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
$6.85 Million 0.2% of portfolio
37,589
Q3 2025 Added 4.13%
$0
$7.01 Million 0.2% of portfolio
117,072
Q3 2025 Added 0.13%
$279B
$6.94 Million 0.2% of portfolio
67,330
Q3 2025 Added 19.14%
$224B
$6.57 Million 0.19% of portfolio
21,631
Q3 2025 Added 5.36%
$0
$6.54 Million 0.19% of portfolio
239,483
Q3 2025 Reduced 41.17%
$136B
$6.71 Million 0.19% of portfolio
28,383
Q3 2025 Reduced 0.61%
$0
$6.51 Million 0.19% of portfolio
31,215
Q3 2025 Added 0.02%
$0
$6.33 Million 0.18% of portfolio
177,481
Q3 2025 Added 1.11%
$0
$6.47 Million 0.18% of portfolio
55,409
Q3 2025 Reduced 0.67%
$54.4B
$6.45 Million 0.18% of portfolio
20,810
Q3 2025 Reduced 0.17%
$0
$6.27 Million 0.18% of portfolio
64,902
Q3 2025 Added 4.94%
$0
$6.19 Million 0.18% of portfolio
122,064
Q3 2025 Added 1.03%
$0
$6.43 Million 0.18% of portfolio
716,004
Q3 2025 Reduced 8.72%
$0
$6.29 Million 0.18% of portfolio
68,691
Q3 2025 Added 9.45%
$78.4B
$5.88 Million 0.17% of portfolio
44,101
Q3 2025 Added 4.35%
$53.8B
$6.04 Million 0.17% of portfolio
25,690
Q3 2025 Added 0.14%
$328B
$5.94 Million 0.17% of portfolio
19,760
Q3 2025 Added 7.77%
$266B
$6 Million 0.17% of portfolio
21,280
Q3 2025 Reduced 1.48%
$0
$5.95 Million 0.17% of portfolio
42,069
Q3 2025 Reduced 0.12%
$512B
$5.79 Million 0.17% of portfolio
10,174
Q3 2025 Reduced 4.26%
$0
$5.91 Million 0.17% of portfolio
64,609
Q3 2025 Reduced 9.46%
$0
$5.69 Million 0.16% of portfolio
84,365
Q3 2025 Reduced 11.24%
$0
$5.53 Million 0.16% of portfolio
49,210
Q3 2025 Added 0.01%
$0
$5.46 Million 0.16% of portfolio
94,927
Q3 2025 Added 9.08%
$0
$5.53 Million 0.16% of portfolio
7,409
Q3 2025 Reduced 0.07%
$3.34B
$5.08 Million 0.15% of portfolio
103,513
Q3 2025 Added 7.65%
$0
$5.22 Million 0.15% of portfolio
171,639
Q3 2025 Added 1.67%
$0
$5.42 Million 0.15% of portfolio
14,291
Q3 2025 Reduced 16.1%
$0
$5.37 Million 0.15% of portfolio
105,844
Q3 2025 Reduced 7.88%
$346B
$5.35 Million 0.15% of portfolio
34,810
Q3 2025 Added 4.06%
$0
$5.32 Million 0.15% of portfolio
17,878
Q3 2025 Added 1.93%
$152B
$4.83 Million 0.14% of portfolio
19,599
Q3 2025 Added 22.54%
$0
$5.07 Million 0.14% of portfolio
56,964
Q3 2025 Reduced 10.0%
$84B
$4.83 Million 0.14% of portfolio
25,109
Q3 2025 Reduced 17.13%
$19.3B
$4.81 Million 0.14% of portfolio
76,689
Q3 2025 Reduced 2.19%
$0
$4.81 Million 0.14% of portfolio
201,714
Q3 2025 Added 1.06%
$65.3B
$4.79 Million 0.14% of portfolio
65,776
Q3 2025 Added 1.32%
$0
$4.8 Million 0.14% of portfolio
13,126
Q3 2025 Added 0.54%
$342B
$4.75 Million 0.14% of portfolio
26,015
Q3 2025 Added 9.8%
$0
$4.91 Million 0.14% of portfolio
17,419
Q3 2025 Added 0.15%
$72.7B
$4.81 Million 0.14% of portfolio
3,653
Q3 2025 Added 0.8%
$0
$4.58 Million 0.13% of portfolio
60,944
Q3 2025 Reduced 13.6%
$0
$4.56 Million 0.13% of portfolio
20,514
Q3 2025 Added 5.52%
$0
$4.55 Million 0.13% of portfolio
27,056
Q3 2025 Reduced 1.71%
$367B
$4.68 Million 0.13% of portfolio
11,542
Q3 2025 Added 6.28%
$0
$4.46 Million 0.13% of portfolio
35,580
Q3 2025 Reduced 2.56%
$0
$4.61 Million 0.13% of portfolio
22,332
Q3 2025 Reduced 0.37%
$0
$4.63 Million 0.13% of portfolio
9,880
Q3 2025 Added 0.03%
$0
$4.54 Million 0.13% of portfolio
54,427
Q3 2025 Added 12.05%

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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