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
$2.8 Million 0.08% of portfolio
19,706
Q3 2025 Added 4.9%
$0
$2.89 Million 0.08% of portfolio
22,912
Q3 2025 Reduced 2.41%
$0
$2.73 Million 0.08% of portfolio
26,423
Q3 2025 Added 2.64%
$99.7B
$2.82 Million 0.08% of portfolio
14,635
Q3 2025 Reduced 0.22%
$235B
$2.67 Million 0.08% of portfolio
31,777
Q3 2025 Added 7.5%
$87.8B
$2.83 Million 0.08% of portfolio
5,943
Q3 2025 Reduced 1.02%
$167B
$2.9 Million 0.08% of portfolio
30,346
Q3 2025 Added 14.13%
$317B
$2.96 Million 0.08% of portfolio
35,287
Q3 2025 Added 1.51%
$32.2B
$2.3 Million 0.07% of portfolio
38,452
Q3 2025 Reduced 0.25%
$0
$2.49 Million 0.07% of portfolio
76,940
Q3 2025 Reduced 1.09%
$114B
$2.51 Million 0.07% of portfolio
11,639
Q3 2025 Added 4.55%
$190B
$2.44 Million 0.07% of portfolio
24,062
Q3 2025 Added 8.68%
$0
$2.36 Million 0.07% of portfolio
83,812
Q3 2025 Reduced 2.33%
$143B
$2.52 Million 0.07% of portfolio
75,042
Q3 2025 Added 12.92%
$0
$2.53 Million 0.07% of portfolio
13,352
Q3 2025 Added 6.24%
$0
$2.31 Million 0.07% of portfolio
32,042
Q3 2025 Added 0.01%
$86.7B
$2.3 Million 0.07% of portfolio
3,782
Q3 2025 Added 1.34%
$0
$2.57 Million 0.07% of portfolio
61,361
Q3 2025 Reduced 6.12%
$187B
$2.35 Million 0.07% of portfolio
14,134
Q3 2025 Added 1.25%
$130B
$2.5 Million 0.07% of portfolio
7,043
Q3 2025 Added 24.24%
$0
$2.45 Million 0.07% of portfolio
44,282
Q3 2025 Added 22.71%
$0
$2.33 Million 0.07% of portfolio
31,752
Q3 2025 Added 0.2%
$85.9B
$2.46 Million 0.07% of portfolio
11,139
Q3 2025 Added 4.15%
$151B
$2.27 Million 0.06% of portfolio
6,421
Q3 2025 Added 23.65%
$255B
$2.26 Million 0.06% of portfolio
6,813
Q3 2025 Added 5.3%
$77.2B
$1.99 Million 0.06% of portfolio
9,340
Q3 2025 Added 7.22%
$111B
$1.97 Million 0.06% of portfolio
5,989
Q3 2025 Reduced 5.1%
$115B
$1.93 Million 0.06% of portfolio
3,929
Q3 2025 Added 15.63%
$39.2B
$2.16 Million 0.06% of portfolio
22,437
Q3 2025 Reduced 4.36%
$160B
$2.22 Million 0.06% of portfolio
11,209
Q3 2025 Added 2.83%
$0
$2.13 Million 0.06% of portfolio
47,576
Q3 2025 Reduced 7.82%
$22B
$2.08 Million 0.06% of portfolio
38,222
Q3 2025 Reduced 1.17%
$0
$2.13 Million 0.06% of portfolio
90,000
Q3 2025 New
$0
$2.01 Million 0.06% of portfolio
47,754
Q3 2025 Added 16.92%
$94.5B
$1.98 Million 0.06% of portfolio
5,812
Q3 2025 Added 61.89%
$0
$2.26 Million 0.06% of portfolio
60,270
Q3 2025 Reduced 1.58%
$0
$1.98 Million 0.06% of portfolio
45,821
Q3 2025 Added 24.44%
$0
$1.97 Million 0.06% of portfolio
14,516
Q3 2025 Reduced 0.17%
$0
$2.13 Million 0.06% of portfolio
48,293
Q2 2025 Added 0.66%
$0
$2.01 Million 0.06% of portfolio
16,390
Q3 2025 Reduced 15.63%
$0
$1.93 Million 0.06% of portfolio
44,158
Q3 2025 Reduced 4.46%
$0
$2.22 Million 0.06% of portfolio
70,369
Q1 2025 Reduced 17.19%
$141B
$2.2 Million 0.06% of portfolio
86,517
Q3 2025 Added 11.53%
$237B
$2.02 Million 0.06% of portfolio
12,447
Q3 2025 Reduced 6.46%
$258B
$2.09 Million 0.06% of portfolio
12,485
Q3 2025 Added 9.55%
$237B
$1.99 Million 0.06% of portfolio
8,390
Q3 2025 Added 3.72%
$174B
$2.11 Million 0.06% of portfolio
14,187
Q3 2025 Reduced 7.65%
$1.46T
$1.94 Million 0.06% of portfolio
6,932
Q3 2025 Added 59.72%
$0
$2.13 Million 0.06% of portfolio
39,243
Q3 2025 Added 3.28%

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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