CHILTON INVESTMENT CO INC.

CIK

1332632

Location

STAMFORD, CT

Portfolio Value

Small $369,301,761

Diversification

Diversified

Filing Date

Global Rank

#608 / 8,232 ▲ 3

Top Industry

Credit Services 10.7%

3Y Alpha vs SPY

-9.6%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+37.5%

SPY

+76.3%

Annualised alpha

-9.6%

Max drawdown

−11.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

212 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.7%

−1.5 pts

Top 5

36.4%

+0.7 pts

Top 10

54.9%

+0.3 pts

HHI

405

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	24.7%	$1,002,350,016	45
Technology	19.3%	$784,401,874	35
Industrials	16.6%	$673,789,526	45
Consumer Cyclical	13.5%	$550,508,263	21
Consumer Defensive	9.1%	$369,301,761	12
Basic Materials	8.9%	$363,441,948	8
Communication Services	3.6%	$146,638,229	5
Healthcare	2.9%	$117,371,664	27
Unclassified	0.7%	$29,690,055	5
Utilities	0.4%	$14,387,431	4
Energy	0.3%	$13,064,690	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
COF	Capital One Financial Corp	+352,945	599,451	$109,357,845
AMZN	Amazon Com Inc	+271,106	749,864	$156,174,175
GOOGL	Alphabet Inc.	+266,240	394,968	$113,576,998
MDT	Medtronic plc	+235,547	498,319	$43,179,341
TROW	Price T Rowe Group Inc	+160,695	267,963	$24,154,184
BNY	Bank of New York Mellon Corp	+151,565	184,267	$21,859,594
DASH	DoorDash, Inc.	+114,687	247,166	$37,111,974
AAPL	Apple Inc.	+94,373	194,352	$49,324,594
CTAS	Cintas Corp	+81,632	772,906	$130,729,320
CRH	Crh Public Ltd Co	+62,115	406,729	$42,755,352
DOCS	Doximity, Inc.	+48,202	184,293	$4,294,026
MS	Morgan Stanley	+47,397	263,608	$43,381,968
UBS	UBS Group AG	+38,792	285,184	$11,142,138
APH	Amphenol Corp /De/	+26,582	1,361,331	$172,004,171
VRSK	Verisk Analytics, Inc.	+20,825	22,348	$4,240,533
EMR	Emerson Electric Co	+17,593	25,433	$3,332,231
LRCX	Lam Research Corp	+16,160	25,380	$5,422,690
SPY	Spdr S&P 500 ETF Trust	+12,445	41,774	$27,167,303
NOW	ServiceNow, Inc.	+11,996	18,321	$1,915,460
NEE	Nextera Energy Inc	+10,125	25,218	$2,342,247
KO	Coca Cola Co	+9,631	41,027	$3,120,103
CSX	Csx Corp	+8,560	21,257	$872,599
LULU	lululemon athletica inc.	+7,822	21,485	$3,289,353
NVDA	Nvidia Corp	+6,946	44,844	$7,820,793
LAD	Lithia Motors Inc	+6,810	9,665	$2,413,543
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−1,162,518	10,243	$984,864
BRO	Brown & Brown, Inc.	−820,900	6,966	$454,252
AJG	Arthur J. Gallagher & Co.	−278,182	490,488	$106,229,891
WRB	Berkley W R Corp	−249,535	1,388,792	$92,049,133
PGR	Progressive Corp/Oh/	−225,336	386,014	$76,523,415
WM	Waste Management Inc	−202,268	112,066	$25,751,646
HD	Home Depot, Inc.	−121,027	544,311	$179,018,444
RSG	Republic Services, Inc.	−104,026	1,251,646	$274,135,506
COKE	Coca-Cola Consolidated, Inc.	−102,393	43,891	$8,415,660
ETN	Eaton Corp plc	−81,552	129,871	$46,450,960
KR	Kroger Co	−81,121	93,264	$6,748,583
SKWD	Skyward Specialty Insurance Group, Inc.	−70,129	121,901	$5,324,635
COST	Costco Wholesale Corp /New	−59,905	336,645	$335,443,177
BAC	Bank Of America Corp /De/	−59,389	27,312	$1,331,460
ORLY	O Reilly Automotive Inc	−58,312	347,200	$32,050,032
META	Meta Platforms, Inc.	−49,837	52,825	$30,222,767
SHW	Sherwin Williams Co	−48,184	983,714	$315,329,522
CLH	Clean Harbors Inc	−32,608	24,411	$6,999,366
MSFT	Microsoft Corp	−30,520	951,875	$352,355,568
CVX	Chevron Corp	−29,443	32,337	$6,690,525
DPZ	Dominos Pizza Inc	−28,961	82,869	$29,732,568
BX	Blackstone Inc.	−28,586	135,118	$15,537,218
TTC	Toro Co	−26,250	65,745	$6,143,212
RTX	RTX Corp	−24,979	10,999	$2,121,707
JNJ	Johnson & Johnson	−19,338	20,792	$5,082,396
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RJF	Raymond James Financial Inc	73,945	$10,706,496
XYL	Xylem Inc.	62,316	$7,446,762
AN	Autonation, Inc.	26,072	$5,090,818
FERG	Ferguson Enterprises Inc. /DE/	15,151	$3,534,122
TLN	Talen Energy Corp	8,069	$2,575,866
TEL	TE Connectivity plc	12,069	$2,522,662
SMFG	Sumitomo Mitsui Financial Group, Inc.	108,437	$2,141,630
AZN	Astrazeneca PLC	5,284	$1,042,110
BRC	Brady Corp	12,500	$1,015,500
MMED	MiniMed Group, Inc.	55,500	$828,060
PSX	Phillips 66	3,666	$667,871
DHR	Danaher Corp /De/	3,282	$622,267
CNI	Canadian National Railway Co	5,800	$596,066
CEG	Constellation Energy Corp	2,126	$593,685
MCHP	Microchip Technology Inc	8,758	$565,854
NOC	Northrop Grumman Corp /De/	763	$520,549
IQV	Iqvia Holdings Inc.	2,595	$442,551
DGX	Quest Diagnostics Inc	2,000	$391,960
MDLZ	Mondelez International, Inc.	6,797	$391,779
CIEN	Ciena Corp	966	$375,030
ATI	Ati Inc	2,469	$359,140
FIX	Comfort Systems USA Inc	247	$340,610
ADBE	Adobe Inc.	1,380	$335,450
ARES	Ares Management Corp	2,740	$298,934
ALL	Allstate Corp	1,299	$269,334
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
MUSA	Murphy USA Inc.	12,841	$5,181,600
WYNN	Wynn Resorts Ltd	41,619	$5,008,014
FICO	Fair Isaac Corp	2,244	$3,793,751
BKNG	Booking Holdings Inc.	663	$3,550,583
LII	Lennox International Inc	7,302	$3,545,705
MCW	Mister Car Wash, Inc.	532,500	$2,960,700
PSKY	Paramount Skydance Corp	159,471	$2,136,911
CSL	Carlisle Companies Inc	5,737	$1,835,036
GE	General Electric Co	5,435	$1,674,143
CNOB	ConnectOne Bancorp, Inc.	49,606	$1,300,669
NVO	Novo Nordisk A S	25,397	$1,292,199
EPD	Enterprise Products Partners L.P.	40,000	$1,282,400
ESTC	Elastic N.V.	12,303	$928,138
GEV	GE Vernova Inc.	1,331	$869,901
OKE	Oneok Inc /New/	11,457	$842,089
TTWO	Take Two Interactive Software Inc	3,023	$773,978
ADSK	Autodesk, Inc.	2,201	$651,518
BXSL	Blackstone Secured Lending Fund	23,540	$619,808
PYPL	PayPal Holdings, Inc.	10,605	$619,119
MU	Micron Technology Inc	2,048	$584,519
VMC	Vulcan Materials CO	1,969	$561,598
COR	Cencora, Inc.	1,572	$530,943
JCI	Johnson Controls International plc	4,030	$482,592
C	Citigroup Inc	3,530	$411,915
USFD	US Foods Holding Corp.	5,360	$403,715
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $369,301,761 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	336,645	-59,905	$335,443,177	−1.9%	90.83%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Reduced	43,891	-102,393	$8,415,660	−62.5%	2.28%
KR	Kroger Co Consumer Defensive	Reduced	93,264	-81,121	$6,748,583	−38.1%	1.83%
WMT	Walmart Inc. Consumer Defensive	Reduced	40,128	-1,609	$4,987,107	+7.3%	1.35%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	43,574	-8,533	$4,288,553	−8.6%	1.16%
KO	Coca Cola Co Consumer Defensive	Added	41,027	+9,631	$3,120,103	+42.2%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,320	+4,205	$2,357,260	+35.8%	0.64%
PEP	Pepsico Inc Consumer Defensive	Added	14,020	+4,762	$2,177,165	+63.9%	0.59%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,891	-2,791	$808,677	−34.4%	0.22%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	6,797	NEW	$391,779	NEW	0.11%
TGT	Target Corp Consumer Defensive	Held	2,516	0	$304,939	+24.0%	0.08%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	3,036	-4,675	$258,758	−57.5%	0.07%