Fort Sheridan Advisors LLC
•CIK: 1606666•Filing: Q4 2025
**Fort Sheridan Advisors LLC** manages $787M across a diversified portfolio of 268 positions. The fund maintains significant exposure to mega-cap technology and financial names, highlighted by top holdings including MSFT ($72.3M) and AAPL ($71.5M). Notable allocations also include GOOG ($35.5M), EPD ($31.4M), and JPM ($29.8M). This structure suggests a core focus on established market leaders across technology, finance, and industrials.
Total AUM
$786.9M
QoQ Performance
+2.9%
Positions
218
Top 10 Concentration
46.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
MSFT9.2%
AAPL9.1%
GOOG4.5%
EPD4.0%
JPM3.8%
CME3.8%
NVDA3.6%
AMZN3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other38.5%
Technology33.4%
Financial9.7%
Healthcare6.9%
Consumer4.1%
Industrial3.3%
ETF2.7%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+65 more exited positions
Changes from Q3 2025
NEW2 new positions
↑95 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023