775 $584,611
OGE 11,645 $558,494
NDSN 2,086 $555,001
CLNK 33,384 $532,708
ARW 3,706 $531,477
RPRX 10,756 $515,965
ATR 4,051 $510,507
NWSA 20,040 $499,597
ENVX 96,265 $498,652

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
XFLT 102,608 $2,462,592
KEEL 352,980 $829,503
EXAS 7,567 $768,504
PINS 24,120 $624,466
BILL 10,564 $576,160
LYFT 28,724 $556,383
XYL 3,274 $445,853
MODD 40,398 $441,146
HUM 1,609 $412,113
TOST 11,598 $411,844
OTIS 4,625 $403,993
HOLX 5,278 $393,158
FND 6,233 $379,527
HTGC 19,260 $362,473
MAT 17,946 $356,048
REYN 14,826 $339,811
GLBE 8,129 $319,550
KMPR 7,552 $306,158
ZBRA 1,259 $305,710
M 13,402 $295,514
EL 2,734 $286,304
TPG 4,115 $262,701
APLD 10,325 $253,169
ALK 5,001 $251,550
AGL 14,381 $247,712

Portfolio Positions

Export CSV View 13F filing
162 positions · $412,622,925 total · Technology only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 162 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
NVDA
Nvidia Corp
Technology 		577,343 $100,688,619 24.40%
AAPL
Apple Inc.
Technology 		301,461 $76,507,787 18.54%
MSFT
Microsoft Corp
Technology 		132,466 $49,034,939 11.88%
AMD
Advanced Micro Devices Inc
Technology 		76,327 $15,527,201 3.76%
AVGO
Broadcom Inc.
Technology 		44,459 $13,760,505 3.33%
ASTS
AST SpaceMobile, Inc.
Technology 		108,248 $8,970,511 2.17%
MU
Micron Technology Inc
Technology 		25,521 $8,622,014 2.09%
IBM
International Business Machines Corp
Technology 		24,103 $5,842,326 1.42%
GLW
Corning Inc /Ny
Technology 		41,261 $5,610,258 1.36%
INTU
Intuit Inc.
Technology 		11,299 $4,885,461 1.18%
ORCL
Oracle Corp
Technology 		31,969 $4,702,959 1.14%
ACN
Accenture plc
Technology 		23,528 $4,665,367 1.13%
LRCX
Lam Research Corp
Technology 		17,107 $3,655,081 0.89%
CSCO
Cisco Systems, Inc.
Technology 		46,020 $3,570,691 0.87%
PLTR
Palantir Technologies Inc.
Technology 		21,716 $3,176,616 0.77%
AMAT
Applied Materials Inc /De
Technology 		8,902 $3,042,614 0.74%
ANET
Arista Networks, Inc.
Technology 		24,477 $3,005,286 0.73%
INTC
Intel Corp
Technology 		63,224 $2,790,075 0.68%
WDC
Western Digital Corp
Technology 		9,531 $2,578,040 0.62%
TER
Teradyne, Inc
Technology 		8,144 $2,414,370 0.59%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology 		7,116 $2,404,852 0.58%
MSTR
Strategy Inc
Technology 		17,368 $2,167,526 0.53%
SHOP
Shopify Inc.
Technology 		16,799 $1,992,697 0.48%
QCOM
Qualcomm Inc/De
Technology 		15,309 $1,971,493 0.48%
ADBE
Adobe Inc.
Technology 		7,755 $1,885,085 0.46%
CRWD
CrowdStrike Holdings, Inc.
Technology 		4,533 $1,769,728 0.43%
ASML
Asml Holding NV
Technology 		1,333 $1,760,666 0.43%
APH
Amphenol Corp /De/
Technology 		13,798 $1,743,377 0.42%
CRM
Salesforce, Inc.
Technology 		8,587 $1,602,935 0.39%
PAYX
Paychex Inc
Technology 		17,340 $1,597,360 0.39%
GRMN
Garmin Ltd
Technology 		6,751 $1,566,299 0.38%
ROP
Roper Technologies Inc
Technology 		4,341 $1,536,106 0.37%
DELL
Dell Technologies Inc.
Technology 		9,268 $1,521,156 0.37%
VRSN
Verisign Inc/Ca
Technology 		6,117 $1,519,218 0.37%
TEAM
Atlassian Corp
Technology 		21,023 $1,434,819 0.35%
KLAC
Kla Corp
Technology 		889 $1,308,972 0.32%
ZM
Zoom Communications, Inc.
Technology 		15,894 $1,277,718 0.31%
CRUS
Cirrus Logic, Inc.
Technology 		8,521 $1,232,307 0.30%
PCOR
Procore Technologies, Inc.
Technology 		21,423 $1,221,111 0.30%
ADP
Automatic Data Processing Inc
Technology 		5,858 $1,190,228 0.29%
MSI
Motorola Solutions, Inc.
Technology 		2,725 $1,182,568 0.29%
NOW
ServiceNow, Inc.
Technology 		10,600 $1,108,230 0.27%
FIS
Fidelity National Information Services, Inc.
Technology 		23,555 $1,104,965 0.27%
PCTY
Paylocity Holding Corp
Technology 		10,094 $1,090,555 0.26%
STX
Seagate Technology Holdings plc
Technology 		2,677 $1,048,741 0.25%
DOCU
Docusign, Inc.
Technology 		21,731 $1,030,266 0.25%
SNOW
Snowflake Inc.
Technology 		6,702 $1,010,795 0.24%
G
Genpact LTD
Technology 		26,749 $996,400 0.24%
IT
Gartner Inc
Technology 		6,216 $984,241 0.24%
ADSK
Autodesk, Inc.
Technology 		4,060 $971,964 0.24%

Report a Problem

Category
Description
Email (optional, for follow-up)