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
$0
$15.7 Million 0.45% of portfolio
232,914
Q3 2025 Reduced 1.76%
$0
$15 Million 0.43% of portfolio
190,906
Q3 2025 Added 11.25%
$0
$15 Million 0.43% of portfolio
85,902
Q3 2025 Added 2.99%
$0
$14.5 Million 0.41% of portfolio
191,324
Q3 2025 Added 0.33%
$0
$14 Million 0.4% of portfolio
93,626
Q3 2025 Added 4.04%
$533B
$12.9 Million 0.37% of portfolio
37,774
Q3 2025 Reduced 0.42%
$388B
$12.3 Million 0.35% of portfolio
76,099
Q3 2025 Reduced 0.1%
$0
$12.4 Million 0.35% of portfolio
492,986
Q3 2025 Added 4.75%
$0
$12.4 Million 0.35% of portfolio
85,085
Q3 2025 Reduced 7.17%
$414B
$12 Million 0.34% of portfolio
51,873
Q3 2025 Reduced 1.23%
$0
$12 Million 0.34% of portfolio
204,756
Q3 2025 Added 0.02%
$0
$11.7 Million 0.33% of portfolio
571,957
Q3 2025 Added 1.36%
$0
$11 Million 0.31% of portfolio
203,219
Q3 2025 Added 8.91%
$0
$10.9 Million 0.31% of portfolio
53,692
Q3 2025 Added 0.08%
$0
$11 Million 0.31% of portfolio
344,277
Q3 2025 Added 8.36%
$6.09B
$10.5 Million 0.3% of portfolio
622,048
Q3 2025 Added 3.37%
$0
$10.6 Million 0.3% of portfolio
41,168
Q3 2025 Added 2.06%
$0
$10.6 Million 0.3% of portfolio
453,290
Q3 2025 Added 13.34%
$0
$10.7 Million 0.3% of portfolio
143,308
Q3 2025 Added 2.66%
$0
$9.39 Million 0.27% of portfolio
433,173
Q3 2025 Added 0.18%
$0
$9.23 Million 0.26% of portfolio
201,755
Q3 2025 Added 0.6%
$0
$9.22 Million 0.26% of portfolio
76,140
Q3 2025 Added 64.4%
$0
$9.07 Million 0.26% of portfolio
103,895
Q3 2025 Reduced 1.28%
$103B
$9.2 Million 0.26% of portfolio
70,806
Q3 2025 Added 3.94%
$228B
$8.78 Million 0.25% of portfolio
65,582
Q3 2025 Reduced 1.73%
$0
$8.9 Million 0.25% of portfolio
92,277
Q3 2025 Added 3.44%
$19.3B
$8.23 Million 0.24% of portfolio
88,363
Q3 2025 Reduced 0.19%
$0
$8.43 Million 0.24% of portfolio
462,025
Q3 2025 Added 9.43%
$0
$8.23 Million 0.24% of portfolio
88,193
Q3 2025 Added 3.78%
$0
$8.54 Million 0.24% of portfolio
35,308
Q3 2025 Added 7.11%
$0
$8.32 Million 0.24% of portfolio
83,015
Q3 2025 Reduced 0.38%
$1.29T
$8.09 Million 0.23% of portfolio
18,192
Q3 2025 Added 4.68%
$5.27B
$7.7 Million 0.22% of portfolio
575,279
Q3 2025 Reduced 2.27%
$139B
$7.82 Million 0.22% of portfolio
23,702
Q3 2025 Added 19.2%
$0
$7.81 Million 0.22% of portfolio
162,149
Q3 2025 Added 3.76%
$0
$7.8 Million 0.22% of portfolio
71,596
Q3 2025 Added 2.85%
$39.2B
$7.58 Million 0.22% of portfolio
45,216
Q3 2025 Reduced 0.82%
$404B
$7.26 Million 0.21% of portfolio
7,842
Q3 2025 Added 31.25%
$490B
$7.31 Million 0.21% of portfolio
64,841
Q3 2025 Reduced 0.89%
$0
$7.52 Million 0.21% of portfolio
59,944
Q3 2025 Added 0.22%
$0
$7.39 Million 0.21% of portfolio
66,804
Q3 2025 Reduced 0.62%
$0
$6.92 Million 0.2% of portfolio
87,761
Q3 2025 Added 2.68%
$100B
$7.11 Million 0.2% of portfolio
26,318
Q3 2025 Reduced 0.32%
$0
$6.85 Million 0.2% of portfolio
149,458
Q3 2025 Reduced 0.9%
$182B
$7.02 Million 0.2% of portfolio
10,281
Q3 2025 Added 0.06%
$0
$7.1 Million 0.2% of portfolio
61,773
Q3 2025 Reduced 1.27%
$593B
$7 Million 0.2% of portfolio
24,891
Q3 2025 Added 16.31%
$0
$7.07 Million 0.2% of portfolio
123,044
Q3 2025 Reduced 13.36%
$0
$6.99 Million 0.2% of portfolio
122,176
Q3 2025 Added 10.8%

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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