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Portfolio (Quarterly) Guide ↗

Fort Sheridan Advisors LLC

· CIK 0001606666
13F Portfolio $828M AUM 282 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 113 Added 45 Reduced 14 Exited
Page 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLE SELECT SECTOR SPDR TR 10,999.0 $674K 0.08% +766.0 +7.5% $61.26 -2.4%
82 F FORD MTR CO Consumer Cyclical 58,098.0 $670K 0.08% +788.0 +1.4% $11.54 +13.2%
83 AMLP ALPS ETF TR 12,317.0 $648K 0.08% +4K +44.0% $52.64 +3.3%
84 GBIL GOLDMAN SACHS ETF TR 5,887.0 $590K 0.07% +1K +25.5% $100.19 -0.1%
85 VNQ VANGUARD INDEX FDS 6,563.0 $582K 0.07% +4K +154.6% $88.70 +8.8%
86 KO COCA COLA CO Consumer Defensive 7,640.0 $581K 0.07% +2K +48.0% $76.05 +7.7%
87 MGTX MEIRAGTX HLDGS PLC Healthcare 66,860.0 $579K 0.07% +1K +2.0% $8.66 +5.4%
88 ARLP ALLIANCE RESOURCE PARTNERS L Energy 20,896.0 $578K 0.07% +5K +35.5% $27.65 -9.8%
89 VO VANGUARD INDEX FDS 1,791.0 $514K 0.06% +158.0 +9.7% $287.11 -73.2%
90 PLTR PALANTIR TECHNOLOGIES INC Technology 3,444.0 $504K 0.06% +349.0 +11.3% $146.28 -7.5%
91 IWF ISHARES TR 1,171.0 $499K 0.06% +146.0 +14.2% $426.29 -70.8%
92 AEM AGNICO EAGLE MINES LTD Basic Materials 2,446.0 $497K 0.06% +386.0 +18.7% $203.01 -12.2%
93 UNP UNION PAC CORP Industrials 2,002.0 $486K 0.06% +17.0 +0.9% $242.62 +11.9%
94 KKR KKR &CO INC Financial Services 5,212.0 $482K 0.06% +976.0 +23.0% $92.50 +0.5%
95 CSX CSX CORP Industrials 11,007.0 $452K 0.06% +4K +52.9% $41.05 +12.3%
96 TM TOYOTA MOTOR CORP Consumer Cyclical 2,186.0 $450K 0.05% +11.0 +0.5% $206.05 -10.0%
97 SOXX ISHARES TR 1,266.0 $416K 0.05% +173.0 +15.8% $328.66 +58.3%
98 TXN TEXAS INSTRS INC Technology 2,065.0 $401K 0.05% +21.0 +1.0% $194.14 +55.7%
99 VIOO VANGUARD ADMIRAL FDS INC 3,446.0 $396K 0.05% +570.0 +19.8% $114.84 +9.4%
100 INTU INTUIT Technology 865.0 $374K 0.04% +103.0 +13.5% $432.44 -7.6%
Page 5 of 6  ·  113 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
Technology 30.5%
Financial Services 20.7%
Energy 16.4%
Communication Services 8.7%
Healthcare 8.6%
Industrials 5.1%
Consumer Cyclical 4.5%
Consumer Defensive 2.2%
Utilities 1.6%
Real Estate 1.2%