Peter Karmin

Fort Sheridan Advisors Llc

Assets Managed

$827.634M

Holdings

282

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

5.18%(2Q avg: 4.06%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fort Sheridan Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 282 positions.

Assets under management

The assets under management (AUM) of Fort Sheridan Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 827.634M in assets, with a quarterly growth rate of 5.18% and a 2-quarter average growth rate of 4.06%. The portfolio is managed by Peter Karmin, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Increased 3.18%	8.33%	$68.908M 271,517 shares@ $253.79 avg price	Increased 3.18%
MSFT Microsoft Corp Recent Activity Increased 0.55%	6.73%	$55.62M 150,256 shares@ $370.18 avg price	Increased 0.55%
EPD Enterprise Products Partners Recent Activity Increased 7.87%	4.84%	$39.984M 1.057M shares@ $37.85 avg price	Increased 7.87%
GOOG Alphabet Inc-cl C Recent Activity Increased 2.02%	4.01%	$33.135M 115,508 shares@ $286.87 avg price	Increased 2.02%
CME Cme Group Inc Recent Activity Increased 0.03%	3.87%	$31.957M 108,202 shares@ $295.36 avg price	Increased 0.03%
JPM Jpmorgan Chase & Co Recent Activity Increased 0.98%	3.32%	$27.452M 93,322 shares@ $294.16 avg price	Increased 0.98%
NVDA Nvidia Corp Recent Activity Increased 3.89%	3.32%	$27.402M 157,119 shares@ $174.41 avg price	Increased 3.89%
OKE Oneok Inc Recent Activity Increased 5.51%	3.11%	$25.713M 284,463 shares@ $90.39 avg price	Increased 5.51%
AMZN Amazon.com Inc Recent Activity Increased 4.64%	2.69%	$22.254M 106,851 shares@ $208.28 avg price	Increased 4.64%
VOO Vanguard S&p 500 Etf Recent Activity Increased 9.45%	2.26%	$18.667M 31,239 shares@ $597.56 avg price	Increased 9.45%

1-10 of 282