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CIK: 0001108969
Total reported value
$777.3M
$777.3M
194 檔
14.2%
As reported in its official Q1 2025 Form 13F filing, Chatham Capital Group, Inc.'s tracked investment portfolio stood at $777.3M with 194 total positions.
In Q1 2025, Chatham Capital Group, Inc. displayed an active expansion posture, initiating 194 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VB, NVDA, IAU) accounted for 14.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VB
市值: $32.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | ETF-Other | 5.43% | -0.15% | +2.30% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.84% | +0.60% | +0.22% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 3.75% | +0.08% | -6.25% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.42% | -0.74% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-Other | 2.32% | +0.05% | +1.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.57% | +45.76% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | -0.11% | +3.68% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | +0.54% | +1.38% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.86% | +0.14% | +0.34% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.81% | +0.04% | +2.57% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.79% | +0.13% | +4.25% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.77% | — | +5.09% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.56% | -0.03% | +3.46% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | -0.11% | +0.01% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.40% | +0.03% | -1.63% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | +0.10% | -3.05% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.33% | -0.13% | -5.47% | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.30% | -0.63% | -3.02% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.28% | +0.06% | -1.17% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | -0.03% | -2.51% | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 1.26% | +0.13% | -0.06% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.25% | — | +16.53% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | -0.02% | -4.00% | |
| 24 | AXP | American Express Co | Stock-Financials | 1.20% | -0.09% | +3.21% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | — | +0.59% | |
| 26 | CRVL | Corvel CORP | Stock-Other | 1.08% | +0.13% | +4.40% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | -0.01% | -0.98% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.94% | -0.11% | -0.21% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.92% | +0.01% | -1.44% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.91% | — | -2.49% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | -0.15% | -43.01% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.10% | +2.65% | |
| 33 | GE | General Electric | Stock-Industrials | 0.84% | -0.12% | +2.19% | |
| 34 | MATX | Matson Inc | Stock-Industrials | 0.84% | +0.07% | +4.76% | |
| 35 | AAON | Aaon Inc | Stock-Industrials | 0.81% | -0.29% | +3.34% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.01% | +0.38% | |
| 37 | BEN | Franklin Resources Inc | Stock-Financials | 0.77% | -0.02% | — | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.75% | +0.13% | — | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | — | +7.16% | |
| 40 | CACI | Caci International Inc -cl A | Stock-Tech | 0.75% | +0.02% | +4.32% | |
| 41 | NSIT | Insight Enterprises Inc | Stock-Tech | 0.72% | — | +4.36% | |
| 42 | SNEX | Stonex Group Inc | Stock-Financials | 0.71% | -0.14% | +54.24% | |
| 43 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.70% | -0.06% | +3.64% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.70% | +0.02% | -2.66% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.68% | +0.33% | -0.97% | |
| 46 | CBZ | Cbiz Inc | Stock-Other | 0.67% | -0.24% | EXIT | |
| 47 | HCI | Hci Group Inc | Stock-Other | 0.66% | — | +4.58% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.65% | -0.05% | +7.66% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.05% | +1.37% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 7 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | — | NEW | New buy |
| 11 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 12 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 18 | GEV | GE Vernova Inc | — | NEW | New buy |
| 19 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 20 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 21 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 22 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 23 | ABBV | Abbvie Inc | — | NEW | New buy |
| 24 | AXP | American Express Co | — | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 26 | CRVL | Corvel CORP | — | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 28 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | — | NEW | New buy |
| 30 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 31 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 32 | HD | Home Depot Inc | — | NEW | New buy |
| 33 | GE | General Electric | — | NEW | New buy |
| 34 | MATX | Matson Inc | — | NEW | New buy |
| 35 | AAON | Aaon Inc | — | NEW | New buy |
| 36 | ORCL | Oracle CORP | — | NEW | New buy |
| 37 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 38 | HDV | Ishares Core High Dividend E | — | NEW | New buy |
| 39 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 40 | CACI | Caci International Inc -cl A | — | NEW | New buy |
| 41 | NSIT | Insight Enterprises Inc | — | NEW | New buy |
| 42 | SNEX | Stonex Group Inc | — | NEW | New buy |
| 43 | LMAT | Lemaitre Vascular Inc | — | NEW | New buy |
| 44 | KO | Coca-cola Co/the | — | NEW | New buy |
| 45 | PSX | Phillips 66 | — | NEW | New buy |
| 46 | CBZ | Cbiz Inc | — | NEW | New buy |
| 47 | HCI | Hci Group Inc | — | NEW | New buy |
| 48 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 49 | WMT | Walmart Inc | — | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Chatham Capital Group, Inc. reported a total U.S. public equity portfolio value of $777.3M across 194 disclosed positions in Q1 2025.
During Q1 2025, Chatham Capital Group, Inc.'s top holdings by market value included VB (5.4%)、NVDA (3.8%)、IAU (3.8%). The largest single position, VB, represented 5.4% of total portfolio value.
In Q1 2025, Chatham Capital Group, Inc. made 194 total portfolio adjustments, initiating 194 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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