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CHATHAM CAPITAL GROUP, INC.13F | |
| CHATHAM CAPITAL GROUP, INC. | |
| Last update 2025-04-11 | 194 Stocks (6 new) |
| Value $599.00 Mil | Turnover 5 % |
CHATHAM CAPITAL GROUP, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 146,728 | 32,536.9 | +2.30% | 5.430 | +0.12% | 0.050 | +21.45% | +3.02% | 61,711.0 | ||
NVDA | NVIDIA Corp | 212,341 | 23,013.5 | +0.22% | 3.840 | +0.01% | 0.000 | +52.37% | +22.07% | 3,996,998.7 | Semiconductors | |
IAU | iShares Gold Trust | 381,308 | 22,481.9 | -6.25% | 3.750 | -0.21% | 0.050 | +4.56% | +26.32% | 47,116.9 | ||
AAPL | Apple Inc | 81,211 | 18,039.5 | -0.74% | 3.010 | -0.02% | 0.000 | +11.92% | -14.80% | 3,178,844.1 | Hardware | |
VV | Vanguard Large Cap ETF | 54,177 | 13,925.1 | +1.32% | 2.320 | +0.03% | 0.030 | +20.12% | +7.86% | 40,451.4 | ||
SPY | SPDR S&P 500 ETF Trust | 23,839 | 13,335.2 | +45.76% | 2.220 | +0.70% | 0.000 | +19.83% | +7.58% | 644,603.2 | ||
VIG | Vanguard Dividend Appreciation FTF | 62,564 | 12,136.8 | +3.68% | 2.020 | +0.07% | 0.010 | +14.92% | +7.07% | 89,249.9 | ||
MSFT | Microsoft Corp | 31,931 | 11,986.4 | +1.38% | 2.000 | +0.03% | 0.000 | +31.72% | +19.41% | 3,726,519.2 | Software | |
VGT | Vanguard Information Technology ETF | 20,538 | 11,139.2 | +0.34% | 1.860 | +0.01% | 0.010 | +32.75% | +8.97% | 85,813.1 | ||
IBTH |
iShares iBonds Dec 2027 Term Treasury ETF
iShares iBonds Dec 2027 Term Treasury ETF
| 484,346 | 10,859.0 | +2.57% | 1.810 | +0.05% | 0.720 | +0.89% | +2.81% | 1,588.4 |
CHATHAM CAPITAL GROUP, INC.'s Historical Top Holdings Breakdowns
CHATHAM CAPITAL GROUP, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.70% | 551.42 ($587.78) 612.93 | $626.75 | 6.63% | Add 45.76% | 23,839 | 7,484 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Reduce Reduce | -0.65% | 58.74 ($61.57) 64.87 | $68.86 | 11.83% | Reduce -43.01% | 88,286 | -66,635 | |
IBTO |
iShares iBonds Dec 2033 Term Treasury ETF
iShares iBonds Dec 2033 Term Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.60% | 23.32 ($23.93) 24.4 | $24.23 | 1.23% | New holding | 148,535 | 148,535 | |
TXRH | Texas Roadhouse Inc | 2025-03-31 | Reduce Reduce | -0.58% | 166.63 ($176.95) 185.86 | $187.23 | 5.81% | Reduce -89.1% | 2,379 | -19,456 | |
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.58% | 103.49 ($104.89) 106.02 | $106.15 | 1.20% | Sold Out | 0 | -33,614 | |
INTU | Intuit Inc | 2025-03-31 | Add Add | +0.41% | 555.63 ($600.51) 630.23 | $749.68 | 24.84% | Add 1164.37% | 4,400 | 4,052 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.24% | 890.62 ($974.97) 1076.86 | $977.81 | 0.29% | Add 84.29% | 3,319 | 1,518 | |
IAU | iShares Gold Trust | 2025-03-31 | Reduce Reduce | -0.21% | 49.74 ($54.09) 58.96 | $62.54 | 15.62% | Reduce -6.25% | 381,308 | -25,437 | |
BBSI | Barrett Business Services Inc | 2025-03-31 | Add Add | +0.20% | 39 ($41.69) 44.37 | $43.29 | 3.84% | Add 104.02% | 58,055 | 29,600 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Add Add | +0.18% | 50.87 ($50.99) 51.09 | $50.94 | -0.11% | Add 16.53% | 146,282 | 20,750 |
CHATHAM CAPITAL GROUP, INC. Total Holding History ($B)
CHATHAM CAPITAL GROUP, INC.'s Asset Allocation
CHATHAM CAPITAL GROUP, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CHATHAM CAPITAL GROUP, INC.'s Hypothetical Growth since 2025-03-31
CHATHAM CAPITAL GROUP, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CHATHAM CAPITAL GROUP, INC.'s Holdings Heat Map
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CHATHAM CAPITAL GROUP, INC.'s Holdings Bubble Chart
CHATHAM CAPITAL GROUP, INC. News
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