StockDriftsStockDriftsTop 50 Chicago Partners Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.91% | 287.4K | $195.0M | +2.89%(+8.08K) | $372.60(+91.27%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.74% | 655.2K | $136.8M | +15.79%(+89.36K) | $73.91(+205.85%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.73% | 1.70M | $136.3M | -73.75%(-4.77M) | $66.98(+25.90%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.17% | 336.8K | $108.3M | +11.72%(+35.34K) | $127.19(+140.10%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.86% | 1.15M | $92.8M | +3.96%(+43.84K) | $53.11(+59.81%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 1.61% | 2.07M | $80.4M | +0.31%(+6.34K) | $28.03(+38.79%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.57% | 932.4K | $78.1M | -82.82%(-4.49M) | $69.51(+28.30%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.5% | 152.3K | $74.8M | -3.99%(-6.33K) | $207.52(+141.58%) | 2026-06-30 | |
| ET | ENERGY TRANSFER L P | 1.4% | 3.43M | $70.0M | -0.24%(-8.34K) | $14.92(+41.05%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.36% | 902.0K | $68.1M | +0.86%(+7.73K) | $40.14(+95.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.34% | +65.71% | +11.93% | +75.72% |
| Top 20 Holdings Unweighted | +18.72% | +67.35% | +12.05% | +76.60% |
Chicago Partners Investment Group LLC reports $5.00B in US-listed equity holdings across 1,521 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.9%), NVDA (2.7%) and VO (2.7%). The top 20 holdings account for 31.23% of reported assets. Its disclosed equity book has returned +65.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chicago Partners Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1563525). View Chicago Partners Investment Group LLC’s 13F filings on SEC