CIK 1563525
Chicago Partners Investment Group LLC
Institutional 13F holdings & portfolio
Holdings
1,292
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 1,292
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIO | WESTERN ASSET HIGH INCOME OP | 399K | $1M+ | SH |
| PCG | PG&E CORP | 99K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 5K | $1M+ | SH |
| EIX | EDISON INTL | 24K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 61K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 36K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 27K | $1M+ | SH |
| XSD | SPDR SERIES TRUST | 4K | $1M+ | SH |
| USAC | USA COMPRESSION PARTNERS LP | 57K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 48K | $1M+ | SH |
| BMAY | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 15K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 21K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 18K | $1M+ | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 9K | $1M+ | SH |
| INDA | ISHARES TR | 27K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 16K | $1M+ | SH |
| USB | US BANCORP DEL | 25K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| FDX | FEDEX CORP | 5K | $1M+ | SH |
| EFAA | INVESCO ACTIVELY MANAGED EXC | 25K | $1M+ | SH |
| IBB | ISHARES TR | 8K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 28K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 22K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 14K | $1M+ | SH |
| IVOL | KRANESHARES TRUST | 72K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 23K | $1M+ | SH |
| IOO | ISHARES TR | 11K | $1M+ | SH |
| VSGX | VANGUARD WORLD FD | 18K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| TER | TERADYNE INC | 6K | $1M+ | SH |
| SPBC | SIMPLIFY EXCHANGE TRADED FUN | 30K | $1M+ | SH |
| EU | ENCORE ENERGY CORP | 407K | $1M+ | SH |
| USHY | ISHARES TR | 35K | $1M+ | SH |
| APP | APPLOVIN CORP | 3K | $1M+ | SH |
| IUSG | ISHARES TR | 8K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 5K | $1M+ | SH |
| CI | THE CIGNA GROUP | 5K | $1M+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 5K | $1M+ | SH |
| DG | DOLLAR GEN CORP NEW | 9K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| CFG | CITIZENS FINL GROUP INC | 20K | $1M+ | SH |
| NOW | SERVICENOW INC | 10K | $1M+ | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 5K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 15K | $1M+ | SH |
| UJUL | INNOVATOR ETFS TRUST | 33K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |