Chatham Capital Group, Inc.
Annual return '25
-37.4%
SPY '25
+17.7%
Alpha
-55.1ptsvs SPY
Invested
$689.3M
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VB
VANGUARD INDEX FDS
Q1 2026: Exited (was 123.7k shares)
4.5%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 178.6k shares)
4.3%
03
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 361.8k shares)
4.1%
04
$AAPL
APPLE INC
Q1 2026: Exited (was 76.9k shares)
2.8%
05
$GEV
GE VERNOVA INC
Q1 2026: Exited (was 22.3k shares)
2.7%
06
$IBTO
ISHARES TR
Q1 2026: Exited (was 515.3k shares)
2.4%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 24.5k shares)
2.3%
08
$GOOG
ALPHABET INC
Q1 2026: Exited (was 54.6k shares)
2.2%
09
$VV
VANGUARD INDEX FDS
Q1 2026: Exited (was 50.5k shares)
2.2%
10
$EMXC
ISHARES INC
Q1 2026: Exited (was 144.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:18 UTC.