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Portfolio (Quarterly) Guide ↗

CHATHAM CAPITAL GROUP, INC.

· CIK 0001108969
13F Portfolio $689M AUM 198 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 43 Added 75 Reduced 7 Exited
Page 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 119,511.0 $31.3M 4.54% -4K -3.4% $261.92 +13.0%
2 NVDA NVIDIA CORPORATION Technology 168,368.0 $29.4M 4.26% -10K -5.7% $174.40 +15.9%
3 IAU ISHARES GOLD TR Financial Services 323,995.0 $28.6M 4.14% -38K -10.4% $88.16 -11.9%
4 GEV GE VERNOVA INC Utilities 21,293.0 $18.6M 2.70% -1K -4.7% $872.90 +20.1%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 24,139.0 $15.7M 2.28% -410.0 -1.7% $650.35 +13.3%
6 GOOG ALPHABET INC Communication Services 54,030.0 $15.5M 2.25% -532.0 -1.0% $286.86 +20.6%
7 QQQ INVESCO QQQ TR Financial Services 23,431.0 $13.5M 1.96% -375.0 -1.6% $577.18 +24.5%
8 VIG VANGUARD SPECIALIZED FUNDS 58,335.0 $12.5M 1.82% -580.0 -1.0% $215.06 +9.1%
9 MSFT MICROSOFT CORP Technology 33,633.0 $12.4M 1.81% -384.0 -1.1% $370.17 +1.2%
10 ISHARES TR 418,786.0 $9.4M 1.36% -43K -9.3% $22.43
11 GLDM WORLD GOLD TR Financial Services 97,302.0 $9.0M 1.31% -22K -18.5% $92.69 -11.9%
12 LLY ELI LILLY & CO Healthcare 9,118.0 $8.4M 1.22% -49.0 -0.5% $919.73 +19.7%
13 POWL POWELL INDS INC Industrials 11,809.0 $6.4M 0.93% -3K -18.8% $541.09 -45.3%
14 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 37,730.0 $5.9M 0.86% -710.0 -1.9% $157.28 -15.1%
15 ABBV ABBVIE INC Healthcare 26,211.0 $5.7M 0.83% -925.0 -3.4% $217.49 +7.8%
16 AAON AAON INC Industrials 63,873.0 $5.3M 0.77% -8K -10.6% $82.75 +58.6%
17 WMT WALMART INC Consumer Defensive 41,893.0 $5.2M 0.76% -310.0 -0.7% $124.28 -3.9%
18 LMAT LEMAITRE VASCULAR INC Healthcare 43,835.0 $4.8M 0.69% -4K -8.8% $109.17 -14.9%
19 MATX MATSON INC Industrials 29,073.0 $4.8M 0.69% -11K -26.8% $163.94 +20.6%
20 SHM SPDR SERIES TRUST 95,875.0 $4.6M 0.67% -2K -2.3% $47.83 +0.2%
Page 1 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.7%
Technology 22.2%
Industrials 10.4%
Healthcare 9.8%
Communication Services 6.1%
Consumer Cyclical 6.1%
Utilities 5.1%
Consumer Defensive 4.9%
Energy 4.0%
Basic Materials 1.9%