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Fort Sheridan Advisors LLC
Fort Sheridan Advisors provides asset management services to high-net-worth individuals, families, and institutions. They focus on strategic investing with tailored portfolios aligned with clients' financial objectives and risk tolerance.
Investment Strategy
Global equity, fixed income, foreign exchange, commodity, and credit, with customized alternative investment strategies for endowments and fund-of-funds.
Latest 13F Filing Activity
Fort Sheridan Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 253 equity positions with a total 13F market value of $702M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, JPMorgan Chase &co. among other positions. Fort Sheridan Advisors LLC reduced exposure to Apple Inc., Oneok Inc. New, Enterprise Prods Partners L among others.
Top Holdings
Equity Positions (253)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.61% | $74.5M | 149,746 | $214.69 | $497.41 | +$17.5M |
A AAPL | APPLE INC | 7.69% | $54.0M | 263,040 | $109.97 | $205.17 | -$7.7M |
E EPD | ENTERPRISE PRODS PARTNERS L | 4.35% | $30.6M | 985,253 | $26.10 | $31.01 | -$3.0M |
C CME | CME GROUP INC | 4.25% | $29.8M | 108,170 | $190.32 | $275.62 | +$1.1M |
J JPM | JPMORGAN CHASE &CO. | 3.85% | $27.0M | 93,188 | $130.42 | $289.91 | +$4.0M |
Industry Allocation
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