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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 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LQDT LIQUIDITY SVCS INC Consumer Cyclical 39,445.0 $1.2M 0.17% -4K -9.8% $30.57 +26.3%
62 EQT EQT CORP Energy 18,800.0 $1.2M 0.17% -165.0 -0.9% $63.64 -18.8%
63 SPGI S&P GLOBAL INC Financial Services 2,680.0 $1.1M 0.17% -85.0 -3.1% $425.34 -5.8%
64 MRSH MARSH & MCLENNAN COS INC Financial Services 6,453.0 $1.1M 0.16% -325.0 -4.8% $173.45 -5.2%
65 HON HONEYWELL INTL INC Industrials 4,233.0 $957K 0.14% -10K -71.0% $226.03 -1.6%
66 SHW SHERWIN WILLIAMS CO Basic Materials 2,596.0 $832K 0.12% -50.0 -1.9% $320.55 +1.3%
67 GLD SPDR GOLD TR Financial Services 1,925.0 $828K 0.12% -294.0 -13.2% $430.29 -12.1%
68 CACI CACI INTL INC Technology 1,304.0 $709K 0.10% -10K -88.8% $543.87 -14.8%
69 ROK ROCKWELL AUTOMATION INC Industrials 1,684.0 $604K 0.09% -50.0 -2.9% $358.88 +27.4%
70 BSV VANGUARD BD INDEX FDS 6,714.0 $526K 0.08% -200.0 -2.9% $78.41 -0.8%
71 MPC MARATHON PETE CORP Energy 1,968.0 $481K 0.07% -108.0 -5.2% $244.18 +1.8%
72 BERKSHIRE HATHAWAY INC DEL 808.0 $387K 0.06% -30.0 -3.6% $479.20
73 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,246.0 $371K 0.05% -23.0 -1.0% $165.14 +8.7%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 1,770.0 $259K 0.04% -280.0 -13.7% $146.28 -20.4%
75 IGRO ISHARES TR 2,635.0 $221K 0.03% -100.0 -3.7% $83.77 +4.3%
Page 4 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%