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
$1.23 Million 0.04% of portfolio
5,356
Q3 2025 Added 0.62%
$0
$1.31 Million 0.04% of portfolio
20,779
Q3 2025 Added 8.88%
$136B
$1.38 Million 0.04% of portfolio
3,243
Q3 2025 Added 4.88%
$0
$1.24 Million 0.04% of portfolio
32,647
Q2 2023 New
$0
$1.29 Million 0.04% of portfolio
31,243
Q3 2025 Reduced 4.88%
$0
$1.44 Million 0.04% of portfolio
32,764
Q1 2025 Reduced 0.99%
$193B
$1.25 Million 0.04% of portfolio
2,802
Q3 2025 Added 6.62%
$0
$1.46 Million 0.04% of portfolio
27,169
Q3 2025 Added 3.02%
$0
$1.3 Million 0.04% of portfolio
7,910
Q3 2025 Reduced 10.88%
$0
$1.39 Million 0.04% of portfolio
14,581
Q3 2025 Added 22.76%
$0
$1.57 Million 0.04% of portfolio
12,088
Q3 2025 Added 0.15%
$0
$1.53 Million 0.04% of portfolio
14,284
Q3 2025 Reduced 1.29%
$0
$1.45 Million 0.04% of portfolio
27,822
Q3 2025 Added 3.18%
$35.1B
$1.23 Million 0.04% of portfolio
9,875
Q3 2025 Added 28.61%
$128B
$1.31 Million 0.04% of portfolio
13,785
Q3 2025 Added 68.23%
$37.6B
$1.24 Million 0.04% of portfolio
18,475
Q3 2025 Added 31.92%
$65.7B
$1.35 Million 0.04% of portfolio
4,503
Q3 2025 Added 1.56%
$61.4B
$1.33 Million 0.04% of portfolio
6,511
Q3 2025 Added 30.64%
$68.5B
$1.55 Million 0.04% of portfolio
11,375
Q3 2025 Added 42.12%
$74.3B
$1.44 Million 0.04% of portfolio
7,161
Q3 2025 Added 31.06%
$55.8B
$1.37 Million 0.04% of portfolio
9,863
Q3 2025 Added 10.41%
$0
$1.53 Million 0.04% of portfolio
58,198
Q3 2025 Added 10.81%
$169B
$1.46 Million 0.04% of portfolio
1,587
Q3 2025 Added 79.73%
$0
$1.3 Million 0.04% of portfolio
28,910
Q3 2025 Added 53.66%
$82.2B
$1.52 Million 0.04% of portfolio
6,755
Q3 2025 Added 7.89%
$0
$1.29 Million 0.04% of portfolio
4,034
Q3 2025 Added 0.02%
$97.3B
$1.54 Million 0.04% of portfolio
18,147
Q3 2025 Reduced 1.11%
$136B
$1.5 Million 0.04% of portfolio
4,045
Q3 2025 Added 5.01%
$96.9B
$1.31 Million 0.04% of portfolio
3,112
Q3 2025 Reduced 4.28%
$517M
$1.46 Million 0.04% of portfolio
94,014
Q3 2025 Reduced 3.37%
$0
$1.35 Million 0.04% of portfolio
15,776
Q3 2025 Reduced 1.87%
$0
$1.5 Million 0.04% of portfolio
12,517
Q2 2025 Added 3.69%
$0
$1.28 Million 0.04% of portfolio
17,998
Q3 2025 Reduced 0.34%
$0
$1.42 Million 0.04% of portfolio
15,851
Q3 2025 Reduced 1.71%
$0
$1.55 Million 0.04% of portfolio
19,734
Q3 2025 Added 1.22%
$0
$1.27 Million 0.04% of portfolio
18,295
Q3 2025 Added 2.3%
$0
$1.51 Million 0.04% of portfolio
394,380
Q3 2025 Reduced 1.03%
$21.1B
$1.45 Million 0.04% of portfolio
17,538
Q3 2025 Added 134.34%
$91.4B
$999,000 0.03% of portfolio
6,442
Q3 2025 Added 2.73%
$2.52B
$983,000 0.03% of portfolio
20,707
Q3 2025 Added 0.24%
$104B
$1.21 Million 0.03% of portfolio
18,355
Q3 2025 Added 6.1%
$3.75B
$1.01 Million 0.03% of portfolio
38,260
Q3 2025 Added 1.89%
$24.5B
$1.05 Million 0.03% of portfolio
6,162
Q3 2025 Added 4.42%
$543M
$886,000 0.03% of portfolio
311,198
Q3 2025 Added 62.24%
$0
$986,000 0.03% of portfolio
93,401
Q2 2024 Added 24.93%
$191B
$993,000 0.03% of portfolio
184
Q2 2025 Added 60.0%
$99.5B
$1.07 Million 0.03% of portfolio
23,757
Q3 2025 Added 42.98%
$123B
$1.14 Million 0.03% of portfolio
4,044
Q3 2025 Added 9.89%
$47.4B
$923,000 0.03% of portfolio
13,658
Q3 2025 Reduced 8.78%

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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