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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 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 31,486.0 $5.0M 0.73% +357.0 +1.1% $159.70 +2.9%
42 LMAT LEMAITRE VASCULAR INC Healthcare 43,835.0 $4.8M 0.69% -4K -8.8% $109.17 -15.8%
43 MATX MATSON INC Industrials 29,073.0 $4.8M 0.69% -11K -26.8% $163.94 +19.4%
44 HD HOME DEPOT INC Consumer Cyclical 14,469.0 $4.8M 0.69% +85.0 +0.6% $328.88 -1.3%
45 ORCL ORACLE CORP Technology 32,245.0 $4.7M 0.69% +280.0 +0.9% $147.11 +12.3%
46 XOM EXXON MOBIL CORP Energy 27,704.0 $4.7M 0.68% $169.66 -18.4%
47 JPM JPMORGAN CHASE & CO Financial Services 15,868.0 $4.7M 0.68% +188.0 +1.2% $294.16 +13.6%
48 PG PROCTER & GAMBLE CO Consumer Defensive 32,248.0 $4.7M 0.68% $144.44 +4.4%
49 SHM SPDR SERIES TRUST 95,875.0 $4.6M 0.67% -2K -2.3% $47.83 +0.3%
50 MTRN MATERION CORP Basic Materials 29,506.0 $4.3M 0.62% -3K -7.9% $144.65 +83.4%
51 TMUS T-MOBILE US INC Communication Services 20,314.0 $4.3M 0.62% $210.03 -12.1%
52 SCHW SCHWAB CHARLES CORP Financial Services 44,687.0 $4.2M 0.61% -590.0 -1.3% $93.98 -0.9%
53 FBNC FIRST BANCORP N C Financial Services 73,949.0 $4.2M 0.60% -6K -7.4% $56.35 +10.1%
54 OSIS OSI SYSTEMS INC Technology 15,692.0 $4.2M 0.60% -2K -10.7% $265.51 -18.8%
55 KO COCA COLA CO Consumer Defensive 53,198.0 $4.0M 0.59% $76.05 +5.6%
56 VUSB VANGUARD BD INDEX FDS 80,455.0 $4.0M 0.58% +13K +18.8% $49.78 -0.1%
57 UNP UNION PAC CORP Industrials 16,037.0 $3.9M 0.56% +559.0 +3.6% $242.62 +6.6%
58 HCI HCI GROUP INC Financial Services 25,120.0 $3.9M 0.56% -2K -7.1% $154.61 +11.7%
59 ISHARES TR 185,995.0 $3.7M 0.53% +24K +14.9% $19.72
60 QCOM QUALCOMM INC Technology 28,171.0 $3.6M 0.53% +690.0 +2.5% $128.78 +58.5%
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 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%