Arkolith/Funds/Chatham Capital Group, Inc.

Chatham Capital Group, Inc.

CIK 1108969
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Chatham Capital Group, Inc. holds a diversified book of 200 reported positions worth $783.0M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Ishares 0-3 Month Treasury B and trimmed Nvidia Corp. Their largest long position is Vanguard Small-Cap ETF at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Trimmed
74
sold some, still holds it
+71 more · largest first
Sold out
6
exited the position entirely
+3 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.2%
+15.3%/yr · since Oct '24
Their reported book
+23.0%
held from quarter-end
S&P 500
+33.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Chatham Capital Group, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 8.2 points over this window.

Growth of $10,000 cloning Chatham Capital Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~13 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
18%
Top 10 holdings
30%
Top 20 holdings
46%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

62% mapped to company sectors

ETFs / funds
38%
Information Technology
17%
Financials
14%
Industrials
12%
Health Care
6%
Consumer Discretionary
5%
Energy
2%
Materials
1%

+4 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Chatham Capital Group, Inc.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC34 / 80$2.5B
Marest Capital, LLC16 / 80$177.7M
Independent Investors Inc24 / 80$420.9M
Emerald Advisors, LLC28 / 80$633.1M
New World Advisors LLC31 / 80$460.0M
Wallace Hart LLC14 / 80$119.2M
Pincus Capital Management, LP22 / 80$123.6M
Trust Asset Management LLC26 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Chatham Capital Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

200 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
SMALL CP ETF
$36.7M121.1K
4.7%
+1.3%
Added · +2K sh
2Nvidia Corporation
COM
$32.9M164.5K
4.2%
−2.3%
Reduced · −4K sh
3Ge Vernova Inc
COM
$24.8M21.2K
3.2%
−0.7%
Reduced · −142 sh
4Ishares Gold TR
ISHARES NEW
$23.6M312.4K
3.0%
−3.6%
Reduced · −12K sh
5Apple Inc
COM
$22.2M76.8K
2.8%
−0.4%
Reduced · −312 sh
6Ishares Inc
MSCI EMRG CHN
$21.4M209.3K
2.7%
+16%
Added · +28K sh
7Alphabet Inc
CAP STK CL C
$18.9M53.6K
2.4%
−0.9%
Reduced · −474 sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$18.2M24.3K
2.3%
+0.7%
Added · +171 sh
9Vanguard World FD
INF TECH ETF
$17.6M147.0K
2.2%
+670%
Added · +128K sh
10Invesco QQQ TR
UNIT SER 1
$17.2M23.3K
2.2%
−0.5%
Reduced · −126 sh
11Vanguard Index FDS
LARGE CAP ETF
$17.0M49.5K
2.2%
−1.7%
Reduced · −865 sh
12Ishares TR
IBONDS DEC 2033
$16.9M701.2K
2.2%
+4.8%
Added · +32K sh
13Vanguard Specialized Funds
DIV APP ETF
$13.1M55.5K
1.7%
−4.9%
Reduced · −3K sh
14Vanguard Instl Index FD
0 3 MO TR BI ETF
$12.4M164.2K
1.6%
+61%
Added · +62K sh
15Microsoft Corp
COM
$12.3M33.0K
1.6%
−1.9%
Reduced · −627 sh
16Vanguard Intl Equity Index F
ALLWRLD EX US
$12.0M143.7K
1.5%
+2.1%
Added · +3K sh
17Eli Lilly & Co
COM
$10.9M9.1K
1.4%
−0.7%
Reduced · −60 sh
18Applied Matls Inc
COM
$10.5M14.5K
1.3%
−2.2%
Reduced · −320 sh
19Invesco Exch TRD SLF Idx FD
BULSHS 2027 CB
$10.0M511.9K
1.3%
−1.3%
Reduced · −7K sh
20Ishares TR
IBONDS 27 TRM TS
$9.2M410.4K
1.2%
−2.0%
Reduced · −8K sh
21Ge Aerospace
COM NEW
$9.0M24.0K
1.1%
+0.4%
Added · +100 sh
22Johnson & Johnson
COM
$8.7M34.2K
1.1%
−0.6%
Reduced · −214 sh
23American Express Co
COM
$8.4M24.9K
1.1%
−0.4%
Reduced · −96 sh
24Powell Inds Inc
COM
$8.4M29.2K
1.1%
+147%
Added · +17K sh
25Materion Corp
COM
$8.2M27.6K
1.0%
−6.5%
Reduced · −2K sh
26J P Morgan Exchange Traded F
ULTRA SHRT ETF
$7.9M156.4K
1.0%
−0.2%
Reduced · −350 sh
27World Gold TR
SPDR GLD MINIS
$7.8M98.1K
1.0%
+0.8%
Added · +760 sh
28Cisco Sys Inc
COM
$7.7M65.7K
1.0%
−3.9%
Reduced · −3K sh
29Aaon Inc
COM PAR $0.004
$7.2M56.4K
0.9%
−12%
Reduced · −8K sh
30Stonex Group Inc
COM
$7.0M59.0K
0.9%
−23%
Reduced · −18K sh
31McDonalds Corp
COM
$6.9M25.7K
0.9%
+0.8%
Added · +205 sh
32Invesco Exch TRD SLF Idx FD
BULETSHS 2027
$6.7M298.4K
0.9%
+18%
Added · +46K sh
33Ishares TR
CORE HIGH DV ETF
$6.5M237.6K
0.8%
+498%
Added · +198K sh
34Abbvie Inc
COM
$6.4M25.5K
0.8%
−2.8%
Reduced · −725 sh
35Matson Inc
COM
$6.2M32.4K
0.8%
+11%
Added · +3K sh
36Franklin Resources Inc
COM
$6.1M184.4K
0.8%
−17%
Reduced · −37K sh
37Merck & Co Inc
COM
$5.9M46.2K
0.8%
+0.5%
Added · +232 sh
38Phillips 66
COM
$5.4M31.7K
0.7%
−1.8%
Reduced · −590 sh
39First Bancorp N C
COM
$5.3M83.2K
0.7%
+12%
Added · +9K sh
40Qualcomm Inc
COM
$5.2M28.2K
0.7%
+0.2%
Added · +50 sh
41JPMorgan Chase & Co
COM
$5.2M15.8K
0.7%
−0.6%
Reduced · −100 sh
42Hci Group Inc
COM
$5.1M29.0K
0.6%
+15%
Added · +4K sh
43Home Depot Inc
COM
$5.0M14.2K
0.6%
−1.6%
Reduced · −234 sh
44TJX Cos Inc New
COM
$4.9M32.1K
0.6%
+2.0%
Added · +620 sh
45Lowes Cos Inc
COM
$4.8M22.0K
0.6%
−5.1%
Reduced · −1K sh
46Proshares TR
SHOR S&P 500 NEW
$4.8M145.6K
0.6%
−9.0%
Reduced · −14K sh
47Oracle Corp
COM
$4.8M32.7K
0.6%
+1.5%
Added · +480 sh
48Procter & Gamble Co
COM
$4.7M31.9K
0.6%
−1.1%
Reduced · −341 sh
49SPDR Series Trust
ST NUVE TERM ETF
$4.6M95.4K
0.6%
−0.5%
Reduced · −500 sh
50Walmart Inc
COM
$4.5M40.0K
0.6%
−4.5%
Reduced · −2K sh
Showing 50 of 200 positions
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Filing history

As-of date vs the date the SEC received each filing

$783.0M · Q2 2026Q3 2024 · $611.7MQ2 2026 · $783.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202613d200$783.0M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d198$689.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202614d198$702.8M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202515d196$695.2M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d197$655.6M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510d194$599.4M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202538d197$608.0M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202416d195$611.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.