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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 2 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 13,742.0 $7.8M 1.00% NEW $570.88 -11.4%
22 GOOGL ALPHABET INC Communication Services 24,362.0 $7.6M 0.97% NEW $313.00 +26.8%
23 PG PROCTER AND GAMBLE CO Consumer Defensive 52,299.0 $7.5M 0.95% NEW $143.31 -0.6%
24 AMAT APPLIED MATLS INC Technology 28,503.0 $7.3M 0.93% NEW $256.99 +58.3%
25 BA BOEING CO Industrials 33,621.0 $7.3M 0.93% NEW $217.12 -1.0%
26 CVX CHEVRON CORP NEW Energy 44,711.0 $6.8M 0.87% NEW $152.41 +28.7%
27 VEA VANGUARD TAX-MANAGED FDS 106,989.0 $6.7M 0.85% NEW $62.47 +10.4%
28 ET ENERGY TRANSFER L P Energy 395,499.0 $6.5M 0.83% NEW $16.49 +22.4%
29 LLY ELI LILLY &CO Healthcare 5,078.0 $5.5M 0.69% NEW $1074.75 -8.1%
30 VIG VANGUARD SPECIALIZED FUNDS 24,315.0 $5.3M 0.68% NEW $219.78 +4.4%
31 PANW PALO ALTO NETWORKS INC Technology 27,240.0 $5.0M 0.64% NEW $184.20 +34.4%
32 CRWD CROWDSTRIKE HLDGS INC Technology 10,628.0 $5.0M 0.63% NEW $468.76 +32.0%
33 CBOE CBOE GLOBAL MKTS INC Financial Services 18,838.0 $4.7M 0.60% NEW $251.00 +44.6%
34 ALL ALLSTATE CORP Financial Services 22,428.0 $4.7M 0.59% NEW $208.15 +7.9%
35 QQQ INVESCO QQQ TR Financial Services 7,220.0 $4.4M 0.56% NEW $614.31 +14.2%
36 DE DEERE &CO Industrials 9,153.0 $4.3M 0.54% NEW $465.55 +21.3%
37 ORCL ORACLE CORP Technology 21,631.0 $4.2M 0.54% NEW $194.91 -4.3%
38 RITM RITHM CAPITAL CORP Real Estate 367,164.0 $4.0M 0.51% NEW $10.90 -16.2%
39 SHEL SHELL PLC Energy 52,129.0 $3.8M 0.49% NEW $73.48 +20.6%
40 T AT&T INC Communication Services 151,920.0 $3.8M 0.48% NEW $24.84 -1.7%
Page 2 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%