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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 4 of 15  ·  282 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ASML ASML HLDG NV Technology 1,982.0 $2.6M 0.32% +22.0 +1.1% $1320.59 +10.5%
62 ORCL ORACLE CORP Technology 17,661.0 $2.6M 0.31% -4K -18.4% $147.11 +26.9%
63 PWR QUANTA SVCS INC Industrials 4,732.0 $2.6M 0.31% -41.0 -0.9% $549.02 +31.7%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,565.0 $2.6M 0.31% -98.0 -3.7% $996.36 +5.3%
65 CAT CATERPILLAR INC Industrials 3,591.0 $2.5M 0.31% $708.46 +21.4%
66 QUAL ISHARES TR 13,151.0 $2.5M 0.30% +1K +11.3% $191.81 +9.3%
67 BAC BANK AMERICA CORP Financial Services 50,198.0 $2.4M 0.30% +8K +18.0% $48.75 +4.0%
68 DDS DILLARDS INC Consumer Cyclical 4,248.0 $2.4M 0.29% +28.0 +0.7% $572.08 -7.3%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 9,263.0 $2.2M 0.27% +923.0 +11.1% $242.39 -8.1%
70 VTI VANGUARD INDEX FDS 6,977.0 $2.2M 0.27% +53.0 +0.8% $320.81 +12.2%
71 BEP BROOKFIELD RENEWABLE ENERGY Utilities 68,428.0 $2.2M 0.27% $32.64 +4.3%
72 HD HOME DEPOT INC Consumer Cyclical 6,594.0 $2.2M 0.26% +509.0 +8.4% $328.90 -8.8%
73 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 0.26% $718140.00
74 NVS NOVARTIS AG Healthcare 13,529.0 $2.1M 0.25% +4K +36.6% $152.75 -2.4%
75 WFC WELLS FARGO &CO Financial Services 25,605.0 $2.0M 0.25% +1K +4.8% $79.61 -6.6%
76 MGC VANGUARD WORLD FD 8,540.0 $2.0M 0.24% $236.36 +14.3%
77 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 55,759.0 $2.0M 0.24% -450.0 -0.8% $36.12 +6.4%
78 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,203.0 $2.0M 0.24% $474.56 -18.5%
79 ISHARES TR 42,771.0 $2.0M 0.24% +16K +57.0% $46.23
80 VST VISTRA CORP Utilities 12,941.0 $1.9M 0.23% +224.0 +1.8% $150.33 -9.0%
Page 4 of 15  ·  282 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%