Funds › Chilton Capital Management LLC
Chilton Capital Management LLC
13F for Q3 2026, filed Oct 28, 2026. 581 positions worth $3.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 28, 2026
Reported value
$3.2B
+$14.2M (0.4%) vs Q2 2026
Positions
581
591 in Q2 2026
Top 10 share
42.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 1.14M | $260.9M | 8.2% | -4.6% | 13F ↗ |
| 2 | AAPL Apple Inc. | 567,839 | $189.1M | 5.9% | -1.0% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 361,101 | $185.2M | 5.8% | -0.4% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 431,483 | $147.0M | 4.6% | +0.2% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 569,306 | $141.8M | 4.5% | +4.6% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 325,970 | $114.5M | 3.6% | +0.2% | 13F ↗ |
| 7 | JPM JPMorgan Chase & Co. | 250,502 | $82.9M | 2.6% | -6.8% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 112,110 | $81.3M | 2.6% | -33.3% | 13F ↗ |
| 9 | LLY Eli Lilly and Company | 69,812 | $80.8M | 2.5% | +0.8% | 13F ↗ |
| 10 | PWR Quanta Services, Inc. | 119,231 | $76.6M | 2.4% | +12.7% | 13F ↗ |
| 11 | TMO Thermo Fisher Scientific Inc | 105,771 | $71.4M | 2.2% | -14.9% | 13F ↗ |
| 12 | VTR Ventas, Inc. | 781,145 | $66.5M | 2.1% | -28.0% | 13F ↗ |
| 13 | TJX TJX Companies, Inc. | 493,875 | $65.3M | 2.1% | +92.5% | 13F ↗ |
| 14 | GILD Gilead Sciences, Inc. | 410,321 | $61.2M | 1.9% | -0.3% | 13F ↗ |
| 15 | DOV Dover Corporation | 299,565 | $56.0M | 1.8% | +14.1% | 13F ↗ |
| 16 | SLB SLB Limited | 1.12M | $54.5M | 1.7% | +0.6% | 13F ↗ |
| 17 | AMD Advanced Micro Devices, Inc. | 88,145 | $53.9M | 1.7% | -30.4% | 13F ↗ |
| 18 | AXP American Express Company | 168,162 | $51.1M | 1.6% | +93.1% | 13F ↗ |
| 19 | COP ConocoPhillips | 364,750 | $45.6M | 1.4% | -0.9% | 13F ↗ |
| 20 | V Visa Inc. | 117,457 | $42.2M | 1.3% | -2.0% | 13F ↗ |
| 21 | WMT Walmart Inc. | 387,628 | $40.3M | 1.3% | +1.9% | 13F ↗ |
| 22 | ASML ASML Holding N.V. · Equities | 21,543 | $39.0M | 1.2% | -0.2% | 13F ↗ |
| 23 | COST Costco Wholesale Corporation | 41,974 | $38.2M | 1.2% | +0.7% | 13F ↗ |
| 24 | MU Micron Technology, Inc. | 34,811 | $37.1M | 1.2% | +118% | 13F ↗ |
| 25 | LIN Linde plc | 77,044 | $36.6M | 1.1% | +2.5% | 13F ↗ |
| 26 | GEV GE Vernova Inc. | 38,404 | $36.5M | 1.1% | +0.6% | 13F ↗ |
| 27 | MS Morgan Stanley | 193,074 | $36.3M | 1.1% | -1.1% | 13F ↗ |
| 28 | WM Waste Management, Inc. | 176,231 | $35.9M | 1.1% | +1.1% | 13F ↗ |
| 29 | GS Goldman Sachs Group, Inc. | 39,250 | $35.3M | 1.1% | +0.2% | 13F ↗ |
| 30 | GOOGL Alphabet Inc. Class A | 100,698 | $34.6M | 1.1% | -2.2% | 13F ↗ |
| 31 | PLD Prologis, Inc. | 266,693 | $34.6M | 1.1% | +4.4% | 13F ↗ |
| 32 | DLR Digital Realty Trust, Inc. | 191,027 | $33.5M | 1.1% | +94.0% | 13F ↗ |
| 33 | AZN AstraZeneca PLC | 201,094 | $32.5M | 1.0% | Unchanged | 13F ↗ |
| 34 | TDG Transdigm Group Incorporated | 29,465 | $31.9M | 1.0% | +3.8% | 13F ↗ |
| 35 | AEE Ameren Corporation | 318,438 | $31.6M | 1.0% | +3.4% | 13F ↗ |
| 36 | TSLA Tesla, Inc. | 88,757 | $31.5M | 1.0% | +1.2% | 13F ↗ |
| 37 | JBL Jabil Inc. | 95,205 | $27.3M | 0.9% | -0.6% | 13F ↗ |
| 38 | Vanguard Tax-Managed Fds | 357,380 | $25.2M | 0.8% | +0.9% | 13F ↗ |
| 39 | ORCL Oracle Corporation | 179,766 | $24.7M | 0.8% | -1.3% | 13F ↗ |
| 40 | EQIX Equinix, Inc. | 22,395 | $22.7M | 0.7% | -38.9% | 13F ↗ |
| 41 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 29,439 | $22.5M | 0.7% | -4.0% | 13F ↗ |
| 42 | AMT American Tower Corporation | 134,711 | $22.3M | 0.7% | +19.6% | 13F ↗ |
| 43 | iShares Inc Core Msci Emkt | 256,817 | $20.8M | 0.7% | +1.1% | 13F ↗ |
| 44 | XOM ExxonMobil Holdings Corporation | 124,300 | $20.2M | 0.6% | New | 13F ↗ |
| 45 | Vanguard International Equity Index F Glb Ex Us Etf | 417,535 | $17.8M | 0.6% | -7.1% | 13F ↗ |
| 46 | American Centy ETF Tr Intl Eqt Etf | 179,211 | $16.1M | 0.5% | -13.9% | 13F ↗ |
| 47 | WELL Welltower Inc. | 63,081 | $14.5M | 0.5% | -15.1% | 13F ↗ |
| 48 | VMRK Vivmark Residential · Sh Ben Int | 235,047 | $14.3M | 0.4% | New | 13F ↗ |
| 49 | BXP BXP, Inc. | 222,411 | $13.7M | 0.4% | -4.0% | 13F ↗ |
| 50 | BRX Brixmor Property Group Inc. | 497,518 | $13.7M | 0.4% | +10.3% | 13F ↗ |
Showing the top 50 of 581 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
67 new, 87 added to, 145 trimmed, 77 exited, 282 unchanged. By estimated dollars.
New positions (67)
| XOM ExxonMobil Holdings Corporation | 124,300 | New | $20.2M |
| VMRK Vivmark Residential · Sh Ben Int | 235,047 | New | $14.3M |
| OKE ONEOK, Inc. | 30,062 | New | $2.6M |
| Ea Series Trust Bridgeway Aggr *A* | 11,087 | New | $1.1M |
| BlackRock ETF Trust Ishares Us Equit | 7,124 | New | $493.4K |
| iShares Tr S&P 500 Val Etf | 1,817 | New | $414.8K |
| Thrivent ETF Trust Core Plus Bd Etf | 8,463 | New | $408.1K |
| MRVL Marvell Technology, Inc. | 1,100 | New | $290.6K |
| Vanguard World Fd Mrngstr Cap Etf | 925 | New | $261.1K |
| BlackRock ETF Trust Isha I In Te Etf | 4,100 | New | $193.5K |
Added to (87)
| TJX TJX Companies, Inc. | 493,875 | +92.5% | $31.4M |
| AXP American Express Company | 168,162 | +93.1% | $24.6M |
| MU Micron Technology, Inc. | 34,811 | +118% | $20.1M |
| DLR Digital Realty Trust, Inc. | 191,027 | +94.0% | $16.2M |
| SBAC SBA Communications Corporation | 81,470 | +23177% | $13.0M |
| BAC Bank of America Corporation | 223,058 | +365% | $9.5M |
| PWR Quanta Services, Inc. | 119,231 | +12.7% | $8.6M |
| DOV Dover Corporation | 299,565 | +14.1% | $6.9M |
| AMZN Amazon.com, Inc. | 569,306 | +4.6% | $6.3M |
| CSCO Cisco Systems, Inc. | 51,868 | +225% | $3.9M |
Trimmed (145)
| META Meta Platforms, Inc. | 112,110 | -33.3% | -$40.6M |
| VTR Ventas, Inc. | 781,145 | -28.0% | -$25.9M |
| AMD Advanced Micro Devices, Inc. | 88,145 | -30.4% | -$23.6M |
| EQIX Equinix, Inc. | 22,395 | -38.9% | -$14.4M |
| TMO Thermo Fisher Scientific Inc | 105,771 | -14.9% | -$12.5M |
| NVDA NVIDIA Corporation | 1.14M | -4.6% | -$12.5M |
| PSA Public Storage | 184 | -99.5% | -$10.3M |
| JPM JPMorgan Chase & Co. | 250,502 | -6.8% | -$6.1M |
| Schwab Strategic Tr Intl Eqty Etf | 237,718 | -43.7% | -$5.1M |
| IVT InvenTrust Properties Corp. · Reit | 274,294 | -36.7% | -$4.8M |
Exited (77)
| Exxon Mobil Corp | 123,699 | Exited | -$16.9M |
| Avalonbay Communities Inc Reit | 65,388 | Exited | -$12.4M |
| Oneok Inc | 26,543 | Exited | -$2.3M |
| LB LandBridge Corporation | 7,333 | Exited | -$581.1K |
| WBI WaterBridge Infrastructure LLC | 9,375 | Exited | -$321.3K |
| CUBE CubeSmart | 2,420 | Exited | -$96.2K |
| ESS Essex Property Trust, Inc. | 288 | Exited | -$84.7K |
| MAR Marriott International | 200 | Exited | -$74.1K |
| BNL Broadstone Net Lease, Inc. | 3,425 | Exited | -$71.8K |
| CME CME Group Inc. | 299 | Exited | -$66.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 28, 2026 | 13F-HR | 582 | $3.2B | Current | SEC ↗ |
| Q2 2026 | Aug 4, 2026 | 13F-HR | 592 | $3.2B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 658 | $2.9B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 666 | $2.9B | Current | SEC ↗ |
| Q3 2025 | Oct 31, 2025 | 13F-HR | 568 | $3.0B | Current | SEC ↗ |
| Q2 2025 | Aug 1, 2025 | 13F-HR | 527 | $2.7B | Current | SEC ↗ |
| Q1 2025 | Apr 29, 2025 | 13F-HR | 532 | $2.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer