Chilton Capital Management LLC

13F filer · CIK 0001056859

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$3.17BU.S. long equity reported on 13F

Positions46726 new · 100 closed

Net flow last quarter-$57.5MBuys minus sells

Top 10 positions weight41.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026467 positions
NVDANvidia Corp	$240M	7.57%	0.00%	+5.5%	Q2 2021
AAPLApple Inc.	$166M	5.24%	0.00%	+18.7%	Q2 2013
GOOGAlphabet Inc.	$152M	4.80%	Not reported	+3.0%	Q4 2015
MSFTMicrosoft Corp	$135M	4.27%	0.00%	-1.9%	Q2 2013
AMZNAmazon Com Inc	$130M	4.10%	0.01%	-5.8%	Q2 2013
AVGOBroadcom Inc.	$123M	3.88%	0.01%	+22.8%	Q3 2017
VTRVentas, Inc.	$96.5M	3.05%	0.21%	+40.0%	Q3 2013
METAMeta Platforms, Inc.	$94.7M	2.99%	Not reported	+3.1%	Q2 2013
JPMJPMorgan Chase & Co	$88M	2.78%	0.01%	-5.1%	Q2 2013
LLYELI LILLY & Co	$83.1M	2.62%	0.01%	-9.1%	Q2 2013
PWRQuanta Services, Inc.	$76.2M	2.41%	0.07%	-0.4%	Q3 2021
AMDAdvanced Micro Devices Inc	$73.6M	2.32%	0.01%	-17.2%	Q2 2022
TMOThermo Fisher Scientific Inc.	$62.3M	1.97%	0.03%	+7.8%	Q2 2013
DOVDOVER Corp	$58.9M	1.86%	0.19%	+71.9%	Q2 2020
GILDGilead Sciences, Inc.	$52M	1.64%	0.03%	+2.5%	Q2 2013
SLBSLB Limited	$51.7M	1.63%	0.08%	+61.5%	Q2 2013
GEVGE Vernova Inc.	$44.8M	1.42%	0.01%	-45.5%	Q2 2024
WMTWalmart Inc.	$43.1M	1.36%	0.00%	-1.0%	Q2 2013
ASMLAsml Holding NV	$42.9M	1.36%	0.01%	+2.5%	Q1 2023
VVisa Inc.	$41.1M	1.30%	0.01%	-0.1%	Q2 2013
MSMorgan Stanley	$40.8M	1.29%	0.01%	-31.0%	Q2 2013
GSGoldman Sachs Group Inc	$39.6M	1.25%	0.01%	+0.3%	Q2 2013
LINLinde PLC	$39M	1.23%	0.02%	-1.5%	Q4 2021
COSTCostco Wholesale Corp	$39M	1.23%	0.01%	-0.8%	Q2 2013
TJXTJX Companies Inc	$38.9M	1.23%	0.02%	-35.9%	Q2 2016
WMWaste Management Inc	$38.9M	1.23%	0.04%	+2.9%	Q2 2013
COPConocophillips	$38.3M	1.21%	0.03%	-1.5%	Q2 2013
EQIXEquinix Inc	$38.2M	1.21%	0.04%	-4.2%	Q1 2017
AZNAstrazeneca PLC	$38.1M	1.20%	Not reported	+4.2%	Q2 2018
TDGTransDigm Group INC	$37.8M	1.19%	0.05%	-32.9%	Q3 2021
JBLJabil Inc	$36.9M	1.17%	0.09%	-15.7%	Q3 2025
TSLATesla, Inc.	$36.9M	1.16%	0.00%	-0.8%	Q4 2021
GOOGLAlphabet Inc.	$36.8M	1.16%	0.00%	+0.7%	Q4 2015
AEEAmeren Corp	$34.8M	1.10%	0.11%	-40.4%	Q3 2024
PLDPrologis, Inc.	$34.6M	1.09%	0.03%	+10.2%	Q2 2013
AXPAmerican Express Co	$29.5M	0.93%	0.01%	-1.2%	Q2 2013
ORCLOracle Corp	$26.7M	0.84%	0.01%	+4569.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$22.9M	0.72%	Not reported	0.0%	Q2 2013
AMTAmerican Tower Corp	$18.6M	0.59%	0.02%	+17.1%	Q2 2013
MUMicron Technology Inc	$18.4M	0.58%	0.00%	+9571.5%	Q3 2015
DLRDigital Realty Trust, Inc.	$17.7M	0.56%	0.03%	-3.0%	Q2 2013
XOMExxonMobil Holdings Corp	$16.9M	0.53%	0.00%	+2.7%	Q2 2013
WELLWelltower Inc.	$16.9M	0.53%	0.01%	-2.3%	Q3 2017
BXPBXP, Inc.	$15.5M	0.49%	0.15%	-6.4%	Q2 2013
IVTInvenTrust Properties Corp.	$15.4M	0.49%	0.56%	+2.1%	Q4 2021
BRXBrixmor Property Group Inc.	$14.2M	0.45%	0.15%	+2.0%	Q1 2024
CATCaterpillar Inc	$14M	0.44%	0.00%	-0.8%	Q2 2013
HRHealthcare Realty Trust Inc	$13.4M	0.42%	0.19%	-16.6%	Q4 2014
AVBCAvidia Bancorp, Inc.	$12.4M	0.39%	0.33%	-4.1%	Q2 2013
AHRAmerican Healthcare REIT, Inc.	$11.7M	0.37%	0.11%	-3.4%	Q1 2024

Q1 2026Reported May 11, 2026539 positions
NVDANvidia Corp	$198M	6.89%	0.00%	+4.5%	Q2 2021
MSFTMicrosoft Corp	$137M	4.76%	0.01%	+2.2%	Q2 2013
AAPLApple Inc.	$123M	4.27%	0.00%	+4.9%	Q2 2013
AMZNAmazon Com Inc	$120M	4.19%	0.01%	+4.3%	Q2 2013
GOOGAlphabet Inc.	$120M	4.17%	Not reported	+0.1%	Q4 2015
METAMeta Platforms, Inc.	$93.3M	3.25%	Not reported	+2.2%	Q2 2013
JPMJPMorgan Chase & Co	$83.3M	2.90%	0.01%	+58.8%	Q2 2013
AVGOBroadcom Inc.	$82.1M	2.86%	0.01%	+2.6%	Q3 2017
LLYELI LILLY & Co	$70.1M	2.44%	0.01%	+13.6%	Q2 2013
TJXTJX Companies Inc	$63.9M	2.22%	0.04%	+41.2%	Q2 2016
VTRVentas, Inc.	$63.5M	2.21%	0.16%	-2.4%	Q3 2013
GEVGE Vernova Inc.	$61.2M	2.13%	0.03%	-16.1%	Q2 2024
PWRQuanta Services, Inc.	$58.3M	2.03%	0.07%	-35.5%	Q3 2021
AEEAmeren Corp	$56.8M	1.98%	0.19%	+1.2%	Q3 2024
TMOThermo Fisher Scientific Inc.	$56.7M	1.97%	0.03%	+3.8%	Q2 2013
GILDGilead Sciences, Inc.	$56M	1.95%	0.03%	-17.1%	Q2 2013
COPConocophillips	$49.3M	1.72%	0.03%	-2.9%	Q2 2013
TDGTransDigm Group INC	$49M	1.71%	0.07%	+53.9%	Q3 2021
WMTWalmart Inc.	$47.8M	1.66%	0.00%	-30.0%	Q2 2013
MSMorgan Stanley	$46.6M	1.62%	0.02%	+0.8%	Q2 2013
COSTCostco Wholesale Corp	$41.9M	1.46%	0.01%	-1.9%	Q2 2013
WMWaste Management Inc	$38.9M	1.36%	0.04%	-1.4%	Q2 2013
AZNAstrazeneca PLC	$38.1M	1.33%	Not reported	-2.8%	Q2 2018
LINLinde PLC	$37.8M	1.32%	0.02%	-1.6%	Q4 2021
EQIXEquinix Inc	$37.5M	1.30%	0.04%	+0.5%	Q1 2017
VVisa Inc.	$36.3M	1.26%	0.01%	-33.9%	Q2 2013
SLBSLB Limited	$35.4M	1.23%	0.05%	+3167.8%	Q2 2013
GSGoldman Sachs Group Inc	$33.1M	1.15%	0.01%	+17421.1%	Q2 2013
TSLATesla, Inc.	$32.9M	1.14%	0.00%	-1.5%	Q4 2021
DOVDOVER Corp	$31.8M	1.11%	0.11%	-2.9%	Q2 2020
LOWLowes Companies Inc	$31.3M	1.09%	0.02%	-1.2%	Q2 2017
AMDAdvanced Micro Devices Inc	$31.1M	1.08%	0.01%	+316.4%	Q2 2022
PLDPrologis, Inc.	$30.7M	1.07%	0.02%	+0.8%	Q2 2013
JBLJabil Inc	$30.2M	1.05%	0.11%	+344315.2%	Q3 2025
GOOGLAlphabet Inc.	$29.4M	1.02%	0.00%	-1.3%	Q4 2015
ASMLAsml Holding NV	$27.8M	0.97%	0.01%	+42857.1%	Q1 2023
AXPAmerican Express Co	$26.7M	0.93%	0.01%	+2.3%	Q2 2013
SYKStryker Corp	$26.6M	0.93%	0.02%	-1.4%	Q4 2021
XOMExxonMobil Holdings Corp	$20.4M	0.71%	0.00%	-3.0%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$19.9M	0.69%	Not reported	-13.7%	Q2 2013
DLRDigital Realty Trust, Inc.	$18.3M	0.64%	0.03%	+2.5%	Q2 2013
AMTAmerican Tower Corp	$16.6M	0.58%	0.02%	+14.2%	Q2 2013
WELLWelltower Inc.	$15M	0.52%	0.01%	-0.5%	Q3 2017
HRHealthcare Realty Trust Inc	$13.5M	0.47%	0.23%	+0.9%	Q4 2014
IVTInvenTrust Properties Corp.	$13M	0.45%	0.54%	-0.3%	Q4 2021
BXPBXP, Inc.	$13M	0.45%	0.16%	+118.3%	Q2 2013
BRXBrixmor Property Group Inc.	$12.7M	0.44%	0.14%	+2.7%	Q1 2024
SUISun Communities Inc	$12.7M	0.44%	0.08%	+0.7%	Q3 2020
BACBank of America Corp	$12.4M	0.43%	0.00%	-0.3%	Q2 2013
AVBCAvidia Bancorp, Inc.	$11.2M	0.39%	0.34%	+0.9%	Q2 2013

Q4 2025Reported Feb 12, 2026549 positions
NVDANvidia Corp	$203M	6.97%	0.00%	+3.2%	Q2 2021
MSFTMicrosoft Corp	$175M	6.02%	0.00%	-5.6%	Q2 2013
GOOGAlphabet Inc.	$131M	4.51%	Not reported	-6.0%	Q4 2015
AMZNAmazon Com Inc	$128M	4.39%	0.01%	+5.0%	Q2 2013
AAPLApple Inc.	$125M	4.31%	0.00%	-14.1%	Q2 2013
METAMeta Platforms, Inc.	$105M	3.62%	Not reported	+9.8%	Q2 2013
AVGOBroadcom Inc.	$89.4M	3.08%	0.01%	+8.0%	Q3 2017
LLYELI LILLY & Co	$72.1M	2.48%	0.01%	+1.6%	Q2 2013
PWRQuanta Services, Inc.	$69.5M	2.39%	0.11%	-1.1%	Q3 2021
TMOThermo Fisher Scientific Inc.	$64.4M	2.22%	0.03%	-8.2%	Q2 2013
VVisa Inc.	$63.7M	2.19%	0.01%	+3.0%	Q2 2013
VTRVentas, Inc.	$61.6M	2.12%	0.17%	-2.1%	Q3 2013
WMTWalmart Inc.	$61.2M	2.10%	0.01%	-13.2%	Q2 2013
GILDGilead Sciences, Inc.	$59.5M	2.05%	0.04%	+9.8%	Q2 2013
JPMJPMorgan Chase & Co	$57.5M	1.98%	0.01%	+0.7%	Q2 2013
GEVGE Vernova Inc.	$54.6M	1.88%	0.03%	+3470.2%	Q2 2024
ARESAres Management Corp	$51.3M	1.76%	0.10%	+2.5%	Q4 2024
AEEAmeren Corp	$51M	1.76%	0.18%	+70.1%	Q3 2024
MSMorgan Stanley	$49.8M	1.71%	0.02%	-3.9%	Q2 2013
TJXTJX Companies Inc	$43.5M	1.50%	0.03%	-34.6%	Q2 2016
TSLATesla, Inc.	$40.4M	1.39%	0.00%	-7.1%	Q4 2021
WMWaste Management Inc	$37.7M	1.30%	0.04%	+12.7%	Q2 2013
COSTCostco Wholesale Corp	$36.9M	1.27%	0.01%	-0.1%	Q2 2013
TDGTransDigm Group INC	$36.5M	1.26%	0.05%	+0.9%	Q3 2021
AZNAstrazeneca PLC	$36.5M	1.26%	Not reported	-1.7%	Q2 2018
COPConocophillips	$36M	1.24%	0.03%	-1.3%	Q2 2013
EMREmerson Electric Co	$34.7M	1.19%	0.05%	+0.2%	Q2 2013
LINLinde PLC	$33.1M	1.14%	0.02%	+16.7%	Q4 2021
GOOGLAlphabet Inc.	$32.4M	1.11%	0.00%	-8.0%	Q4 2015
LOWLowes Companies Inc	$32.3M	1.11%	0.02%	-36.9%	Q2 2017
AXPAmerican Express Co	$31.9M	1.10%	0.01%	-30.3%	Q2 2013
DOVDOVER Corp	$30.7M	1.06%	0.11%	-0.8%	Q2 2020
PLDPrologis, Inc.	$29.4M	1.01%	0.02%	+13.3%	Q2 2013
EQIXEquinix Inc	$29.2M	1.00%	0.04%	+3.1%	Q1 2017
SYKStryker Corp	$28.9M	0.99%	0.02%	+1.4%	Q4 2021
CRMSalesforce, Inc.	$27.6M	0.95%	0.01%	+0.1%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$24.2M	0.83%	Not reported	-4.8%	Q2 2013
DISWalt Disney Co	$20.2M	0.69%	0.01%	+3.6%	Q2 2013
DLRDigital Realty Trust, Inc.	$15.4M	0.53%	0.03%	-0.5%	Q2 2013
XOMExxonMobil Holdings Corp	$14.9M	0.51%	0.00%	-75.9%	Q2 2013
AMTAmerican Tower Corp	$14.9M	0.51%	0.02%	-9.1%	Q2 2013
WELLWelltower Inc.	$14.2M	0.49%	0.01%	-8.7%	Q3 2017
BACBank of America Corp	$14M	0.48%	0.00%	+0.1%	Q2 2013
HRHealthcare Realty Trust Inc	$13.4M	0.46%	0.22%	-2.3%	Q4 2014
SUISun Communities Inc	$12.4M	0.43%	0.08%	-5.1%	Q3 2020
AVBCAvidia Bancorp, Inc.	$12.4M	0.42%	0.34%	-19.1%	Q2 2013
REXRRexford Industrial Realty, Inc.	$12.1M	0.42%	0.13%	-9.5%	Q2 2017
IVTInvenTrust Properties Corp.	$12.1M	0.42%	0.55%	+48.5%	Q4 2021
CPTCamden Property Trust	$11.5M	0.40%	0.10%	-33.7%	Q2 2013
BRXBrixmor Property Group Inc.	$11.3M	0.39%	0.14%	-7.5%	Q1 2024

Q3 2025Reported Oct 31, 2025439 positions
MSFTMicrosoft Corp	$199M	6.67%	0.01%	+22.2%	Q2 2013
NVDANvidia Corp	$196M	6.60%	0.00%	-0.6%	Q2 2021
AAPLApple Inc.	$137M	4.59%	0.00%	+15.4%	Q2 2013
AMZNAmazon Com Inc	$116M	3.89%	0.00%	+3.5%	Q2 2013
GOOGAlphabet Inc.	$108M	3.64%	Not reported	-5.1%	Q4 2015
METAMeta Platforms, Inc.	$107M	3.59%	Not reported	+4.5%	Q2 2013
AVGOBroadcom Inc.	$78.9M	2.65%	0.01%	+36.3%	Q3 2017
PWRQuanta Services, Inc.	$69M	2.32%	0.11%	+63.3%	Q3 2021
WMTWalmart Inc.	$65.2M	2.19%	0.01%	+13.1%	Q2 2013
TJXTJX Companies Inc	$62.6M	2.10%	0.04%	+48.4%	Q2 2016
VVisa Inc.	$60.1M	2.02%	0.01%	+8.6%	Q2 2013
TMOThermo Fisher Scientific Inc.	$58.7M	1.97%	0.03%	+13.2%	Q2 2013
XOMExxonMobil Holdings Corp	$58.2M	1.96%	0.01%	+0.3%	Q2 2013
VTRVentas, Inc.	$56.9M	1.91%	0.17%	+130.0%	Q3 2013
JPMJPMorgan Chase & Co	$55.9M	1.88%	0.01%	-21.2%	Q2 2013
LOWLowes Companies Inc	$53.4M	1.80%	0.04%	-5.3%	Q2 2017
LLYELI LILLY & Co	$50.4M	1.69%	0.01%	-26.4%	Q2 2013
ARESAres Management Corp	$49.5M	1.66%	0.10%	+89.2%	Q4 2024
GILDGilead Sciences, Inc.	$49M	1.65%	0.04%	+18.4%	Q2 2013
MSMorgan Stanley	$46.4M	1.56%	0.02%	-37.0%	Q2 2013
TSLATesla, Inc.	$42.9M	1.44%	0.00%	+0.6%	Q4 2021
AXPAmerican Express Co	$41M	1.38%	0.02%	+1.6%	Q2 2013
COSTCostco Wholesale Corp	$39.7M	1.33%	0.01%	+1.8%	Q2 2013
COPConocophillips	$36.9M	1.24%	0.03%	+3.2%	Q2 2013
TDGTransDigm Group INC	$35.9M	1.21%	0.05%	-29.2%	Q3 2021
EMREmerson Electric Co	$34.3M	1.15%	0.05%	+2.4%	Q2 2013
WMWaste Management Inc	$33.7M	1.13%	0.04%	+1.9%	Q2 2013
LINLinde PLC	$31.6M	1.06%	0.01%	+4.5%	Q4 2021
AEEAmeren Corp	$31.4M	1.05%	0.11%	+1.7%	Q3 2024
AZNAstrazeneca PLC	$31M	1.04%	Not reported	+1.6%	Q2 2018
DEDeere & Co	$30.3M	1.02%	0.02%	-30.4%	Q2 2013
CTVACorteva, Inc.	$30.1M	1.01%	0.07%	+18.1%	Q2 2019
SYKStryker Corp	$30M	1.01%	0.02%	+1.1%	Q4 2021
EQIXEquinix Inc	$28.9M	0.97%	0.04%	+5.1%	Q1 2017
ORCLOracle Corp	$28.6M	0.96%	0.00%	+2526.4%	Q2 2013
AJGArthur J. Gallagher & Co.	$27.5M	0.92%	0.03%	-0.8%	Q2 2023
GOOGLAlphabet Inc.	$27.3M	0.92%	0.00%	-10.0%	Q4 2015
DOVDOVER Corp	$26.4M	0.89%	0.12%	-34.6%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$24.9M	0.84%	Not reported	+1.1%	Q2 2013
CRMSalesforce, Inc.	$24.7M	0.83%	0.01%	-3.5%	Q2 2013
PLDPrologis, Inc.	$23.3M	0.78%	0.02%	+6.0%	Q2 2013
DISWalt Disney Co	$19.6M	0.66%	0.01%	+5.1%	Q2 2013
AMTAmerican Tower Corp	$18M	0.60%	0.02%	+2.4%	Q2 2013
DLRDigital Realty Trust, Inc.	$17.2M	0.58%	0.03%	+0.9%	Q2 2013
CPTCamden Property Trust	$16.9M	0.57%	0.15%	+0.1%	Q2 2013
AVBCAvidia Bancorp, Inc.	$16.2M	0.55%	0.42%	+1.2%	Q2 2013
WELLWelltower Inc.	$14.9M	0.50%	0.01%	-5.7%	Q3 2017
AHRAmerican Healthcare REIT, Inc.	$14.9M	0.50%	0.21%	-1.8%	Q1 2024
HRHealthcare Realty Trust Inc	$14.6M	0.49%	0.23%	+0.5%	Q4 2014
REXRRexford Industrial Realty, Inc.	$14.2M	0.48%	0.15%	-6.5%	Q2 2017

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