Chicago Partners Investment Group LLC

CIK

1563525

City

CHICAGO

State / Country

Stock

Top Portfolio Positions

979 positions · $1,814,694,464 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	577,343	$100,688,619	5.55%
EPD	Enterprise Products Partners L.P. Energy	2,066,758	$78,206,122	4.31%
AAPL	Apple Inc. Technology	301,461	$76,507,787	4.22%
ET	Energy Transfer LP Energy	3,434,858	$66,292,759	3.65%
BKNG	Booking Holdings Inc. Consumer Cyclical	12,275	$51,681,675	2.85%
SPY	Spdr S&P 500 ETF Trust	78,650	$51,149,241	2.82%
MSFT	Microsoft Corp Technology	132,466	$49,034,939	2.70%
AMZN	Amazon Com Inc Consumer Cyclical	154,319	$32,140,018	1.77%
MDY	Spdr S&P Midcap 400 ETF Trust	45,646	$28,152,626	1.55%
MPLX	Mplx LP Energy	486,668	$27,774,142	1.53%

25 quarters · across all stocks

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25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,568,153	486,383	-1.3%	Shares	Sole	2026-05-04
2025-12-31	$17,118,829	492,770	-3.5%	Shares	Sole	2026-01-28
2025-09-30	$16,797,350	510,713	-3.1%	Shares	Sole	2025-10-30
2025-06-30	$17,653,126	526,959	-0.7%	Shares	Sole	2025-07-29
2025-03-31	$15,814,110	530,853	-2.1%	Shares	Sole	2025-05-09
2024-12-31	$17,244,898	542,463	-1.1%	Shares	Sole	2025-01-24
2024-09-30	$19,218,528	548,474	-0.4%	Shares	Sole	2024-10-29
2024-06-30	$15,110,878	550,688	-5.3%	Shares	Sole	2024-07-31
2024-03-31	$18,145,868	581,412	-1.3%	Shares	Sole	2024-04-25
2023-12-31	$18,541,060	588,792	-0.4%	Shares	Sole	2024-02-23
2023-09-30	$17,384,808	591,320	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$21,561,170	590,717	-4.4%	Shares	Sole	2023-08-08
2023-03-31	$20,861,214	617,744	-4.2%	Shares	Sole	2023-04-26
2022-12-31	$19,989,293	645,024	-1.0%	Shares	Sole	2023-02-09
2022-09-30	$23,380,162	651,258	-1.9%	Shares	Sole	2022-11-09
2022-06-30	$25,378,194	664,003	+49.1%	Shares	Sole	2022-08-04
2022-03-31	$19,660,669	445,282	+0.5%	Shares	Sole	2022-05-20
2021-12-31	$17,955,328	442,904	+1.2%	Shares	Sole	2022-02-15
2021-09-30	$16,368,835	437,591	+0.1%	Shares	Sole	2021-11-12
2021-06-30	$16,191,699	437,220	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$15,452,972	435,295	+0.3%	Shares	Sole	2021-04-28
2020-12-31	$14,287,255	433,824	-2.0%	Shares	Sole	2021-01-27
2020-09-30	$14,051,089	442,600	-0.6%	Shares	Sole	2020-11-06
2020-06-30	$12,208,478	445,456	-0.4%	Shares	Sole	2020-07-31
2020-03-31	$10,722,896	447,160	—	Shares	Sole	2020-04-22
No 13F history on record for this holder in this stock.