CHATHAM CAPITAL GROUP, INC.
Top Portfolio Positions
136 positions ·
$449,521,325 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
168,368 | $29,363,379 | 6.53% | |
| IAU |
Ishares Gold Trust
|
323,995 | $28,563,399 | 6.35% | |
| AAPL |
Apple Inc.
Technology
|
77,109 | $19,569,493 | 4.35% | |
| GEV |
GE Vernova Inc.
Industrials
|
21,293 | $18,586,659 | 4.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
24,139 | $15,698,557 | 3.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,431 | $13,523,904 | 3.01% | |
| MSFT |
Microsoft Corp
Technology
|
33,633 | $12,449,927 | 2.77% | |
| GLDM |
World Gold Trust
|
97,302 | $9,018,922 | 2.01% | |
| JNJ |
Johnson & Johnson
Healthcare
|
34,427 | $8,415,335 | 1.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,118 | $8,386,462 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KWR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,250,871 | 10,069 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,488,989 | 10,844 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,412,887 | 10,724 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,212,869 | 10,835 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,344,258 | 10,875 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,465,311 | 10,410 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,786,836 | 10,605 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,796,613 | 10,587 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,133,573 | 10,395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,968,799 | 9,225 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,485,440 | 9,284 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,821,535 | 9,346 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $956,296 | 4,831 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $830,828 | 4,978 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $718,723 | 4,978 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $714,406 | 4,778 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $824,649 | 4,772 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,086,973 | 4,710 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,118,472 | 4,705 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,127,364 | 4,753 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,158,638 | 4,753 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,250,103 | 8,880 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,610,201 | 8,960 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,673,634 | 9,015 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,133,363 | 8,975 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||