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
$1.87B
$4.68 Million 0.13% of portfolio
14,524
Q3 2025 Added 23.58%
$0
$4.23 Million 0.12% of portfolio
95,099
Q3 2025 Added 1.15%
$0
$4.19 Million 0.12% of portfolio
137,269
Q3 2025 Added 0.86%
$0
$4.16 Million 0.12% of portfolio
90,065
Q3 2025 Reduced 3.29%
$0
$4.29 Million 0.12% of portfolio
112,046
Q3 2025 Reduced 0.02%
$0
$4.06 Million 0.12% of portfolio
38,109
Q3 2025 Added 0.33%
$522B
$4.33 Million 0.12% of portfolio
23,348
Q3 2025 Added 3.51%
$0
$4.37 Million 0.12% of portfolio
532,503
Q3 2025 Added 53.15%
$0
$4.14 Million 0.12% of portfolio
45,730
Q3 2025 Reduced 2.09%
$0
$3.84 Million 0.11% of portfolio
67,055
Q3 2025 Added 10.0%
$24.4B
$3.98 Million 0.11% of portfolio
24,874
Q3 2025 Added 10.79%
$303B
$3.73 Million 0.11% of portfolio
24,011
Q3 2025 Added 13.01%
$69.4B
$3.77 Million 0.11% of portfolio
45,993
Q3 2025 Added 2.88%
$0
$3.75 Million 0.11% of portfolio
37,987
Q3 2025 Reduced 2.92%
$0
$4.02 Million 0.11% of portfolio
62,170
Q3 2025 Added 2.52%
$49.1B
$3.72 Million 0.11% of portfolio
3,100
Q3 2025 Added 7.83%
$96.7B
$3.54 Million 0.1% of portfolio
70,074
Q3 2025 Added 1.2%
$0
$3.39 Million 0.1% of portfolio
20,385
Q3 2025 Added 6.13%
$0
$3.61 Million 0.1% of portfolio
53,072
Q3 2025 Reduced 1.09%
$0
$3.38 Million 0.1% of portfolio
40,988
Q3 2025 Reduced 3.41%
$0
$3.34 Million 0.1% of portfolio
50,139
Q3 2025 Added 0.49%
$11.8B
$3.6 Million 0.1% of portfolio
211,117
Q3 2025 Reduced 0.58%
$0
$3.37 Million 0.1% of portfolio
72,735
Q3 2025 Reduced 4.39%
$0
$3.52 Million 0.1% of portfolio
37,368
Q3 2025 Added 6.65%
$0
$3.35 Million 0.1% of portfolio
37,818
Q3 2025 Added 1.2%
$0
$3.38 Million 0.1% of portfolio
24,137
Q3 2025 Added 3.28%
$0
$3.47 Million 0.1% of portfolio
11,828
Q3 2025 Added 8.85%
$0
$3.34 Million 0.1% of portfolio
65,912
Q3 2025 Added 10.18%
$0
$3.13 Million 0.09% of portfolio
66,644
Q3 2025 Reduced 0.04%
$0
$3.14 Million 0.09% of portfolio
65,732
Q3 2025 Reduced 3.22%
$2.72B
$3.13 Million 0.09% of portfolio
68,343
Q3 2025 Reduced 9.49%
$0
$3.18 Million 0.09% of portfolio
59,471
Q3 2025 Reduced 1.24%
$0
$2.98 Million 0.09% of portfolio
26,803
Q3 2025 Added 2.58%
$268B
$3.29 Million 0.09% of portfolio
19,664
Q3 2025 Added 8.33%
$204B
$3.18 Million 0.09% of portfolio
22,643
Q3 2025 Added 11.71%
$3.47B
$3.22 Million 0.09% of portfolio
176,634
Q3 2025 Added 2.03%
$61.4B
$2.98 Million 0.09% of portfolio
7,196
Q3 2025 Added 2.09%
$0
$3.13 Million 0.09% of portfolio
29,904
Q3 2025 Added 5.77%
$300B
$3.11 Million 0.09% of portfolio
9,004
Q3 2025 Added 95.48%
$0
$3.14 Million 0.09% of portfolio
62,624
Q3 2025 Reduced 3.05%
$0
$3.17 Million 0.09% of portfolio
26,311
Q3 2025 Added 0.72%
$0
$3.08 Million 0.09% of portfolio
38,529
Q3 2025 Added 9.27%
$46.9B
$2.81 Million 0.08% of portfolio
23,155
Q3 2025 Added 87.54%
$413B
$2.65 Million 0.08% of portfolio
51,278
Q3 2025 Added 4.2%
$319B
$2.68 Million 0.08% of portfolio
39,137
Q3 2025 Added 15.36%
$306B
$2.71 Million 0.08% of portfolio
40,860
Q3 2025 Added 3.4%
$0
$2.75 Million 0.08% of portfolio
86,108
Q3 2025 Added 2.53%
$265B
$2.75 Million 0.08% of portfolio
3,450
Q3 2025 Added 5.7%
$0
$2.86 Million 0.08% of portfolio
47,593
Q3 2025 Reduced 1.09%

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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