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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 3 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 31,129.0 $4.8M 0.68% NEW $153.61 +0.9%
42 HDV ISHARES TR 39,198.0 $4.8M 0.68% NEW $121.61 -77.5%
43 SHM SPDR SERIES TRUST 98,175.0 $4.7M 0.67% NEW $47.99 -0.2%
44 WMT WALMART INC Consumer Defensive 42,203.0 $4.7M 0.67% NEW $111.41 +4.8%
45 QCOM QUALCOMM INC Technology 27,481.0 $4.7M 0.67% NEW $171.05 +47.5%
46 PG PROCTER AND GAMBLE CO Consumer Defensive 32,384.0 $4.6M 0.66% NEW $143.31 +1.0%
47 POWL POWELL INDS INC Industrials 14,544.0 $4.6M 0.66% NEW $318.79 -12.7%
48 SCHW SCHWAB CHARLES CORP Financial Services 45,277.0 $4.5M 0.64% NEW $99.91 -13.5%
49 OSIS OSI SYSTEMS INC Technology 17,580.0 $4.5M 0.64% NEW $255.06 -14.5%
50 PSX PHILLIPS 66 Energy 32,300.0 $4.2M 0.59% NEW $129.04 +36.9%
51 BSJQ INVESCO EXCH TRD SLF IDX FD 177,299.0 $4.1M 0.59% NEW $23.34 -1.4%
52 TMUS T-MOBILE US INC Communication Services 20,321.0 $4.1M 0.59% NEW $203.04 -7.7%
53 FBNC FIRST BANCORP N C Financial Services 79,897.0 $4.1M 0.58% NEW $50.79 +15.9%
54 CRVL CORVEL CORP Financial Services 59,009.0 $4.0M 0.57% NEW $67.67 -9.4%
55 META META PLATFORMS INC Communication Services 6,049.0 $4.0M 0.57% NEW $660.09 -5.3%
56 MTRN MATERION CORP Basic Materials 32,038.0 $4.0M 0.57% NEW $124.32 +75.4%
57 UFPT UFP TECHNOLOGIES INC Healthcare 17,744.0 $3.9M 0.56% NEW $222.03 +1.9%
58 PLUS EPLUS INC Technology 44,922.0 $3.9M 0.56% NEW $87.70 -11.3%
59 LMAT LEMAITRE VASCULAR INC Healthcare 48,045.0 $3.9M 0.55% NEW $81.10 +15.8%
60 AMAT APPLIED MATLS INC Technology 14,654.0 $3.8M 0.54% NEW $256.99 +75.8%
Page 3 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%