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Portfolio (Quarterly) Guide ↗

Fort Sheridan Advisors LLC

· CIK 0001606666
13F Portfolio $787M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 268 New
Page 6 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FHN FIRST HORIZON CORPORATION Financial Services 51,018.0 $1.2M 0.15% NEW $23.90 -1.3%
102 PEP PEPSICO INC Consumer Defensive 8,494.0 $1.2M 0.15% NEW $143.52 +4.8%
103 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,203.0 $1.2M 0.15% NEW $287.22 +37.4%
104 CFG CITIZENS FINL GROUP INC Financial Services 19,646.0 $1.1M 0.15% NEW $58.41 +7.6%
105 VTV VANGUARD INDEX FDS 5,997.0 $1.1M 0.15% NEW $190.98 +9.1%
106 TFC TRUIST FINL CORP Financial Services 22,278.0 $1.1M 0.14% NEW $49.21 -4.4%
107 DIS DISNEY WALT CO Communication Services 9,466.0 $1.1M 0.14% NEW $113.77 -10.1%
108 NTNX NUTANIX INC Technology 20,823.0 $1.1M 0.14% NEW $51.69 -6.6%
109 VYM VANGUARD WHITEHALL FDS 7,437.0 $1.1M 0.14% NEW $143.51 +9.2%
110 HBAN HUNTINGTON BANCSHARES INC Financial Services 61,500.0 $1.1M 0.14% NEW $17.35 -10.9%
111 IWM ISHARES TR 4,177.0 $1.0M 0.13% NEW $246.17 +13.7%
112 AR ANTERO RESOURCES CORP Energy 29,721.0 $1.0M 0.13% NEW $34.46 +10.2%
113 ITRI ITRON INC Technology 10,721.0 $996K 0.13% NEW $92.86 -16.0%
114 MS MORGAN STANLEY Financial Services 5,361.0 $952K 0.12% NEW $177.53 +6.8%
115 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,002.0 $908K 0.12% NEW $453.36 -4.2%
116 GILD GILEAD SCIENCES INC Healthcare 7,310.0 $897K 0.11% NEW $122.74 +6.3%
117 CWEN CLEARWAY ENERGY INC Utilities 26,639.0 $886K 0.11% NEW $33.26 +8.4%
118 GS GOLDMAN SACHS GROUP INC Financial Services 1,007.0 $885K 0.11% NEW $878.67 +5.7%
119 NOC NORTHROP GRUMMAN CORP Industrials 1,545.0 $881K 0.11% NEW $570.21 -2.4%
120 PNC PNC FINL SVCS GROUP INC Financial Services 4,199.0 $876K 0.11% NEW $208.73 +2.2%
Page 6 of 14  ·  268 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 34.0%
Financial Services 21.6%
Energy 12.6%
Communication Services 9.3%
Healthcare 8.4%
Consumer Cyclical 4.9%
Industrials 4.6%
Consumer Defensive 2.1%
Utilities 1.4%
Real Estate 0.8%