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 SLRC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $447,330 | 31,260 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $483,882 | 31,299 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $467,858 | 30,599 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $483,021 | 29,927 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $493,913 | 29,295 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $499,085 | 30,884 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $455,367 | 30,257 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $503,520 | 31,294 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $525,215 | 34,216 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $518,730 | 34,513 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $497,974 | 32,357 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $508,525 | 35,636 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $733,365 | 48,761 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $685,693 | 49,295 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $597,963 | 48,536 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $711,530 | 48,635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $871,490 | 48,069 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $830,879 | 45,083 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $819,854 | 42,857 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $745,767 | 40,009 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $681,877 | 38,394 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $613,883 | 35,059 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $591,886 | 37,343 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $637,181 | 39,799 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $528,176 | 45,376 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||