Chicago Partners Investment Group LLC
Top Portfolio Positions
980 positions ·
$1,890,727,690 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
577,343 | $100,688,619 | 5.33% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
2,066,758 | $78,206,122 | 4.14% | |
| AAPL |
Apple Inc.
Technology
|
301,461 | $76,507,787 | 4.05% | |
| 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 | 3.51% | |
| 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 | 2.71% | |
| 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 SPT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,282 | 34,611 | Shares | Sole | 2026-05-04 | |
| 2021-12-31 | $300,002 | 3,308 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $403,410 | 3,308 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $295,801 | 3,308 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $173,395 | 3,002 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $144,267 | 3,177 | Shares | Sole | 2021-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||