Public Filings

CHILTON INVESTMENT CO INC.

$4.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1332632 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$4.3B
ALL retained default holdings for this (filer, period), including NULL-value ones
280
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
44
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
46
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:11825 · issuer key iss:1225 COMMON STOCKTRIM−$123M−30,520$475M$352M982,395951,875
position key pos:12030 · issuer key iss:525 COMMON STOCKTRIM−$6.5M−59,905$342M$335M396,550336,645
position key pos:13768 · issuer key iss:1651 COMMON STOCKTRIM−$19.0M−48,184$334M$315M1,031,898983,714
position key pos:13287 · issuer key iss:1548 COMMON STOCKTRIM−$13.2M−104,026$287M$274M1,355,6721,251,646
position key pos:14206 · issuer key iss:1193 COMMON STOCKTRIM−$33.1M−7,360$236M$203M413,178405,818
position key pos:10715 · issuer key iss:916 COMMON STOCKTRIM−$49.9M−121,027$229M$179M665,338544,311
position key pos:15235 · issuer key iss:125 COMMON STOCKADD−$8.4M+26,582$180M$172M1,334,7491,361,331
position key pos:14175 · issuer key iss:95 COMMON STOCKADD+$45.7M+271,106$111M$156M478,758749,864
position key pos:17845 · issuer key iss:455 COMMON STOCKADD+$721K+81,632$130M$131M691,274772,906
position key pos:10136 · issuer key iss:990 COMMON STOCKTRIM−$26.1M−2,533$140M$114M473,474470,941
position key pos:15142 · issuer key iss:89 COMMON STOCKADD+$73.3M+266,240$40.3M$114M128,728394,968
position key pos:16278 · issuer key iss:390 COMMON STOCKADD+$49.6M+352,945$59.7M$109M246,506599,451
position key pos:17983 · issuer key iss:799 COMMON STOCKTRIM−$92.7M−278,182$199M$106M768,670490,488
position key pos:11849 · issuer key iss:104 COMMON STOCKTRIM−$23.8M−4,884$122M$98.5M330,400325,516
position key pos:10602 · issuer key iss:254 COMMON STOCKTRIM−$22.8M−249,535$115M$92.0M1,638,3271,388,792
position key pos:16504 · issuer key iss:1251 COMMON STOCKTRIM−$22.1M−14,624$108M$85.7M211,023196,399
position key pos:11683 · issuer key iss:1491 COMMON STOCKTRIM−$62.7M−225,336$139M$76.5M611,350386,014
position key pos:14497 · issuer key iss:197 COMMON STOCKTRIM−$792K−159$63.1M$62.3M18,61718,458
position key pos:13471 · issuer key iss:562 COMMON STOCKTRIM+$6.6M−6,733$49.4M$56.0M106,20599,472
position key pos:10128 · issuer key iss:1413 COMMON STOCKTRIM−$3.1M−4,661$56.2M$53.1M63,92959,268
position key pos:13215 · issuer key iss:144 COMMON STOCKADD+$22.1M+94,373$27.2M$49.3M99,979194,352
position key pos:17839 · issuer key iss:2093 COMMON STOCKTRIM−$20.9M−81,552$67.3M$46.5M211,423129,871
position key pos:11621 · issuer key iss:1253 COMMON STOCKADD+$5.0M+47,397$38.4M$43.4M216,211263,608
position key pos:13406 · issuer key iss:2156 COMMON STOCKADD+$17.9M+235,547$25.2M$43.2M262,772498,319
position key pos:11017 · issuer key iss:2082 COMMON STOCKADD−$252K+62,115$43.0M$42.8M344,614406,729
position key pos:11205 · issuer key iss:255 COMMON STOCKADD−$1.6M+833$41.8M$40.3M83,23984,072
position key pos:17935 · issuer key iss:599 COMMON STOCKADD+$7.1M+114,687$30.0M$37.1M132,479247,166
position key pos:11403 · issuer key iss:1342 COMMON STOCKTRIM−$4.9M−58,312$37.0M$32.1M405,512347,200
position key pos:11390 · issuer key iss:720 COMMON STOCKTRIM−$37.5M−49,837$67.8M$30.2M102,66252,825
position key pos:14895 · issuer key iss:596 COMMON STOCKTRIM−$16.9M−28,961$46.6M$29.7M111,83082,869
position key pos:11570 · issuer key iss:1599 ETPADD+$7.2M+12,445$20.0M$27.2M29,32941,774
position key pos:16841 · issuer key iss:1791 COMMON STOCKTRIM−$179K−17,464$27.0M$26.8M155,542138,078
position key pos:14916 · issuer key iss:1946 COMMON STOCKTRIM−$43.3M−202,268$69.1M$25.8M314,334112,066
position key pos:12159 · issuer key iss:1478 COMMON STOCKADD+$13.2M+160,695$11.0M$24.2M107,268267,963
position key pos:17821 · issuer key iss:89 COMMON STOCKADD+$228K+7,663$22.9M$23.2M73,12480,787
position key pos:15125 · issuer key iss:1798 COMMON STOCKTRIM−$5.3M−2,170$27.9M$22.6M48,12445,954
position key pos:18104 · issuer key iss:233 COMMON STOCKADD+$18.1M+151,565$3.8M$21.9M32,702184,267
position key pos:12848 · issuer key iss:1921 COMMON STOCKTRIM−$3.4M−649$23.0M$19.6M65,64664,997
position key pos:11209 · issuer key cusip6:922908 ETPADD+$15.4M+35,364$762K$16.1M1,56136,925
position key pos:15622 · issuer key iss:282 COMMON STOCKTRIM−$9.7M−28,586$25.2M$15.5M163,704135,118
position key pos:16096 · issuer key iss:1206 COMMON STOCKTRIM−$1.1M−4,270$14.5M$13.4M47,40143,131
position key pos:18039 · issuer key iss:1025 COMMON STOCKTRIM−$2.0M−2,820$13.6M$11.5M42,07439,254
position key pos:12827 · issuer key iss:323 COMMON STOCKADD−$1.2M+506$12.7M$11.5M36,80137,307
position key pos:15557 · issuer key iss:2260 COMMON STOCKADD−$268K+38,792$11.4M$11.1M246,392285,184
position key pos:15683 · issuer key iss:1526 COMMON STOCKNEW+$10.7M+73,945$0$10.7M—73,945
position key pos:17409 · issuer key cusip6:921943 ETPADD+$6.9M+105,814$3.7M$10.6M59,721165,535
position key pos:10986 · issuer key cusip6:922908 ETPNEW+$10.6M+53,852$0$10.6M—53,852
position key sid:sec:prov:37e4995e6b67d5e138767a663c26b870 · issuer key cusip6:922908 ETPADD+$6.2M+32,845$2.9M$9.1M16,42049,265
position key pos:11219 · issuer key iss:1925 COMMON STOCKADD+$388K+6,428$8.5M$8.9M52,61359,041
position key pos:11066 · issuer key iss:15 COMMON STOCKTRIM+$275K−5,395$8.3M$8.6M218,200212,805
position key pos:16368 · issuer key iss:953 COMMON STOCKTRIM−$1.7M−33$10.2M$8.4M15,06015,027
position key pos:12315 · issuer key iss:470 COMMON STOCKTRIM−$14.0M−102,393$22.4M$8.4M146,28443,891
position key pos:15642 · issuer key iss:1334 COMMON STOCKADD+$753K+6,946$7.1M$7.8M37,89844,844
position key pos:16854 · issuer key iss:1767 COMMON STOCKADD+$1.2M+23$6.5M$7.7M12,78312,806
position key pos:13994 · issuer key cusip6:922042 ETPNEW+$7.5M+99,290$0$7.5M—99,290
position key pos:14555 · issuer key iss:1996 COMMON STOCKNEW+$7.4M+62,316$0$7.4M—62,316
position key pos:15137 · issuer key iss:1523 COMMON STOCKADD−$197K+32$7.6M$7.4M21,60221,634
position key pos:10478 · issuer key iss:460 COMMON STOCKTRIM−$6.4M−32,608$13.4M$7.0M57,01924,411
position key pos:14307 · issuer key iss:127 COMMON STOCKTRIM+$965K−229$6.0M$7.0M22,10021,871
position key pos:17899 · issuer key iss:1745 COMMON STOCKADD+$823K+3,658$6.0M$6.8M39,21542,873
position key pos:10263 · issuer key iss:1078 COMMON STOCKTRIM−$4.1M−81,121$10.9M$6.7M174,38593,264
position key pos:11717 · issuer key iss:440 COMMON STOCKTRIM−$2.7M−29,443$9.4M$6.7M61,78032,337
position key pos:12835 · issuer key iss:1941 COMMON STOCKTRIM−$263K−1,633$6.9M$6.7M318,050316,417
position key pos:17467 · issuer key iss:1751 ADRADD+$1.9M+4,198$4.5M$6.5M14,94319,141
position key pos:10331 · issuer key iss:1807 COMMON STOCKTRIM−$1.1M−26,250$7.2M$6.1M91,99565,745
position key pos:15350 · issuer key iss:2111 COMMON STOCKTRIM+$314K−4,354$5.6M$6.0M28,67824,324
position key pos:16562 · issuer key cusip6:922908 ETPADD+$3.8M+17,341$1.9M$5.7M8,98626,327
position key pos:15863 · issuer key iss:1123 COMMON STOCKTRIM−$5.3M−4,088$10.8M$5.5M10,0515,963
position key pos:11590 · issuer key iss:645 COMMON STOCKADD+$2.3M+2,277$3.1M$5.5M5,1347,411
position key pos:10455 · issuer key iss:1091 COMMON STOCKADD+$3.8M+16,160$1.6M$5.4M9,22025,380
position key sid:sec:prov:e7b2a30be78670ddd0114593421f781f · issuer key cusip6:830940 COMMON STOCKTRIM−$4.5M−70,129$9.8M$5.3M192,030121,901
position key pos:13049 · issuer key iss:926 COMMON STOCKADD+$1.0M+1,204$4.2M$5.3M9,53110,735
position key pos:15619 · issuer key iss:1810 COMMON STOCKTRIM−$706K−3,294$5.9M$5.2M118,168114,874
position key pos:13082 · issuer key iss:196 COMMON STOCKNEW+$5.1M+26,072$0$5.1M—26,072
position key pos:13599 · issuer key iss:1035 COMMON STOCKTRIM−$3.2M−19,338$8.3M$5.1M40,13020,792
position key pos:13490 · issuer key iss:1939 COMMON STOCKTRIM+$337K−1,609$4.6M$5.0M41,73740,128
position key pos:17976 · issuer key iss:547 COMMON STOCKTRIM+$947K−3$4.0M$5.0M7,3127,309
position key pos:14552 · issuer key iss:711 COMMON STOCKTRIM+$1.1M−1,588$3.4M$4.5M28,39926,811
position key pos:11610 · issuer key iss:287 COMMON STOCKTRIM−$1.1M−519$5.5M$4.5M5,1784,659
position key pos:17136 · issuer key iss:613 COMMON STOCKADD−$1.7M+48,202$6.0M$4.3M136,091184,293
position key pos:16686 · issuer key iss:213 COMMON STOCKTRIM−$403K−8,533$4.7M$4.3M52,10743,574
position key sid:sec:prov:0dadc2440aefac63e807c58f52840520 · issuer key cusip6:047726 COMMON STOCKADD+$3.0M+66,750$1.3M$4.3M33,500100,250
position key pos:16768 · issuer key iss:1903 COMMON STOCKADD+$3.9M+20,825$341K$4.2M1,52322,348
position key sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa · issuer key cusip6:922908 ETPNEW+$4.2M+14,005$0$4.2M—14,005
position key pos:17700 · issuer key iss:1012 ETPADD+$3.9M+18,323$297K$4.2M1,41319,736
position key pos:14191 · issuer key iss:1855 COMMON STOCKTRIM−$2.2M−10,303$6.2M$4.0M26,97116,668
position key pos:15499 · issuer key iss:23 COMMON STOCKADD+$132K+1,440$3.8M$3.9M16,48017,920
position key pos:11199 · issuer key cusip6:922042 ETPADD+$3.1M+22,551$775K$3.9M5,49628,047
position key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 ETPADD+$2.7M+4,668$1.1M$3.8M1,7436,411
position key sid:sec:prov:01831eefcaaca212de326135ab645927 · issuer key cusip6:015564 ETPADD+$536K+27,494$3.3M$3.8M93,407120,901
position key pos:17231 · issuer key cusip6:922908 ETPNEW+$3.6M+13,774$0$3.6M—13,774
position key pos:17897 · issuer key iss:729 COMMON STOCKNEW+$3.5M+15,151$0$3.5M—15,151
position key sid:sec:prov:e80cc45ae7833b901a24570947177154 · issuer key cusip6:921909 ETPADD+$3.0M+38,834$444K$3.4M5,88044,714
position key pos:18272 · issuer key iss:886 COMMON STOCKTRIM−$715K−13,927$4.2M$3.4M50,71936,792
position key pos:10793 · issuer key iss:195 COMMON STOCKADD−$652K+972$4.0M$3.4M15,71816,690
position key pos:16185 · issuer key iss:647 COMMON STOCKADD+$2.3M+17,593$1.0M$3.3M7,84025,433
position key pos:14055 · issuer key cusip6:922908 ETPADD+$3.1M+10,826$219K$3.3M75511,581
position key pos:12053 · issuer key iss:1143 COMMON STOCKADD+$450K+7,822$2.8M$3.3M13,66321,485
position key pos:14648 · issuer key iss:1012 ETPADD+$2.5M+25,755$704K$3.2M7,33633,091
position key pos:15220 · issuer key iss:1725 COMMON STOCKADD+$2.0M+6,205$1.2M$3.2M3,4279,632

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 287 changes
Mark-to-market only (no share change) · 39

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:12944 · issuer key cusip6:922908 ETPNO CHANGE−$644K0$14.9M$14.3M44,51444,514
position key pos:12858 · issuer key iss:1012 ETPNO CHANGE−$414K0$9.2M$8.8M24,55024,550
position key sid:sec:prov:3c0a10d13168d0b0053c39866797d509 · issuer key cusip6:155123 CLOSED-END FUNDNO CHANGE−$113K0$5.4M$5.3M107,162107,162
position key sid:sec:prov:ead4136001e20c053d7f45b14bcdc536 · issuer key cusip6:46429B ETPNO CHANGE−$30.5K0$2.0M$2.0M21,50021,500
position key pos:17300 · issuer key cusip6:81369Y ETPNO CHANGE+$138K0$1.8M$2.0M43,00043,000
position key pos:16095 · issuer key iss:151 COMMON STOCKNO CHANGE−$989K0$2.4M$1.4M3,5853,585
position key pos:15311 · issuer key iss:724 COMMON STOCKNO CHANGE+$172K0$1.1M$1.3M27,38627,386
position key sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28 · issuer key cusip6:81369Y ETPNO CHANGE−$128K0$1.3M$1.2M23,71723,717
position key pos:13363 · issuer key iss:1393 COMMON STOCKNO CHANGE−$2.8K0$901K$898K4,3164,316
position key pos:12549 · issuer key iss:1013 ETPNO CHANGE+$35.0K0$850K$885K11,90011,900
position key sid:sec:prov:7bedc2b3344fa4eb910b9207c8f5d6c3 · issuer key cusip6:33734H ETPNO CHANGE+$15.0K0$726K$741K15,76015,760
position key pos:12291 · issuer key iss:1633 ETPNO CHANGE−$3.0K0$729K$726K29,91029,910
position key pos:11693 · issuer key iss:1834 COMMON STOCKNO CHANGE−$80.3K0$695K$615K4,8894,889
position key pos:16411 · issuer key iss:865 COMMON STOCKNO CHANGE+$7.9K0$582K$590K1,2461,246
position key pos:15938 · issuer key cusip6:92189F ETPNO CHANGE+$35.6K0$550K$586K1,5281,528
position key pos:16193 · issuer key iss:1909 COMMON STOCKNO CHANGE+$186K0$340K$525K2,0962,096
position key sid:sec:prov:cdd10414e490441353b8d5156a0f8caf · issuer key cusip6:922042 ETPNO CHANGE−$7.3K0$515K$508K6,1656,165
position key pos:15702 · issuer key iss:1012 ETPNO CHANGE+$3.8K0$503K$507K2,0432,043
position key pos:15147 · issuer key iss:604 COMMON STOCKNO CHANGE+$31.3K0$463K$494K2,3692,369
position key pos:10357 · issuer key iss:1786 COMMON STOCKNO CHANGE−$101K0$583K$482K1,2971,297
position key sid:sec:prov:2293e5cc92fd9a725cb1495d0f85f49b · issuer key cusip6:74348A ETPNO CHANGE+$6.9K0$369K$376K3,5503,550
position key sid:sec:prov:667e6ae4230767d97e78115617e0fc1a · issuer key cusip6:33739P ETPNO CHANGE−$3.3K0$369K$366K5,1965,196
position key pos:10783 · issuer key iss:1822 COMMON STOCKNO CHANGE−$72.8K0$435K$362K5,5515,551
position key pos:15476 · issuer key iss:1000 ETPNO CHANGE+$4880$350K$350K7,4947,494
position key sid:sec:prov:ae81332c5da10c593afdf3fb94d6dc2f · issuer key cusip6:46641Q ETPNO CHANGE−$1.6K0$347K$345K7,0637,063
position key sid:sec:prov:023e6f42af3d708eaf6fe643444b81c2 · issuer key cusip6:785688 ROYALTY TRSTNO CHANGE+$30.7K0$311K$342K4,5334,533
position key sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32 · issuer key cusip6:81369Y ETPNO CHANGE−$20.7K0$356K$335K3,0213,021
position key pos:16011 · issuer key iss:1981 ETPNO CHANGE+$28.3K0$283K$312K1,9661,966
position key pos:16347 · issuer key iss:1759 COMMON STOCKNO CHANGE+$59.0K0$246K$305K2,5162,516
position key pos:16804 · issuer key iss:1945 COMMON STOCKNO CHANGE−$25.2K0$324K$299K1,8451,845
position key pos:14060 · issuer key iss:47 COMMON STOCKNO CHANGE−$15.7K0$313K$297K1,4621,462
position key pos:10600 · issuer key iss:821 COMMON STOCKNO CHANGE+$35.1K0$259K$294K2,1102,110
position key pos:11182 · issuer key iss:347 COMMON STOCKNO CHANGE+$30.1K0$251K$281K1,0001,000
position key pos:15744 · issuer key iss:402 COMMON STOCKNO CHANGE+$55.4K0$220K$276K699699
position key pos:15267 · issuer key iss:1395 COMMON STOCKNO CHANGE+$11.3K0$263K$274K2,5652,565
position key pos:11938 · issuer key iss:834 COMMON STOCKNO CHANGE−$10.5K0$279K$268K317317
position key pos:14143 · issuer key iss:748 COMMON STOCKNO CHANGE−$47.2K0$279K$232K4,1494,149
position key sid:sec:prov:85bbd3b28857c8988aa9b3717f950d84 · issuer key cusip6:46432F ETPNO CHANGE+$8.2K0$205K$213K1,5001,500
position key pos:11116 · issuer key cusip6:02081G COMMON STOCKNO CHANGE−$105K0$217K$112K10,32510,325

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 241 issuers · $4.3B disclosed value over 280 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MICROSOFT CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$352M951,8758.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COSTCO WHOLESALE CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$335M336,6457.9%
—SHERWIN WILLIAMS CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$315M983,7147.4%
—REPUBLIC SERVICES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$274M1,251,6466.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MASTERCARD INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$203M405,8184.8%
—HOME DEPOT INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$179M544,3114.2%
—AMPHENOL CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$172M1,361,3314.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMAZON.COM INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$156M749,8643.7%
—ALPHABET INC
2 positions · 2 reported rows
ALPHABET INC · COMMON STOCK CUSIP —
src ↗
$114M394,968
ALPHABET INC · COMMON STOCK CUSIP —
src ↗
$23.2M80,787
ticker not yet mapped		$137M475,7553.2%
—CINTAS CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$131M772,9063.1%
—INTERNATIONAL BUSINESS MACHINES CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$114M470,9412.7%
—CAPITAL ONE FINANCIAL CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$109M599,4512.6%
—ARTHUR J GALLAGHER & CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$106M490,4882.5%
—AMERICAN EXPRESS CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$98.5M325,5162.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)W R BERKLEY CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$92.0M1,388,7922.2%
—MOODY'S CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$85.7M196,3992.0%
—PROGRESSIVE CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$76.5M386,0141.8%
—VANGUARD GROWTH ETF
12 positions · 12 reported rows
VANGUARD GROWTH ETF · ETP CUSIP —
src ↗
$16.1M36,925
VANGUARD TOTAL STOCK MARKET ETF · ETP CUSIP —
src ↗
$14.3M44,514
VANGUARD VALUE ETF · ETP CUSIP —
src ↗
$10.6M53,852
VANGUARD MID-CAP VALUE ETF · ETP CUSIP 922908512
src ↗
$9.1M49,265
VANGUARD SMALL-CAP VALUE ETF · ETP CUSIP —
src ↗
$5.7M26,327
VANGUARD SMALL-CAP GROWTH ETF · ETP CUSIP 922908595
src ↗
$4.2M14,005
VANGUARD S&P 500 ETF · ETP CUSIP 922908363
src ↗
$3.8M6,411
VANGUARD SMALL-CAP ETF · ETP CUSIP —
src ↗
$3.6M13,774
VANGUARD MID-CAP ETF · ETP CUSIP —
src ↗
$3.3M11,581
VANGUARD MID-CAP GROWTH ETF · ETP CUSIP 922908538
src ↗
$2.4M9,503
VANGUARD LARGE-CAP ETF · ETP CUSIP —
src ↗
$992K3,319
VANGUARD REAL ESTATE ETF · ETP CUSIP 922908553
src ↗
$657K7,409
ticker not yet mapped		$74.9M276,8851.8%
—AUTOZONE INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$62.3M18,4581.5%
—DEERE & CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$56.0M99,4721.3%
—PARKER-HANNIFIN CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$53.1M59,2681.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)APPLE INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$49.3M194,3521.2%
—EATON CORP PLC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$46.5M129,8711.1%
—MORGAN STANLEY · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$43.4M263,6081.0%
—MEDTRONIC PLC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$43.2M498,3191.0%
—CRH PLC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$42.8M406,7291.0%
—BERKSHIRE HATHAWAY INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$40.3M84,0720.9%
—DOORDASH INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$37.1M247,1660.9%
—O'REILLY AUTOMOTIVE INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$32.1M347,2000.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)META PLATFORMS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$30.2M52,8250.7%
—DOMINO'S PIZZA INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$29.7M82,8690.7%
—ISHARES RUSSELL 1000 ETF
13 positions · 13 reported rows
ISHARES RUSSELL 1000 ETF · ETP CUSIP —
src ↗
$8.8M24,550
ISHARES RUSSELL 1000 VALUE ETF · ETP CUSIP —
src ↗
$4.2M19,736
ISHARES MSCI EAFE ETF · ETP CUSIP —
src ↗
$3.2M33,091
ISHARES RUSSELL 1000 GROWTH ETF · ETP CUSIP —
src ↗
$3.2M7,391
ISHARES CORE S&P MID-CAP ETF · ETP CUSIP —
src ↗
$2.1M30,560
ISHARES CORE S&P 500 ETF · ETP CUSIP —
src ↗
$1.4M2,118
ISHARES S&P 500 GROWTH ETF · ETP CUSIP —
src ↗
$1.2M10,202
ISHARES MSCI EMERGING MARKETS ETF · ETP CUSIP —
src ↗
$1.1M18,900
ISHARES S&P MID-CAP 400 GROWTH ETF · ETP CUSIP —
src ↗
$920K9,145
ISHARES S&P 500 VALUE ETF · ETP CUSIP —
src ↗
$692K3,278
ISHARES RUSSELL 2000 ETF · ETP CUSIP —
src ↗
$507K2,043
ISHARES CORE S&P SMALL-CAP ETF · ETP CUSIP —
src ↗
$364K2,931
ISHARES U.S. FINANCIALS ETF · ETP CUSIP —
src ↗
$233K1,984
ticker not yet mapped		$27.7M165,9290.7%
—STATE STREET SPDR S&P 500 ETF · ETP CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$27.2M41,7740.6%
—TEXAS INSTRUMENTS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$26.8M138,0780.6%
—WASTE MANAGEMENT INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$25.8M112,0660.6%
—T ROWE PRICE GROUP INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$24.2M267,9630.6%
—THERMO FISHER SCIENTIFIC INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$22.6M45,9540.5%
—BANK OF NEW YORK MELLON CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$21.9M184,2670.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)VISA INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$19.6M64,9970.5%
—BLACKSTONE INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$15.5M135,1180.4%
—VANGUARD FTSE ALL-WORLD EX-US ETF
4 positions · 4 reported rows
VANGUARD FTSE ALL-WORLD EX-US ETF · ETP CUSIP —
src ↗
$7.5M99,290
VANGUARD TOTAL WORLD STOCK ETF · ETP CUSIP —
src ↗
$3.9M28,047
VANGUARD FTSE EMERGING MARKETS ETF · ETP CUSIP 922042858
src ↗
$2.1M38,521
VANGUARD FTSE EUROPE ETF · ETP CUSIP 922042874
src ↗
$508K6,165
ticker not yet mapped		$13.9M172,0230.3%
—MCDONALD'S CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$13.4M43,1310.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JPMORGAN CHASE & CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$11.5M39,2540.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BROADCOM INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$11.5M37,3070.3%
—UBS GROUP AG · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$11.1M285,1840.3%
—RAYMOND JAMES FINANCIAL INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$10.7M73,9450.3%
—VANGUARD FTSE DEVELOPED MARKETS ETF · ETP CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$10.6M165,5350.2%
—VISTRA CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$8.9M59,0410.2%
—API GROUP CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$8.6M212,8050.2%
—IDEXX LABORATORIES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$8.4M15,0270.2%
—COCA-COLA CONSOLIDATED INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$8.4M43,8910.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NVIDIA CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$7.8M44,8440.2%
—TELEDYNE TECHNOLOGIES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$7.7M12,8060.2%
—XYLEM INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$7.4M62,3160.2%
—RALPH LAUREN CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$7.4M21,6340.2%
—CLEAN HARBORS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$7.0M24,4110.2%
—ANALOG DEVICES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$7.0M21,8710.2%
—TJX COS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.8M42,8730.2%
—KROGER CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.7M93,2640.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CHEVRON CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$6.7M32,3370.2%
—WARBY PARKER INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.7M316,4170.2%
—TAIWAN SEMICONDUCTOR MANUFACTURING LTD · ADR CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.5M19,1410.2%
—TORO CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.1M65,7450.1%
—FTAI AVIATION LTD · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$6.0M24,3240.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ELI LILLY & CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$5.5M5,9630.1%
—EMCOR GROUP INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.5M7,4110.1%
—LAM RESEARCH CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.4M25,3800.1%
—SKYWARD SPECIALTY INSURANCE GROUP · COMMON STOCK CUSIP 830940102
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.3M121,9010.1%
—CENTRAL SECURITIES CORP · CLOSED-END FUND CUSIP 155123102
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.3M107,1620.1%
—HUBBELL INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.3M10,7350.1%
—TRACTOR SUPPLY CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.2M114,8740.1%
—ISHARES MSCI ACWI ETF
4 positions · 4 reported rows
ISHARES MSCI ACWI ETF · ETP CUSIP —
src ↗
$2.0M14,674
ISHARES ESG MSCI KLD 400 ETF · ETP CUSIP —
src ↗
$1.1M9,202
ISHARES SHORT-TERM NATIONAL MUNI ETF · ETP CUSIP —
src ↗
$1.1M10,105
ISHARES MSCI EAFE VALUE ETF · ETP CUSIP —
src ↗
$885K11,900
ticker not yet mapped		$5.1M45,8810.1%
—AUTONATION INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.1M26,0720.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JOHNSON & JOHNSON · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$5.1M20,7920.1%
—WALMART INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.0M40,1280.1%
—CURTISS-WRIGHT CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$5.0M7,3090.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EXXON MOBIL CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
$4.5M26,8110.1%
—BLACKROCK INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.5M4,6590.1%
—DOXIMITY INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.3M184,2930.1%
—BJ'S WHOLESALE CLUB HOLDINGS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.3M43,5740.1%
—ATLANTA BRAVES HOLDINGS INC · COMMON STOCK CUSIP 047726302
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.3M100,2500.1%
—VERISK ANALYTICS INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.2M22,3480.1%
—UNION PACIFIC CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$4.0M16,6680.1%
—ABBVIE INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.9M17,9200.1%
—INVESCO S&P 500 EQUAL WEIGHT ETF
3 positions · 3 reported rows
INVESCO S&P 500 EQUAL WEIGHT ETF · ETP CUSIP —
src ↗
$3.1M16,138
INVESCO S&P 500 PURE VALUE ETF · ETP CUSIP —
src ↗
$393K3,664
INVESCO S&P 500 PURE GROWTH ETF · ETP CUSIP —
src ↗
$350K7,494
ticker not yet mapped		$3.8M27,2960.1%
—ALGER 35 ETF · ETP CUSIP 015564206
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.8M120,9010.1%
—WELLS FARGO CO PERP CONV PFD A
2 positions · 2 reported rows
WELLS FARGO CO PERP CONV PFD A · PREFERRED STOCK CUSIP —
src ↗
$2.6M2,264
WELLS FARGO & CO · COMMON STOCK CUSIP —
src ↗
$1.1M13,760
ticker not yet mapped		$3.7M16,0240.1%
—FERGUSON ENTERPRISES INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.5M15,1510.1%
—SELECT SECTOR SPDR UTILITIES
3 positions · 3 reported rows
SELECT SECTOR SPDR UTILITIES · ETP CUSIP —
src ↗
$2.0M43,000
SELECT SECTOR SPDR FINANCIAL · ETP CUSIP 81369Y605
src ↗
$1.2M23,717
SELECT SECTOR SPDR COMMUNICATION SERVICES · ETP CUSIP 81369Y852
src ↗
$335K3,021
ticker not yet mapped		$3.5M69,7380.1%
—VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF · ETP CUSIP 921909768
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.4M44,7140.1%
—HASBRO INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.4M36,7920.1%
—AUTOMATIC DATA PROCESSING INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.4M16,6900.1%
—NEOS NASDAQ-100 HIGH INCOME ETF
2 positions · 2 reported rows
NEOS NASDAQ-100 HIGH INCOME ETF · ETP CUSIP —
src ↗
$2.5M50,215
NEOS S&P 500 HIGH INCOME ETF · ETP CUSIP 78433H303
src ↗
$848K17,176
ticker not yet mapped		$3.3M67,3910.1%
—EMERSON ELECTRIC CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.3M25,4330.1%
—LULULEMON ATHLETICA INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.3M21,4850.1%
—STRYKER CORP · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.2M9,6320.1%
—LINDE PLC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.1M6,2990.1%
—COCA COLA CO · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.1M41,0270.1%
—INTUIT INC · COMMON STOCK CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$3.0M7,0020.1%
—ISHARES MSCI JAPAN ETF · ETP CUSIP —
2026-03-31 filed 2026-05-15 +45d
src ↗
ticker not yet mapped		$2.7M32,5140.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

1–100 of 241 issuers · page 1 of 3
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
77.7%below median 80.0%
Concentration index
369 bpsbelow median 446 bps
Positions with value
280 / 280median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 77.7% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 369 · QoQ moves: 326

Filing history

AVAILABLE QUARTERS
PeriodSource
2026-03-31EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open CHILTON INVESTMENT CO INC.'s 13F filings on SEC EDGAR ↗
Notes on this data
Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).