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Portfolio (Quarterly) Guide ↗

CHATHAM CAPITAL GROUP, INC.

· CIK 0001108969
13F Portfolio $703M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 198 New
Page 2 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 155,619.0 $7.9M 1.12% NEW $50.59
22 MCD MCDONALDS CORP Consumer Cyclical 25,258.0 $7.7M 1.10% NEW $305.63 -9.1%
23 GE GE AEROSPACE Industrials 23,828.0 $7.3M 1.04% NEW $308.03 +4.2%
24 JNJ JOHNSON & JOHNSON Healthcare 34,417.0 $7.1M 1.01% NEW $206.95 +11.5%
25 ORCL ORACLE CORP Technology 31,965.0 $6.2M 0.89% NEW $194.91 +4.5%
26 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 38,440.0 $6.2M 0.89% NEW $161.96 -8.4%
27 CACI CACI INTL INC Technology 11,650.0 $6.2M 0.88% NEW $532.81 -1.9%
28 ABBV ABBVIE INC Healthcare 27,136.0 $6.2M 0.88% NEW $228.49 -4.3%
29 SH PROSHARES TR 159,600.0 $5.8M 0.82% NEW $36.03 -8.6%
30 LOW LOWES COS INC Consumer Cyclical 23,141.0 $5.6M 0.79% NEW $241.16 -9.7%
31 AAON AAON INC Industrials 71,422.0 $5.4M 0.78% NEW $76.25 +86.6%
32 SNEX STONEX GROUP INC Financial Services 57,142.0 $5.4M 0.77% NEW $95.13 +17.8%
33 FLOT ISHARES TR 106,662.0 $5.4M 0.77% NEW $50.86 +0.4%
34 CSCO CISCO SYS INC Technology 68,642.0 $5.3M 0.75% NEW $77.03 +54.0%
35 BEN FRANKLIN RESOURCES INC Financial Services 221,000.0 $5.3M 0.75% NEW $23.89 +30.6%
36 HCI HCI GROUP INC Financial Services 27,050.0 $5.2M 0.74% NEW $191.69 -19.4%
37 JPM JPMORGAN CHASE & CO. Financial Services 15,680.0 $5.1M 0.72% NEW $322.22 -7.9%
38 HD HOME DEPOT INC Consumer Cyclical 14,384.0 $4.9M 0.70% NEW $344.09 -6.7%
39 MATX MATSON INC Industrials 39,717.0 $4.9M 0.70% NEW $123.55 +46.2%
40 MRK MERCK & CO INC Healthcare 46,143.0 $4.9M 0.69% NEW $105.26 +13.9%
Page 2 of 10  ·  198 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 29.3%
Technology 24.7%
Industrials 10.1%
Healthcare 9.5%
Communication Services 6.3%
Consumer Cyclical 6.0%
Consumer Defensive 4.5%
Utilities 3.9%
Energy 2.8%
Basic Materials 2.1%