Long-term investor
Chicago Partners Investment Group LLC @chicagopartnersinvestmen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001563525).
Record
- Tracked since 2025-06-30 (484 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +20.9% · 1 year +16.4% · all +16.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 3.9% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 922908629 · 2.7% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- 25434V401 · 1.9% · long · since 2025-06-30
- EPD · 1.6% · long · since 2025-06-30
- 922908736 · 1.6% · long · since 2025-06-30
- BRK-B · 1.5% · long · since 2025-06-30
- ET · 1.4% · long · since 2025-06-30
- 464287507 · 1.4% · long · since 2025-06-30
- 78462F103 · 1.2% · long · since 2025-06-30
- 922908751 · 1.1% · long · since 2025-06-30