Fort Sheridan Advisors LLC

données du 30/09/2025

Capitalisation

$ 764.439 M 8.89 %

Période de détention moyenne

14 ans

Performance

$ 288.933 M 82.21 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Fort Sheridan Advisors LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 10.15% 77.568 M $ 149760 2018/12/31 3.076 M $ 4.13 %
2025/09/30 AAPL APPLE INC 8.66% 66.232 M $ 260109 2018/12/31 13.010 M $ 24.11 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 4.02% 30.694 M $ 981586 2018/12/31 256.165 K $ 0.84 %
2025/09/30 CME CME GROUP INC 3.82% 29.226 M $ 108170 2018/12/31 -587.363 K $ -1.97 %
2025/09/30 JPM JPMORGAN CHASE &CO. 3.82% 29.182 M $ 92516 2018/12/31 2.378 M $ 8.80 %
2025/09/30 NVDA NVIDIA CORPORATION 3.71% 28.347 M $ 151930 2019/12/31 4.406 M $ 18.10 %
2025/09/30 GOOG ALPHABET INC 3.58% 27.392 M $ 112468 2018/12/31 6.910 M $ 37.30 %
2025/09/30 AMZN AMAZON COM INC 2.90% 22.186 M $ 101045 2018/12/31 18.195 K $ 0.08 %
2025/09/30 OKE ONEOK INC NEW 2.57% 19.643 M $ 269191 2018/12/31 -2.291 M $ -10.61 %
2025/09/30 BX BLACKSTONE INC 2.51% 19.174 M $ 112227 2019/09/30 2.400 M $ 14.22 %
2025/09/30 VOO VANGUARD INDEX FDS 2.27% 17.344 M $ 28322 2018/12/31 1.123 M $ 7.81 %
2025/09/30 ABBV ABBVIE INC 1.97% 15.022 M $ 64880 2019/06/30 3.013 M $ 24.74 %
2025/09/30 META META PLATFORMS INC 1.48% 11.317 M $ 15410 2018/12/31 -56.673 K $ -0.50 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 1.23% 9.367 M $ 55598 2018/12/31 -833.144 K $ -8.17 %
2025/09/30 JNJ JOHNSON &JOHNSON 1.21% 9.244 M $ 49854 2018/12/31 1.644 M $ 21.39 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.10% 8.389 M $ 16687 2018/12/31 281.532 K $ 3.49 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.05% 8.019 M $ 52189 2018/12/31 -298.395 K $ -3.56 %
2025/09/30 LRCX LAM RESEARCH CORP 1.03% 7.880 M $ 58847 2024/12/31 2.192 M $ 37.56 %
2025/09/30 MRK MERCK &CO INC 1.03% 7.842 M $ 93433 2018/12/31 446.615 K $ 6.03 %
2025/09/30 V VISA INC 1.02% 7.785 M $ 22804 2018/12/31 -321.832 K $ -3.85 %
2025/09/30 MA MASTERCARD INCORPORATED 1.02% 7.760 M $ 13643 2018/12/31 92.841 K $ 1.22 %
2025/09/30 BA BOEING CO 0.94% 7.158 M $ 33165 2018/12/31 221.571 K $ 3.01 %
2025/09/30 CVX CHEVRON CORP NEW 0.91% 6.928 M $ 44611 2018/12/31 540.422 K $ 8.45 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.89% 6.804 M $ 20484 2018/12/31 269.478 K $ 4.13 %
2025/09/30 ET ENERGY TRANSFER L P 0.89% 6.774 M $ 394770 2018/12/31 -382.053 K $ -5.35 %
2025/09/30 ORCL ORACLE CORP 0.86% 6.546 M $ 23276 2019/03/31 1.393 M $ 28.64 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.83% 6.364 M $ 106211 2018/12/31 305.116 K $ 5.10 %
2025/09/30 GOOGL ALPHABET INC 0.77% 5.849 M $ 24062 2018/12/31 1.522 M $ 37.94 %
2025/09/30 AMAT APPLIED MATLS INC 0.76% 5.814 M $ 28396 2019/06/30 652.852 K $ 11.84 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.71% 5.399 M $ 26516 2021/09/30 -22.450 K $ -0.50 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.69% 5.265 M $ 24399 2020/03/31 266.190 K $ 5.43 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.68% 5.194 M $ 10591 2020/09/30 -197.951 K $ -3.72 %
2025/09/30 QQQ INVESCO QQQ TR 0.66% 5.083 M $ 8466 2021/03/31 326.149 K $ 8.83 %
2025/09/30 ALL ALLSTATE CORP 0.63% 4.814 M $ 22428 2023/03/31 299.189 K $ 6.63 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.60% 4.620 M $ 18838 2018/12/31 226.640 K $ 5.16 %
2025/09/30 T AT&T INC 0.57% 4.344 M $ 153832 2018/12/31 -115.847 K $ -2.42 %
2025/09/30 DE DEERE &CO 0.55% 4.185 M $ 9153 2018/12/31 -494.933 K $ -10.07 %
2025/09/30 RITM RITHM CAPITAL CORP 0.55% 4.171 M $ 366164 2018/12/31 35.536 K $ 0.89 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.54% 4.115 M $ 93618 2018/12/31 64.641 K $ 1.57 %
2025/09/30 LLY ELI LILLY &CO 0.50% 3.849 M $ 5045 2020/09/30 -80.484 K $ -2.12 %
2025/09/30 SHEL SHELL PLC 0.50% 3.790 M $ 52990 2022/03/31 62.344 K $ 1.59 %
2025/09/30 QCOM QUALCOMM INC 0.47% 3.627 M $ 21800 2018/12/31 156.590 K $ 4.46 %
2025/09/30 RTX RTX CORPORATION 0.42% 3.238 M $ 19350 2020/09/30 406.232 K $ 14.59 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.42% 3.211 M $ 59266 2018/12/31 283.058 K $ 9.54 %
2025/09/30 PFE PFIZER INC 0.40% 3.089 M $ 121238 2018/12/31 144.973 K $ 5.12 %
2025/09/30 CSCO CISCO SYS INC 0.39% 2.948 M $ 43093 2018/12/31 -39.422 K $ -1.38 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.37% 2.855 M $ 5720 2021/03/31 206.320 K $ 7.79 %
2025/09/30 ENB ENBRIDGE INC 0.37% 2.849 M $ 56457 2021/12/31 288.806 K $ 11.34 %
2025/09/30 VUG VANGUARD INDEX FDS 0.35% 2.703 M $ 5636 2019/12/31 203.165 K $ 9.40 %
2025/09/30 AVGO BROADCOM INC 0.35% 2.681 M $ 8126 2023/06/30 457.411 K $ 19.68 %
2025/09/30 DDS DILLARDS INC 0.34% 2.576 M $ 4193 2023/12/31 769.884 K $ 47.07 %
2025/09/30 XOM EXXON MOBIL CORP 0.32% 2.475 M $ 21953 2021/03/31 127.695 K $ 4.59 %
2025/09/30 VST VISTRA CORP 0.32% 2.466 M $ 12589 2020/03/31 26.562 K $ 1.09 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.32% 2.465 M $ 2663 2018/12/31 -169.585 K $ -6.50 %
2025/09/30 HON HONEYWELL INTL INC 0.32% 2.455 M $ 11661 2019/03/31 -260.950 K $ -9.61 %
2025/09/30 HD HOME DEPOT INC 0.31% 2.394 M $ 5909 2018/12/31 224.438 K $ 10.51 %
2025/09/30 HASI HA SUSTAINABLE INFRA CAP INC 0.31% 2.384 M $ 77649 2018/12/31 330.051 K $ 14.30 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.31% 2.362 M $ 8370 2020/03/31 -105.351 K $ -4.28 %
2025/09/30 QUAL ISHARES TR 0.30% 2.297 M $ 11809 2021/03/31 131.341 K $ 6.39 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.30% 2.288 M $ 80826 2018/12/31 -88.104 K $ -3.71 %
2025/09/30 INTC INTEL CORP 0.30% 2.271 M $ 67677 2018/12/31 831.968 K $ 49.78 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.30% 2.263 M $ 3 2021/06/30 76.200 K $ 3.49 %
2025/09/30 BAC BANK AMERICA CORP 0.29% 2.194 M $ 42525 2021/03/31 185.407 K $ 9.02 %
2025/09/30 ABT ABBOTT LABS 0.28% 2.158 M $ 16109 2020/06/30 -34.202 K $ -1.52 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 0.28% 2.105 M $ 17467 2024/06/30 166.686 K $ 10.35 %
2025/09/30 VTI VANGUARD INDEX FDS 0.27% 2.094 M $ 6380 2021/09/30 140.688 K $ 7.98 %
2025/09/30 PAA PLAINS ALL AMERN PIPELINE L 0.27% 2.036 M $ 119358 2018/12/31 -155.846 K $ -6.88 %
2025/09/30 WFC WELLS FARGO CO NEW 0.27% 2.034 M $ 24270 2018/12/31 86.838 K $ 4.62 %
2025/09/30 MGC VANGUARD WORLD FD 0.26% 1.998 M $ 8184 2024/06/30 131.966 K $ 8.52 %
2025/09/30 BIP BROOKFIELD INFRAST PARTNERS 0.26% 1.988 M $ 60437 2022/06/30 -37.519 K $ -1.82 %
2025/09/30 PWR QUANTA SVCS INC 0.26% 1.978 M $ 4772 2021/12/31 169.126 K $ 9.61 %
2025/09/30 AMGN AMGEN INC 0.25% 1.946 M $ 6895 2019/09/30 20.218 K $ 1.07 %
2025/09/30 ASML ASML HOLDING N V 0.25% 1.942 M $ 2006 2021/03/31 339.567 K $ 20.80 %
2025/09/30 IGM ISHARES TR 0.25% 1.927 M $ 15301 2018/12/31 285.810 K $ 12.12 %
2025/09/30 KVUE KENVUE INC 0.24% 1.842 M $ 113468 2023/09/30 -552.710 K $ -22.46 %
2025/09/30 GEV GE VERNOVA INC 0.24% 1.818 M $ 2957 2024/06/30 243.101 K $ 16.21 %
2025/09/30 BEP BROOKFIELD RENEWABLE PARTNER 0.23% 1.764 M $ 68410 2021/09/30 19.358 K $ 1.10 %
2025/09/30 CAT CATERPILLAR INC 0.22% 1.716 M $ 3596 2021/09/30 330.945 K $ 22.91 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.22% 1.706 M $ 53452 2023/06/30 130.096 K $ 9.24 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.22% 1.702 M $ 17435 2021/09/30 -170.338 K $ -9.11 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.21% 1.624 M $ 2439 2024/03/31 87.477 K $ 7.82 %
2025/09/30 NTNX NUTANIX INC 0.20% 1.549 M $ 20823 2018/12/31 -46.274 K $ -2.68 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.20% 1.542 M $ 3180 2021/03/31 251.886 K $ 19.62 %
2025/09/30 FSLR FIRST SOLAR INC 0.20% 1.491 M $ 6759 2022/06/30 370.467 K $ 33.22 %
2025/09/30 GE GE AEROSPACE 0.19% 1.415 M $ 4704 2023/03/31 209.158 K $ 16.87 %
2025/09/30 EQT EQT CORP 0.18% 1.368 M $ 25135 2024/12/31 -77.901 K $ -6.67 %
2025/09/30 MGK VANGUARD WORLD FD 0.18% 1.368 M $ 3400 2024/06/30 95.192 K $ 9.90 %
2025/09/30 ITRI ITRON INC 0.17% 1.336 M $ 10726 2020/12/31 -75.825 K $ -5.37 %
2025/09/30 GDX VANECK ETF TRUST 0.17% 1.328 M $ 17378 2020/09/30 422.980 K $ 46.75 %
2025/09/30 TPL TEXAS PACIFIC LAND CORPORATI 0.17% 1.308 M $ 1401 2022/09/30 -171.972 K $ -11.62 %
2025/09/30 IVV ISHARES TR 0.17% 1.300 M $ 1942 2021/03/31 93.992 K $ 7.80 %
2025/09/30 WMT WALMART INC 0.17% 1.298 M $ 12597 2018/12/31 66.512 K $ 5.40 %
2025/09/30 IWV ISHARES TR 0.17% 1.274 M $ 3363 2023/12/31 93.962 K $ 7.96 %
2025/09/30 APO APOLLO GLOBAL MGMT INC 0.16% 1.248 M $ 9361 2023/06/30 -60.423 K $ -6.06 %
2025/09/30 COHR COHERENT CORP 0.16% 1.224 M $ 11359 2022/09/30 210.255 K $ 20.75 %
2025/09/30 KLAC KLA CORP 0.16% 1.216 M $ 1127 2021/03/31 206.266 K $ 20.41 %
2025/09/30 IQLT ISHARES TR 0.16% 1.206 M $ 27302 2021/09/30 25.834 K $ 2.24 %
2025/09/30 C CITIGROUP INC 0.16% 1.191 M $ 11737 2019/03/31 216.379 K $ 19.24 %
2025/09/30 GM GENERAL MTRS CO 0.15% 1.168 M $ 19158 2018/12/31 225.298 K $ 23.90 %
2025/09/30 FHN FIRST HORIZON CORPORATION 0.15% 1.154 M $ 51018 2021/03/31 71.935 K $ 6.65 %