Chicago Partners Investment Group LLC
CIK 1563525
13F filing for Q2 2026・No. 922
- Holdings
- US$5B
- Quarter change
- +US$522.46M
- Entries
- 1,639
- Net bought (estimate)
- +US$350.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 174
- Sold out 96
- Cut 385
- Added 901
- Corporate actions 2
- Unchanged 61
Largest holdings
1,521 stocks worth US$4.99B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 287,380 | US$195.02M | 3.91% |
| NVDANvidiaCOM | Added | 655,205 | US$136.78M | 2.74% |
| VANGUARD INDEX FDSMID CAP ETF | Added | 1,696,716 | US$136.28M | 2.73% |
| AAPLAppleCOM | Added | 336,798 | US$108.33M | 2.17% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 1,149,698 | US$92.82M | 1.86% |
| ENTERPRISE PRODS PARTNERS LCOM | Added | 2,073,101 | US$80.44M | 1.61% |
| VUGVANGUARD INDEX FDSGROWTH ETF | Added | 932,446 | US$78.12M | 1.57% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 152,340 | US$74.78M | 1.50% |
| ENERGY TRANSFER L PCOM UT LTD PTN | Cut | 3,426,520 | US$69.97M | 1.40% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 902,005 | US$68.06M | 1.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.