Fund Holdings — CHICAGO TRUST Co NA

Total Portfolio Value
$483.33M
Total Bought
$37.92M
Total Sold
$26.75M
Net Transaction
+$11.17M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)12,82212,184-6386,35011,0092.28%+4,659
MICROSOFT CORP(MSFT)62,81366,295+3,48223,62027,8925.77%+4,271
ABBVIE INC(ABBV)64,37965,194+8159,97711,8722.46%+1,895
AMAZON COM INC(AMZN)42,80245,190+2,3886,5038,1511.69%+1,648
ELI LILLY & CO(LLY)5,7236,223+5003,3364,8411.00%+1,505
MERCK & CO INC(MRK)45,47046,959+1,4894,9576,1961.28%+1,239
JPMORGAN CHASE & CO(JPM)30,04130,620+5795,1106,1331.27%+1,023
EXXON MOBIL CORP54,49055,221+7315,4486,4191.33%+971
AMERICAN EXPRESS CO(AXP)21,25321,496+2433,9824,8941.01%+913
META PLATFORMS INC(META)4,8195,332+5131,7062,5890.54%+883
DISNEY WALT CO(DIS)14,15317,515+3,3621,2782,1430.44%+865
GE AEROSPACE(GE)12,25913,369+1,1101,5652,3470.49%+782
CITIGROUP INC(C)22,21128,365+6,1541,1431,7940.37%+651
APDS2 PROPERTIES LLC1101,2211,8560.38%+635
ORACLE CORP(ORCL)32,65532,102-5533,4434,0320.83%+590
ECOLAB INC(ECL)7,4268,925+1,4991,4732,0610.43%+588
BROADCOM INC(AVGO)1,5721,755+1831,7552,3260.48%+571
WILLIAMS SONOMA INC(WSM)01,795+1,79505700.12%+570
AP PROPERTIES LTD1106,8077,3571.52%+550
LAM RESEARCH CORP(LRCX)2,1402,268+1281,6762,2040.46%+527
PARKER-HANNIFIN CORP(PH)7351,538+8033398550.18%+516
WINTRUST FINL CORP(WTFC)18,23721,107+2,8701,6912,2030.46%+512
PROGRESSIVE CORP(PGR)10,40710,440+331,6582,1590.45%+502
MCKESSON CORP(MCK)8,2128,005-2073,8024,2970.89%+495
CHUBB LIMITED
COM
15,98815,754-2343,6134,0820.84%+469
BANK AMERICA CORP107,554106,945-6093,6214,0550.84%+434
VISA INC(V)17,96718,266+2994,6785,0981.05%+420
GENERAL MTRS CO(GM)08,847+8,84704010.08%+401
CUMMINS INC(CMI)6,8936,957+641,6512,0500.42%+399
COCA COLA CO(KO)25,82631,289+5,4631,5221,9140.40%+392
PRUDENTIAL FINL INC(PFH)20,71621,548+8322,1482,5300.52%+381
STRYKER CORPORATION(SYK)8,4848,163-3212,5412,9210.60%+381
VERIZON COMMUNICATIONS INC(VZ)46,08550,270+4,1851,7372,1090.44%+372
BERKSHIRE HATHAWAY INC DEL4402,1712,5380.53%+367
ALPHABET INC(GOOG)37,08736,668-4195,2275,5831.16%+356
CATERPILLAR INC(CAT)1,8902,478+5885599080.19%+349
CONSTELLATION ENERGY CORP(CEG)01,842+1,84203400.07%+340
BERKSHIRE HATHAWAY INC DEL10,2839,500-7833,6683,9950.83%+327
INTERNATIONAL BUSINESS MACHS(IBM)8,5469,025+4791,3981,7230.36%+326
CHIPOTLE MEXICAN GRILL INC(CMG)516518+21,1801,5060.31%+326
INTERNATIONAL FLAVORS&FRAGRA(IFF)4,0797,588+3,5093306520.13%+322
NEXTERA ENERGY INC(NEE)15,21719,376+4,1599241,2380.26%+314
BOSTON SCIENTIFIC CORP(BSX)29,81529,567-2481,7242,0250.42%+301
NISOURCE INC(NI)010,646+10,64602940.06%+294
SALESFORCE INC(CRM)5,3715,632+2611,4131,6960.35%+283
HOME DEPOT INC(HD)7,2207,250+302,5022,7810.58%+279
CONOCOPHILLIPS(COP)02,112+2,11202690.06%+269
HOLCIM LTD NEW014,803+14,80302680.06%+268
AMERIPRISE FINL INC(AMP)3,3253,469+1441,2631,5210.31%+258
IRHYTHM TECHNOLOGIES INC(IRTC)02,145+2,14502490.05%+249
EXELON CORP(EXC)06,607+6,60702480.05%+248
ARISTA NETWORKS INC0853+85302470.05%+247
PHINIA INC(PHIN)06,372+6,37202450.05%+245
RYAN SPECIALTY HOLDINGS INC(RYAN)04,388+4,38802440.05%+244
WATERS CORP(WAT)0703+70302420.05%+242
CHEVRON CORP NEW(CVX)34,39634,038-3585,1315,3691.11%+239
TJX COS INC NEW(TJX)02,324+2,32402360.05%+236
DIGITAL RLTY TR INC(DLR)01,630+1,63002350.05%+235
T-MOBILE US INC(TMUS)01,409+1,40902300.05%+230
MOTOROLA SOLUTIONS INC(MSI)0636+63602260.05%+226
MOLSON COORS BEVERAGE CO(TAP)03,332+3,33202240.05%+224
OKTA INC(OKTA)02,089+2,08902190.05%+219
WEX INC(WEX)0905+90502150.04%+215
HORMEL FOODS CORP(HRL)06,100+6,10002130.04%+213
QUANTA SVCS INC0812+81202110.04%+211
GOLDMAN SACHS GROUP INC(GS)0504+50402110.04%+211
TRANE TECHNOLOGIES PLC(TT)3,1363,249+1137659750.20%+210
WABTEC(WAB)8,4518,793+3421,0721,2810.27%+209
FISERV INC(FISV)7,5027,540+389971,2050.25%+208
ALLSTATE CORP(ALL)3,3903,932+5424756800.14%+206
HASBRO INC(HAS)9,84212,526+2,6845037080.15%+205
DXC TECHNOLOGY CO(DXC)09,546+9,54602020.04%+202
DEXCOM INC(DXCM)10,71011,030+3201,3291,5300.32%+201
MASTERCARD INCORPORATED(MA)5,1544,981-1732,1982,3990.50%+200
ALPHABET INC(GOOG)30,21329,251-9624,2204,4150.91%+194
KINSALE CAP GROUP INC(KNSL)1,0001,00003355250.11%+190
RENAISSANCERE HLDGS LTD(RNR)5,3105,214-961,0411,2250.25%+185
PROCTER AND GAMBLE CO(PG)18,78918,081-7082,7532,9340.61%+180
COSTCO WHSL CORP NEW(COST)4,0393,882-1572,6662,8440.59%+178
DANAHER CORPORATION(DHR)12,91012,670-2402,9873,1640.65%+177
QUALCOMM INC(QCOM)5,4395,649+2107879560.20%+170
PFIZER INC(PFE)34,43041,830+7,4009911,1610.24%+170
SERVICENOW INC(NOW)428618+1903024710.10%+169
COSTAR GROUP INC(CSGP)13,34513,810+4651,1661,3340.28%+168
WELLS FARGO CO NEW(WFC)10,82912,048+1,2195336980.14%+165
MICRON TECHNOLOGY INC(MU)3,7064,078+3723164810.10%+164
SCHLUMBERGER LTD(SLB)37,57638,446+8701,9552,1070.44%+152
GRAINGER W W INC(GWW)79279206568060.17%+149
PEPSICO INC(PEP)23,02523,197+1723,9114,0600.84%+149
PURE STORAGE INC(P)9,3409,240-1003334800.10%+147
APDS1 PROPERTIES LLC1102423870.08%+145
TARGET CORP(TGT)4,0384,056+185757190.15%+144
AMPHENOL CORP NEW8,8438,84308771,0200.21%+143
MEDTRONIC PLC(MDT)8,96110,087+1,1267388790.18%+141
AVERY DENNISON CORP6,6146,610-41,3371,4760.31%+139
LINDE PLC(LIN)2,5542,555+11,0491,1860.25%+137
COPART INC(CPRT)15,08615,100+147398750.18%+135
ABBOTT LABS108,580106,310-2,27011,95112,0832.50%+132
EDWARDS LIFESCIENCES CORP4,9255,306+3813765070.10%+132
NETFLIX INC(NFLX)565658+932754000.08%+125
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CHICAGO TRUST Co NA — 13F Holdings — Q1 2024 | TickerTrail