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Chicago Partners Investment Group LLC - Portfolio Stock Holdings

Chicago Partners Investment Group LLC disclosed 1496 stock positions in a recent SEC 13F filing. $4,149,687,121 of stock holdings were filed, with the largest holdings including VOO, VO, and NVDA. This filing represented positions held on March 31, 2026, and was filed on May 4, 2026.

We estimate the fund has a total AUM of $7,469,533,024 and has 73 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1496

Est. Stock Holding Value:

$4,149,687,121

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Chicago Partners Investment Group LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Chicago Partners Investment Group LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.