1y return−2.8%S&P 500 +20.9%
3y return+36.6%S&P 500 +68.5%
5y return+37.7%S&P 500 +74.5%
10y return+206.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $306 against $357 in the S&P 500.2
Chilton Investment Co Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $334.9M | 8.0% | −5.7% |
| COSTCostco Wholesale Corp | $290.4M | 7.0% | −7.8% |
| RSGRepublic Services Inc | $251.9M | 6.0% | −5.6% |
| SHWSherwin Williams Co | $231.6M | 5.6% | −31.6% |
| APHAmphenol Corp | $194.2M | 4.7% | −19.1% |
| AMZNAmazon.com Inc | $190.8M | 4.6% | +6.7% |
| MAMastercard Inc | $176.8M | 4.2% | −15.2% |
| GOOGLAlphabet Inc | $176.3M | 4.2% | +24.9% |
| IBMInternational Business Machines Corp | $137.0M | 3.3% | +3.4% |
| HDHome Depot Inc | $133.8M | 3.2% | −30.3% |
| CTASCintas Corp | $128.7M | 3.1% | −2.1% |
| AAPLApple Inc | $115.1M | 2.8% | +104.6% |
| AXPAmerican Express Co | $102.2M | 2.5% | −7.1% |
| AJGArthur J Gallagher & Co | $94.8M | 2.3% | −15.8% |
| WRBW R Berkley Corp | $94.5M | 2.3% | −3.5% |
| MCOMoody's Corp | $80.7M | 1.9% | −9.3% |
| Eaton Corp PLCCUSIP G29183103 | $67.2M | 1.6% | +21.5% |
| DEDeere & Co | $63.4M | 1.5% | |
| PHParker-hannifin Corp | $53.0M | 1.3% | −8.6% |
| MSMorgan Stanley | $52.4M | 1.3% | −4.9% |
| XYLXylem Inc | $49.8M | 1.2% | +576.4% |
| VVisa Inc | $42.0M | 1.0% | +88.5% |
| Medtronic PLCCUSIP G5960L103 | $40.4M | 1.0% | +3.7% |
| BRK/BBerkshire Hathaway Inc | $36.0M | 0.9% | −14.5% |
| ORLYO'reilly Automotive Inc | $31.9M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $14.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $176.3M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $31.5M |
| APHAmphenol Corp | September 30, 2021 | +381.5% | $194.2M |
| DEDeere & Co | June 30, 2020 | +303.7% | $63.4M |
| ORLYO'reilly Automotive Inc | June 30, 2020 | +227.6% | $31.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $115.1M |
| COSTCostco Wholesale Corp | June 30, 2020 | +208.5% | $290.4M |
| BRK/BBerkshire Hathaway Inc | June 30, 2020 | +180.3% | $36.0M |
| RSGRepublic Services Inc | June 30, 2020 | +159.7% | $251.9M |
Sold off last quarter
- COFCapital One Financial Corp was $109.4M
- Ubs Group AgCUSIP H42097107 was $11.1M
- RJFRaymond James Financial Inc was $10.7M
- RLRalph Lauren Corp was $7.4M
- SKWDSkyward Specialty Insurance Group was $5.3M
- Exxon Mobil CorpCUSIP 30231G102 was $4.5M
- EWJIshares Msci Japan Etf was $2.7M
- Te Connectivity PLCCUSIP G87052109 was $2.5M
- RTXRtx Corp was $2.1M
- Honeywell International IncCUSIP 438516106 was $1.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | −6.3% | −4.6% |
| December 31, 2025 | −4.4% | +2.4% |
| September 30, 2025 | +0.8% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | +3.0% | −4.6% |
| December 31, 2024 | −0.9% | +2.1% |
| September 30, 2024 | +8.9% | +5.4% |
| June 30, 2024 | −1.2% | +4.0% |
| March 31, 2024 | +11.2% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −15.6% | −16.5% |
| March 31, 2022 | −10.0% | −4.9% |
| December 31, 2021 | +15.1% | +10.7% |
| September 30, 2021 | +1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chilton Investment Co Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1332632&type=13F-HR&dateb=&owner=include&count=40CIK 1332632
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1332632/000133263226000006/Filed August 14, 2026 · accession 0001332632-26-000006