Chicago Trust Co Na Portfolio Stock Holdings

According to the SEC 13F filed on July 16, 2026, Chicago Trust Co Na disclosed 351 stock positions valued at approximately $690.14M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
351
Portfolio Value
$690.14M
Holdings by Sector
Chicago Trust Co Na Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology4.99%118,963+276+0.23%$34,423,132
NVIDIA CORPORATIONNVDATechnology4.30%148,463+1,897+1.29%$29,705,960
MICROSOFT CORPMSFTTechnology3.08%56,996-338-0.59%$21,260,647
AMAZON COM INCAMZNConsumer Cyclical2.51%72,617+1,086+1.52%$17,307,535
WINTRUST FINL CORPWTFCFinancial Services2.41%103,511-1,860-1.77%$16,636,287
ALPHABET INCGOOGCommunication Services2.37%46,367-447-0.95%$16,382,851
ABBVIE INCABBVHealthcare2.01%55,260+483+0.88%$13,905,626
ALPHABET INCGOOGLCommunication Services1.93%37,328-430-1.14%$13,339,906
LAM RESEARCH CORPLRCXOther1.88%29,872-1,614-5.13%$12,944,433
JPMORGAN CHASE & COJPMFinancial Services1.62%34,261+340+1.00%$11,214,652
BROADCOM INCAVGOTechnology1.43%26,167+3,375+14.81%$9,884,584
ELI LILLY & COLLYHealthcare1.37%7,888-34-0.43%$9,461,103
EXXON MOBIL CORPXOMEnergy1.20%60,511-2,389-3.80%$8,273,063
VISA INCVFinancial Services1.18%23,775-1,125-4.52%$8,156,963
AMERICAN EXPRESS COAXPFinancial Services1.05%21,359+897+4.38%$7,224,681
CISCO SYS INCCSCOTechnology0.93%54,766-3,467-5.95%$6,432,813
BANK OF AMER CORPBACFinancial Services0.92%111,611+1,590+1.45%$6,359,594
MICRON TECHNOLOGY INCMUTechnology0.89%5,320-405-7.07%$6,140,822
CHEVRON CORPORATIONCVXEnergy0.86%35,860-785-2.14%$5,944,152
JOHNSON & JOHNSONJNJHealthcare0.80%21,762+272+1.27%$5,526,895
MERCK & CO INCMRKHealthcare0.80%42,935-879-2.01%$5,517,147
MCKESSON CORPMCKHealthcare0.78%7,153+183+2.63%$5,404,806
CHUBB LIMITEDCBFinancial Services0.71%14,381-118-0.81%$4,900,181
CITIGROUP INCCFinancial Services0.70%34,632-2,664-7.14%$4,847,094
WALMART INCWMTConsumer Defensive0.70%42,418+2,424+6.06%$4,804,262
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.69%5,121+96+1.91%$4,790,540
INTEL CORPINTCTechnology0.69%34,218-1,965-5.43%$4,777,858
ORACLE CORPORCLTechnology0.69%32,468-1,313-3.89%$4,758,184
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.66%9,163+26+0.28%$4,585,073
META PLATFORMS INCMETACommunication Services0.65%7,986-512-6.02%$4,498,433
Showing 30 of 351 holdings in the latest reporting period.