Chicago Partners Investment Group LLC Portfolio Holdings

Chicago Partners Investment Group LLC

  • $3.5 Billion
  • Q3 2025

Chicago Partners Investment Group LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.5 Billion distributed in 1218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $159M, Vanguard Mid Cap ETF with a value of $112M, Nvidia Corp with a value of $103M, Berkshire Hathaway Inc Class B with a value of $79.5M, and Dimensional ETF Tr U S Equity with a value of $78.9M.

Examining the 13F form we can see an increase of $339M in the current position value, from $3.16B to 3.5B.

Below you can find more details about Chicago Partners Investment Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.5 Billion
ETFs: $1.98 Billion
Technology: $373 Million
Financial Services: $343 Million
Energy: $254 Million
Healthcare: $93.2 Million
Consumer Cyclical: $92.7 Million
Industrials: $86.3 Million
Communication Services: $80.6 Million
Other: $133 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.23B
$559,000 0.02% of portfolio
2,547
Q3 2025 Added 78.11%
$17.1B
$537,000 0.02% of portfolio
1,665
Q3 2025 Added 100.6%
$3.07B
$598,000 0.02% of portfolio
18,823
Q3 2025 Added 53.98%
$30B
$740,000 0.02% of portfolio
2,846
Q3 2025 Added 11.17%
$57.4B
$605,000 0.02% of portfolio
947
Q3 2025 Added 7.13%
$74.9B
$560,000 0.02% of portfolio
2,149
Q3 2025 Reduced 8.55%
$23.2B
$668,000 0.02% of portfolio
7,888
Q3 2025 Added 49.71%
$0
$651,000 0.02% of portfolio
14,224
Q3 2025 Reduced 8.69%
$0
$557,000 0.02% of portfolio
30,502
Q3 2025 Added 1.5%
$0
$741,000 0.02% of portfolio
19,841
Q3 2025 Reduced 47.99%
$0
$580,000 0.02% of portfolio
12,015
Q2 2025 Reduced 13.85%
$0
$646,000 0.02% of portfolio
12,186
Q3 2023 Reduced 24.78%
$0
$827,000 0.02% of portfolio
21,260
Q4 2023 Reduced 5.14%
$0
$532,000 0.02% of portfolio
12,132
Q1 2024 Added 26.35%
$0
$550,000 0.02% of portfolio
27,543
Q3 2025 Added 1.5%
$0
$549,000 0.02% of portfolio
4,150
Q2 2025 Added 12.16%
$0
$563,000 0.02% of portfolio
4,910
Q3 2025 Added 45.65%
$0
$636,000 0.02% of portfolio
8,650
Q3 2025 New
$41B
$620,000 0.02% of portfolio
3,268
Q3 2025 Added 10.78%
$26.6B
$544,000 0.02% of portfolio
5,342
Q3 2025 Added 1.71%
$0
$550,000 0.02% of portfolio
3,031
Q2 2025 Added 0.76%
$0
$536,000 0.02% of portfolio
8,709
Q3 2025 Added 136.02%
$0
$603,000 0.02% of portfolio
23,612
Q3 2025 Added 0.72%
$0
$566,000 0.02% of portfolio
5,630
Q3 2025 Added 10.09%
$0
$771,000 0.02% of portfolio
5,584
Q2 2025 Added 17.14%
$0
$759,000 0.02% of portfolio
6,076
Q3 2025 Reduced 0.2%
$0
$634,000 0.02% of portfolio
12,423
Q3 2025 Added 1.25%
$0
$558,000 0.02% of portfolio
3,161
Q3 2025 Added 3.47%
$0
$757,000 0.02% of portfolio
14,476
Q3 2025 Added 0.06%
$0
$547,000 0.02% of portfolio
21,460
Q3 2025 Added 84.44%
$0
$599,000 0.02% of portfolio
11,867
Q3 2025 Added 0.47%
$27.2B
$595,000 0.02% of portfolio
2,741
Q3 2025 Added 18.45%
$7.17B
$561,000 0.02% of portfolio
12,612
Q3 2025 Added 37.73%
$81.8B
$696,000 0.02% of portfolio
6,339
Q3 2025 Added 0.43%
$38.4B
$641,000 0.02% of portfolio
25,157
Q3 2025 New
$4.77B
$765,000 0.02% of portfolio
18,120
Q3 2025 Added 78.43%
$161B
$800,000 0.02% of portfolio
742
Q3 2025 Added 28.82%
$26.1B
$571,000 0.02% of portfolio
3,022
Q3 2025 Added 80.1%
$13.1B
$622,000 0.02% of portfolio
2,639
Q3 2025 Added 32.48%
$7.96B
$624,000 0.02% of portfolio
28,354
Q3 2025 Reduced 12.87%
$11.1B
$636,000 0.02% of portfolio
3,103
Q3 2025 Added 14.46%
$13.4B
$823,000 0.02% of portfolio
11,698
Q3 2025 Added 62.79%
$121B
$792,000 0.02% of portfolio
1,026
Q3 2025 Reduced 4.02%
$18.4B
$601,000 0.02% of portfolio
1,170
Q3 2025 New
$8.56B
$563,000 0.02% of portfolio
19,855
Q3 2025 Added 146.22%
$6.8B
$796,000 0.02% of portfolio
6,180
Q3 2025 Added 229.95%
$24.2B
$722,000 0.02% of portfolio
2,329
Q3 2025 Added 8.68%
$42.8B
$547,000 0.02% of portfolio
6,188
Q3 2025 Added 8.3%
$69.1B
$633,000 0.02% of portfolio
7,518
Q3 2025 Added 51.94%

Summary

  • Portfolio
  • No. of Stocks 1,218
  • Current Value $3.5 Billion
  • Prior Value $3.16 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 159 stocks
  • Additional Purchases 702 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 289 stocks
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