Chicago Partners Investment Group LLC
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 NUV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,141,527 | 683,151 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,412,939 | 707,830 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,429,715 | 716,004 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,816,236 | 784,377 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,919,205 | 788,963 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,776,212 | 788,849 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,724,157 | 745,472 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,180,124 | 716,121 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,998,759 | 688,721 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,410,741 | 629,156 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $5,250,617 | 635,668 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,894,789 | 677,562 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,854,694 | 664,551 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,374,312 | 624,920 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,485,147 | 411,956 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,989,834 | 446,790 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,347,950 | 453,857 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,604,391 | 443,583 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,624,308 | 496,847 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,366,511 | 465,439 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,910,527 | 530,568 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,401,704 | 486,640 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,091,706 | 477,646 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,222,073 | 511,968 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $5,303,486 | 543,390 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||