Chicago Partners Investment Group LLC
CIK
1563525
City
CHICAGO
State / Country
IL
Top Portfolio Positions
981 positions ·
$1,891,753,670 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 | 4.13% | |
| AAPL |
Apple Inc.
Technology
|
301,461 | $76,507,787 | 4.04% | |
| 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 | 3.50% | |
| 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 HIO
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,336,950 | 368,306 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,480,063 | 398,939 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,514,419 | 394,380 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,585,938 | 398,477 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,610,491 | 404,646 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,749,742 | 445,227 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,235,081 | 551,872 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,944,822 | 510,452 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,025,320 | 519,313 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,926,109 | 498,992 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,715,229 | 471,217 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,957,858 | 517,952 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,239,380 | 587,764 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,303,410 | 583,142 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,147,835 | 583,651 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,280,536 | 575,893 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,540,551 | 568,356 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,983,780 | 573,804 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,382,791 | 459,112 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,511,648 | 475,691 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,156,917 | 424,590 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,248,162 | 252,154 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $805,687 | 164,426 | Shares | Sole | 2020-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||