Investor
CHATHAM CAPITAL GROUP, INC.
CIK 0001108969 · filed 2026-04-21 · SEC filing
13F book
$689.3M
Positions
198
7 new · 7 sold
Largest name
4.5%
Vanguard Index Fds
Est. mark
−$3.8M
Price effect on 191 names still held. Flow −$9.68M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 119.5K | $31.3M | 4.5% | $474.5K | Cut−$597.8K |
| Nvidia Corp | NVDA | 168.4K | $29.4M | 4.3% | −$2.04M | Cut−$3.95M |
| Ishares Gold Tr | — | 324K | $28.6M | 4.1% | $2.26M | Cut−$799.8K |
| Apple Inc. | AAPL | 77.1K | $19.6M | 2.8% | −$1.39M | Added−$1.34M |
| GE Vernova Inc. | GEV | 21.3K | $18.6M | 2.7% | $4.67M | Cut$3.98M |
| Ishares Tr | — | 668.9K | $16.3M | 2.4% | −$85.1K | Added$3.66M |
| Spdr S&P 500 Etf Tr | — | 24.1K | $15.7M | 2.3% | −$762.2K | Cut−$1.04M |
| Alphabet Inc | — | 54K | $15.5M | 2.2% | −$1.46M | Cut−$1.62M |
| Vanguard Index Fds | — | 50.4K | $15M | 2.2% | −$803.2K | Cut−$850.4K |
| Ishares Inc | — | 181.1K | $14.2M | 2.1% | $864K | Added$3.75M |
| Invesco Qqq Tr | — | 23.4K | $13.5M | 2.0% | −$870K | Cut−$1.1M |
| Vanguard World Fd | — | 19.1K | $13.3M | 1.9% | −$1.07M | Cut−$1.09M |
| Vanguard Specialized Funds | — | 58.3K | $12.5M | 1.8% | −$275.3K | Cut−$402.8K |
| Microsoft Corp | MSFT | 33.6K | $12.4M | 1.8% | −$3.82M | Cut−$4M |
| Vanguard Intl Equity Index F | — | 140.8K | $10.6M | 1.5% | $214.5K | Added$327.1K |
| Invesco Exch Trd Slf Idx Fd | — | 518.4K | $10.2M | 1.5% | −$56.1K | Added$542.5K |
| Ishares Tr | — | 418.8K | $9.39M | 1.4% | −$16.8K | Cut−$980.4K |
| World Gold Tr | — | 97.3K | $9.02M | 1.3% | $712.3K | Cut−$1.17M |
| Johnson & Johnson | JNJ | 34.4K | $8.42M | 1.2% | $1.29M | Added$1.29M |
| Eli Lilly & Co | LLY | 9.12K | $8.39M | 1.2% | −$1.41M | Cut−$1.47M |
| J P Morgan Exchange Traded F | — | 156.7K | $7.93M | 1.2% | $3.11K | Added$58.8K |
| Mcdonalds Corp | MCD | 25.5K | $7.92M | 1.1% | $130.3K | Added$197.2K |
| Vanguard Instl Index Fd | — | 102.1K | $7.72M | 1.1% | $2.88K | Added$6.74M |
| American Express Co | AXP | 24.9K | $7.55M | 1.1% | −$1.68M | Cut−$1.71M |
| Ge Aerospace | — | 23.9K | $6.78M | 1.0% | −$578.1K | Added−$563K |
| Powell Inds Inc | — | 11.8K | $6.39M | 0.9% | $2.63M | Cut$1.75M |
| StoneX Group Inc. | SNEX | 77K | $6.21M | 0.9% | −$827.4K | Added$770.6K |
| Proshares Tr | — | 160K | $6.07M | 0.9% | $303.2K | Added$317.1K |
| Intercontinental Exchange In | — | 37.7K | $5.93M | 0.9% | −$176.6K | Cut−$291.6K |
| Phillips 66 | PSX | 32.3K | $5.88M | 0.9% | $1.72M | Cut$1.71M |
| AbbVie Inc. | ABBV | 26.2K | $5.7M | 0.8% | −$288.3K | Cut−$499.7K |
| Invesco Exch Trd Slf Idx Fd | — | 252.9K | $5.66M | 0.8% | −$2.22K | Added$5.45M |
| Merck & Co., Inc. | MRK | 46K | $5.53M | 0.8% | $690.8K | Cut$671.4K |
| Lowes Cos Inc | — | 23.1K | $5.47M | 0.8% | −$112.9K | Held |
| Ishares Tr | — | 39.7K | $5.39M | 0.8% | $553.1K | Added$620.9K |
| Cisco Sys Inc | — | 68.4K | $5.31M | 0.8% | $38.3K | Cut$21K |
| Aaon, Inc. | AAON | 63.9K | $5.29M | 0.8% | $415.2K | Cut−$160.4K |
| Franklin Resources Inc | BEN | 221K | $5.22M | 0.8% | −$59.7K | Held |
| Walmart Inc. | WMT | 41.9K | $5.21M | 0.8% | $539.2K | Cut$504.6K |
| Applied Matls Inc | — | 14.8K | $5.05M | 0.7% | $1.24M | Added$1.29M |
| Tjx Cos Inc New | — | 31.5K | $5.03M | 0.7% | $189.6K | Added$246.6K |
| Lemaitre Vascular Inc | LMAT | 43.8K | $4.79M | 0.7% | $1.23M | Cut$889K |
| Matson, Inc. | MATX | 29.1K | $4.77M | 0.7% | $1.17M | Cut−$140.8K |
| Home Depot, Inc. | HD | 14.5K | $4.76M | 0.7% | −$218.9K | Added−$190.9K |
| Oracle Corp | — | 32.2K | $4.74M | 0.7% | −$1.53M | Added−$1.49M |
| Exxon Mobil Corp | — | 27.7K | $4.7M | 0.7% | $1.37M | Cut$1.36M |
| Jpmorgan Chase & Co. | — | 15.9K | $4.67M | 0.7% | −$440K | Added−$384.7K |
| Procter And Gamble Co | PG | 32.2K | $4.66M | 0.7% | $36.4K | Cut$16.9K |
| Spdr Series Trust | — | 95.9K | $4.59M | 0.7% | −$15.3K | Cut−$125.7K |
| Materion Corp | MTRN | 29.5K | $4.27M | 0.6% | $599.9K | Cut$285.1K |
| T-Mobile Us Inc | — | 20.3K | $4.27M | 0.6% | $142K | Cut$140.6K |
| Schwab Charles Corp | — | 44.7K | $4.2M | 0.6% | −$265K | Cut−$323.9K |
| First Bancorp N C | — | 73.9K | $4.17M | 0.6% | $411.2K | Cut$109.1K |
| Osi Systems Inc | OSIS | 15.7K | $4.17M | 0.6% | $164K | Cut−$317.6K |
| Coca Cola Co | KO | 53.2K | $4.05M | 0.6% | $326.6K | Held |
| Vanguard Bd Index Fds | — | 80.5K | $4.01M | 0.6% | −$3.72K | Added$631K |
| Union Pac Corp | — | 16K | $3.89M | 0.6% | $174.9K | Added$310.5K |
| Hci Group Inc | — | 25.1K | $3.88M | 0.6% | −$931.5K | Cut−$1.3M |
| Ishares Tr | — | 186K | $3.67M | 0.5% | −$20.2K | Added$454.3K |
| Qualcomm Inc | — | 28.2K | $3.63M | 0.5% | −$1.16M | Added−$1.07M |
| Csg Sys Intl Inc | — | 43.1K | $3.44M | 0.5% | $140K | Cut−$226.2K |
| Meta Platforms, Inc. | META | 5.82K | $3.33M | 0.5% | −$512.1K | Cut−$661.9K |
| Ishares Tr | — | 148K | $3.3M | 0.5% | −$11.9K | Added$63.1K |
| Costco Whsl Corp New | — | 3.1K | $3.09M | 0.4% | $410.6K | Added$452.4K |
| Mastercard Inc | MA | 6.18K | $3.09M | 0.4% | −$432K | Added−$373.1K |
| Ufp Technologies Inc | UFPT | 15.9K | $3.07M | 0.4% | −$451.4K | Cut−$866.1K |
| Eplus Inc | PLUS | 40.3K | $3.03M | 0.4% | −$501.2K | Cut−$910.3K |
| Corvel Corp | CRVL | 54.9K | $3M | 0.4% | −$714.4K | Cut−$994.5K |
| Stock Yds Bancorp Inc | — | 45.1K | $2.99M | 0.4% | $60.5K | Cut−$160.7K |
| Ishares Tr | — | 56.8K | $2.89M | 0.4% | $5.11K | Cut−$2.53M |
| Mcgrath Rentcorp | MGRC | 25.8K | $2.84M | 0.4% | $138K | Cut$30K |
| Enterprise Prods Partners L | — | 73.5K | $2.78M | 0.4% | $424.8K | Added$426.1K |
| Vanguard Index Fds | — | 9.26K | $2.66M | 0.4% | −$27K | Added$86.2K |
| Vanguard Mun Bd Fds | — | 53.1K | $2.65M | 0.4% | −$21.2K | Held |
| La-Z-Boy Inc | LZB | 76.3K | $2.45M | 0.4% | −$391.6K | Cut−$737.9K |
| Ishares Tr | — | 28K | $2.43M | 0.4% | $53.5K | Added$161.8K |
| Abbott Labs | ABT | 23.3K | $2.4M | 0.3% | −$527.7K | Cut−$553.1K |
| Insteel Inds Inc | — | 70K | $2.35M | 0.3% | — | New |
| Air Prods & Chems Inc | — | 7.95K | $2.31M | 0.3% | $345.5K | Cut$308.2K |
| Cra Intl Inc | — | 14.2K | $2.29M | 0.3% | −$549.2K | Cut−$703.6K |
| Universal Technical Inst Inc | — | 61.6K | $2.22M | 0.3% | $614.4K | Cut$434.6K |
| Maximus, Inc. | MMS | 34.1K | $2.19M | 0.3% | −$758.4K | Cut−$851.3K |
| Pepsico Inc | PEP | 13.7K | $2.13M | 0.3% | $161.5K | Cut$132.8K |
| Public Storage Oper Co | — | 7.52K | $2.04M | 0.3% | $78.4K | Added$249K |
| Morgan Stanley | — | 12.2K | $2.01M | 0.3% | −$158.6K | Cut−$176.4K |
| Intuit Inc. | INTU | 4.6K | $1.99M | 0.3% | −$1.06M | Cut−$1.06M |
| German Amern Bancorp Inc | — | 47K | $1.96M | 0.3% | $122.5K | Cut−$90.9K |
| Broadcom Inc. | AVGO | 6.32K | $1.96M | 0.3% | −$231.2K | Held |
| Goldman Sachs Group Inc | — | 2.31K | $1.95M | 0.3% | −$75.1K | Added−$45.5K |
| Ishares Tr | — | 7.84K | $1.94M | 0.3% | $14.4K | Cut−$10.5K |
| Spdr Series Trust | — | 5.77K | $1.88M | 0.3% | $25.4K | Added$74.3K |
| Omnicom Group Inc. | OMC | 24.6K | $1.86M | 0.3% | −$134.1K | Held |
| Lam Research Corp | LRCX | 8.59K | $1.84M | 0.3% | $364.9K | Cut$352.1K |
| Wisdomtree Tr | — | 20.5K | $1.8M | 0.3% | −$32.2K | Added−$11.5K |
| Alphabet Inc | — | 6.22K | $1.79M | 0.3% | −$158.2K | Cut−$252.7K |
| Addus Homecare Corp | ADUS | 19K | $1.78M | 0.3% | −$261.7K | Cut−$429.2K |
| Climb Global Solutions, Inc. | CLMB | 89.8K | $1.78M | 0.3% | — | New |
| Visa Inc. | V | 5.85K | $1.77M | 0.3% | −$283.6K | Cut−$310.7K |
| Getty Rlty Corp New | — | 55K | $1.75M | 0.3% | $243.7K | Cut$105.9K |
| Live Oak Bancshares Inc | — | 52.5K | $1.74M | 0.3% | −$67.3K | Cut−$229.7K |
| Vanguard Index Fds | — | 5.38K | $1.72M | 0.3% | −$70.9K | Added$81.5K |
| Conocophillips | COP | 12.7K | $1.67M | 0.2% | $485.8K | Added$486.2K |
| Barrett Business Svcs Inc | — | 57.2K | $1.67M | 0.2% | −$401.8K | Cut−$437.3K |
| Schwab Strategic Tr | — | 64.7K | $1.66M | 0.2% | −$82.2K | Held |
| Vanguard Index Fds | — | 7.56K | $1.48M | 0.2% | $38.5K | Added$72.8K |
| H2o America | HTO | 24.9K | $1.46M | 0.2% | $240.7K | Cut$131.9K |
| Ishares Tr | — | 4.64K | $1.46M | 0.2% | −$42.7K | Cut−$65.3K |
| Csx Corp | CSX | 35.4K | $1.45M | 0.2% | $169.9K | Cut$146.5K |
| U S Physical Therapy Inc /Nv | USPH | 18.4K | $1.38M | 0.2% | −$57.5K | Cut−$163.3K |
| Lindsay Corp | LNN | 11.6K | $1.38M | 0.2% | $13.9K | Cut−$89K |
| Rli Corp | RLI | 24K | $1.37M | 0.2% | −$166.7K | Cut−$322.8K |
| CBIZ, Inc. | CBZ | 50K | $1.34M | 0.2% | −$1.18M | Cut−$1.23M |
| Vital Farms, Inc. | VITL | 94.2K | $1.33M | 0.2% | −$1.28M | Added−$969K |
| Bristol-Myers Squibb Co | — | 21.5K | $1.31M | 0.2% | $144.6K | Held |
| Vanguard Scottsdale Fds | — | 16.3K | $1.3M | 0.2% | −$7.52K | Cut−$48.9K |
| Southern Co | — | 13.1K | $1.27M | 0.2% | $122.3K | Held |
| Ishares Tr | — | 8.3K | $1.26M | 0.2% | $85.2K | Held |
| Quaker Houghton | — | 10.1K | $1.25M | 0.2% | −$131.7K | Cut−$238.1K |
| Amazon Com Inc | AMZN | 5.83K | $1.22M | 0.2% | −$131.6K | Cut−$200.8K |
| Vanguard Index Fds | — | 5.59K | $1.21M | 0.2% | $30.5K | Held |
| Liquidity Svcs Inc | — | 39.4K | $1.21M | 0.2% | $10.3K | Cut−$119K |
| Eqt Corp | EQT | 18.8K | $1.2M | 0.2% | $188.8K | Cut$179.9K |
| Amphenol Corp New | — | 9.35K | $1.18M | 0.2% | −$76.3K | Added$7.05K |
| S&P Global Inc. | SPGI | 2.68K | $1.14M | 0.2% | −$260.6K | Cut−$305.1K |
| Vanguard World Fd | — | 3.65K | $1.14M | 0.2% | $50.5K | Held |
| Marsh & Mclennan Cos Inc | — | 6.45K | $1.12M | 0.2% | −$77.9K | Cut−$138.2K |
| Vanguard World Fd | — | 5.74K | $1.03M | 0.1% | −$78.3K | Added−$67.5K |
| Vanguard Whitehall Fds | — | 6.88K | $1.02M | 0.1% | $31.1K | Added$44.4K |
| Ishares Tr | — | 14.4K | $970.1K | 0.1% | $20.7K | Added$78.4K |
| Honeywell Intl Inc | — | 4.23K | $956.8K | 0.1% | $131K | Cut−$1.89M |
| Ishares Tr | — | 8.68K | $923.9K | 0.1% | −$1.74K | Held |
| Ishares Tr | — | 1.4K | $915.8K | 0.1% | −$44.5K | Held |
| International Business Machs | — | 3.65K | $885.5K | 0.1% | −$196.6K | Held |
| Red Violet, Inc. | RDVT | 25.2K | $871.2K | 0.1% | — | New |
| Ishares Tr | — | 7.91K | $839.6K | 0.1% | −$7.59K | Held |
| Lockheed Martin Corp | LMT | 1.38K | $832.2K | 0.1% | $166.2K | Held |
| Sherwin Williams Co | SHW | 2.6K | $832.1K | 0.1% | −$9.03K | Cut−$25.2K |
| Spdr Gold Tr | — | 1.93K | $828.3K | 0.1% | $65.4K | Cut−$51.1K |
| BlackRock, Inc. | BLK | 860 | $827.1K | 0.1% | −$92.2K | Added−$81.6K |
| Select Sector Spdr Tr | — | 5.54K | $811.5K | 0.1% | −$45.3K | Held |
| Pfizer Inc | PFE | 28.8K | $807.3K | 0.1% | $91.4K | Held |
| Goldman Sachs Etf Tr | — | 8.04K | $806K | 0.1% | $1.78K | Added$94.5K |
| Vanguard Tax-Managed Fds | — | 11.3K | $721.5K | 0.1% | $18.1K | Held |
| Chevron Corp New | CVX | 3.47K | $718.1K | 0.1% | $164.3K | Added$258.6K |
| Caci Intl Inc | — | 1.3K | $709.2K | 0.1% | $14.4K | Cut−$5.5M |
| Alliant Energy Corp | LNT | 9.75K | $699.7K | 0.1% | $65.8K | Held |
| Unitedhealth Group Inc | UNH | 2.39K | $647K | 0.1% | −$140.5K | Added−$132.4K |
| Disney Walt Co | — | 6.64K | $639.6K | 0.1% | −$115.4K | Held |
| Nextera Energy Inc | — | 6.65K | $617.8K | 0.1% | $83.8K | Held |
| Weyerhaeuser Co Mtn Be | WY | 25.1K | $613.6K | 0.1% | $18.3K | Added$29.1K |
| Ishares Tr | — | 7.63K | $610.4K | 0.1% | −$149.4K | Added−$5.26K |
| Rockwell Automation, Inc | ROK | 1.68K | $604.4K | 0.1% | −$50.8K | Cut−$70.3K |
| Vanguard Ny Tax Free Fds | — | 5.8K | $594.2K | 0.1% | — | New |
| Vanguard World Fd | — | 3.4K | $587.5K | 0.1% | $160K | Held |
| Fedex Corp | FDX | 1.63K | $579.1K | 0.1% | $109.5K | Held |
| Copart Inc | CPRT | 17K | $563.1K | 0.1% | −$100.9K | Held |
| Boeing Co | — | 2.81K | $559.9K | 0.1% | −$50.9K | Held |
| Vanguard World Fd | — | 1.51K | $543.9K | 0.1% | −$52.9K | Held |
| Eversource Energy | ES | 7.68K | $532.1K | 0.1% | $15K | Held |
| Vanguard Bd Index Fds | — | 6.71K | $526.4K | 0.1% | −$2.69K | Cut−$18.4K |
| Caterpillar Inc | CAT | 704 | $498.7K | 0.1% | $94.4K | Added$100K |
| Schwab Strategic Tr | — | 16.7K | $484.3K | 0.1% | $9.99K | Held |
| Ishares Tr | — | 1.36K | $484.2K | 0.1% | −$22.9K | Held |
| Marathon Pete Corp | — | 1.97K | $480.5K | 0.1% | $160.5K | Cut$142.9K |
| At&T Inc | — | 16.5K | $479K | 0.1% | $68.6K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.41K | $477.5K | 0.1% | $48.1K | Held |
| Bank America Corp | — | 9.55K | $465.5K | 0.1% | −$59.7K | Held |
| RTX Corp | RTX | 2.31K | $446.5K | 0.1% | $21.9K | Added$22.1K |
| Oneok Inc /New/ | OKE | 4.61K | $416.5K | 0.1% | $77.8K | Held |
| Spdr Series Trust | — | 3.15K | $402.7K | 0.1% | $18.3K | Held |
| Kinder Morgan Inc Del | — | 12K | $402.4K | 0.1% | $72.5K | Held |
| Vanguard Index Fds | — | 4.53K | $401.4K | 0.1% | $951 | Held |
| Select Sector Spdr Tr | — | 3K | $398.7K | 0.1% | −$33.2K | Held |
| Cms Energy Corp | — | 5.03K | $390.4K | 0.1% | $38.5K | Held |
| Berkshire Hathaway Inc Del | — | 808 | $387.2K | 0.1% | −$18.9K | Cut−$34K |
| Texas Roadhouse, Inc. | TXRH | 2.25K | $370.9K | 0.1% | −$1.93K | Cut−$5.75K |
| Verizon Communications Inc | VZ | 7.37K | $370K | 0.1% | $69.8K | Held |
| Wisdomtree Tr | — | 7K | $367.8K | 0.1% | $6.58K | Held |
| Labcorp Holdings Inc. | LH | 1.26K | $335.9K | 0.0% | $20.1K | Held |
| Ishares Tr | — | 6.97K | $326.7K | 0.0% | −$50.3K | Held |
| Cigna Group | CI | 1.22K | $324.9K | 0.0% | −$10.3K | Held |
| Community Tr Bancorp Inc | — | 5.33K | $323.3K | 0.0% | $22.5K | Held |
| Amgen Inc | AMGN | 899 | $316.3K | 0.0% | $22.1K | Held |
| Philip Morris Intl Inc | — | 1.83K | $301.9K | 0.0% | $9.02K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 15.1K | $294.9K | 0.0% | −$680 | Held |
| Spdr Series Trust | — | 1.15K | $293.6K | 0.0% | −$26K | Held |
| Spdr Series Trust | — | 1.14K | $289.5K | 0.0% | $14K | Added$24.2K |
| Emerson Elec Co | — | 2.19K | $286.8K | 0.0% | −$3.72K | Held |
| Ishares Tr | — | 1.41K | $267.3K | 0.0% | $11.8K | Held |
| Palantir Technologies Inc. | PLTR | 1.77K | $258.9K | 0.0% | −$55.7K | Cut−$105.5K |
| Resmed Inc | — | 1.1K | $246.9K | 0.0% | −$18K | Held |
| Eaton Corp Plc | ETN | 669 | $239.3K | 0.0% | $26.2K | Held |
| Shell Plc | — | 2.55K | $237.2K | 0.0% | — | New |
| Intel Corp | INTC | 5.34K | $235.5K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 1.38K | $223.7K | 0.0% | $9.14K | Held |
| Ishares Tr | — | 2.63K | $220.7K | 0.0% | $2.64K | Cut−$5.64K |
| Schwab Strategic Tr | — | 6.97K | $214K | 0.0% | — | New |
| Virtus Dividend Interest & P | — | 10K | $126.1K | 0.0% | −$2.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.