Chicago-Partners-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "VSGX",
  null,
  null,
  "PTLO",
  "AKRO",
  "ASND",
  "HIO",
  "ARES",
  "MPWR",
  "PCOR",
  "DJP",
  "QRVO",
  null,
  "CCCS",
  null,
  "TROW",
  "FTAI",
  "GLBE",
  "AAL",
  "AQN",
  "BROS",
  null,
  "EXAS",
  "LYFT",
  "HUM",
  null,
  "RBA.TO",
  "SMCI",
  null,
  "SNOW",
  "MU",
  null,
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "MDGL",
  "ZS",
  "ITT",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "PAA",
  "KSS",
  null,
  null,
  null,
  "JLL",
  null,
  "VONG",
  null,
  null,
  "ALL",
  "GOOGL",
  null,
  "VDE",
  null,
  "AXP",
  "JFR",
  "APPN",
  "SCHH",
  null,
  "AFRM",
  "JOE",
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "AROC",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  "KMX",
  "CP.TO",
  "ARCC",
  "BBDC",
  "BTZ",
  "BSX",
  "HTZ",
  "CSQ",
  null,
  "EMO",
  "CLIR",
  null,
  "CLM",
  "CCI",
  "COF",
  null,
  "CMI",
  "DVAX",
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "NUV",
  "JRI",
  "D",
  "JPI",
  "NAD",
  "ETY",
  "ESS",
  "PAGP",
  "EFC",
  "RGTI",
  "PDI",
  "RL",
  "WTRG",
  null,
  "UEC",
  "EXPD",
  "FFIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XFLT",
  "USAC",
  null,
  null,
  "BKT",
  null,
  "BSL",
  "FITB",
  "HIX",
  "LDP",
  "ECC",
  null,
  null,
  "SLRC",
  "TSHA",
  null,
  "GD",
  null,
  "PRTA",
  "TSLX",
  "IREN",
  "GILD",
  "GIS",
  "ATOM",
  null,
  null,
  "HON",
  "HD",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  null,
  "QBTS",
  null,
  "RPM",
  null,
  null,
  "CUE",
  null,
  null,
  "FIVE",
  null,
  "EVV",
  "FE",
  null,
  "GERN",
  "UNP",
  "QCOM",
  null,
  null,
  "GUTS",
  "ISRG",
  "INAB",
  "HUBS",
  null,
  "EMXC",
  null,
  "HWM",
  null,
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  "EMR",
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "MODD",
  "NFE",
  null,
  "IVW",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "RNXT",
  "BRW",
  null,
  "RNTX",
  "SSP",
  "SCYX",
  null,
  "SEPN",
  null,
  "SR",
  "TDW",
  "TMCI",
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
  "IOVA",
  "CIK",
  "MFM",
  null,
  null,
  "CRF",
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "PIM",
  null,
  "LRCX",
  null,
  "IWS",
  null,
  null,
  null,
  "LIN",
  null,
  "PAXS",
  null,
  null,
  "ACTU",
  "GLV",
  "GLO",
  null,
  null,
  null,
  "MAV",
  "MPC",
  "MMC",
  "PWR",
  "FINS",
  "MA",
  "TXG",
  "MDT",
  null,
  "MSFT",
  "MAA",
  "MDLZ",
  "CNR",
  "MS",
  "TMUS",
  "DBX",
  "EQIX",
  "EQT",
  "EPR",
  "EXC",
  "ETSY",
  "EVRG",
  "FRME",
  "FICO",
  null,
  "FIS",
  "FND",
  null,
  "GE",
  "HE",
  "GPC",
  null,
  "GWRE",
  "NTRS",
  "NI",
  "HIG",
  null,
  "NVS",
  "FMC",
  "OXY",
  null,
  "ILMN",
  null,
  "ORLY",
  "EMN",
  "ADM",
  "DLN",
  "ALK",
  "BX",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  "MMU",
  null,
  null,
  "VHT",
  null,
  null,
  "NNN",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  "HTGC",
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "JPC",
  "AMGN",
  "MAS",
  null,
  "MSTR",
  null,
  null,
  null,
  null,
  "DGX",
  "PPG",
  null,
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "RITM",
  null,
  "SPYG",
  "BP",
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBER",
  "UAL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VNRX",
  "VV",
  "RCL",
  "PCTY",
  "PX",
  "VOE",
  "ASTS",
  "RKLB",
  "SCHW",
  "MNST",
  "IVOO",
  "RYTM",
  "PAG",
  "AB",
  null,
  null,
  null,
  null,
  "VWO",
  "JBL",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "KYN",
  "IWV",
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  "PRF",
  "MYD",
  "VCIT",
  null,
  null,
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  "SCPH",
  null,
  "LOAN",
  null,
  null,
  null,
  "TRGP",
  null,
  null,
  "TOST",
  "EVN",
  "TMP",
  "NTNX",
  "ULTA",
  null,
  "IWN",
  "IEF",
  "GL",
  "TSM",
  null,
  "RMD",
  null,
  "CHPT",
  null,
  "ETR",
  "BN.TO",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "EW",
  "TT",
  "VRSK",
  "LOPE",
  "VRT",
  null,
  "LECO",
  "ATO",
  "ADSK",
  "AON",
  "SSB",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "AVY",
  "USFD",
  "AFL",
  "APH",
  "AMD",
  "ALLE",
  "VFC",
  "EL",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "WAB",
  "F",
  "WVE",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  null,
  "DRTSW",
  null,
  null,
  "DMA",
  "DPG",
  "TRIN",
  "AEP",
  null,
  "CGTX",
  "EFSC",
  "CTSO",
  "ES",
  null,
  null,
  null,
  null,
  "IDXX",
  "BIPC",
  null,
  "AOS",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  "CHY",
  null,
  null,
  null,
  "IVE",
  "HCA",
  "PFG",
  "SIRI",
  null,
  null,
  "ESGD",
  null,
  null,
  "TPL",
  null,
  null,
  null,
  null,
  null,
  "NWSA",
  null,
  null,
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VMI",
  "VONE",
  null,
  "VXUS",
  "VOOG",
  null,
  null,
  "VBK",
  null,
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VLTO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VOR",
  "WMT",
  "WBA",
  null,
  "WES",
  "WFC",
  "WEN",
  "WELL",
  "WTM",
  "WSM",
  "WTW",
  "WMB",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  "ZBRA",
  "IUSG",
  null,
  null,
  null,
  "DTE",
  null,
  null,
  "OC",
  "GRMN",
  "LPRO",
  "G",
  "GEN",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "MSCI",
  "NSC",
  "NOK",
  "LUMN",
  null,
  "JCI",
  "MOH",
  "NZF",
  null,
  "TER",
  "SO",
  null,
  "TTD",
  null,
  "TRMB",
  "PPL",
  "TRP",
  null,
  "OKTA",
  "OTIS",
  "PSX",
  "CRM",
  "RBLX",
  null,
  null,
  "SYY",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  "MANH",
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  "ZION",
  null,
  "UHS",
  null,
  "GEV",
  "ZBH",
  "ZM",
  "DGRO",
  "GAP",
  "MCK",
  null,
  "SPYV",
  "ESGU",
  null,
  null,
  "PSA",
  "SYF",
  "NRG",
  null,
  "FDX",
  null,
  "AME",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXS",
  "BAC",
  "OZK",
  "BBWI",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BB",
  "BILL",
  "MVF",
  "BA",
  "BAH",
  "OWL",
  "BMY",
  "BIP",
  "BAM.TO",
  "BRKR",
  "BR",
  "BFLY",
  "BY",
  "CNI",
  "CG",
  "CARR",
  "CBOE",
  "CNC",
  "CVX",
  "LNG",
  "CHTR",
  "CB",
  "CRUS",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CWEN",
  "CLSK",
  "CNX",
  "CME",
  "KO",
  "CBSH",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DAL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DHC",
  "DLR",
  "DOCU",
  "DCI",
  "RSP",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 933
Total Value: 3007869385
Accession Number: 0001563525-25-000002
Form Type: 13F-HR
CIK: chicago-partners-investment-group
Manager Name: Chicago-Partners-Investment-Group

Data Enrichment

69% identified

640 identified293 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

933 positions • $3,007,869.385K total value

933 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 20 of 47

Sort by:

SOUTHERN CO

SO|842587107

Shares:9.7K

Value:$894.9K

Akero Therapeutics, Inc.

AKRO|00973Y108

Shares:20.7K

Value:$884.8K

Corteva, Inc.

CTVA|22052L104

Shares:14.1K

Value:$881.9K

FIRST MERCHANTS CORP

FRME|320817109

Shares:23.6K

Value:$879.1K

81369Y886

Shares:10.9K

Value:$877.8K

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:491

Value:$876.9K

46434V266

Shares:24.4K

Value:$874.4K

33737J182

Shares:38.0K

Value:$870.6K

464288760

Shares:5.3K

Value:$852.2K

DEERE & CO

DE|244199105

Shares:1.8K

Value:$851.6K

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:3.6K

Value:$846.5K

25434V773

Shares:30.8K

Value:$846.0K

808524706

Shares:30.1K

Value:$845.2K

33738R506

Shares:14.5K

Value:$842.8K

COLGATE PALMOLIVE CO

CL|194162103

Shares:9.2K

Value:$838.5K

389637109

Shares:10.9K

Value:$829.9K

3M CO

MMM|88579Y101

Shares:6.0K

Value:$825.5K

S&P Global Inc.

SPGI|78409V104

Shares:1.6K

Value:$824.8K

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:15.9K

Value:$822.9K

78464A862

Shares:4.0K

Value:$813.4K

Instrument	Shares		Other Manager	Value
SOUTHERN CO(SOcusip842587107)	9.7K	QoQ +3.27% (+308) YoY +10.17% (+897)	All Managers (Combined)	$894.9K	QoQ +14.58% (+$113.9K) YoY +38.53% (+$248.9K)
Akero Therapeutics, Inc.(AKROcusip00973Y108)	20.7K	QoQ -17.94% (-4.5K) YoY -17.94% (-4.5K)	All Managers (Combined)	$884.8K	QoQ +34.21% (-$225.5K) YoY +67.18% (-$355.6K)
Corteva, Inc.(CTVAcusip22052L104)	14.1K	QoQ +6.27% (+833) YoY +9.41% (+1.2K)	All Managers (Combined)	$881.9K	QoQ +16.18% (+$122.8K) YoY +23.89% (+$170.1K)
FIRST MERCHANTS CORP(FRMEcusip320817109)	23.6K	QoQ +1.50% (-351) YoY +4.45% (+1.0K)	All Managers (Combined)	$879.1K	QoQ -2.55% (-$23.1K) YoY +11.82% (+$93.0K)
(cusip81369Y886)✕	10.9K	QoQ +45.04% (+3.4K) YoY +45.12% (+3.4K)	All Managers (Combined)	$877.8K	QoQ +54.09% (+$308.2K) YoY +76.64% (+$380.8K)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	491	QoQ +8.14% (+37) YoY +8.86% (+40)	All Managers (Combined)	$876.9K	QoQ +3.21% (+$27.3K) YoY +12.94% (+$100.5K)
(cusip46434V266)✕	24.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$874.4K	QoQ +11.81% (+$92.4K) YoY +11.22% (+$88.2K)
(cusip33737J182)✕	38.0K	QoQ -2.95% (-1.2K) YoY -5.16% (-2.1K)	All Managers (Combined)	$870.6K	QoQ +1.66% (-$14.2K) YoY -5.74% (-$53.0K)
(cusip464288760)✕	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$852.2K	QoQ NEW(+$852.2K) YoY NEW(+$852.2K)
DEERE & CO(DEcusip244199105)	1.8K	QoQ +1.17% (+21) YoY +38.47% (+501)	All Managers (Combined)	$851.6K	QoQ +16.53% (+$120.9K) YoY +64.65% (+$334.4K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	3.6K	QoQ -30.39% (-1.6K) YoY +44.44% (+1.1K)	All Managers (Combined)	$846.5K	QoQ -15.52% (-$155.5K) YoY +89.23% (+$399.2K)
(cusip25434V773)✕	30.8K	QoQ +0.04% (+15) YoY -6.82% (-2.3K)	All Managers (Combined)	$846.0K	QoQ +12.85% (+$96.4K) YoY +4.49% (-$36.4K)
(cusip808524706)✕	30.1K	QoQ +11.14% (+3.0K) YoY +33.45% (+7.5K)	All Managers (Combined)	$845.2K	QoQ +18.20% (+$130.2K) YoY +49.45% (+$279.7K)
(cusip33738R506)✕	14.5K	QoQ +0.92% (-133) YoY -0.04% (-7)	All Managers (Combined)	$842.8K	QoQ -1.86% (-$16.0K) YoY +6.97% (-$55.0K)
COLGATE PALMOLIVE CO(CLcusip194162103)	9.2K	QoQ +36.64% (+2.5K) YoY +68.69% (+3.8K)	All Managers (Combined)	$838.5K	QoQ +41.99% (+$248.0K) YoY +73.06% (+$354.0K)
(cusip389637109)✕	10.9K	QoQ +22.95% (+2.0K) YoY +76.86% (+4.8K)	All Managers (Combined)	$829.9K	QoQ +25.29% (+$167.5K) YoY +126.72% (+$463.9K)
3M CO(MMMcusip88579Y101)	6.0K	QoQ -6.42% (-409) YoY +12.48% (+661)	All Managers (Combined)	$825.5K	QoQ -3.56% (-$30.5K) YoY +67.69% (+$333.2K)
S&P Global Inc.(SPGIcusip78409V104)	1.6K	QoQ +13.65% (+196) YoY +42.44% (+486)	All Managers (Combined)	$824.8K	QoQ +15.90% (+$113.2K) YoY +74.38% (+$351.8K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	15.9K	QoQ +0.87% (-139) YoY +5936.36% (+15.7K)	All Managers (Combined)	$822.9K	QoQ -10.05% (-$92.0K) YoY +6.89% (+$53.1K)
(cusip78464A862)✕	4.0K	QoQ +0.04% (-2) YoY -1.94% (-80)	All Managers (Combined)	$813.4K	QoQ -21.15% (-$218.2K) YoY -6.11% (-$53.0K)