Chicago Partners Investment Group LLC
CIK
1563525
City
CHICAGO
State / Country
IL
Top Portfolio Positions
979 positions ·
$1,814,694,464 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 LDP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,748,517 | 438,083 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,504,059 | 448,940 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,386,858 | 433,173 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,071,395 | 432,383 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,635,795 | 424,155 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,443,600 | 418,000 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,588,183 | 440,836 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,873,609 | 445,910 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $9,011,442 | 448,777 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,209,182 | 445,425 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $7,910,715 | 463,428 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $9,069,551 | 498,327 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,106,570 | 510,458 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $9,705,107 | 510,258 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,177,568 | 507,048 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,123,376 | 511,540 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,495,571 | 501,552 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $14,368,868 | 542,631 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $14,998,298 | 549,791 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,813,525 | 540,837 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $14,251,986 | 545,635 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $13,299,335 | 499,975 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $10,988,714 | 470,206 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,181,385 | 452,305 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $8,984,049 | 437,180 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||