Fund Holdings — CHICAGO TRUST Co NA

Total Portfolio Value
$639.78M
Total Bought
$29.15M
Total Sold
$112.26M
Net Transaction
-$83.11M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)40,66041,385+7259,88412,9542.02%+3,069
ALPHABET INC(GOOG)36,93137,718+7878,99511,8361.85%+2,841
ELI LILLY & CO(LLY)8,4138,135-2786,4198,7431.37%+2,323
LAM RESEARCH CORP(LRCX)33,10033,122+224,4325,6700.89%+1,238
MERCK & CO INC(MRK)48,57250,082+1,5104,0775,2720.82%+1,195
BRISTOL-MYERS SQUIBB CO(BMY)22,60737,163+14,5561,0202,0050.31%+985
QNITY ELECTRONICS INC(Q)012,055+12,05509840.15%+984
CITIGROUP INC(C)35,93637,927+1,9913,6484,4260.69%+778
AMERICAN EXPRESS CO(AXP)22,30122,098-2037,4078,1751.28%+768
JACOBS SOLUTIONS INC(J)05,664+5,66407500.12%+750
MICRON TECHNOLOGY INC(MU)5,0605,505+4458471,5710.25%+725
CUMMINS INC(CMI)6,2836,276-72,6543,2040.50%+550
GILEAD SCIENCES INC(GILD)5,6549,463+3,8096281,1610.18%+534
WALMART INC(WMT)21,65324,694+3,0412,2322,7510.43%+520
DIAGEO PLC(DEO)05,496+5,49604740.07%+474
NEWMONT CORP(NEM)26,25426,769+5152,2132,6730.42%+459
EXACT SCIENCES CORP(EXK)9,7359,73505339890.15%+456
CHUBB LIMITED
COM
15,71915,525-1944,4374,8460.76%+409
JOHNSON & JOHNSON(JNJ)24,28823,653-6354,5034,8950.77%+392
PFIZER INC(PFE)61,83678,917+17,0811,5761,9650.31%+389
AES CORP(AES)026,707+26,70703830.06%+383
EXXON MOBIL CORP60,48459,793-6916,8207,1951.12%+376
EMCOR GROUP INC(EME)0585+58503580.06%+358
COHERENT CORP(COHR)4,2434,412+1694578140.13%+357
AMAZON COM INC(AMZN)54,98353,755-1,22812,07312,4081.94%+335
SANDISK CORP(SNDK)01,267+1,26703010.05%+301
VERTIV HOLDINGS CO(VRT)01,829+1,82902960.05%+296
INTUITIVE SURGICAL INC1,8011,940+1398051,0990.17%+293
CISCO SYS INC(CSCO)63,83060,477-3,3534,3674,6590.73%+291
MCKESSON CORP(MCK)7,5067,422-845,7996,0880.95%+290
DSM FIRMENICH AG38,61876,881+38,2633326180.10%+285
PARKER-HANNIFIN CORP(PH)1,4601,567+1071,1071,3770.22%+270
EPAM SYS INC(EPAM)01,268+1,26802600.04%+260
DANAHER CORPORATION(DHR)6,6596,833+1741,3201,5640.24%+244
UNITED PARCEL SVCS INC(UPS)9,56710,504+9377991,0420.16%+243
DOLLAR TREE INC(DLTR)6,2576,753+4965908310.13%+240
DONALDSON INC(DCI)02,705+2,70502400.04%+240
US BANCORP(USB)10,42313,829+3,4065047380.12%+234
AMRIZE LTD(AMRZ)4,4958,351+3,8562184520.07%+233
MARKEL GROUP INC(MKL)0107+10702300.04%+230
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)04,232+4,23202210.03%+221
EXPEDIA GROUP INC(EXPE)3,6923,544-1487891,0040.16%+215
WHITE MTNS INS GROUP LTD
COM
0100+10002080.03%+208
PACCAR INC(PCAR)6,7727,967+1,1956668720.14%+207
PRUDENTIAL FINL INC(PFH)17,99918,359+3601,8672,0720.32%+205
STEEL DYNAMICS INC(STLD)01,200+1,20002030.03%+203
APPLIED MATLS INC6,7826,189-5931,3891,5910.25%+202
THERMO FISHER SCIENTIFIC INC(TMO)1,8571,902+459011,1020.17%+201
WEYERHAEUSER CO(WY)08,494+8,49402010.03%+201
SOUTH32 LTD78,58276,735-1,8477149110.14%+197
RTX CORPORATION(RTX)13,09612,998-982,1912,3840.37%+192
SYNCHRONY FINANCIAL(SYF)7,2208,300+1,0805136920.11%+179
GE VERNOVA INC(GEV)2,1002,250+1501,2921,4710.23%+179
ADVANCED MICRO DEVICES INC(AMD)3,4563,420-365597320.11%+173
RENAISSANCERE HLDGS LTD(RNR)8,9508,694-2562,2732,4440.38%+172
ECHOSTAR CORP(ECHO)3,2103,834+6242454170.07%+172
WELLS FARGO & CO(WFC)18,14218,136-61,5211,6900.26%+170
SLB LIMITED(SLB)47,83747,167-6701,6441,8100.28%+166
AMPHENOL CORP10,48210,810+3281,2971,4610.23%+164
FREEPORT MCMORAN INC(FCX)9,53510,540+1,0053745350.08%+161
WABTEC(WAB)10,92011,002+822,1892,3480.37%+159
BANK AMERICA CORP111,520107,380-4,1405,7535,9060.92%+153
HEINEKEN HOLDINGS NV(HKHHF)11,58714,767+3,1803975410.08%+144
IDEXX LABS INC(IDXX)3,5783,588+102,2862,4270.38%+141
AMGEN INC(AMGN)3,1523,147-58891,0300.16%+141
COLGATE PALMOLIVE CO(CL)2,8904,575+1,6852313620.06%+130
APPLOVIN CORP(APP)2,9093,282+3732,0902,2110.35%+121
UNITED THERAPEUTICS CORP DEL(UTHR)9711,083+1124075280.08%+121
SPROTT ASSET MANAGEMENT LP(CEF)12,77512,77504695850.09%+116
UBS GROUP AG(UBS)23,22122,940-2819521,0620.17%+110
WEATHERLOW OFFSHORE FUND I LTD1,0001,00001,8591,9680.31%+109
AVERY DENNISON CORP6,4696,359-1101,0491,1570.18%+107
BALL CORP16,32117,539+1,2188239290.15%+106
GOLDMAN SACHS GROUP INC(GS)688733+455486440.10%+96
EDWARDS LIFESCIENCES CORP12,00412,067+639341,0290.16%+95
HUNTINGTON BANCSHARES INC(HBAN)27,47332,688+5,2154745670.09%+93
OVERSEA CHINESE BK17,96417,812-1524585470.09%+89
WESTERN UN CO(WU)22,23528,271+6,0361782630.04%+86
STATE STR CORP(STT)6,8576,816-417958790.14%+84
CADIZ INC(CDZI)014,065+14,0650790.01%+79
MITSUI & CO LTD1,2431,172-716196940.11%+75
CAPITAL ONE FINL CORP(COF)2,9862,920-666357080.11%+73
SHOPIFY INC(SHOP)4,4004,470+706547200.11%+66
ABN AMRO BANK N.V.23,78123,631-1507618270.13%+65
SOMPO HOLDINGS INC47,68947,230-4597398040.13%+65
BAYER AG27,19126,732-4592252900.05%+65
HILTON WORLDWIDE HLDGS INC(HLT)2,2632,260-35876490.10%+62
KNORR BREMSE AG16,14915,752-3973794400.07%+61
BORGWARNER INC56,32056,292-282,4762,5370.40%+61
CATERPILLAR INC(CAT)1,2191,119-1005826410.10%+59
CITY DEVS LTD87,93585,405-2,5304725310.08%+59
SELECT SECTOR SPDR TR
ST STR SVC ETF
2,8263,342+5163353930.06%+59
RYANAIR HOLDINGS PLC(RYAAY)9,4848,719-7655716290.10%+58
SUNCOR ENERGY INC NEW(SU)19,87020,011+1418318880.14%+57
WELLTOWER INC(WELL)2,3652,572+2074214770.07%+56
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,5201,505-153594140.06%+56
GSK PLC(GSK)8,9829,007+253884420.07%+54
PROGRESSIVE CORP(PGR)6,9187,736+8181,7081,7620.28%+53
HERBALIFE LTD(HLF)11,88511,88501001530.02%+53
3M CO(MMM)11,79511,754-411,8301,8820.29%+51
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