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
$1.04 Million 0.03% of portfolio
9,285
Q3 2025 Reduced 3.25%
$0
$879,000 0.03% of portfolio
8,866
Q3 2025 Reduced 1.02%
$14.2B
$879,000 0.03% of portfolio
2,805
Q3 2025 Added 69.9%
$35.1B
$929,000 0.03% of portfolio
15,294
Q3 2025 Added 8.5%
$13.8B
$1.14 Million 0.03% of portfolio
9,655
Q3 2025 Added 77.61%
$159B
$1.05 Million 0.03% of portfolio
2,150
Q3 2025 Added 14.42%
$0
$1.13 Million 0.03% of portfolio
145,833
Q3 2025 Added 1.38%
$0
$1.03 Million 0.03% of portfolio
30,938
Q3 2025 Added 3.58%
$0
$1.14 Million 0.03% of portfolio
52,827
Q3 2025 Added 2.68%
$0
$947,000 0.03% of portfolio
32,545
Q3 2025 Added 16.65%
$0
$1.06 Million 0.03% of portfolio
45,262
Q3 2025 Added 34.7%
$0
$1.02 Million 0.03% of portfolio
11,401
Q3 2025 Reduced 3.56%
$86.1B
$1.17 Million 0.03% of portfolio
3,368
Q3 2025 Added 36.74%
$98.6B
$893,000 0.03% of portfolio
9,431
Q3 2025 Added 2.92%
$0
$1.12 Million 0.03% of portfolio
14,943
Q3 2025 Reduced 2.44%
$8.79B
$1.14 Million 0.03% of portfolio
10,457
Q3 2025 Added 0.99%
$24.5B
$999,000 0.03% of portfolio
8,832
Q3 2025 Added 45.86%
$41.4B
$1.03 Million 0.03% of portfolio
11,498
Q3 2025 Added 52.05%
$82.8B
$1.04 Million 0.03% of portfolio
3,625
Q3 2025 Reduced 13.44%
$170B
$1.22 Million 0.03% of portfolio
8,466
Q3 2025 Added 56.14%
$15.6B
$913,000 0.03% of portfolio
16,820
Q3 2025 Added 125.56%
$181B
$875,000 0.03% of portfolio
8,938
Q3 2025 Added 32.99%
$27.1B
$908,000 0.03% of portfolio
1,662
Q3 2025 Added 35.45%
$67.6B
$1.11 Million 0.03% of portfolio
22,922
Q3 2025 Added 15.73%
$26.8B
$947,000 0.03% of portfolio
3,390
Q3 2025 Added 5.51%
$55.6B
$1.03 Million 0.03% of portfolio
7,034
Q3 2025 Added 43.96%
$42.8B
$981,000 0.03% of portfolio
3,277
Q3 2025 Added 102.41%
$7.1B
$684,000 0.02% of portfolio
78,538
Q3 2025 Added 184.73%
$16.2B
$553,000 0.02% of portfolio
7,580
Q3 2025 Reduced 36.37%
$43.5B
$551,000 0.02% of portfolio
4,298
Q3 2025 Added 18.34%
$7.87B
$634,000 0.02% of portfolio
7,481
Q3 2025 New
$118B
$596,000 0.02% of portfolio
2,428
Q3 2025 Added 32.24%
$11.4B
$608,000 0.02% of portfolio
3,062
Q3 2025 Reduced 17.95%
$53.1B
$653,000 0.02% of portfolio
2,660
Q3 2025 Added 82.82%
$9.75B
$572,000 0.02% of portfolio
2,615
Q3 2025 Added 50.37%
$73.2B
$673,000 0.02% of portfolio
157
Q3 2025 Added 9.79%
$8.65B
$608,000 0.02% of portfolio
6,352
Q3 2025 Added 4.7%
$89.3B
$728,000 0.02% of portfolio
6,685
Q3 2025 Added 29.15%
$54.5B
$533,000 0.02% of portfolio
2,853
Q3 2025 Added 57.89%
$17B
$874,000 0.02% of portfolio
11,565
Q3 2025 Added 102.08%
$5.32B
$631,000 0.02% of portfolio
11,920
Q3 2025 Reduced 11.88%
$0
$630,000 0.02% of portfolio
57,056
Q1 2025 Reduced 34.59%
$0
$738,000 0.02% of portfolio
107,589
Q2 2025 Reduced -0.0%
$10.5B
$650,000 0.02% of portfolio
14,787
Q3 2025 Added 49.41%
$147B
$597,000 0.02% of portfolio
6,124
Q3 2025 Added 13.03%
$8.52B
$676,000 0.02% of portfolio
7,822
Q3 2025 Added 66.14%
$34.9B
$593,000 0.02% of portfolio
2,490
Q3 2025 Added 68.13%
$20.6B
$763,000 0.02% of portfolio
21,387
Q3 2025 New
$16.9B
$644,000 0.02% of portfolio
7,180
Q3 2025 Added 77.68%

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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