Chicago Partners Investment Group LLC
•CIK: 1563525•Filing: Q4 2025
Chicago Partners Investment Group LLC, with $4.1 billion in assets under management, is known for its concentrated, high-conviction investment strategy, focusing on a core portfolio of 1,292 positions. Recently, the fund has made notable moves by adding BMY and FTHI, increasing their positions by 136% and 110% respectively, while exiting AKRO and MOH, and introducing new positions in AKRE, NXE, and URNJ.
Total AUM
$4.0B
+ $1.8M in options
QoQ Performance
+5.9%
Positions
911
+ 4 options
Top 10 Concentration
27.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO4.2%
VO2.8%
NVDA2.5%
DFUS2.0%
BRK/B1.8%
AAPL1.8%
VUG1.8%
EPD1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.4%
Technology11.2%
ETF8.3%
Financial4.3%
Consumer2.2%
Healthcare1.6%
Industrial0.4%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+1013 more exited positions
Changes from Q3 2025
↑119 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023