Chicago Partners Investment Group LLC
Top Portfolio Positions
981 positions ·
$1,891,302,588 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
577,343 | $100,688,619 | 5.32% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
2,066,758 | $78,206,122 | 4.14% | |
| AAPL |
Apple Inc.
Technology
|
301,461 | $76,507,787 | 4.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
158,667 | $76,033,226 | 4.02% | |
| ET |
Energy Transfer LP
Energy
|
3,434,858 | $66,292,759 | 3.51% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
12,275 | $51,681,675 | 2.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
78,650 | $51,149,241 | 2.70% | |
| MSFT |
Microsoft Corp
Technology
|
132,466 | $49,034,939 | 2.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
154,319 | $32,140,018 | 1.70% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
45,646 | $28,152,626 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DMA
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $244,394 | 30,135 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $267,862 | 29,862 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $246,188 | 28,494 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $404,031 | 46,175 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $415,825 | 49,036 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $409,506 | 48,405 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $408,018 | 47,061 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $370,501 | 45,911 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $359,024 | 45,911 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $239,811 | 38,493 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $263,580 | 44,077 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $220,825 | 44,077 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $300,680 | 49,947 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $188,344 | 27,576 | Shares | Sole | 2023-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||