Fund HoldingsCHATHAM CAPITAL GROUP, INC.

Total Portfolio Value
$448.05M
Total Bought
$21.89M
Total Sold
$46.37M
Net Transaction
-$24.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
142,762206,862+64,1007,15810,3802.32%+3,222
OSI SYSTEMS INC(OSIS)014,652+14,65201,7300.39%+1,730
CRA INTL INC(CRAI)012,629+12,62901,2720.28%+1,272
LIVE OAK BANCSHARES INC(LOB)040,125+40,12501,1620.26%+1,162
ISHARES TR04,424+4,42401,1030.25%+1,103
VANGUARD BD INDEX FDS
VANGUARD ULTRA
18,12039,620+21,5008911,9490.43%+1,058
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
0299,060+299,06005,6181.25%+5,618
ISHARES TR272,875306,810+33,9356,4947,3141.63%+820
ELI LILLY & CO(LLY)7,5507,974+4243,5414,2830.96%+742
PHILLIPS 66(PSX)035,600+35,60004,2770.95%+4,277
ISHARES TR
FLTG RATE NT ETF
134,970146,390+11,4206,8597,4501.66%+591
INVESCO EXCH TRD SLF IDX FD247,470274,300+26,8305,5806,1661.38%+586
MORGAN STANLEY(MS)4,80111,921+7,1204109740.22%+564
MATSON INC(MATX)42,76942,439-3303,3243,7650.84%+441
ABBVIE INC(ABBV)031,688+31,68804,7231.05%+4,723
HONEYWELL INTL INC(HON)8,75012,105+3,3551,8162,2360.50%+421
YETI HLDGS INC(YETI)046,221+46,22102,2290.50%+2,229
PUBLIC STORAGE(PSA)9,39912,000+2,6012,7433,1620.71%+419
VANGUARD INTL EQUITY INDEX F124,208138,123+13,9156,7587,1641.60%+406
ISHARES TR
0-5 YR TIPS ETF
40,32544,150+3,8253,9364,2790.96%+343
UNITEDHEALTH GROUP INC(UNH)10,05110,249+1984,8315,1671.15%+337
HALLIBURTON CO(HAL)15,90520,575+4,6705258330.19%+309
ISHARES TR
MSCI INDIA ETF
06,975+6,97503080.07%+308
EPLUS INC(PLUS)40,69340,344-3492,2912,5630.57%+272
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
010,059+10,05902410.05%+241
WALMART INC(WMT)12,67513,819+1,1441,9922,2100.49%+218
SELECT SECTOR SPDR TR
ST STR INDL ETF
02,135+2,13502160.05%+216
ISHARES GOLD TR(IAU)0105,895+105,89503,7050.83%+3,705
AFLAC INC(AFL)02,764+2,76402120.05%+212
MASTERCARD INCORPORATED(MA)4,4974,983+4861,7691,9730.44%+204
CONSTELLATION BRANDS INC(STZ)0810+81002040.05%+204
HOME DEPOT INC(HD)10,50711,474+9673,2643,4670.77%+203
ASGN INC035,391+35,39102,8910.65%+2,891
MCGRATH RENTCORP(MGRC)023,112+23,11202,3170.52%+2,317
EQT CORP(EQT)28,65532,490+3,8351,1791,3180.29%+140
ALPHABET INC(GOOG)56,26952,549-3,7206,8076,9291.55%+122
SOUTHSIDE BANCSHARES INC(SBSI)045,796+45,79601,3140.29%+1,314
VANGUARD TAX-MANAGED FDS015,104+15,10406600.15%+660
ALPHABET INC(GOOG)5,3555,658+3036417400.17%+99
EXXON MOBIL CORP010,058+10,05801,1830.26%+1,183
LA Z BOY INC(LZB)47,73647,416-3201,3671,4640.33%+97
AMGEN INC(AMGN)01,519+1,51904080.09%+408
MARATHON PETE CORP(MPC)01,994+1,99403020.07%+302
COMCAST CORP NEW(CCZ)27,93327,683-2501,1611,2270.27%+67
VANGUARD WORLD FDS
ENERGY ETF
03,300+3,30004180.09%+418
FEDEX CORP(FDX)2,5712,57106376810.15%+44
SPDR GOLD TR(GLD)01,971+1,97103380.08%+338
CHEVRON CORP NEW(CVX)03,318+3,31805590.12%+559
CORVEL CORP(CRVL)018,060+18,06003,5510.79%+3,551
AUTOMATIC DATA PROCESSING IN01,101+1,10102650.06%+265
INTERNATIONAL BUSINESS MACHS(IBM)02,605+2,60503650.08%+365
MARSH & MCLENNAN COS INC(MRSH)9,7109,71001,8261,8480.41%+22
TJX COS INC NEW(TJX)7,6277,502-1256476670.15%+20
RTX CORPORATION(RTX)04,347+4,34703130.07%+313
SHELL PLC(SHEL)04,550+4,55002930.07%+293
KNIGHTSCOPE INC049,994+49,9940400.01%+40
INTEL CORP(INTC)010,749+10,74903820.09%+382
AMAZON COM INC(AMZN)5,2005,401+2016786870.15%+9
ONEOK INC NEW(OKE)04,608+4,60802920.07%+292
PIONEER NAT RES CO05,800+5,80001,3310.30%+1,331
SCHWAB CHARLES CORP(SCHW)41,87543,365+1,4902,3732,3810.53%+7
ELECTRONIC ARTS INC(EA)12,26513,270+1,0051,5911,5980.36%+7
THE CIGNA GROUP(CI)1,2181,21803423480.08%+7
ISHARES TR01,309+1,30905620.13%+562
ISHARES TR
INTL DIV GRWTH
04,505+4,50502670.06%+267
COSTCO WHSL CORP NEW(COST)558538-203003040.07%+4
INVESCO QQQ TR20,75821,411+6537,6687,6711.71%+2
SPDR SER TR
ST STR RATE ETF
010,000+10,00003070.07%+307
GOLDMAN SACHS ETF TR05,170+5,17005180.12%+518
JPMORGAN CHASE & CO(JPM)15,36515,407+422,2352,2340.50%-0
AIR PRODS & CHEMS INC7,8738,306+4332,3582,3540.53%-4
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
07,785+7,78502060.05%+206
ISHARES TR1,1401,14003943890.09%-5
ENTERPRISE PRODS PARTNERS L(EPD)81,98678,687-3,2992,1602,1540.48%-7
ISHARES TR05,850+5,85006020.13%+602
ISHARES TR01,660+1,66002250.05%+225
VIRTUS DIVIDEND INTEREST & P(NFJ)010,000+10,00001130.03%+113
TEXAS INSTRS INC(TXN)013,595+13,59502,1620.48%+2,162
GERMAN AMERN BANCORP INC(GABC)046,836+46,83601,2690.28%+1,269
SPDR SER TR
ST STR PFD ETF
011,510+11,51003740.08%+374
ISHARES TR1,3581,35803313190.07%-12
SCHWAB STRATEGIC TR20,67621,156+4801,0831,0710.24%-12
BANK AMERICA CORP09,959+9,95902730.06%+273
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5001,50002612460.05%-15
RLI CORP(RLI)11,81111,721-901,6121,5930.36%-19
ISHARES TR60560503072870.06%-20
SCHWAB STRATEGIC TR010,277+10,27703490.08%+349
ISHARES TR08,298+8,29808930.20%+893
ISHARES TR8,0858,378+2931,5141,4810.33%-33
VANGUARD MUN BD FDS028,815+28,81501,3860.31%+1,386
VANGUARD INDEX FDS5,7155,71509459110.20%-34
VANGUARD INDEX FDS4,1874,182-59228880.20%-34
SELECT SECTOR SPDR TR
ST STR CARE ETF
8,6908,69001,1531,1190.25%-35
VANGUARD WORLD FDS
INDUSTRIAL ETF
3,3703,37006936570.15%-36
INSIGHT ENTERPRISES INC(NSIT)025,510+25,51003,7120.83%+3,712
COPART INC(CPRT)8,52017,040+8,5207777340.16%-43
VERIZON COMMUNICATIONS INC(VZ)08,865+8,86502870.06%+287
LABORATORY CORP AMER HLDGS1,2361,23602982490.06%-50
VANGUARD WHITEHALL FDS06,995+6,99507230.16%+723
SCHWAB STRATEGIC TR12,32911,772-5575404880.11%-52
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