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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 6 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTI VANGUARD INDEX FDS 5,375.0 $1.7M 0.25% +475.0 +9.7% $320.81 +13.4%
102 COP CONOCOPHILLIPS Energy 12,657.0 $1.7M 0.24% $132.00 -16.7%
103 BBSI BARRETT BUSINESS SVCS INC Industrials 57,160.0 $1.7M 0.24% -980.0 -1.7% $29.18 +15.9%
104 SCHX SCHWAB STRATEGIC TR 64,723.0 $1.7M 0.24% $25.64 +13.1%
105 VTV VANGUARD INDEX FDS 7,563.0 $1.5M 0.21% +175.0 +2.4% $196.20 +10.8%
106 HTO H2O AMERICA Utilities 24,864.0 $1.5M 0.21% -2K -8.2% $58.67 -1.9%
107 IWO ISHARES TR 4,645.0 $1.5M 0.21% -70.0 -1.5% $313.81 +23.5%
108 CSX CSX CORP Industrials 35,386.0 $1.5M 0.21% -645.0 -1.8% $41.05 +12.4%
109 USPH U S PHYSICAL THERAPY Healthcare 18,374.0 $1.4M 0.20% -1K -6.9% $74.96 -16.6%
110 LNN LINDSAY CORP Industrials 11,567.0 $1.4M 0.20% -873.0 -7.0% $119.07 -1.4%
111 RLI RLI CORP Financial Services 24,021.0 $1.4M 0.20% -2K -9.2% $57.04 -5.6%
112 CBZ CBIZ INC Industrials 49,957.0 $1.3M 0.20% -920.0 -1.8% $26.85 +13.2%
113 VITL VITAL FARMS INC Consumer Defensive 94,233.0 $1.3M 0.19% +22K +30.9% $14.12 -28.6%
114 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,545.0 $1.3M 0.19% $60.65 -8.4%
115 VCSH VANGUARD SCOTTSDALE FDS 16,348.0 $1.3M 0.19% -519.0 -3.1% $79.27 -0.5%
116 SO SOUTHERN CO Utilities 13,119.0 $1.3M 0.18% $96.52 -1.6%
117 DVY ISHARES TR 8,298.0 $1.3M 0.18% $151.41 +2.8%
118 KWR QUAKER HOUGHTON Basic Materials 10,069.0 $1.3M 0.18% -775.0 -7.2% $124.23 +17.9%
119 AMZN AMAZON COM INC Consumer Cyclical 5,834.0 $1.2M 0.18% -300.0 -4.9% $208.27 +12.4%
120 VBR VANGUARD INDEX FDS 5,589.0 $1.2M 0.18% $217.25 +9.8%
Page 6 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%