$322 Million is the total value of CHATHAM CAPITAL GROUP, INC.'s 150 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -3,890 | -100.0% | -0.13% | – |
| JNK | Exit | SPDR SERIES TRUSTbrc hgh yld bd | $0 | – | -151,750 | -100.0% | -2.48% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -120,795 | -100.0% | -3.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 45 | Q2 2024 | 8.5% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 5.6% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 3.2% |
| CISCO SYS INC | 45 | Q2 2024 | 3.0% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 2.5% |
| BOEING CO | 45 | Q2 2024 | 3.1% |
| ABBVIE INC | 45 | Q2 2024 | 2.1% |
| OMNICOM GROUP INC | 45 | Q2 2024 | 3.3% |
| PHILLIPS 66 | 45 | Q2 2024 | 1.9% |
| COCA COLA CO | 45 | Q2 2024 | 2.2% |
View CHATHAM CAPITAL GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-02 |
View CHATHAM CAPITAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.