CHICAGO TRUST Co NA
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$625.7M
Holdings
353
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q3 2025: Sold 2.4% (98.4k → 96.0k shares)
5.4%
02
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 9.3% (97.0k → 88.0k shares)
4.6%
03
$MSFT
MICROSOFT CORP
Q3 2025: Sold 0.7% (37.8k → 37.5k shares)
3.8%
04
$AMZN
AMAZON COM INC
Q3 2025: Increased +0.6% (29.9k → 30.0k shares)
2.7%
05
$WTFC
WINTRUST FINL CORP
Q3 2025: Sold 4.0% (147.5k → 141.5k shares)
2.6%
06
$GOOG
ALPHABET INC
Q3 2025: Sold 2.1% (27.0k → 26.5k shares)
2.4%
07
$ABBV
ABBVIE INC
Q2 2025: Increased +5.4% (38.6k → 40.7k shares)
2.1%
08
$GOOGL
ALPHABET INC
Q3 2025: Sold 2.5% (24.8k → 24.2k shares)
1.9%
09
$XOM
EXXON MOBIL CORP
Q2 2025: Increased +7.8% (61.3k → 66.1k shares)
1.9%
10
$JPM
JPMORGAN CHASE & CO
Q2 2025: Increased +18.7% (21.6k → 25.7k shares)
1.8%
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 08:12 UTC.