CHICAGO TRUST Co NA Diversified Active

Location: Grayslake, IL

CIK: 0001601539 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 13, 2020

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 4.6%
Value $11.19M Shares 38,113 Est. Cost $27.75 Unrealized +123.4%
ROUGE PROPERTIES LLC SERIES B 3.4%
Value $8.394M Shares 1 Est. Cost $8394000.00 Unrealized
MSFT MICROSOFT CORP 3.3%
Value $8.061M Shares 51,120 Est. Cost $40.47 Unrealized +244.0%
ABBV ABBVIE INC 2.4%
Value $5.799M Shares 65,496 Est. Cost $40.70 Unrealized +58.8%
AP PROPERTIES LTD 2.3%
Value $5.625M Shares 1 Est. Cost $2350000.00 Unrealized
PEP PEPSICO INC 2.2%
Value $5.391M Shares 39,441 Est. Cost $77.09 Unrealized +46.3%
LMT LOCKHEED MARTIN CORP 2.1%
Value $5.088M Shares 13,065 Est. Cost $149.16 Unrealized +117.8%
CVX CHEVRON CORP NEW 1.9%
Value $4.558M Shares 37,821 Est. Cost $70.15 Unrealized +27.8%
JPM JPMORGAN CHASE & CO 1.8%
Value $4.505M Shares 32,318 Est. Cost $48.89 Unrealized +122.3%
MRK MERCK & CO INC 1.8%
Value $4.388M Shares 48,247 Est. Cost $41.52 Unrealized +62.7%
XOM EXXON MOBIL CORP 1.7%
Value $4.085M Shares 58,534 Est. Cost $55.45 Unrealized -6.1%
AXP AMERICAN EXPRESS CO 1.6%
Value $3.984M Shares 32,005 Est. Cost $73.38 Unrealized +50.1%
UNH UNITEDHEALTH GROUP INC 1.6%
Value $3.954M Shares 13,451 Est. Cost $143.22 Unrealized +65.2%
PM PHILIP MORRIS INTL INC 1.6%
Value $3.952M Shares 46,437 Est. Cost $58.36 Unrealized +2.8%
WTFC WINTRUST FINL CORP 1.6%
Value $3.857M Shares 54,392 Est. Cost $47.53 Unrealized +40.2%
INTC INTEL CORP 1.6%
Value $3.829M Shares 63,973 Est. Cost $34.18 Unrealized +44.1%
ABT ABBOTT LABS 1.5%
Value $3.8M Shares 43,756 Est. Cost $39.47 Unrealized +90.8%
T AT&T INC 1.5%
Value $3.778M Shares 96,670 Est. Cost $12.55 Unrealized +50.3%
BAC BANK AMER CORP 1.5%
Value $3.76M Shares 106,751 Est. Cost $15.10 Unrealized +84.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value $3.695M Shares 16,317 Est. Cost $149.55 Unrealized +45.2%
ORCL ORACLE CORP 1.5%
Value $3.655M Shares 68,990 Est. Cost $36.32 Unrealized +38.9%
GOOG ALPHABET INC 1.4%
Value $3.547M Shares 2,653 Est. Cost $45.39 Unrealized +41.1%
ROYAL DUTCH SHELL PLC 1.4%
Value $3.532M Shares 59,886 Est. Cost $61.25 Unrealized
MCD MCDONALDS CORP 1.4%
Value $3.494M Shares 17,682 Est. Cost $85.68 Unrealized +100.7%
JNJ JOHNSON & JOHNSON 1.3%
Value $3.158M Shares 21,652 Est. Cost $78.82 Unrealized +44.8%
CB CHUBB LIMITED 1.2%
Value $2.995M Shares 19,237 Est. Cost $99.19 Unrealized +39.6%
DISCOVER FINL SVCS 1.2%
Value $2.974M Shares 35,060 Est. Cost $66.01 Unrealized
PG PROCTER & GAMBLE CO 1.2%
Value $2.97M Shares 23,779 Est. Cost $64.31 Unrealized +63.7%
C CITIGROUP INC 1.2%
Value $2.829M Shares 35,417 Est. Cost $38.90 Unrealized +52.3%
UNP UNION PACIFIC CORP 1.1%
Value $2.79M Shares 15,433 Est. Cost $93.52 Unrealized +59.7%
GENERAL ELECTRIC CO 1.1%
Value $2.699M Shares 241,856 Est. Cost $14.74 Unrealized
PRU PRUDENTIAL FINL INC 1.0%
Value $2.434M Shares 25,962 Est. Cost $56.73 Unrealized +18.8%
HON HONEYWELL INTL INC 1.0%
Value $2.403M Shares 13,580 Est. Cost $76.41 Unrealized +88.3%
AMP AMERIPRISE FINL INC 0.9%
Value $2.309M Shares 13,858 Est. Cost $100.95 Unrealized +38.1%
PFE PFIZER INC 0.9%
Value $2.199M Shares 56,129 Est. Cost $20.23 Unrealized +32.0%
CVS CVS HEALTH CORP 0.8%
Value $2.085M Shares 28,069 Est. Cost $65.70 Unrealized -12.1%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value $2.071M Shares 33,720 Est. Cost $29.12 Unrealized +46.9%
CMCSA COMCAST CORP NEW 0.8%
Value $2.022M Shares 44,973 Est. Cost $33.99 Unrealized +11.4%
MCK MCKESSON CORP 0.8%
Value $1.977M Shares 14,297 Est. Cost $157.71 Unrealized -14.1%
BIIB BIOGEN INC 0.8%
Value $1.875M Shares 6,317 Est. Cost $297.64 Unrealized -6.8%
MET METLIFE INC 0.7%
Value $1.833M Shares 35,979 Est. Cost $33.23 Unrealized +18.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.7%
Value $1.831M Shares 31,007 Est. Cost $30.31 Unrealized +62.1%
BKNG BOOKING HLDGS INC 0.7%
Value $1.785M Shares 869 Est. Cost $1780.57 Unrealized +8.5%
ED CONSOLIDATED EDISON INC 0.7%
Value $1.763M Shares 19,483 Est. Cost $46.22 Unrealized +55.3%
PNC PNC FINL SVCS GROUP INC 0.7%
Value $1.739M Shares 10,893 Est. Cost $106.18 Unrealized +13.2%
GOOGL ALPHABET INC 0.7%
Value $1.729M Shares 1,291 Est. Cost $41.67 Unrealized +53.6%
MMM 3M CO 0.7%
Value $1.685M Shares 9,551 Est. Cost $98.91 Unrealized +13.0%
BWA BORGWARNER INC 0.7%
Value $1.675M Shares 38,603 Est. Cost $31.86 Unrealized +4.6%
NSC NORFOLK SOUTHERN CORP 0.6%
Value $1.576M Shares 8,123 Est. Cost $93.59 Unrealized +76.9%
MDT MEDTRONIC PLC 0.6%
Value $1.49M Shares 13,130 Est. Cost $58.80 Unrealized +57.4%
CMI CUMMINS INC 0.6%
Value $1.476M Shares 8,244 Est. Cost $127.05 Unrealized +18.9%
JCI JOHNSON CTLS INTL PLC 0.6%
Value $1.441M Shares 35,400 Est. Cost $31.58 Unrealized +17.5%
PCAR PACCAR INC 0.6%
Value $1.422M Shares 17,967 Est. Cost $35.42 Unrealized +14.6%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value $1.335M Shares 22,643 Est. Cost $83.79 Unrealized
NEE NEXTERA ENERGY INC 0.5%
Value $1.211M Shares 5,001 Est. Cost $27.49 Unrealized +82.5%
BA BOEING CO 0.5%
Value $1.206M Shares 3,700 Est. Cost $141.52 Unrealized +148.1%
APDS2 PROPERTIES LLC 0.5%
Value $1.201M Shares 1 Est. Cost $485000.00 Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value $1.167M Shares 2,000 Est. Cost $81.37 Unrealized +122.0%
DIS DISNEY WALT CO 0.5%
Value $1.141M Shares 7,888 Est. Cost $103.57 Unrealized +31.0%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value $1.136M Shares 17,695 Est. Cost $43.87 Unrealized +3.0%
HD HOME DEPOT INC 0.5%
Value $1.111M Shares 5,090 Est. Cost $92.08 Unrealized +111.8%
NOC NORTHROP GRUMMAN CORP 0.5%
Value $1.109M Shares 3,225 Est. Cost $141.62 Unrealized +124.3%
KO COCA COLA CO 0.4%
Value $1.1M Shares 19,879 Est. Cost $32.05 Unrealized +38.9%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $1.093M Shares 6,412 Est. Cost $82.66 Unrealized +75.5%
FISV FISERV INC 0.4%
Value $1.055M Shares 9,120 Est. Cost $57.14 Unrealized +93.2%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value $1M Shares 3,076 Est. Cost $134.22 Unrealized +122.3%
URBAN PARTNERS LP 0.4%
Value $991K Shares 1 Est. Cost $1000000.00 Unrealized
AMZN AMAZON COM INC 0.4%
Value $950K Shares 514 Est. Cost $65.47 Unrealized +35.2%
VICOF II FEEDER, LP 0.4%
Value $942K Shares 9 Est. Cost $197703.70 Unrealized
VICOF II FEDDER, LP 0.4%
Value $942K Shares 5 Est. Cost $339120.00 Unrealized
VICOF II FEEDER, LP 0.4%
Value $942K Shares 5 Est. Cost $188400.00 Unrealized
XLK SELECT SECTOR SPDR TR 0.4%
Value $936K Shares 10,209 Est. Cost $41.98 Unrealized
CENTRAL PARK NORTH OZ INVESTORS LP 0.4%
Value $929K Shares 1 Est. Cost $950000.00 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.4%
Value $900K Shares 10,968 Est. Cost $73.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value $886K Shares 6,611 Est. Cost $96.66 Unrealized +3.4%
MO ALTRIA GROUP INC 0.4%
Value $884K Shares 17,712 Est. Cost $28.10 Unrealized +2.5%
EMR EMERSON ELEC CO 0.4%
Value $882K Shares 11,558 Est. Cost $45.25 Unrealized +38.8%
HAS HASBRO INC 0.4%
Value $868K Shares 8,212 Est. Cost $68.67 Unrealized +19.7%
CSCO CISCO SYS INC 0.3%
Value $855K Shares 17,818 Est. Cost $21.44 Unrealized +79.8%
COST COSTCO WHSL CORP NEW 0.3%
Value $834K Shares 2,840 Est. Cost $132.55 Unrealized +104.8%
MDLZ MONDELEZ INTL INC 0.3%
Value $830K Shares 15,070 Est. Cost $34.19 Unrealized +34.2%
AMGN AMGEN INC 0.3%
Value $807K Shares 3,344 Est. Cost $116.36 Unrealized +57.0%
SLB SCHLUMBERGER LTD 0.3%
Value $806K Shares 20,051 Est. Cost $48.91 Unrealized -37.2%
NATIONAL OILWELL VARCO INC 0.3%
Value $805K Shares 32,129 Est. Cost $32.48 Unrealized
RAYTHEON CO 0.3%
Value $804K Shares 3,659 Est. Cost $121.79 Unrealized
BP BP PLC 0.3%
Value $799K Shares 21,158 Est. Cost $39.42 Unrealized
WAB WABTEC CORP 0.3%
Value $782K Shares 10,042 Est. Cost $68.25 Unrealized +4.6%
SRE SEMPRA ENERGY 0.3%
Value $773K Shares 5,104 Est. Cost $40.10 Unrealized +49.5%
ROUGE PROPERTIES LLC SERIES C 0.3%
Value $761K Shares 1 Est. Cost $761000.00 Unrealized
CLH HOLDINGS LLC 0.3%
Value $753K Shares 300,000 Est. Cost $2.51 Unrealized
FCT HOLDINGS LLC 0.3%
Value $734K Shares 1 Est. Cost $2225000.00 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $721K Shares 3,398 Est. Cost $146.78 Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value $710K Shares 6,564 Est. Cost $120.57 Unrealized -4.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value $702K Shares 15,534 Est. Cost $42.37 Unrealized -1.2%
WEC WEC ENERGY GROUP INC 0.3%
Value $701K Shares 7,595 Est. Cost $73.92 Unrealized +1.2%
ITW ILLINOIS TOOL WKS INC 0.3%
Value $698K Shares 3,883 Est. Cost $116.78 Unrealized +25.3%
TE CONNECTIVITY LTD 0.3%
Value $695K Shares 7,252 Est. Cost $73.18 Unrealized
390-402 ST. CHARLES LLC 0.3%
Value $625K Shares 1 Est. Cost $847000.00 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value $621K Shares 6,809 Est. Cost $52.77 Unrealized +36.1%
WM WASTE MGMT INC DEL 0.3%
Value $618K Shares 5,427 Est. Cost $56.14 Unrealized +81.8%
LLY LILLY ELI & CO 0.2%
Value $612K Shares 4,660 Est. Cost $67.94 Unrealized +58.3%
UNITED TECHNOLOGIES CORP 0.2%
Value $600K Shares 4,013 Est. Cost $118.94 Unrealized
WMT WALMART INC 0.2%
Value $578K Shares 4,868 Est. Cost $26.18 Unrealized +38.9%
OXY OCCIDENTAL PETE CORP 0.2%
Value $576K Shares 13,987 Est. Cost $57.32 Unrealized -37.2%
D DOMINION ENERGY INC 0.2%
Value $564K Shares 6,810 Est. Cost $52.89 Unrealized +18.0%
SPGI S&P GLOBAL INC 0.2%
Value $557K Shares 2,040 Est. Cost $135.15 Unrealized +82.7%
SO SOUTHERN CO 0.2%
Value $549K Shares 8,615 Est. Cost $30.66 Unrealized +59.5%
KMB KIMBERLY CLARK CORP 0.2%
Value $521K Shares 3,786 Est. Cost $78.85 Unrealized +38.0%
WFC WELLS FARGO CO NEW 0.2%
Value $504K Shares 9,355 Est. Cost $39.94 Unrealized +11.9%
XLP SELECT SECTOR SPDR TR 0.2%
Value $474K Shares 7,532 Est. Cost $50.10 Unrealized
AYI ACUITY BRANDS INC 0.2%
Value $469K Shares 3,401 Est. Cost $119.42 Unrealized +5.5%
PH PARKER HANNIFIN CORP 0.2%
Value $467K Shares 2,270 Est. Cost $87.61 Unrealized +102.8%
BOH BANK HAWAII CORP 0.2%
Value $466K Shares 4,898 Est. Cost $58.08 Unrealized +18.4%
LINDE PLC 0.2%
Value $454K Shares 2,136 Est. Cost $155.89 Unrealized
LOW LOWES COS INC 0.2%
Value $448K Shares 3,747 Est. Cost $62.30 Unrealized +64.3%
MA MASTERCARD INC 0.2%
Value $429K Shares 1,436 Est. Cost $201.18 Unrealized +35.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value $427K Shares 1,857 Est. Cost $83.70 Unrealized +119.6%
BAX BAXTER INTL INC 0.2%
Value $411K Shares 4,924 Est. Cost $33.44 Unrealized +119.4%
PNW PINNACLE WEST CAP CORP 0.2%
Value $408K Shares 4,535 Est. Cost $46.45 Unrealized +49.4%
DAL DELTA AIR LINES INC DEL 0.2%
Value $407K Shares 6,960 Est. Cost $54.22 Unrealized -0.2%
300 MAIN PLACE LLC 0.2%
Value $400K Shares 1 Est. Cost $430000.00 Unrealized
CSX CSX CORP 0.2%
Value $391K Shares 5,400 Est. Cost $21.35 Unrealized +2.0%
CLX CLOROX CO DEL 0.2%
Value $389K Shares 2,532 Est. Cost $81.76 Unrealized +52.3%
GD GENERAL DYNAMICS CORP 0.2%
Value $385K Shares 2,181 Est. Cost $111.66 Unrealized +39.6%
NTRS NORTHERN TR CORP 0.2%
Value $384K Shares 3,616 Est. Cost $84.33 Unrealized +0.2%
XLI SELECT SECTOR SPDR TR 0.2%
Value $380K Shares 4,662 Est. Cost $60.82 Unrealized
PSX PHILLIPS 66 0.1%
Value $367K Shares 3,295 Est. Cost $53.05 Unrealized +64.7%
281 CARLTON LLC 0.1%
Value $365K Shares 1 Est. Cost $424000.00 Unrealized
TGT TARGET CORP 0.1%
Value $360K Shares 2,808 Est. Cost $56.51 Unrealized +76.6%
ACN ACCENTURE PLC IRELAND 0.1%
Value $350K Shares 1,660 Est. Cost $142.86 Unrealized +24.9%
TRIP TRIPADVISOR INC 0.1%
Value $340K Shares 11,179 Est. Cost $40.98 Unrealized -23.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $340K Shares 1 Est. Cost $249666.89 Unrealized +30.5%
285-289 CARLTON LLC 0.1%
Value $339K Shares 1 Est. Cost $396000.00 Unrealized
PRAA PRA GROUP INC 0.1%
Value $332K Shares 9,135 Est. Cost $34.65 Unrealized +2.2%
UNILEVER N V 0.1%
Value $330K Shares 5,744 Est. Cost $51.99 Unrealized
OKE ONEOK INC NEW 0.1%
Value $324K Shares 4,282 Est. Cost $29.44 Unrealized +62.0%
CRANE CO 0.1%
Value $322K Shares 3,725 Est. Cost $84.29 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value $318K Shares 6,317 Est. Cost $30.29 Unrealized +31.8%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value $317K Shares 8,300 Est. Cost $32.43 Unrealized +6.4%
WCC WESCO INTL INC 0.1%
Value $315K Shares 5,288 Est. Cost $45.76 Unrealized +10.8%
VALOR EQUITY PARTNERS III-A LP 0.1%
Value $312K Shares 1 Est. Cost $205000.00 Unrealized
AON PLC 0.1%
Value $312K Shares 1,499 Est. Cost $172.60 Unrealized
INVESTORS BANCORP INC NEW 0.1%
Value $311K Shares 26,101 Est. Cost $12.29 Unrealized
WMP INVESTMENTS LLC 0.1%
Value $300K Shares 54 Est. Cost $5555.56 Unrealized
V VISA INC 0.1%
Value $298K Shares 1,583 Est. Cost $133.67 Unrealized +29.1%
GIL GILDAN ACTIVEWEAR INC 0.1%
Value $296K Shares 10,011 Est. Cost $25.79 Unrealized +2.5%
DOW DOW INC 0.1%
Value $290K Shares 5,303 Est. Cost $36.38 Unrealized +0.9%
COP CONOCOPHILLIPS 0.1%
Value $289K Shares 4,450 Est. Cost $42.78 Unrealized +10.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value $285K Shares 1,500 Est. Cost $156.28 Unrealized +9.3%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value $284K Shares 7 Est. Cost $40581.63 Unrealized
288 CARLTON LLC 0.1%
Value $279K Shares 1 Est. Cost $448000.00 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value $279K Shares 14,500 Est. Cost $17.31 Unrealized -16.1%
HRL HORMEL FOODS CORP 0.1%
Value $271K Shares 6,000 Est. Cost $35.30 Unrealized +3.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value $268K Shares 2,142 Est. Cost $102.39 Unrealized
MYGN MYRIAD GENETICS INC 0.1%
Value $259K Shares 9,500 Est. Cost $39.00 Unrealized -29.5%
DD DUPONT DE NEMOURS INC 0.1%
Value $257K Shares 4,014 Est. Cost $27.18 Unrealized -9.8%
300 CARLTON LLC 0.1%
Value $255K Shares 1 Est. Cost $404000.00 Unrealized
CI CIGNA CORP NEW 0.1%
Value $252K Shares 1,234 Est. Cost $190.77 Unrealized -12.1%
JLL JONES LANG LASALLE INC 0.1%
Value $250K Shares 1,437 Est. Cost $157.06 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value $245K Shares 7,972 Est. Cost $25.93 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.1%
Value $243K Shares 4,097 Est. Cost $46.00 Unrealized +10.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value $241K Shares 1,950 Est. Cost $115.41 Unrealized -4.6%
MSM MSC INDL DIRECT INC 0.1%
Value $240K Shares 3,057 Est. Cost $89.62 Unrealized -17.6%
ADI ANALOG DEVICES INC 0.1%
Value $238K Shares 1,998 Est. Cost $95.97 Unrealized +5.1%
TXN TEXAS INSTRS INC 0.1%
Value $229K Shares 1,781 Est. Cost $92.76 Unrealized +11.8%
CITIZENS BANK HOLDING CO NEW 0.1%
Value $228K Shares 1,424 Est. Cost $144.66 Unrealized
HEI HEICO CORP NEW 0.1%
Value $228K Shares 2,000 Est. Cost $87.22 Unrealized +41.1%
APDS1 PROPERTIES LLC 0.1%
Value $228K Shares 1 Est. Cost $237000.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $223K Shares 4,810 Est. Cost $35.73 Unrealized 0.0%
ENB ENBRIDGE INC 0.1%
Value $223K Shares 5,611 Est. Cost $24.85 Unrealized 0.0%
SYK STRYKER CORP 0.1%
Value $211K Shares 1,006 Est. Cost $167.09 Unrealized +16.2%
301 CARLTON LLC 0.1%
Value $209K Shares 1 Est. Cost $332000.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value $208K Shares 1,988 Est. Cost $42.98 Unrealized 0.0%
ENS ENERSYS 0.1%
Value $203K Shares 2,704 Est. Cost $65.33 Unrealized 0.0%
AMERICA MOVIL SAB DE CV 0.1%
Value $200K Shares 12,527 Est. Cost $16.88 Unrealized
BGS B & G FOODS INC NEW 0.1%
Value $197K Shares 11,000 Est. Cost $10.72 Unrealized -10.2%
MG MISTRAS GROUP INC 0.1%
Value $144K Shares 10,053 Est. Cost $13.76 Unrealized +2.8%
INTREPID POTASH INC 0.0%
Value $85,000 Shares 31,309 Est. Cost $5.88 Unrealized
SURNA INC 0.0%
Value $1,000 Shares 20,000 Est. Cost $0.20 Unrealized
VERTICAL COMPUTER SYS INC 0.0%
Value $0 Shares 12,500 Est. Cost $0.08 Unrealized