Fund HoldingsCHICAGO TRUST Co NA

Total Portfolio Value
$492.97M
Total Bought
$45.97M
Total Sold
$35.17M
Net Transaction
+$10.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0129,549+129,549027,2865.53%+27,286
NVIDIA CORPORATION(NVDA)12,184132,979+120,79511,00916,4283.33%+5,419
MICROSOFT CORP(MSFT)66,29568,202+1,90727,89230,4836.18%+2,591
ALPHABET INC(GOOG)36,66838,027+1,3595,5836,9751.41%+1,392
AMAZON COM INC(AMZN)45,19048,882+3,6928,1519,4461.92%+1,295
ORACLE CORP(ORCL)32,10237,392+5,2904,0325,2801.07%+1,247
HEWLETT PACKARD ENTERPRISE C(HPE)054,122+54,12201,1460.23%+1,146
ALPHABET INC(GOOG)29,25129,492+2414,4155,3721.09%+957
ELI LILLY & CO(LLY)6,2236,389+1664,8415,7841.17%+943
COSTCO WHSL CORP NEW(COST)3,8824,195+3132,8443,5660.72%+722
JPMORGAN CHASE & CO.(JPM)30,62033,754+3,1346,1336,8271.38%+694
META PLATFORMS INC(META)5,3326,509+1,1772,5893,2820.67%+693
LAM RESEARCH CORP(LRCX)2,2682,718+4502,2042,8940.59%+691
BROADCOM INC(AVGO)1,7551,855+1002,3262,9780.60%+652
PENTAIR PLC(PNR)07,458+7,45805720.12%+572
DELL TECHNOLOGIES INC(DELL)03,503+3,50304830.10%+483
ADOBE INC(ADBE)05,392+5,39202,9950.61%+2,995
NOVARTIS AG(NVS)03,943+3,94304200.09%+420
SOUTH32 LTD033,336+33,33604070.08%+407
TRANE TECHNOLOGIES PLC(TT)3,2494,193+9449751,3790.28%+404
VERIZON COMMUNICATIONS INC(VZ)50,27060,300+10,0302,1092,4870.50%+377
UL SOLUTIONS INC(ULS)08,900+8,90003750.08%+375
WABTEC(WAB)8,79310,395+1,6021,2811,6430.33%+362
SUNCOR ENERGY INC NEW(SU)09,306+9,30603550.07%+355
AIB GROUP PLC032,641+32,64103450.07%+345
SHELL PLC(SHEL)041,218+41,21802,9750.60%+2,975
MCKESSON CORP(MCK)8,0057,943-624,2974,6390.94%+342
SOMPO HOLDINGS INC029,911+29,91103190.06%+319
PROCORE TECHNOLOGIES INC(PCOR)04,712+4,71203120.06%+312
INTERNATIONAL FLAVORS&FRAGRA(IFF)7,58810,058+2,4706529580.19%+305
LANCASTER COLONY CORP(MZTI)01,610+1,61003040.06%+304
STELLANTIS N.V(STLA)015,063+15,06302990.06%+299
ABN AMRO BANK N.V.017,801+17,80102930.06%+293
BANK IRELAND GROUP PLC027,663+27,66302900.06%+290
FMC CORP(FMC)04,981+4,98102870.06%+287
ABB LTD05,121+5,12102840.06%+284
INSULET CORP(PODD)01,365+1,36502750.06%+275
AMERICAN EXPRESS CO(AXP)21,49622,304+8084,8945,1641.05%+270
DUPONT DE NEMOURS INC(DD)021,144+21,14401,7020.35%+1,702
SPS COMM INC(SPSC)01,349+1,34902540.05%+254
GE VERNOVA INC(GEV)01,420+1,42002440.05%+244
SINO LD LTD047,208+47,20802430.05%+243
PHILIP MORRIS INTL INC(PM)026,241+26,24102,6590.54%+2,659
BOSTON SCIENTIFIC CORP(BSX)29,56729,439-1282,0252,2670.46%+242
UNIVERSAL HLTH SVCS INC(UHS)01,306+1,30602420.05%+242
SIEMENS A G02,566+2,56602390.05%+239
VISA INC(V)18,26620,326+2,0605,0985,3351.08%+237
SUBARU CORP022,151+22,15102350.05%+235
MORGAN STANLEY(MS)02,388+2,38802320.05%+232
DECKERS OUTDOOR CORP(DECK)0234+23402260.05%+226
SCHWAB CHARLES CORP(SCHW)03,033+3,03302240.05%+224
TYLER TECHNOLOGIES INC(TYL)02,818+2,81801,4170.29%+1,417
KINGFISHER PLC034,567+34,56702170.04%+217
HENKEL AG & CO KGAA09,537+9,53702130.04%+213
HOLCIM LTD NEW14,80327,079+12,2762684800.10%+211
HISCOX LTD07,258+7,25802110.04%+211
AMERIPRISE FINL INC(AMP)3,4694,054+5851,5211,7320.35%+211
BRINKS CO(BCO)02,055+2,05502100.04%+210
MITSUI & CO LTD0225+22502080.04%+208
ECOLAB INC(ECL)8,9259,534+6092,0612,2690.46%+208
PLEXUS CORP(PLXS)02,000+2,00002060.04%+206
C H ROBINSON WORLDWIDE INC(CHRW)02,325+2,32502050.04%+205
SUMITOMO MITSUI TRUST HLDG I044,449+44,44902030.04%+203
NEWMONT CORP(NEM)04,839+4,83902030.04%+203
PULTE GROUP INC(PHM)01,834+1,83402020.04%+202
UBS GROUP AG(UBS)06,797+6,79702010.04%+201
HCA HEALTHCARE INC(HCA)0624+62402000.04%+200
CITY DEVS LTD052,471+52,47102000.04%+200
APPLIED MATLS INC03,665+3,66508650.18%+865
PUBLIC SVC ENTERPRISE GRP IN(PEG)036,628+36,62802,6990.55%+2,699
RENAISSANCERE HLDGS LTD(RNR)5,2146,304+1,0901,2251,4090.29%+184
ANALOG DEVICES INC(ADI)02,156+2,15604920.10%+492
ADECCO GROUP AG010,944+10,94401820.04%+182
GENERAL MTRS CO(GM)8,84712,462+3,6154015790.12%+178
BOOKING HOLDINGS INC(BKNG)0616+61602,4400.50%+2,440
ISS A/S020,547+20,54701760.04%+176
DAIWA SECS GROUP INC(DSECF)022,970+22,97001750.04%+175
AMPHENOL CORP NEW8,84317,686+8,8431,0201,1920.24%+171
DANONE013,824+13,82401690.03%+169
NEXTERA ENERGY INC(NEE)19,37619,853+4771,2381,4060.29%+167
QUALCOMM INC(QCOM)5,6495,633-169561,1220.23%+166
BANK AMERICA CORP106,945106,127-8184,0554,2210.86%+165
MICRON TECHNOLOGY INC(MU)4,0784,878+8004816420.13%+161
SEVEN & I HLDGS CO LTD012,949+12,94901580.03%+158
KINDER MORGAN INC DEL(KMI)019,434+19,43403860.08%+386
TESCO PLC013,049+13,04901510.03%+151
WATSCO INC(WSO)03,252+3,25201,5060.31%+1,506
NETFLIX INC(NFLX)658797+1394005380.11%+138
AMBEV SA(ABEV)062,805+62,80501290.03%+129
HEICO CORP NEW(HEI)03,928+3,92808780.18%+878
WALMART INC(WMT)015,610+15,61001,0570.21%+1,057
GODADDY INC(GDDY)04,010+4,01005600.11%+560
LAND SECURITIES GROUP PLC015,276+15,27601200.02%+120
WASTE MGMT INC DEL(WM)03,589+3,58907660.16%+766
CHIPOTLE MEXICAN GRILL INC(CMG)51825,900+25,3821,5061,6230.33%+117
INTERNATIONAL BUSINESS MACHS(IBM)9,02510,625+1,6001,7231,8380.37%+114
PALO ALTO NETWORKS INC(PANW)03,173+3,17301,0760.22%+1,076
EXXON MOBIL CORP55,22156,727+1,5066,4196,5301.32%+112
AT&T INC(T)056,428+56,42801,0780.22%+1,078
PHINIA INC(PHIN)6,3728,826+2,4542453470.07%+103
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