§ 13F · FUND PROFILE
Chicago Partners Investment Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.8B (13F)Positions · 1218Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$76M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 279K | $183M | 4.1% | +5% |
| 2 | VO | VANGUARD INDEX FDS | 1.62M | $124M | 2.8% | +318% |
| 3 | NVDA | NVIDIA CORPORATION | 566K | $115M | 2.6% | +3% |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 1.11M | $86M | 1.9% | +2% |
| 5 | AAPL | APPLE INC | 301K | $82M | 1.8% | +3% |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | 2.07M | $78M | 1.7% | +1% |
| 7 | VUG | VANGUARD INDEX FDS | 904K | $75M | 1.7% | +508% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 159K | $74M | 1.6% | +2% |
| 9 | ET | ENERGY TRANSFER L P | 3.43M | $66M | 1.5% | +2% |
| 10 | IJH | ISHARES TR | 894K | $65M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHICAGO SIGNAL
AC read
Chicago Partners Investment Group LLC is a Other fund managing $3.8 billion in assets. The fund runs a massive portfolio of 1,218 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed