Long-term investor
Chicago Trust Co. Na @chicagotrustcona
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001601539).
Record
- Tracked since 2025-06-30 (441 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.0% · long · since 2025-06-30
- NVDA · 4.3% · long · since 2025-06-30
- LPHFINKH3 · 3.7% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- AMZN · 2.5% · long · since 2025-06-30
- WTFC · 2.4% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- ABBV · 2.0% · long · since 2025-06-30
- U90227015 · 2.0% · long · since 2025-06-30
- GOOGL · 1.9% · long · since 2025-06-30
- LRCX · 1.9% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30