CHILTON INVESTMENT CO INC.

CIK

1332632

Location

STAMFORD, CT

Portfolio Value

Mid $4,164,016,878

Diversification

Diversified

Filing Date

Global Rank

#1,006 / 8,818 ▼ 112

Top Industry

Software - Infrastructure 8.7%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.6%, 28.6 effective positions, active share 69.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

29.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.3 quarters (12+), a floor since 60.7% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 69.5%; sector active share 28.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

295 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.0%

−0.2 pts

Top 5

31.6%

−3.1 pts

Top 10

51.6%

−1.3 pts

HHI

350

Diversified−26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.6%	$898,197,439	42
Financial Services	19.7%	$821,935,146	40
Industrials	18.8%	$784,166,614	57
Consumer Cyclical	10.7%	$447,013,367	25
Consumer Defensive	7.7%	$321,794,040	12
Basic Materials	6.4%	$265,639,318	9
Unclassified	5.9%	$244,772,809	68
Communication Services	5.8%	$241,746,344	7
Healthcare	2.7%	$112,154,728	26
Utilities	0.3%	$13,427,813	3
Energy	0.3%	$12,310,598	5
Real Estate	0.0%	$858,662	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
XYL	Xylem Inc.	+359,199	421,515	$49,827,288
AAPL	Apple Inc.	+203,276	397,628	$115,057,638
MMED	MiniMed Group, Inc.	+176,799	232,299	$3,472,870
VUG	VANGUARD GROWTH INDEX FUND	+159,803	196,728	$16,946,149
GOOGL	Alphabet Inc.	+98,460	493,428	$176,336,364
ATFV	Alger 35 ETF	+95,794	216,695	$8,975,506
FERG	Ferguson Enterprises Inc.	+94,195	109,346	$25,951,086
V	Visa Inc.	+57,521	122,518	$42,034,700
BRC	Brady Corp	+52,811	65,311	$5,980,528
AMZN	Amazon Com Inc	+50,514	800,378	$190,762,092
CSCO	Cisco Systems, Inc.	+50,425	60,677	$7,127,120
ABT	Abbott Laboratories	+49,222	74,174	$6,730,548
YUM	Yum Brands Inc	+46,556	51,253	$8,193,304
VO	VANGUARD MID-CAP INDEX FUND	+46,216	57,797	$4,656,704
KO	Coca Cola Co	+30,596	71,623	$5,820,801
IWF	iShares Russell 1000 Growth ETF	+30,407	37,798	$4,693,377
ETN	Eaton Corp plc	+27,881	157,752	$67,221,282
VRSK	Verisk Analytics, Inc.	+24,481	46,829	$8,407,210
ZTS	Zoetis Inc.	+23,895	26,857	$1,929,944
IEFA	iShares Core MSCI EAFE ETF	+19,006	26,245	$2,534,742
MDT	Medtronic plc	+18,496	516,815	$40,430,437
EMR	Emerson Electric Co	+16,329	41,762	$5,978,230
IBM	International Business Machines Corp	+16,077	487,018	$136,954,331
VRT	Vertiv Holdings Co	+15,287	17,383	$5,820,176
HUBB	Hubbell Inc	+15,122	25,857	$13,528,382
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SHW	Sherwin Williams Co	−311,008	672,706	$231,626,129
WRBY	Warby Parker Inc.	−293,876	22,541	$683,893
APH	Amphenol Corp	−259,672	1,101,659	$194,244,514
DASH	DoorDash, Inc.	−244,688	2,478	$457,265
PGR	Progressive Corp	−242,869	143,145	$31,270,025
HD	Home Depot, Inc.	−164,973	379,338	$133,784,925
CRH	Crh Public Ltd Co	−146,749	259,980	$27,817,860
SMFG	Sumitomo Mitsui Financial Group, Inc.	−95,313	13,124	$309,463
DOCS	Doximity, Inc.	−83,500	100,793	$2,090,446
WM	Waste Management Inc	−81,694	30,372	$6,769,311
AJG	Arthur J. Gallagher & Co.	−77,388	413,100	$94,835,367
RSG	Republic Services, Inc.	−69,689	1,181,957	$251,851,397
APG	APi Group Corp	−65,112	147,693	$6,254,798
MA	Mastercard Inc	−61,499	344,319	$176,842,238
MSFT	Microsoft Corp	−53,986	897,889	$334,930,554
WRB	Berkley W R Corp	−48,915	1,339,877	$94,501,524
DPZ	Dominos Pizza Inc	−47,057	35,812	$10,601,784
TXN	Texas Instruments Inc	−38,629	99,449	$29,642,763
COST	Costco Wholesale Corp	−26,228	310,417	$290,385,790
AXP	American Express Co	−23,260	302,256	$102,238,092
MCO	Moodys Corp	−18,200	178,199	$80,709,891
CTAS	Cintas Corp	−16,487	756,419	$128,651,743
AZO	Autozone Inc	−15,780	2,678	$8,558,727
ADP	Automatic Data Processing Inc	−14,588	2,102	$470,742
SBUX	Starbucks Corp	−14,174	14,512	$1,482,981
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BOBS	Bob's Discount Furniture, Inc.	905,958	$14,332,255
AADX	Applied Aerospace & Defense, Inc.	467,320	$10,645,549
LOAR	Loar Holdings Inc.	85,093	$6,859,346
AXON	Axon Enterprise, Inc.	10,462	$5,865,101
AEIS	Advanced Energy Industries Inc	12,238	$4,563,183
ITT	Itt Inc.	16,894	$3,340,957
SHAK	Shake Shack Inc.	58,044	$3,251,624
DAN	DANA Inc	87,848	$2,390,344
HONA	Honeywell Aerospace Inc.	7,592	$1,678,439
TKR	Timken Co	9,450	$1,373,274
ASTS	AST SpaceMobile, Inc.	11,027	$979,859
AVAV	AeroVironment Inc	5,812	$959,386
SUNB	Sunbelt Rentals Holdings, Inc.	11,618	$869,142
CSGP	Costar Group, Inc.	30,320	$858,662
LUNR	Intuitive Machines, Inc.	39,780	$850,894
DKS	Dick's Sporting Goods, Inc.	3,750	$850,537
AMG	Affiliated Managers Group, Inc.	2,030	$686,952
ZWS	Zurn Elkay Water Solutions Corp	12,010	$606,865
MRVL	Marvell Technology, Inc.	1,809	$538,883
MPWR	Monolithic Power Systems, Inc.	334	$461,708
PANW	Palo Alto Networks Inc	1,227	$418,431
BKNG	Booking Holdings Inc.	2,025	$360,936
ALMU	Aeluma, Inc.	15,989	$353,037
INTC	Intel Corp	2,495	$348,376
KLAC	Kla Corp	1,060	$319,812
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	599,451	$109,357,845
UBS	UBS Group AG	285,184	$11,142,138
RJF	Raymond James Financial Inc	73,945	$10,706,496
RL	Ralph Lauren Corp	21,634	$7,441,879
SKWD	Skyward Specialty Insurance Group, Inc.	121,901	$5,324,635
EWJ	iShares MSCI Japan ETF	32,514	$2,745,482
TEL	TE Connectivity plc	12,069	$2,522,662
RTX	RTX Corp	10,999	$2,121,707
CEG	Constellation Energy Corp	2,126	$593,685
NOC	Northrop Grumman Corp	763	$520,549
FTLS	First Trust Long/Short Equity ETF	5,196	$365,590
ADBE	Adobe Inc.	1,380	$335,450
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	3,021	$334,908
COIN	Coinbase Global, Inc.	1,773	$309,583
TGT	Target Corp	2,516	$304,939
ARES	Ares Management Corp	2,740	$298,934
TRV	Travelers Companies, Inc.	892	$260,178
CDW	CDW Corp	1,760	$212,995
ATEC	Alphatec Holdings, Inc.	10,325	$112,336
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

295 tracked positions · $4,164,016,878 total · filing declares 299 positions · $4,169,437,332 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 295 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	897,889	-53,986	$334,930,554	−4.9%	26+	before history	8.04%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	310,417	-26,228	$290,385,790	−13.4%	26+	before history	6.97%
RSG	Republic Services, Inc. Industrials	Reduced	1,181,957	-69,689	$251,851,397	−8.1%	26+	before history	6.05%
SHW	Sherwin Williams Co Basic Materials	Reduced	672,706	-311,008	$231,626,129	−26.5%	26+	before history	5.56%
APH	Amphenol Corp Technology	Reduced	1,101,659	-259,672	$194,244,514	+12.9%	20	$70.22	4.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	800,378	+50,514	$190,762,092	+22.1%	26+	before history	4.58%
MA	Mastercard Inc Financial Services	Reduced	344,319	-61,499	$176,842,238	−12.8%	26+	before history	4.25%
GOOGL	Alphabet Inc. Communication Services	Added	493,428	+98,460	$176,336,364	+55.3%	26+	before history	4.23%
IBM	International Business Machines Corp Technology	Added	487,018	+16,077	$136,954,331	+20.0%	13	$149.32	3.29%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	379,338	-164,973	$133,784,925	−25.3%	26+	before history	3.21%
CTAS	Cintas Corp Industrials	Reduced	756,419	-16,487	$128,651,743	−1.6%	26+	before history	3.09%
AAPL	Apple Inc. Technology	Added	397,628	+203,276	$115,057,638	+133.3%	26+	before history	2.76%
AXP	American Express Co Financial Services	Reduced	302,256	-23,260	$102,238,092	+3.8%	6	$287.88	2.46%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	413,100	-77,388	$94,835,367	−10.7%	12	$252.54	2.28%
WRB	Berkley W R Corp Financial Services	Reduced	1,339,877	-48,915	$94,501,524	+2.7%	16	unpriced	2.27%
MCO	Moodys Corp Financial Services	Reduced	178,199	-18,200	$80,709,891	−5.8%	26+	before history	1.94%
ETN	Eaton Corp plc Industrials	Added	157,752	+27,881	$67,221,282	+44.7%	19	$293.02	1.61%
DE	Deere & Co Industrials	Added	99,965	+493	$63,410,798	+13.2%	26+	before history	1.52%
PH	Parker-Hannifin Corp Industrials	Reduced	54,149	-5,119	$52,964,219	−0.2%	11	$653.38	1.27%
MS	Morgan Stanley Financial Services	Reduced	250,782	-12,826	$52,423,469	+20.8%	14	$102.51	1.26%
XYL	Xylem Inc. Industrials	Added	421,515	+359,199	$49,827,288	+569.1%	2	$117.76	1.20%
V	Visa Inc. Financial Services	Added	122,518	+57,521	$42,034,700	+114.0%	26+	before history	1.01%
MDT	Medtronic plc Healthcare	Added	516,815	+18,496	$40,430,437	−6.4%	17	$91.34	0.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	71,884	-12,188	$35,970,034	−10.7%	26+	before history	0.86%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	346,404	-796	$31,900,344	−0.5%	26+	before history	0.77%
GOOG	Alphabet Inc. Communication Services	Added	89,243	+8,456	$31,532,229	+36.1%	26+	before history	0.76%
SPY	Spdr S&P 500 ETF Trust	Added	42,095	+321	$31,435,283	+15.7%	21	$621.17	0.75%
PGR	Progressive Corp Financial Services	Reduced	143,145	-242,869	$31,270,025	−59.1%	13	$194.90	0.75%
TROW	Price T Rowe Group Inc Financial Services	Held	267,963	0	$30,464,713	+26.1%	4	$100.17	0.73%
TXN	Texas Instruments Inc Technology	Reduced	99,449	-38,629	$29,642,763	+10.6%	26+	before history	0.71%
CRH	Crh Public Ltd Co Basic Materials	Reduced	259,980	-146,749	$27,817,860	−34.9%	8	$96.87	0.67%
META	Meta Platforms, Inc. Communication Services	Reduced	46,247	-6,578	$26,050,472	−13.8%	26+	before history	0.63%
FERG	Ferguson Enterprises Inc. Industrials	Added	109,346	+94,195	$25,951,086	+634.3%	2	$241.55	0.62%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	170,371	-13,896	$24,637,350	+12.7%	5	$112.89	0.59%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	35,458	-10,496	$17,777,222	−21.3%	26+	before history	0.43%
VUG	VANGUARD GROWTH INDEX FUND	Added	196,728	+159,803	$16,946,149	+5.1%	6	unpriced	0.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	44,664	+150	$16,527,466	+15.7%	20	unpriced	0.40%
BX	Blackstone Inc. Financial Services	Reduced	125,345	-9,773	$14,749,346	−5.1%	26+	before history	0.35%
BOBS	Bob's Discount Furniture, Inc. Consumer Cyclical	NEW	905,958	NEW	$14,332,255	NEW	1	$12.42	0.34%
AVGO	Broadcom Inc. Technology	Reduced	37,072	-235	$14,003,948	+21.3%	25	unpriced	0.34%
HUBB	Hubbell Inc Industrials	Added	25,857	+15,122	$13,528,382	+156.8%	5	$474.15	0.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	39,093	-161	$12,796,311	+10.8%	26+	before history	0.31%
VTV	VANGUARD VALUE INDEX FUND	Added	54,453	+601	$11,866,942	+12.3%	2	unpriced	0.28%
VEA	Vanguard FTSE Developed Markets ETF	Added	165,606	+71	$11,799,427	+11.2%	13	$62.55	0.28%
IVV	iShares Core S&P 500 ETF	Added	14,750	+12,632	$11,046,127	+698.4%	11	unpriced	0.27%
AADX	Applied Aerospace & Defense, Inc. Industrials	NEW	467,320	NEW	$10,645,549	NEW	1	unpriced	0.26%
DPZ	Dominos Pizza Inc Consumer Cyclical	Reduced	35,812	-47,057	$10,601,784	−64.3%	26+	before history	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	37,333	-5,798	$10,091,483	−24.7%	26+	before history	0.24%
IWB	iShares Russell 1000 ETF	Held	24,550	0	$10,053,225	+14.8%	26+	before history	0.24%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Held	49,265	0	$9,734,764	+7.2%	4	unpriced	0.23%

Showing the top 50 of 295 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.