Chicago Trust Co Na Portfolio Stock Holdings

Chicago Trust Co Na disclosed 380 stock positions valued at approximately $625.7 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 24, 2026.

Report Period
March 31, 2026
No. of Stocks
380
Portfolio Value
$625.7M
Holdings by Sector
Chicago Trust Co Na Portfolio Holdings in Q1 2026

320 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology4.81%118,687-4,883-3.95%$30,121,573
NVIDIA CORPORATIONNVDATechnology4.09%146,566+3,714+2.60%$25,561,109
MICROSOFT CORPMSFTTechnology3.39%57,334-3,043-5.04%$21,223,326
AMAZON COM INCAMZNConsumer Cyclical2.38%71,531+17,776+33.07%$14,897,761
WINTRUST FINL CORPWTFCFinancial Services2.34%105,371-14,367-12.00%$14,640,246
ALPHABET INCGOOGCommunication Services2.15%46,814+9,096+24.12%$13,429,063
ABBVIE INCABBVHealthcare1.90%54,777-2,153-3.78%$11,913,449
ALPHABET INCGOOGLCommunication Services1.74%37,758-3,627-8.76%$10,857,690
EXXON MOBIL CORPXOMEnergy1.71%62,900+3,107+5.20%$10,671,613
JPMORGAN CHASE & COJPMFinancial Services1.59%33,921-1,301-3.69%$9,978,201
CHEVRON CORPORATIONCVXEnergy1.21%36,645-631-1.69%$7,581,850
VISA INCVFinancial Services1.20%24,900+5,941+31.34%$7,525,775
ELI LILLY & COLLYHealthcare1.16%7,922-213-2.62%$7,286,417
BROADCOM INCAVGOTechnology1.13%22,792-1,429-5.90%$7,054,351
LAM RESEARCH CORPLRCXOther1.08%31,486-1,636-4.94%$6,727,298
AMERICAN EXPRESS COAXPFinancial Services0.99%20,462-1,636-7.40%$6,189,345
MCKESSON CORPMCKHealthcare0.96%6,970-452-6.09%$6,031,559
BANK OF AMER CORPBACFinancial Services0.86%110,021+2,641+2.46%$5,363,523
MERCK & CO INCMRKHealthcare0.84%43,814-6,268-12.52%$5,270,386
JOHNSON & JOHNSONJNJHealthcare0.84%21,490-2,163-9.14%$5,253,015
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.80%5,025+705+16.32%$5,007,060
WALMART INCWMTConsumer Defensive0.79%39,994+15,300+61.96%$4,970,454
ORACLE CORPORCLTechnology0.79%33,781+1,028+3.14%$4,969,522
META PLATFORMS INCMETACommunication Services0.78%8,498-622-6.82%$4,861,960
SHELL PLCSHELEnergy0.76%51,444+2,850+5.86%$4,784,292
CHUBB LTD SWITZCBFinancial Services0.76%14,499-1,026-6.61%$4,725,658
CISCO SYS INCCSCOTechnology0.72%58,233-2,244-3.71%$4,518,298
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.70%9,137-2,766-23.24%$4,378,450
CITIGROUP INCCFinancial Services0.68%37,296-631-1.66%$4,229,738
PHILIP MORRIS INTL INCPMConsumer Defensive0.58%21,947-2,002-8.36%$3,628,716
VERIZON COMMUNICATIONS INCVZCommunication Services0.58%71,747-442-0.61%$3,601,699
HONEYWELL INTL INCHONIndustrials0.56%15,509-130-0.83%$3,505,499
UNION PAC CORPUNPIndustrials0.55%14,229-2,816-16.52%$3,452,239
PEPSICO INCPEPConsumer Defensive0.53%21,543-878-3.92%$3,345,412
IDEXX LABS INCIDXXHealthcare0.52%5,793+2,205+61.45%$3,255,027
CUMMINS INCCMIIndustrials0.52%5,997-279-4.45%$3,226,505
MASTERCARD INCORPORATEDMAFinancial Services0.51%6,387-713-10.04%$3,191,328
NEWMONT CORPNEMBasic Materials0.50%29,171+2,402+8.97%$3,157,760
ABBOTT LABORATORIESABTHealthcare0.50%30,468-1,733-5.38%$3,128,149
STRYKER CORPORATIONSYKHealthcare0.49%9,318+1,231+15.22%$3,061,800
GE AEROSPACEGEIndustrials0.48%10,684-184-1.69%$3,031,797
LOCKHEED MARTIN CORPLMTIndustrials0.48%4,971-392-7.31%$3,004,421
AT&T INCTCommunication Services0.48%102,566-7,174-6.54%$2,973,387
BORGWARNER INCBWAConsumer Cyclical0.47%53,693-2,599-4.62%$2,913,381
MCDONALDS CORPMCDConsumer Cyclical0.46%9,252-318-3.32%$2,875,428
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.46%4--$2,872,560
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.44%34,255-1,847-5.12%$2,772,942
ECOLAB INCECLBasic Materials0.43%10,200+3,707+57.09%$2,713,403
WABTECWABIndustrials0.43%10,671-331-3.01%$2,666,788
HOME DEPOT INCHDConsumer Cyclical0.41%7,713-404-4.98%$2,536,727
RTX CORPORATIONRTXIndustrials0.40%13,005+7+0.05%$2,508,663
EMERSON ELEC COEMRIndustrials0.40%19,137-557-2.83%$2,507,329
BRISTOL-MYERS SQUIBB COBMYHealthcare0.39%40,730+3,567+9.60%$2,470,273
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.39%580-14-2.36%$2,441,984
PFIZER INCPFEHealthcare0.38%83,567+4,650+5.89%$2,346,560
DEXCOM INCDXCMHealthcare0.37%36,906+30,150+446.27%$2,317,696
SLB LIMITEDSLBEnergy0.37%45,065-2,102-4.46%$2,315,889
INTERNATIONAL BUSINESS MACHSIBMTechnology0.36%9,373-857-8.38%$2,271,921
NEXTERA ENERGY INCNEEUtilities0.36%24,056-1,096-4.36%$2,234,321
PROCTER & GAMBLE COPGConsumer Defensive0.33%14,376-813-5.35%$2,076,469
BOSTON SCIENTIFIC CORPBSXHealthcare0.33%32,887+3,009+10.07%$2,063,658
DANAHER CORP DELDHRHealthcare0.32%10,624+3,791+55.48%$2,014,309
FASTENAL COFASTIndustrials0.32%42,850+16,772+64.31%$1,988,239
AMERIPRISE FINL INCAMPFinancial Services0.32%4,455-132-2.88%$1,979,802
GE VERNOVA INCGEVUtilities0.31%2,242-8-0.36%$1,957,041
MICRON TECHNOLOGY INCMUTechnology0.31%5,725+220+4.00%$1,934,133
UNITEDHEALTH GROUP INCUNHHealthcare0.31%7,145-2,193-23.48%$1,933,365
TRANE TECHNOLOGIES PLCTTOther0.30%4,571-125-2.66%$1,904,918
ILLINOIS TOOL WKS INCITWIndustrials0.30%7,204-2,320-24.36%$1,875,128
WASTE MGMT INC DELWMIndustrials0.29%7,913+4,806+154.68%$1,818,327
CONSOLIDATED EDISON INCEDUtilities0.29%15,761+1,061+7.22%$1,783,829
PRUDENTIAL FINL INCPRUFinancial Services0.28%17,756-603-3.28%$1,734,582
COCA COLA COKOConsumer Defensive0.28%22,785-672-2.86%$1,732,798
APPLIED MATLS INCAMATTechnology0.27%4,961-1,228-19.84%$1,695,619
ALTRIA GROUP INCMOConsumer Defensive0.27%25,419-326-1.27%$1,677,399
3M COMMMIndustrials0.27%11,428-326-2.77%$1,659,688
INTEL CORPINTCTechnology0.26%36,183-2,153-5.62%$1,596,754
AMPHENOL CORPAPHTechnology0.25%12,328+1,518+14.04%$1,557,641
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.24%9,712+3,422+54.40%$1,527,502
GILEAD SCIENCES INCGILDHealthcare0.24%10,951+1,488+15.72%$1,526,240
ALLSTATE CORPALLFinancial Services0.24%7,335+5,295+259.56%$1,520,838
SELECT SECTOR SPDR TRXLKOther0.24%11,192--$1,487,416
PROGRESSIVE CORPPGRFinancial Services0.23%7,343-393-5.08%$1,455,676
TEXAS INSTRS INCTXNTechnology0.23%7,356-431-5.53%$1,428,093
UFP INDUSTRIES INCUFPIBasic Materials0.23%15,301-100-0.65%$1,409,528
WELLS FARGO & COWFCFinancial Services0.22%17,653-483-2.66%$1,405,354
PARKER-HANNIFIN CORPPHIndustrials0.22%1,532-35-2.23%$1,371,507
BOEING COBAIndustrials0.22%6,855+800+13.21%$1,364,350
PHILLIPS 66PSXEnergy0.21%7,361+284+4.01%$1,341,026
COMCAST CORP NEWCMCSACommunication Services0.21%45,023+20,677+84.93%$1,292,609
DUKE ENERGY CORP NEWDUKUtilities0.21%9,865+38+0.39%$1,291,722
NOVARTIS AGNVSHealthcare0.21%8,415+201+2.45%$1,285,391
SUNCOR ENERGY INC NEWSUEnergy0.20%18,858-1,153-5.76%$1,246,701
DEERE & CODEIndustrials0.20%2,199+114+5.47%$1,238,696
PNC FINL SVCS GROUP INCPNCFinancial Services0.19%5,737-206-3.47%$1,193,812
DUPONT DE NEMOURS INCDDBasic Materials0.19%26,051+987+3.94%$1,193,135
UNITED PARCEL SVCS INCUPSIndustrials0.19%12,099+1,595+15.18%$1,190,298
TESLA INCTSLAConsumer Cyclical0.19%3,160+978+44.82%$1,174,729
WATSCO INCWSOIndustrials0.18%3,151-45-1.41%$1,146,301
UL SOLUTIONS INCULSIndustrials0.18%13,285+13,285+100.00%$1,138,657