Fund HoldingsCHICAGO TRUST Co NA

Total Portfolio Value
$690.14M
Total Bought
$63.52M
Total Sold
$69.50M
Net Transaction
-$5.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
LAM RESEARCH CORP(LRCX)31,48629,872-1,6146,72712,9441.88%+6,217
APPLE INC(AAPL)0118,963+118,963034,4234.99%+34,423
MICRON TECHNOLOGY INC(MU)5,7255,320-4051,9346,1410.89%+4,207
NVIDIA CORPORATION(NVDA)0148,463+148,463029,7064.30%+29,706
INTEL CORP(INTC)36,18334,218-1,9651,5974,7780.69%+3,181
ALPHABET INC(GOOG)46,81446,367-44713,42916,3832.37%+2,954
BROADCOM INC(AVGO)026,167+26,16709,8851.43%+9,885
SANDISK CORP(SNDK)1,7241,605-1191,0953,6490.53%+2,554
ALPHABET INC(GOOG)037,328+37,328013,3401.93%+13,340
AMAZON COM INC(AMZN)71,53172,617+1,08614,89817,3082.51%+2,410
SELECT SECTOR SPDR TR
ST STR TECHN ETF
012,592+12,59202,3990.35%+2,399
ELI LILLY & CO(LLY)07,888+7,88809,4611.37%+9,461
WINTRUST FINL CORP(WTFC)0103,511+103,511016,6362.41%+16,636
ABBVIE INC(ABBV)055,260+55,260013,9062.01%+13,906
CISCO SYS INC(CSCO)054,766+54,76606,4330.93%+6,433
APPLIED MATLS INC04,797+4,79703,4680.50%+3,468
TAIWAN SEMICONDUCTOR MANUFAC(TSM)05,374+5,37402,5660.37%+2,566
AMPHENOL CORP016,188+16,18802,8540.41%+2,854
ADVANCED MICRO DEVICES INC(AMD)03,414+3,41401,9830.29%+1,983
JPMORGAN CHASE & CO(JPM)034,261+34,261011,2151.62%+11,215
DUPONT DE NEMOURS INC08,747+8,74701,1870.17%+1,187
PALO ALTO NETWORKS INC(PANW)05,793+5,79301,9760.29%+1,976
AMERICAN EXPRESS CO(AXP)021,359+21,35907,2251.05%+7,225
GE AEROSPACE(GE)010,831+10,83104,0480.59%+4,048
BANK OF AMER CORP0111,611+111,61106,3600.92%+6,360
TEXAS INSTRS INC(TXN)07,885+7,88502,3500.34%+2,350
SELECT SECTOR SPDR TR
ST STR FINL ETF
016,062+16,06208610.12%+861
SELECT SECTOR SPDR TR
ST STR INDL ETF
04,621+4,62108560.12%+856
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,4951,485-105861,4330.21%+847
UNITEDHEALTH GROUP INC(UNH)06,654+6,65402,7660.40%+2,766
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,395+15,39508180.12%+818
PROLOGIS INC.(PLD)05,462+5,46207400.11%+740
GE VERNOVA INC(GEV)2,2422,295+531,9572,6960.39%+739
HARTFORD INSURANCE GROUP INC(HIG)05,340+5,34007080.10%+708
SELECT SECTOR SPDR TR
ST STR STAPL ETF
08,264+8,26406860.10%+686
SELECT SECTOR SPDR TR
ST STR DISCR ETF
05,714+5,71406700.10%+670
UBS GROUP AG(UBS)030,541+30,54101,5140.22%+1,514
VISA INC(V)24,90023,775-1,1257,5268,1571.18%+631
CITIGROUP INC(C)034,632+34,63204,8470.70%+4,847
UNION PAC CORP(UNP)014,918+14,91804,0580.59%+4,058
ADIDAS AG05,865+5,86506010.09%+601
CROWDSTRIKE HLDGS INC(CRWD)01,617+1,61701,2340.18%+1,234
SELECT SECTOR SPDR TR
ST STR SVC ETF
05,182+5,18205550.08%+555
OTIS WORLDWIDE CORP(OTIS)2,71710,410+7,6932097450.11%+536
CSX CORP(CSX)23,59631,395+7,7999691,4920.22%+524
CUMMINS INC(CMI)05,253+5,25303,7460.54%+3,746
CORNING INC(GLW)4,1004,031-695571,0300.15%+472
SERVICENOW INC(NOW)07,860+7,86007800.11%+780
TRANE TECHNOLOGIES PLC(TT)04,803+4,80302,3590.34%+2,359
GOLDMAN SACHS GROUP INC(GS)01,033+1,03301,0450.15%+1,045
SEMTECH CORP(SMTC)04,405+4,40507130.10%+713
PNC FINL SVCS GROUP INC(PNC)06,518+6,51801,6050.23%+1,605
CATERPILLAR INC(CAT)1,1161,11607911,1880.17%+398
AAON INC08,995+8,99501,1410.17%+1,141
COHERENT CORP(COHR)02,520+2,52009940.14%+994
PHILIP MORRIS INTL INC(PM)022,250+22,25004,0250.58%+4,025
DELL TECHNOLOGIES INC(DELL)1,4631,46302406310.09%+391
RYANAIR HOLDINGS PLC(RYAAY)014,109+14,10909140.13%+914
AFLAC INC(AFL)03,275+3,27503840.06%+384
EOG RES INC(EOG)02,803+2,80303640.05%+364
AGILON HEALTH INC(AGL)03,314+3,31403550.05%+355
3M CO(MMM)012,444+12,44402,0150.29%+2,015
QUANTA SVCS INC02,015+2,01501,4510.21%+1,451
QNITY ELECTRONICS INC(Q)11,16210,037-1,1251,2881,6390.24%+351
ARISTA NETWORKS INC(ANET)06,094+6,09401,0350.15%+1,035
INTERNATIONAL BUSINESS MACHS(IBM)09,322+9,32202,6210.38%+2,621
BORGWARNER INC53,69349,045-4,6482,9133,2570.47%+343
DSM FIRMENICH AG135,881139,085+3,2049781,3130.19%+335
KLA CORP(KLAC)01,090+1,09003290.05%+329
STATE STR CORP(STT)06,727+6,72701,1410.17%+1,141
ABN AMRO BANK N.V.026,280+26,28001,1170.16%+1,117
CARRIER GLOBAL CORPORATION(CARR)16,01816,520+5029021,2120.18%+310
STERLING INFRASTRUCTURE INC(STRL)0718+71806030.09%+603
JOHNSON & JOHNSON(JNJ)21,49021,762+2725,2535,5270.80%+274
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)03,434+3,43402670.04%+267
HISCOX LTD026,330+26,33001,2910.19%+1,291
WILLIAMS SONOMA INC(WSM)05,067+5,06701,1810.17%+1,181
RENAISSANCERE HLDGS LTD(RNR)9,0599,316+2572,6932,9520.43%+260
MARVELL TECHNOLOGY INC(MRVL)0849+84902530.04%+253
WABTEC(WAB)10,67110,808+1372,6672,9140.42%+247
MERCK & CO INC(MRK)042,935+42,93505,5170.80%+5,517
CAREDX INC(CDNA)08,630+8,63002460.04%+246
FORTINET INC(FTNT)01,576+1,57602420.04%+242
PRUDENTIAL FINL INC(PFH)018,299+18,29901,9750.29%+1,975
HEWLETT PACKARD ENTERPRISE C(HPE)05,320+5,32002400.03%+240
SIEMENS A G05,209+5,20908370.12%+837
BANK OF NY MELLON CORP03,954+3,95405720.08%+572
SIRIUSXM HOLDINGS INC(SIRI)07,828+7,82802310.03%+231
CNH INDL N V
SHS
74,92493,685+18,7618241,0520.15%+228
PAYCHEX INC(PAYX)11,96313,523+1,5601,1021,3300.19%+228
VENTAS INC(VTR)02,534+2,53402250.03%+225
NVENT ELEC PLC(NVT)01,320+1,32002240.03%+224
TD SYNNEX CORPORATION(SNX)0833+83302230.03%+223
ARCH CAP GROUP LTD
ORD
08,613+8,61308360.12%+836
CVS HEALTH CORP(CVS)06,800+6,80007030.10%+703
OLD DOMINION FREIGHT LINE IN(ODFL)01,004+1,00402170.03%+217
AXOS FINANCIAL INC(AX)02,225+2,22502170.03%+217
UL SOLUTIONS INC(ULS)13,28513,28501,1391,3530.20%+215
FABRINET(FN)0379+37902130.03%+213
NEWMARKET CORP(NEU)0269+26902130.03%+213
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