CHATHAM CAPITAL GROUP, INC.

CIK 0001108969 • 7 13F filings • Apr 10, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $599.4M194 positionsView on SEC.gov

			% of Portfolio
AAON INC	COM PAR $0.004	$4.9M	0.8%	62,262 SH
ABBOTT LABS	COM	$1.5M	0.3%	11,563 SH
ABBVIE INC	COM	$7.3M	1.2%	35,013 SH
ABRDN AUSTRALIA EQUITY FD IN	COM	$50K	0.0%	12,423 SH
ADDUS HOMECARE CORP	COM	$2.2M	0.4%	21,742 SH
AIR PRODS & CHEMS INC	COM	$2.7M	0.5%	9,222 SH
ALLIANT ENERGY CORP	COM	$869K	0.1%	13,510 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.2%	6,481 SH
ALPHABET INC	CAP STK CL C	$8.5M	1.4%	54,457 SH
AMAZON COM INC	COM	$1.3M	0.2%	6,614 SH
AMERICAN EXPRESS CO	COM	$7.2M	1.2%	26,697 SH
AMGEN INC	COM	$476K	0.1%	1,529 SH
APPLE INC	COM	$18.0M	3.0%	81,211 SH
APPLIED MATLS INC	COM	$2.2M	0.4%	15,255 SH
ASGN INC	COM	$2.6M	0.4%	40,966 SH
AT&T INC	COM	$452K	0.1%	15,974 SH
ATLAS ENERGY SOLUTIONS INC	COM NEW	$1.9M	0.3%	106,319 SH
AUTOMATIC DATA PROCESSING IN	COM	$336K	0.1%	1,101 SH
BANK AMERICA CORP	COM	$398K	0.1%	9,549 SH
BARRETT BUSINESS SVCS INC	COM	$2.4M	0.4%	58,055 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$445K	0.1%	835 SH
BOEING CO	COM	$580K	0.1%	3,403 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.2%	21,795 SH
BROADCOM INC	COM	$1.2M	0.2%	7,020 SH
CACI INTL INC	CL A	$4.5M	0.7%	12,195 SH
CATERPILLAR INC	COM	$230K	0.0%	696 SH
CBIZ INC	COM	$4.0M	0.7%	53,292 SH
CHEVRON CORP NEW	COM	$513K	0.1%	3,069 SH
CISCO SYS INC	COM	$5.4M	0.9%	88,286 SH
CMS ENERGY CORP	COM	$355K	0.1%	4,730 SH
COCA COLA CO	COM	$4.2M	0.7%	58,540 SH
COLGATE PALMOLIVE CO	COM	$202K	0.0%	2,160 SH
COMCAST CORP NEW	CL A	$584K	0.1%	15,828 SH
COMMUNITY TR BANCORP INC	COM	$268K	0.0%	5,325 SH
CONOCOPHILLIPS	COM	$1.4M	0.2%	13,137 SH
COPART INC	COM	$960K	0.2%	16,960 SH
CORVEL CORP	COM	$6.5M	1.1%	57,955 SH
COSTAR GROUP INC	COM	$391K	0.1%	4,931 SH
COSTCO WHSL CORP NEW	COM	$3.1M	0.5%	3,319 SH
CRA INTL INC	COM	$2.5M	0.4%	14,544 SH
CSG SYS INTL INC	COM	$2.9M	0.5%	47,896 SH
CSX CORP	COM	$1.1M	0.2%	36,131 SH
DISNEY WALT CO	COM	$655K	0.1%	6,636 SH
ELI LILLY & CO	COM	$7.6M	1.3%	9,187 SH
EMERSON ELEC CO	COM	$222K	0.0%	2,026 SH
ENTERPRISE PRODS PARTNERS L	COM	$2.5M	0.4%	73,383 SH
EOG RES INC	COM	$1.4M	0.2%	10,644 SH
EPLUS INC	COM	$2.7M	0.4%	44,171 SH
EQT CORP	COM	$1.3M	0.2%	24,540 SH
EVERSOURCE ENERGY	COM	$496K	0.1%	7,981 SH
EXXON MOBIL CORP	COM	$2.3M	0.4%	19,295 SH
FEDEX CORP	COM	$421K	0.1%	1,726 SH
FIRST BANCORP N C	COM	$3.2M	0.5%	79,002 SH
FRANKLIN RESOURCES INC	COM	$4.6M	0.8%	238,217 SH
FULLER H B CO	COM	$1.9M	0.3%	34,423 SH
GE AEROSPACE	COM NEW	$5.1M	0.8%	25,301 SH
GE VERNOVA INC	COM	$7.8M	1.3%	25,450 SH
GENTHERM INC	COM	$1.2M	0.2%	46,112 SH
GERMAN AMERN BANCORP INC	COM	$1.9M	0.3%	51,796 SH
GETTY RLTY CORP NEW	COM	$1.9M	0.3%	60,123 SH
GOLDMAN SACHS ETF TR	ACCES TREASURY	$793K	0.1%	7,920 SH
GOLDMAN SACHS GROUP INC	COM	$1.0M	0.2%	1,907 SH
HCI GROUP INC	COM	$4.0M	0.7%	26,625 SH
HOME DEPOT INC	COM	$5.1M	0.8%	13,886 SH
HONEYWELL INTL INC	COM	$3.1M	0.5%	14,614 SH
INSIGHT ENTERPRISES INC	COM	$4.3M	0.7%	28,948 SH
INTERCONTINENTAL EXCHANGE IN	COM	$7.5M	1.3%	43,693 SH
INTERNATIONAL BUSINESS MACHS	COM	$949K	0.2%	3,815 SH
INTUIT	COM	$2.7M	0.5%	4,400 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$294K	0.0%	15,100 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$9.4M	1.6%	478,145 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$394K	0.1%	17,000 SH
INVESCO QQQ TR	UNIT SER 1	$10.7M	1.8%	22,893 SH
ISHARES GOLD TR	ISHARES NEW	$22.5M	3.8%	381,308 SH
ISHARES TR	CORE HIGH DV ETF	$4.5M	0.7%	37,078 SH
ISHARES TR	CORE MSCI TOTAL	$1.9M	0.3%	26,770 SH
ISHARES TR	CORE S&P MCP ETF	$803K	0.1%	13,770 SH
ISHARES TR	CORE S&P500 ETF	$806K	0.1%	1,434 SH
ISHARES TR	EXPANDED TECH	$518K	0.1%	5,825 SH
ISHARES TR	FLTG RATE NT ETF	$7.5M	1.2%	146,282 SH
ISHARES TR	IBOND DEC 2030	$1.6M	0.3%	80,635 SH
ISHARES TR	IBONDS 27 TRM TS	$10.9M	1.8%	484,346 SH
ISHARES TR	IBONDS DEC 2033	$3.6M	0.6%	148,535 SH
ISHARES TR	INTL DIV GRWTH	$339K	0.1%	4,675 SH
ISHARES TR	MSCI INDIA ETF	$359K	0.1%	6,975 SH
ISHARES TR	NATIONAL MUN ETF	$834K	0.1%	7,910 SH
ISHARES TR	PFD AND INCM SEC	$314K	0.1%	10,231 SH
ISHARES TR	RUS 1000 ETF	$417K	0.1%	1,358 SH
ISHARES TR	RUS 2000 GRW ETF	$1.3M	0.2%	5,140 SH
ISHARES TR	RUS 2000 VAL ETF	$213K	0.0%	1,410 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.3%	8,358 SH
ISHARES TR	SELECT DIVID ETF	$1.1M	0.2%	8,298 SH
ISHARES TR	SHRT NAT MUN ETF	$916K	0.2%	8,675 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$10.6M	1.8%	209,054 SH
JOHNSON & JOHNSON	COM	$8.2M	1.4%	49,203 SH
JPMORGAN CHASE & CO.	COM	$3.8M	0.6%	15,435 SH
KINDER MORGAN INC DEL	COM	$357K	0.1%	12,500 SH
LA Z BOY INC	COM	$3.0M	0.5%	77,781 SH
LABCORP HOLDINGS INC	COM SHS	$293K	0.0%	1,258 SH
LAM RESEARCH CORP	COM NEW	$635K	0.1%	8,735 SH
LEMAITRE VASCULAR INC	COM	$4.2M	0.7%	50,254 SH
LIVE OAK BANCSHARES INC	COM	$1.5M	0.3%	57,253 SH
LOCKHEED MARTIN CORP	COM	$627K	0.1%	1,404 SH
LOWES COS INC	COM	$5.7M	0.9%	24,274 SH
MARATHON PETE CORP	COM	$302K	0.1%	2,076 SH
MARSH & MCLENNAN COS INC	COM	$2.3M	0.4%	9,243 SH
MASTERCARD INCORPORATED	CL A	$3.2M	0.5%	5,917 SH
MATERION CORP	COM	$2.4M	0.4%	29,746 SH
MATSON INC	COM	$5.0M	0.8%	39,064 SH
MAXIMUS INC	COM	$2.4M	0.4%	35,527 SH
MCCORMICK & CO INC	COM NON VTG	$200K	0.0%	2,430 SH
MCDONALDS CORP	COM	$8.0M	1.3%	25,551 SH
MCGRATH RENTCORP	COM	$3.0M	0.5%	26,580 SH
MERCK & CO INC	COM	$3.0M	0.5%	32,887 SH
META PLATFORMS INC	CL A	$3.5M	0.6%	5,989 SH
MICROSOFT CORP	COM	$12.0M	2.0%	31,931 SH
MORGAN STANLEY	COM NEW	$2.1M	0.3%	17,826 SH
NEXTERA ENERGY INC	COM	$737K	0.1%	10,391 SH
NV5 GLOBAL INC	COM	$1.5M	0.3%	80,320 SH
NVIDIA CORPORATION	COM	$23.0M	3.8%	212,341 SH
OMNICOM GROUP INC	COM	$2.0M	0.3%	24,643 SH
ONEOK INC NEW	COM	$457K	0.1%	4,608 SH
ORACLE CORP	COM	$4.8M	0.8%	34,434 SH
OSI SYSTEMS INC	COM	$3.3M	0.5%	16,775 SH
PALANTIR TECHNOLOGIES INC	CL A	$219K	0.0%	2,600 SH
PEPSICO INC	COM	$2.7M	0.5%	18,336 SH
PFIZER INC	COM	$707K	0.1%	27,890 SH
PHILLIPS 66	COM	$4.1M	0.7%	33,155 SH
PROCTER AND GAMBLE CO	COM	$6.6M	1.1%	38,831 SH
PUBLIC STORAGE OPER CO	COM	$3.1M	0.5%	10,226 SH
QUAKER HOUGHTON	COM	$1.3M	0.2%	10,875 SH
QUALCOMM INC	COM	$4.5M	0.7%	29,181 SH
RESMED INC	COM	$280K	0.0%	1,250 SH
RLI CORP	COM	$2.1M	0.4%	26,666 SH
ROCKWELL AUTOMATION INC	COM	$448K	0.1%	1,734 SH
RTX CORPORATION	COM	$302K	0.1%	2,278 SH
S&P GLOBAL INC	COM	$2.3M	0.4%	4,549 SH
SCHWAB CHARLES CORP	COM	$3.5M	0.6%	44,137 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.4M	0.2%	63,470 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$390K	0.1%	16,655 SH
SELECT SECTOR SPDR TR	INDL	$243K	0.0%	1,853 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$980K	0.2%	6,714 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$310K	0.1%	1,500 SH
SHERWIN WILLIAMS CO	COM	$1.3M	0.2%	3,821 SH
SJW GROUP	COM	$1.5M	0.2%	27,148 SH
SOUTHERN CO	COM	$1.3M	0.2%	14,294 SH
SPDR GOLD TR	GOLD SHS	$615K	0.1%	2,135 SH
SPDR S&P 500 ETF TR	TR UNIT	$13.3M	2.2%	23,839 SH
SPDR SER TR	BLOOMBERG INVT	$308K	0.1%	10,000 SH
SPDR SER TR	ICE PFD SEC ETF	$282K	0.0%	8,700 SH
SPDR SER TR	NUVEEN BLMBRG SH	$5.5M	0.9%	116,300 SH
SPDR SER TR	NYSE TECH ETF	$221K	0.0%	1,150 SH
SPDR SER TR	S&P BIOTECH	$403K	0.1%	4,973 SH
SPDR SER TR	S&P SEMICNDCTR	$1.1M	0.2%	5,617 SH
STOCK YDS BANCORP INC	COM	$3.1M	0.5%	45,335 SH
STONEX GROUP INC	COM	$4.3M	0.7%	55,917 SH
T-MOBILE US INC	COM	$5.5M	0.9%	20,546 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$241K	0.0%	1,450 SH
TEXAS ROADHOUSE INC	COM	$396K	0.1%	2,379 SH
THE CIGNA GROUP	COM	$401K	0.1%	1,218 SH
TJX COS INC NEW	COM	$3.9M	0.7%	32,099 SH
U S PHYSICAL THERAPY	COM	$1.4M	0.2%	19,765 SH
UFP TECHNOLOGIES INC	COM	$3.5M	0.6%	17,233 SH
UNION PAC CORP	COM	$3.7M	0.6%	15,863 SH
UNITEDHEALTH GROUP INC	COM	$5.8M	1.0%	11,152 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$584K	0.1%	7,459 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.9M	0.3%	38,630 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$13.9M	2.3%	54,177 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.0M	0.3%	7,905 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$373K	0.1%	4,125 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.0M	0.2%	5,629 SH
VANGUARD INDEX FDS	SMALL CP ETF	$32.5M	5.4%	146,728 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.2%	3,925 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.2%	7,218 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$8.4M	1.4%	138,565 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.1M	0.5%	61,915 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.9M	0.3%	24,277 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.1M	2.0%	62,564 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$572K	0.1%	11,260 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$817K	0.1%	6,335 SH
VANGUARD WORLD FD	COMM SRVC ETF	$660K	0.1%	4,445 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$308K	0.1%	945 SH
VANGUARD WORLD FD	ENERGY ETF	$448K	0.1%	3,450 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$1.0M	0.2%	4,150 SH
VANGUARD WORLD FD	INF TECH ETF	$11.1M	1.9%	20,538 SH
VERIZON COMMUNICATIONS INC	COM	$445K	0.1%	9,809 SH
VIRTUS DIVIDEND INTEREST & P	COM	$121K	0.0%	10,000 SH
VISA INC	COM CL A	$2.5M	0.4%	6,994 SH
VITAL FARMS INC	COM	$2.2M	0.4%	71,975 SH
WALMART INC	COM	$3.9M	0.6%	44,359 SH
WEYERHAEUSER CO MTN BE	COM NEW	$721K	0.1%	24,610 SH
WISDOMTREE TR	US QTLY DIV GRT	$731K	0.1%	9,151 SH
WORLD GOLD TR	SPDR GLD MINIS	$7.7M	1.3%	124,291 SH
YETI HLDGS INC	COM	$1.6M	0.3%	49,004 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001108969-26-000006	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001108969-26-000001	$702.8M	View
Oct 15, 2025	Q3 2025