CHATHAM CAPITAL GROUP, INC.
CIK: 1108969SEC EDGAR →
Portfolio Value
$246.8B
Holdings
200
As of
Q2 2026
New Positions
8
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 312,445 | $23.6B | 9.56% |
| 2 | ISHARES TR | 701,220 | $16.9B | 6.86% |
| 3 | VANGUARD INSTL INDEX FD | 164,210 | $12.4B | 5.04% |
| 4 | VANGUARD INTL EQUITY INDEX F | 143,745 | $12.0B | 4.88% |
| 5 | INVESCO EXCH TRD SLF IDX FD | 511,915 | $10.0B | 4.07% |
| 6 | ISHARES TR | 410,436 | $9.2B | 3.72% |
| 7 | J P MORGAN EXCHANGE TRADED F | 156,369 | $7.9B | 3.20% |
| 8 | WORLD GOLD TR | 98,062 | $7.8B | 3.16% |
| 9 | INVESCO EXCH TRD SLF IDX FD | 298,406 | $6.7B | 2.70% |
| 10 | ISHARES TR | 237,590 | $6.5B | 2.64% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $160.1B | 64.9% |
| Unknown | 9 | $23.6B | 9.6% |
| Technology | 23 | $15.2B | 6.2% |
| Industrials | 22 | $11.1B | 4.5% |
| Healthcare | 15 | $9.6B | 3.9% |
| Consumer Defensive | 7 | $7.8B | 3.1% |
| Consumer Cyclical | 8 | $4.9B | 2.0% |
| Utilities | 7 | $4.8B | 1.9% |
| Energy | 9 | $4.4B | 1.8% |
| Communication Services | 7 | $2.7B | 1.1% |
| Real Estate | 3 | $2.4B | 1.0% |
| Basic Materials | 4 | $13.8M | 0.0% |