Chicago Trust Co. NA
The Chicago Trust Company, N.A., provides comprehensive trust solutions and objective guidance for individuals and institutions, serving as the exclusive provider of trust services for Wintrust Financial Corporation's community banks. They offer a range of sophisticated trust services with a focus on personal service and attention.
Investment Strategy
Diversified portfolio with top holdings in Apple Inc., Microsoft Corporation, NVIDIA Corporation, and more.
Latest 13F Filing Activity
Chicago Trust Co. NA filed their most recent 13F report on Sep 30, 2025 disclosing 351 equity positions with a total 13F market value of $708M. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. Chicago Trust Co. NA reduced exposure to Abbott Labs, Microsoft Corp., Danaher Corporation among others.
Top Holdings
Equity Positions (351)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 5.24% | $37.1M | 145,709 | $95.99 | $254.63 | +$3.4M |
M MSFT | MICROSOFT CORP | 4.96% | $35.1M | 67,816 | $215.41 | $517.95 | -$2.9M |
N NVDA | NVIDIA CORPORATION | 3.89% | $27.6M | 147,710 | $46.33 | $186.58 | +$3.8M |
W WTFC | WINTRUST FINL CORP | 2.51% | $17.8M | 134,397 | $114.22 | $132.44 | +$732.0K |
A ABBV | ABBVIE INC | 1.95% | $13.8M | 59,632 | $96.71 | $231.54 | +$1.4M |