Chicago Partners Investment Group LLC

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
1,295
Total value ($000)
$4,058,077
Net value change ($000)
+235,766 (6.2%)
New positions
126
Sold out positions
53
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SILJ 6,276 NEW
VB 5,841 14.1%
LLY 5,359 30.8%
GOOGL 5,325 27.0%
GOOGL 5,058 24.3%
SCHM 4,868 19.0%
VOO 4,773 2.9%
DFAS 4,594 10.2%
ET 4,134 7.3%
IJH 4,097 6.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,642 -13.1%
NVDA -8,181 -7.4%
AAPL -2,935 -3.9%
VUG -2,177 -2.9%
ORCL -1,841 -26.3%
META -1,739 -7.7%
INTU -1,542 -22.1%
MSTR -1,451 -35.1%
OWL -1,414 -13.8%
ABT -1,387 -16.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,921 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type