Position in MNTN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$156,464
New position
Shares Held
17,780
first reported quarter
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $37,485,087 across 44 Software - Application names. MNTN ranks #42 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
11,299 | $4,885,461 | |
| 2 | MSTR |
Strategy Inc
|
17,368 | $2,167,526 | |
| 3 | SHOP |
Shopify Inc.
|
16,799 | $1,992,697 | |
| 4 | ADBE |
Adobe Inc.
|
7,755 | $1,885,085 | |
| 5 | PAYX |
Paychex Inc
|
17,340 | $1,597,360 | |
| 6 | CRM |
Salesforce, Inc.
|
8,487 | $1,584,268 | |
| 7 | ROP |
Roper Technologies Inc
|
4,341 | $1,536,106 | |
| 8 | TEAM |
Atlassian Corp
|
21,023 | $1,434,819 |
All Filings in MNTN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $156,464 | 17,780 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||