CHATHAM CAPITAL GROUP, INC.

RIA/Wealth

CHATHAM CAPITAL GROUP, INC. is a RIA/Wealth based in Atlanta, GA led by Frederick Reynolds Muller, reporting $780.6M in AUM as of Q3 2025 with 32% ETF concentration.

CEOFrederick Reynolds Muller

Portfolio Value: $695.2M
Positions: 196
Top Holding: NVDA at 5.11%
Last Reported: Q3 2025

Address1372 Peachtree St. Ne, Atlanta, GA, 30309, United States

Top Holdings

Largest long holdings in CHATHAM CAPITAL GROUP, INC.'s portfolio (30.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$35.6M	5.11%	-$1.2M Sold	0.00% 190.6K shares	Q1 2020 Held for 5y 8m
2 Vanguard Small-Cap ETF VB	ETF ETF	$35.2M	5.06%	-$2.4M Sold	— 138.2K shares	≤ Q2 2013 Held for 12y 5m+
3 IAU iShares Gold Trust IAU	Unknown Unknown	$26.6M	3.83%	+$310.4K Bought	— 365.6K shares	Q4 2022 Held for 2y 11m
4 Apple AAPL	Consumer Electronics Technology	$19.6M	2.82%	-$467.8K Sold	0.00% 76.9K shares	Q3 2014 Held for 11y 2m
5 Microsoft MSFT	Software - Infrastructure Technology	$17.6M	2.53%	-$253.8K Sold	0.00% 33.9K shares	Q3 2014 Held for 11y 2m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$16.3M	2.35%	+$42.0K Bought	— 24.5K shares	≤ Q2 2013 Held for 12y 5m+
7 Vanguard Large-Cap VV	ETF ETF	$16.2M	2.33%	-$652.7K Sold	— 52.7K shares	≤ Q2 2013 Held for 12y 5m+
8 General Electric GEV	Renewable Utilities Utilities	$14.7M	2.11%	-$460.6K Sold	0.01% 23.9K shares	Q2 2024 Held for 1y 5m
9 Vanguard Information Technology VGT	ETF ETF	$14.6M	2.10%	-$436.8K Sold	— 19.5K shares	Q4 2014 Held for 10y 11m
10 Invesco QQQ Trust QQQ	ETF ETF	$14.3M	2.06%	-$417.9K Sold	— 23.8K shares	Q2 2018 Held for 7y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CHATHAM CAPITAL GROUP, INC.'s latest filing

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Market Value

$695.2M

Prior: $655.5M

Q/Q Change

+6.07%

+$39.8M

Net Flows % of MV

-1.3%

Turnover Ratio

2.72%

New Purchases

4 stocks

$4.5M

Added To

40 stocks

+$9.4M

Sold Out Of

6 stocks

$2.8M

Reduced Holdings

99 stocks

-$20.2M

Increased Positions

Position	Shares Δ	Change
1 Lindsay Corporation LNN	New	0 → 12.3K +$1.7M
2 IBTI iShares iBonds Dec 2028 Term Treasury IBTI	New	0 → 59.7K +$1.3M
3 Universal Technical Institute UTI	New	0 → 39.5K +$1.3M
4 Virtus Dividend, Interest & Premium Strategy Fund NFJ	New	0 → 10.0K +$130.1K
5 Invesco BulletShares 2026 High Yield Corporate Bond BSJQ	+888.53%	17.0K → 168.1K +$3.5M

Decreased Positions

Position	Shares Δ	Change
1 Gentherm THRM	Sold	45.9K → 0 −$1.3M
2 Comcast CMCSA	Sold	15.7K → 0 −$559.5K
3 iShares International Dividend Growth IGRO	Sold	4.7K → 0 −$372.0K
4 iShares Preferred and Income Securities ETF PFF	Sold	9.2K → 0 −$281.7K
5 Tesla, Inc. TSLA	Sold	635.0 → 0 −$201.7K