Chicago Partners Investment Group LLC
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% |
Portfolio Trend
Holdings in EPD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,206,122 | 2,066,758 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $65,618,837 | 2,046,751 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $63,739,392 | 2,038,356 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $62,104,905 | 2,002,738 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $68,369,412 | 2,002,619 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $62,352,554 | 1,988,283 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $56,387,321 | 1,937,043 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $53,341,051 | 1,840,616 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $51,560,972 | 1,766,997 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $44,574,107 | 1,691,617 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $44,095,013 | 1,611,071 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $41,217,144 | 1,564,218 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $41,776,337 | 1,612,986 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $36,750,341 | 1,523,646 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $33,978,029 | 1,428,849 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $33,823,123 | 1,387,900 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $35,731,725 | 1,384,414 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $29,502,469 | 1,343,464 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $28,116,440 | 1,299,281 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,844,563 | 1,236,824 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $26,258,916 | 1,192,503 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $22,722,264 | 1,159,891 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $18,563,781 | 1,175,667 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $21,688,438 | 1,193,640 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $16,772,570 | 1,172,907 | Shares | Sole | 2020-04-22 | |
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