CHILTON CAPITAL MANAGEMENT LLC

CIK: 0001056859SEC EDGAR →

Portfolio Value

$2.9T

Holdings

665

As of

Q4 2025

New Positions

665

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	NVDA NVIDIA CORPORATION	1,086,443	$202.6B	6.97%
2	MSFT MICROSOFT CORP	361,766	$175.0B	6.02%
3	GOOG ALPHABET INC	417,486	$131.0B	4.51%
4	AMZN AMAZON COM INC	553,357	$127.7B	4.39%
5	AAPL APPLE INC	460,370	$125.2B	4.31%
6	META META PLATFORMS INC	159,584	$105.3B	3.62%
7	AVGO BROADCOM INC	258,331	$89.4B	3.08%
8	LLY ELI LILLY & CO	67,130	$72.1B	2.48%
9	PWR QUANTA SVCS INC	164,666	$69.5B	2.39%
10	TMO THERMO FISHER SCIENTIFIC INC	111,149	$64.4B	2.22%

Quarterly Changes

Top Buys

NVDANEW

$202.6B

MSFTNEW

$175.0B

GOOGNEW

$131.0B

AMZNNEW

$127.7B

AAPLNEW

$125.2B

Top Sells

No sells this quarter

New Positions (665)

NVDA

$202.6B · 1.1M shares

MSFT

$175.0B · 362K shares

GOOG

$131.0B · 417K shares

AMZN

$127.7B · 553K shares

AAPL

$125.2B · 460K shares

META

$105.3B · 160K shares

$89.4B · 258K shares

$72.1B · 67K shares

$69.5B · 165K shares

$64.4B · 111K shares

$63.7B · 182K shares

$61.6B · 794K shares

$61.2B · 549K shares

$59.5B · 485K shares

$57.5B · 178K shares

$54.6B · 84K shares

$51.3B · 317K shares

$51.0B · 511K shares

$49.8B · 281K shares

$43.5B · 283K shares

$40.4B · 90K shares

$37.7B · 172K shares

$36.9B · 43K shares

$36.5B · 27K shares

$36.5B · 397K shares

$36.0B · 385K shares

$34.7B · 262K shares

$33.1B · 78K shares

$32.4B · 104K shares

$32.3B · 134K shares

$31.9B · 86K shares

$30.7B · 157K shares

$29.6B · 43K shares

$29.4B · 230K shares

$29.2B · 38K shares

$28.9B · 82K shares

$27.6B · 104K shares

$20.2B · 177K shares

$19.2B · 308K shares

$19.1B · 216K shares

$17.6B · 383K shares

$16.4B · 245K shares

$16.3B · 198K shares

$15.4B · 99K shares

$14.9B · 124K shares

$14.9B · 84K shares

$14.2B · 76K shares

$14.0B · 254K shares

$13.4B · 790K shares

$12.4B · 100K shares

$12.3B · 68K shares

$12.1B · 310K shares

$12.1B · 426K shares

$11.5B · 104K shares

$11.3B · 314K shares

$11.3B · 431K shares

$10.9B · 56K shares

$10.8B · 228K shares

$10.7B · 334K shares

$9.4B · 37K shares

$9.2B · 35K shares

$8.6B · 620K shares

$8.4B · 298K shares

$8.0B · 122K shares

$7.9B · 37K shares

$7.8B · 14K shares

$7.7B · 113K shares

$7.5B · 323K shares

$7.4B · 309K shares

$6.9B · 35K shares

$6.7B · 208K shares

$6.7B · 258K shares

$6.6B · 212K shares

$6.4B · 96K shares

$6.4B · 161K shares

$5.9B · 455K shares

$5.9B · 394K shares

$5.9B · 206K shares

$5.3B · 7 shares

$5.2B · 96K shares

$4.7B · 7K shares

$4.6B · 22K shares

$4.5B · 337K shares

$4.3B · 61K shares

$4.0B · 9K shares

IBM

$3.6B · 12K shares

BRK/B

$3.4B · 7K shares

$3.4B · 24K shares

$3.4B · 16K shares

$3.1B · 13K shares

$3.1B · 29K shares

$2.9B · 15K shares

$2.7B · 5K shares

XLK

$2.4B · 17K shares

SYY

$2.4B · 33K shares

$2.2B · 6K shares

$2.2B · 32K shares

$2.2B · 3K shares

$2.2B · 29K shares

$2.1B · 6K shares

$2.1B · 6K shares

$1.9B · 20K shares

$1.9B · 21K shares

$1.9B · 4K shares

$1.8B · 4K shares

$1.7B · 13K shares

$1.7B · 43K shares

$1.7B · 3K shares

$1.6B · 7K shares

$1.5B · 10K shares

$1.4B · 18K shares

$1.4B · 4K shares

BAC

$1.4B · 34K shares

IWF

$1.4B · 3K shares

ABT

$1.3B · 11K shares

$1.3B · 4K shares

UNH

$1.3B · 4K shares

SHEL

$1.3B · 18K shares

$1.2B · 31K shares

$1.2B · 7K shares

$1.2B · 15K shares

$1.2B · 3K shares

$1.1B · 60K shares

$1.1B · 8K shares

$1.1B · 21K shares

$1.1B · 41K shares

$1.1B · 11K shares

$1.0B · 17K shares

$997.0M · 6K shares

$986.0M · 35K shares

$981.0M · 39K shares

$949.0M · 9K shares

$930.0M · 4K shares

$918.0M · 5K shares

$892.0M · 11K shares

$877.0M · 11K shares

$877.0M · 8K shares

$856.0M · 5K shares

$839.0M · 7K shares

$819.0M · 4K shares

$809.0M · 21K shares

$801.0M · 16K shares

$791.0M · 3K shares

$779.0M · 4K shares

$757.0M · 29K shares

$749.0M · 9K shares

$740.0M · 6K shares

$739.0M · 2K shares

$726.0M · 3K shares

$705.0M · 3K shares

$698.0M · 576 shares

$696.0M · 5K shares

$687.0M · 4K shares

$682.0M · 7K shares

$672.0M · 12K shares

$665.0M · 14K shares

$661.0M · 4K shares

$655.0M · 26K shares

$634.0M · 23K shares

$628.0M · 21K shares

$575.0M · 6K shares

$549.0M · 4K shares

$549.0M · 12K shares

$540.0M · 3K shares

$539.0M · 5K shares

$515.0M · 3K shares

$512.0M · 4K shares

$505.0M · 3K shares

$488.0M · 10K shares

$485.0M · 7K shares

$452.0M · 4K shares

$434.0M · 6K shares

$423.0M · 16K shares

$423.0M · 3K shares

$413.0M · 2K shares

$409.0M · 16K shares

$402.0M · 1K shares

$393.0M · 9K shares

$376.0M · 13K shares

$367.0M · 15K shares

$364.0M · 2K shares

$362.0M · 4K shares

$360.0M · 1K shares

$359.0M · 7K shares

PPL

$338.0M · 9K shares

$332.0M · 24K shares

$327.0M · 2K shares

$327.0M · 1K shares

$323.0M · 488 shares

$321.0M · 2K shares

$319.0M · 4K shares

$305.0M · 2K shares

$303.0M · 3K shares

$297.0M · 6K shares

$288.0M · 5K shares

$283.0M · 5K shares

$281.0M · 8K shares

$271.0M · 4K shares

$269.0M · 5K shares

$266.0M · 4K shares

$257.0M · 4K shares

$256.0M · 3K shares

$255.0M · 501 shares

$253.0M · 2K shares

$251.0M · 14K shares

$249.0M · 12K shares

$249.0M · 2K shares

$248.0M · 2K shares

$246.0M · 3K shares

$243.0M · 3K shares

$242.0M · 13K shares

$241.0M · 3K shares

$238.0M · 10K shares

$236.0M · 10K shares

$231.0M · 3K shares

$227.0M · 9K shares

$227.0M · 5K shares

$220.0M · 3K shares

$218.0M · 8K shares

$218.0M · 4K shares

$217.0M · 2K shares

$211.0M · 4K shares

$207.0M · 2K shares

$207.0M · 9K shares

$206.0M · 2K shares

$204.0M · 5K shares

$203.0M · 4K shares

$196.0M · 2K shares

$196.0M · 223 shares

$195.0M · 6K shares

$191.0M · 2K shares

$189.0M · 6K shares

$187.0M · 9K shares

$186.0M · 174 shares

$184.0M · 2K shares

$183.0M · 497 shares

$182.0M · 1K shares

$179.0M · 4K shares

$176.0M · 6K shares

$176.0M · 11K shares

$173.0M · 2K shares

$173.0M · 7K shares

$173.0M · 5K shares

$172.0M · 939 shares

$171.0M · 990 shares

$168.0M · 6K shares

$163.0M · 2K shares

$160.0M · 2K shares

$159.0M · 8K shares

$158.0M · 6K shares

$155.0M · 3K shares

$154.0M · 883 shares

$153.0M · 1K shares

$152.0M · 5K shares

$147.0M · 5K shares

$147.0M · 2K shares

$145.0M · 6K shares

$143.0M · 3K shares

$141.0M · 1K shares

$137.0M · 603 shares

$136.0M · 4K shares

$136.0M · 3K shares

AVDV

$135.0M · 1K shares

$133.0M · 3K shares

PTEN

$128.0M · 21K shares

KVUE

$128.0M · 7K shares

$127.0M · 2K shares

XLE

$127.0M · 3K shares

ON1

$126.0M · 6K shares

DAL

$125.0M · 2K shares

$124.0M · 810 shares

$123.0M · 1K shares

$119.0M · 6K shares

$119.0M · 1K shares

$115.0M · 1K shares

$114.0M · 3K shares

$112.0M · 800 shares

$111.0M · 6K shares

$110.0M · 935 shares

$108.0M · 3K shares

$107.0M · 482 shares

$107.0M · 3K shares

$106.0M · 351 shares

$105.0M · 2K shares

$104.0M · 1K shares

$103.0M · 1K shares

$103.0M · 6K shares

$102.0M · 3K shares

$100.0M · 3K shares

$99.0M · 1K shares

$97.0M · 448 shares

$96.0M · 8K shares

$95.0M · 5K shares

$95.0M · 2K shares

$87.0M · 791 shares

$86.0M · 5K shares

$86.0M · 1K shares

$86.0M · 7K shares

$84.0M · 670 shares

$83.0M · 839 shares

$82.0M · 504 shares

$82.0M · 1K shares

$81.0M · 2K shares

$81.0M · 9K shares

$81.0M · 296 shares

$80.0M · 154 shares

$80.0M · 100 shares

$79.0M · 2K shares

$77.0M · 2K shares

$77.0M · 5K shares

$76.0M · 22K shares

$75.0M · 3K shares

$75.0M · 133 shares

$74.0M · 1K shares

$74.0M · 2K shares

$70.0M · 576 shares

$65.0M · 2K shares

$65.0M · 628 shares

$65.0M · 560 shares

$60.0M · 203 shares

$59.0M · 189 shares

CSWC

$59.0M · 3K shares

MDY

$57.0M · 95 shares

$57.0M · 2K shares

$57.0M · 687 shares

$56.0M · 217 shares

$56.0M · 1K shares

$56.0M · 4K shares

$54.0M · 145 shares

$53.0M · 1K shares

$53.0M · 640 shares

$52.0M · 49 shares

$50.0M · 1K shares

$50.0M · 1K shares

$49.0M · 228 shares

$49.0M · 1K shares

$48.0M · 2K shares

$48.0M · 242 shares

$47.0M · 675 shares

$47.0M · 600 shares

$47.0M · 3K shares

$46.0M · 260 shares

$45.0M · 330 shares

$45.0M · 2K shares

$44.0M · 133 shares

$42.0M · 280 shares

$41.0M · 342 shares

$41.0M · 690 shares

$41.0M · 692 shares

$40.0M · 87 shares

$40.0M · 149 shares

$39.0M · 621 shares

$38.0M · 1K shares

$38.0M · 3K shares

$37.0M · 2K shares

$37.0M · 4K shares

$37.0M · 79 shares

$37.0M · 116 shares

$36.0M · 3K shares

$36.0M · 1K shares

$35.0M · 1K shares

$35.0M · 953 shares

$35.0M · 1K shares

$35.0M · 246 shares

$34.0M · 1K shares

$34.0M · 650 shares

$34.0M · 550 shares

$34.0M · 426 shares

$34.0M · 16 shares

$34.0M · 363 shares

$33.0M · 144 shares

$33.0M · 3K shares

$32.0M · 2K shares

$32.0M · 380 shares

$32.0M · 376 shares

SPOT

$31.0M · 54 shares

JCI

$31.0M · 260 shares

ICE

$29.0M · 184 shares

$29.0M · 267 shares

IDA

$29.0M · 232 shares

$28.0M · 683 shares

$27.0M · 41 shares

$27.0M · 5K shares

$27.0M · 253 shares

$27.0M · 328 shares

$26.0M · 136 shares

$26.0M · 722 shares

$26.0M · 311 shares

$26.0M · 87 shares

$25.0M · 2K shares

$25.0M · 722 shares

$25.0M · 76 shares

$25.0M · 177 shares

$25.0M · 362 shares

$25.0M · 427 shares

$24.0M · 235 shares

$24.0M · 180 shares

$23.0M · 298 shares

$23.0M · 275 shares

$23.0M · 409 shares

$23.0M · 103 shares

$22.0M · 3K shares

$22.0M · 190 shares

$22.0M · 107 shares

$21.0M · 450 shares

$21.0M · 163 shares

$21.0M · 25 shares

$21.0M · 168 shares

$21.0M · 510 shares

$20.0M · 227 shares

$20.0M · 100 shares

$20.0M · 184 shares

$20.0M · 145 shares

$20.0M · 905 shares

$20.0M · 2K shares

$18.0M · 210 shares

$18.0M · 325 shares

$18.0M · 150 shares

$17.0M · 205 shares

$17.0M · 218 shares

$17.0M · 234 shares

$17.0M · 110 shares

$17.0M · 344 shares

$17.0M · 205 shares

$16.0M · 415 shares

$16.0M · 245 shares

$16.0M · 250 shares

$16.0M · 1K shares

$15.0M · 69 shares

$15.0M · 688 shares

$15.0M · 179 shares

$14.0M · 168 shares

$14.0M · 70 shares

$14.0M · 566 shares

$14.0M · 475 shares

$14.0M · 70 shares

$13.0M · 4 shares

$13.0M · 315 shares

$13.0M · 166 shares

$13.0M · 54 shares

$13.0M · 255 shares

$12.0M · 57 shares

$12.0M · 66 shares

$12.0M · 800 shares

$12.0M · 41 shares

$12.0M · 250 shares

$11.0M · 600 shares

$11.0M · 89 shares

$11.0M · 168 shares

$11.0M · 322 shares

$11.0M · 471 shares

$11.0M · 133 shares

$11.0M · 30 shares

$11.0M · 45 shares

MUB

$10.0M · 95 shares

CDNS

$10.0M · 34 shares

$10.0M · 129 shares

$10.0M · 269 shares

$10.0M · 2K shares

$10.0M · 53 shares

$9.0M · 122 shares

$9.0M · 117 shares

$9.0M · 20 shares

$9.0M · 300 shares

$9.0M · 768 shares

$9.0M · 66 shares

$9.0M · 26 shares

$9.0M · 243 shares

$9.0M · 163 shares

$8.0M · 1K shares

$8.0M · 163 shares

$8.0M · 46 shares

$8.0M · 240 shares

$8.0M · 102 shares

$8.0M · 4K shares

$8.0M · 180 shares

$8.0M · 54 shares

$8.0M · 572 shares

$8.0M · 33 shares

$8.0M · 86 shares

$8.0M · 22 shares

$7.0M · 66 shares

$7.0M · 33 shares

$7.0M · 16 shares

$7.0M · 75 shares

$7.0M · 48 shares

$7.0M · 66 shares

$6.0M · 11 shares

$6.0M · 49 shares

$6.0M · 170 shares

$6.0M · 200 shares

$6.0M · 440 shares

$6.0M · 40 shares

$6.0M · 20 shares

$6.0M · 11 shares

$5.0M · 43 shares

$5.0M · 129 shares

$5.0M · 67 shares

$5.0M · 38 shares

$5.0M · 20 shares

$4.0M · 22 shares

$4.0M · 180 shares

$4.0M · 23 shares

$4.0M · 15 shares

$4.0M · 121 shares

$4.0M · 9 shares

$4.0M · 48 shares

$4.0M · 20 shares

$4.0M · 13 shares

$4.0M · 11 shares

$4.0M · 186 shares

$4.0M · 8 shares

$4.0M · 17 shares

$3.0M · 16 shares

$3.0M · 510 shares

$3.0M · 125 shares

$3.0M · 166 shares

$3.0M · 39 shares

$3.0M · 12 shares

$3.0M · 130 shares

$3.0M · 32 shares

$3.0M · 1K shares

$2.0M · 208 shares

$2.0M · 3 shares

$2.0M · 5 shares

$2.0M · 13 shares

$2.0M · 9 shares

$2.0M · 115 shares

$2.0M · 150 shares

$2.0M · 60 shares

$2.0M · 8K shares

$2.0M · 3 shares

$2.0M · 9 shares

$2.0M · 47 shares

$2.0M · 100 shares

$2.0M · 86 shares

$2.0M · 27 shares

$2.0M · 33 shares

$1.0M · 8 shares

$1.0M · 25 shares

$1.0M · 4 shares

$1.0M · 100 shares

$1.0M · 36 shares

$1.0M · 141 shares

$1.0M · 6 shares

$1.0M · 30 shares

$1.0M · 331 shares

$1.0M · 31 shares

$1.0M · 20 shares

$1.0M · 6 shares

$1.0M · 4 shares

$1.0M · 17 shares

$1.0M · 20 shares

$1.0M · 49 shares

$1.0M · 6 shares

$1.0M · 4 shares

$1.0M · 13 shares

$1.0M · 66 shares

$1.0M · 5 shares

$1.0M · 34 shares

$1.0M · 6 shares

$1.0M · 80 shares

$1.0M · 79 shares

$1.0M · 8 shares

$1.0M · 16 shares

$1.0M · 5 shares

$1.0M · 28 shares

$1.0M · 21 shares

$1.0M · 12 shares

$1.0M · 2 shares

$1.0M · 5 shares

$1.0M · 6 shares

$1.0M · 4 shares

$1.0M · 36 shares

$1.0M · 84 shares

$1.0M · 23 shares

$1.0M · 12 shares

$1.0M · 17 shares

$1.0M · 8 shares

NFE

$1.0M · 1K shares

CRDO

$1.0M · 12 shares

$1.0M · 5 shares

$1.0M · 58 shares

$1.0M · 4 shares

$1.0M · 17 shares

$1.0M · 10 shares

$1.0M · 5 shares

$1.0M · 35 shares

$1.0M · 8 shares

$1.0M · 20 shares

$0 · 3 shares

$0 · 1 shares

$0 · 7 shares

$0 · 25 shares

$0 · 1 shares

$0 · 118 shares

$0 · 3 shares

$0 · 2 shares

$0 · 3 shares

$0 · 4 shares

$0 · 17 shares

$0 · 1 shares

$0 · 14 shares

$0 · 7 shares

$0 · 247 shares

$0 · 2 shares

$0 · 5 shares

$0 · 15 shares

$0 · 18 shares

$0 · 2 shares

$0 · 2 shares

$0 · 33 shares

$0 · 28 shares

$0 · 11 shares

$0 · 2 shares

$0 · 40 shares

$0 · 3 shares

$0 · 2 shares

$0 · 7 shares

$0 · 1 shares

$0 · 10 shares

$0 · 27 shares

$0 · 5 shares

$0 · 6 shares

$0 · 4 shares

$0 · 8 shares

$0 · 1 shares

$0 · 5 shares

$0 · 2 shares

$0 · 1 shares

$0 · 3 shares

$0 · 5 shares

$0 · 17 shares

$0 · 4 shares

$0 · 5 shares

$0 · 9 shares

$0 · 10 shares

$0 · 25 shares

$0 · 54 shares

$0 · 5 shares

$0 · 55 shares

$0 · 1 shares

$0 · 1 shares

$0 · 6 shares

$0 · 2 shares

$0 · 40 shares

$0 · 3 shares

$0 · 11 shares

$0 · 1 shares

$0 · 1 shares

$0 · 5 shares

$0 · 16 shares

$0 · 15 shares

$0 · 3 shares

$0 · 13 shares

$0 · 3 shares

$0 · 6 shares

$0 · 75 shares

$0 · 8 shares

$0 · 8 shares

$0 · 20 shares

$0 · 3 shares

$0 · 7 shares

$0 · 5 shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	77	$650.2B	22.4%
Financial Services	190	$432.2B	14.9%
Communication Services	13	$290.4B	10.0%
Real Estate	46	$287.0B	9.9%
Healthcare	57	$279.8B	9.6%
Consumer Cyclical	32	$247.4B	8.5%
Industrials	68	$195.8B	6.7%
Unknown	43	$181.3B	6.2%
Consumer Defensive	27	$113.1B	3.9%
Utilities	27	$109.7B	3.8%
Energy	54	$80.2B	2.8%
Basic Materials	31	$39.5B	1.4%