Chilton Investment Portfolio
Invests via Chilton Investment Co Inc. | Managed by Chilton Investment Co Inc.
Invests via Chilton Investment Co Inc.
Managed by Chilton Investment Co Inc.
Automatically Tracked
Company Profile
Specialist in small- and mid-cap private equity and direct lending, Chilton Investment targets operationally-improvable companies across industrials, business services and healthcare. The firm allocates capital via control buyouts and minority growth investments, pairing active portfolio management with bolt-on M&A to drive EBITDA expansion. Relevant to allocators seeking concentrated, value-oriented private investments.
Specialist in small- and mid-cap private equity and direct lending, Chilton Investment targets operationally-improvable companies across industrials, business services and healthcare. The firm allocates capital via control buyouts and minority growth investments, pairing active portfolio management with bolt-on M&A to drive EBITDA expansion. Relevant to allocators seeking concentrated, value-oriented private investments.
Investment Philosophy & Strategy
Focuses on small- and mid-cap private equity and direct lending with a value-oriented, operationally-driven approach. Deploys capital through control buyouts and selective minority growth stakes, emphasizing industrials, business services and healthcare. Underwrites investments on margin expansion via hands-on operational improvement, disciplined bolt‑on M&A and conservative leverage. Portfolio construction favors concentrated, high-conviction positions with multi-year hold horizons and active governance to de-risk execution while targeting asymmetric returns for institutional allocators.
Focuses on small- and mid-cap private equity and direct lending with a value-oriented, operationally-driven approach. Deploys capital through control buyouts and selective minority growth stakes, emphasizing industrials, business services and healthcare. Underwrites investments on margin expansion via hands-on operational improvement, disciplined bolt‑on M&A and conservative leverage. Portfolio construction favors concentrated, high-conviction positions with multi-year hold horizons and active governance to de-risk execution while targeting asymmetric returns for institutional allocators.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
52.6%
Gain -0.38%
Monthly
0.85%
Yearly
10.7%
Drawdown
26.74%
$4.5B
Equity
Holdings
$4.5B
Investment
$2.75B
$6.21B
Profit -$18.71M
Realized
$4.45B
Unrealized
$1.75B
Dividends
$1.93B
Goals
Avg. 98% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $80M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$18.71M
Win %
76%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$18.71M
Win %
76%
This Month
Compared to last month
Gain
6.12%
Profit
$259.59M
Win %
76%
This Year
Compared to last year
Gain
8.24%
Profit
$342.61M
Win %
73%
LUNR Intuitive Machines, Inc.
+8.26%
+$57,681 
AMD Advanced Micro Devices, Inc.
+6.49%
+$48,858.86 
VSEC VSE Corporation
+4.73%
+$10,286.66 
ALMU Aeluma Inc.
+4.66%
+$13,110.98 
LOAR Loar Holdings Inc.
+4.62%
+$291,018.06 
SUNB Sunbelt Rentals Holdings, Inc.
+4.39%
+$41,476.26 
SITM SiTime Corporation
+3.49%
+$6,618.47 
URI United Rentals, Inc.
+3.06%
+$36,160.1 
MPWR Monolithic Power Systems, Inc.
+2.95%
+$13,435.14 
FIX Comfort Systems USA, Inc.
+2.69%
+$8,871.94 
MU Micron Technology, Inc.
+2.42%
+$5,668.65 
VRT Vertiv Holdings Co
+2.38%
+$118,725.59 
TXN Texas Instruments Inc
+2.27%
+$617,580.28 
HWM Howmet Aerospace Inc.
+2.22%
+$18,080.12 
ADI Analog Devices, Inc.
+2.16%
+$169,685.46 
HLT Hilton Worldwide Holdings Inc.
+2%
+$9,211.17 
AMG Affiliated Managers Group Inc.
+1.98%
+$14,758.08 
DIS The Walt Disney Company
+1.97%
+$6,866.12 
MCHP Microchip Technology Incorporated
+1.89%
+$12,739.02 
COP ConocoPhillips
+1.81%
+$13,669.81 
TTC The Toro Company
+1.77%
+$97,788.06 
LMT Lockheed Martin Corporation
+1.76%
+$19,162.5 
AVAV AeroVironment Inc.
+1.75%
+$19,237.84 
CRS Carpenter Technology Corporation
+1.68%
+$4,185.29 
TKR Timken Co.
+1.68%
+$20,790 
SHAK Shake Shack Inc.
+1.63%
+$69,652.8 
CW Curtiss-Wright Corporation
+1.42%
+$70,210.1 
ITT Itt Inc.
+1.25%
+$45,613.63 
VST Vistra Corp
+1.19%
+$81,905.75 
CVX Chevron Corporation
+1.17%
+$94,356.35 
APD Air Products and Chemicals, Inc.
+1.1%
+$5,594.42 
APG Api Group Corporation
+1.08%
+$69,415.71 
CBOE Cboe Global Markets Inc.
+1.04%
+$3,060.02 
TDY Teledyne Technologies Incorporated
+0.98%
+$84,744.51 
LIN Linde plc
+0.97%
+$28,833.42 
CME CME Group Inc.
+0.96%
+$3,307.52 
SCHW Charles Schwab Corporation
+0.94%
+$3,592.63 
XOM Exxon Mobil Corporation
+0.93%
+$40,377.25 
APP AppLovin Corporation Class A Common Stock
+0.87%
+$9,786.98 
HUBB Hubbell Inc.
+0.85%
+$110,926.53 
HBAN Huntington Bancshares Incorporated
+0.82%
+$7,494.03 
NVT nVent Electric plc
+0.81%
+$31,718.05 
BATRK Atlanta Braves Holdings, Inc.
+0.79%
+$42,105 
PM Philip Morris International Inc.
+0.79%
+$7,236.88 
WFC Wells Fargo & Company
+0.77%
+$9,138.15 
APH Amphenol Corporation
+0.75%
+$1.37M 
MDT Medtronic plc
+0.74%
+$346,266.05 
GD General Dynamics Corporation
+0.71%
+$9,379.72 
TSLA Tesla, Inc.
+0.69%
+$3,060.95 
UNH UnitedHealth Group Incorporated
+0.69%
+$22,489.52 
PNC The PNC Financial Services Group, Inc.
+0.65%
+$7,121.44 
QCOM QUALCOMM Incorporated
+0.64%
+$3,700.53 
RPG Invesco S&P 500 Pure Growth ETF
+0.64%
+$2,761.08 
BAC Bank of America Corporation
+0.62%
+$8,699.69 
GLD SPDR Gold Shares
+0.62%
+$1,360.97 
IAU iShares Gold Trust
+0.61%
+$1,786 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$168,668.99 
EME EMCOR Group, Inc.
+0.61%
+$13,646.82 
MMED MiniMed Group, Inc.
+0.6%
+$27,875.88 
ATFV Alger 35 ETF
+0.6%
+$53,090.28 
MLM Martin Marietta Materials, Inc.
+0.59%
+$2,682.71 
VLUE iShares MSCI USA Value Factor ETF
+0.59%
+$1,800 
XLU Utilities Select Sector SPDR Fund
+0.59%
+$11,179.96 
ATI ATI Inc.
+0.56%
+$6,065.64 
CLH Clean Harbors Inc.
+0.54%
+$41,188.01 
RPV Invesco S&P 500 Pure Value ETF
+0.53%
+$2,381.6 
IWM iShares Russell 2000 ETF
+0.52%
+$4,205.93 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$6,751.44 
AN AutoNation Inc.
+0.48%
+$37,463 
TT Trane Technologies plc
+0.47%
+$2,029.49 
ZWS Zurn Elkay Water Solutions Corporation
+0.47%
+$2,882.4 
WCN Waste Connections Inc.
+0.46%
+$1,402.18 
FTAI FTAI Aviation Ltd.
+0.45%
+$19,372.84 
ROP Roper Technologies Inc.
+0.44%
+$11,730.47 
PSX Phillips 66
+0.43%
+$5,015 
MA Mastercard Incorporated
+0.39%
+$764,399.2 
DASH DoorDash, Inc.
+0.37%
+$2,007.22 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$3,816.26 
USB U.S. Bancorp
+0.35%
+$2,558.75 
ALL Allstate Corporation
+0.34%
+$1,156.1 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.34%
+$1,022.4 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$34,485.23 
PGR Progressive Corporation
+0.33%
+$98,770.05 
MSI Motorola Solutions, Inc.
+0.33%
+$931.75 
RS Reliance Inc.
+0.33%
+$1,205.15 
KO The Coca-Cola Company
+0.33%
+$20,412.56 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$10,053.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$16,422.12 
VO Vanguard Mid-Cap ETF
+0.26%
+$12,715.34 
CET Central Securities Corporation
+0.25%
+$16,402.68 
VB Vanguard Small-Cap ETF
+0.24%
+$10,651.5 
VNQ Vanguard Real Estate ETF
+0.23%
+$1,704.07 
CAT Caterpillar Inc.
+0.23%
+$3,531.96 
MRK Merck & Co., Inc.
+0.22%
+$4,186.04 
AAPL Apple Inc.
+0.22%
+$266,410.76 
AEIS Advanced Energy Industries Inc.
+0.22%
+$8,811.36 
VTV Vanguard Value ETF
+0.21%
+$26,137.28 
NEE NextEra Energy, Inc.
+0.21%
+$4,514.17 
MCD McDonald's Corporation
+0.21%
+$20,906.48 
SBR Sabine Royalty Trust
+0.21%
+$679.95 
DOV Dover Corporation
+0.2%
+$993.72 
BRC Brady Corporation
+0.2%
+$12,409.09 
PG Procter & Gamble Co
+0.2%
+$3,665.15 
ROST Ross Stores, Inc.
+0.2%
+$1,515.05 
TFC Truist Financial Corporation
+0.2%
+$1,464.76 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$5,511.64 
FVD First Trust Value Line Dividend Index Fund
+0.18%
+$1,418.4 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$1,632.7 
GILD Gilead Sciences Inc.
+0.16%
+$452.32 
WRBY Warby Parker Inc.
+0.15%
+$901.64 
HIG The Hartford Insurance Group, Inc.
+0.15%
+$364.99 
WM Waste Management, Inc.
+0.15%
+$10,326.18 
VBK Vanguard Small-Cap Growth ETF
+0.15%
+$7,562.7 
MDLZ Mondelez International, Inc.
+0.14%
+$611.73 
RKLB Rocket Lab Corporation
+0.14%
+$263.12 
PEP PepsiCo, Inc.
+0.13%
+$1,981.26 
LOW Lowe's Companies Inc.
+0.12%
+$2,363.13 
TRMB Trimble Inc.
+0.09%
+$257.55 
CACI Caci International Inc.
+0.08%
+$274.31 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.08%
+$262.48 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$714 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$8,280.3 
DAN Dana Inc.
+0.07%
+$1,756.96 
WRB W.R. Berkley Corporation
+0.06%
+$53,595.08 
CSX CSX Corporation
+0.05%
+$531.42 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$262.24 
LULU lululemon athletica inc.
+0.03%
+$991.89 
HAS Hasbro Inc.
+0.02%
+$644.78 
IQLT iShares MSCI International Quality Factor ETF
+0.02%
+$74.59 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$1,127.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.02%
+$600.94 
DSI iShares MSCI KLD 400 Social ETF
+0.01%
+$183.88 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$121.93 
CDNMF EGR Exploration Ltd.
0%
$0 
MMM 3M Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 0755
075513105
0%
$0 0876
087612110
0%
$0 0894
089417113
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$2.78M 
DOCS Doximity Inc.
-6.73%
-$180,419.47 
AVGO Broadcom Inc.
-5.93%
-$918,274.26 
AMAT Applied Materials, Inc.
-5.13%
-$174,098.15 
AADX Applied Aerospace & Defense, Inc.
-4.68%
-$411,241.6 
NET Cloudflare Inc.
-4.58%
-$15,235.78 
TWLO Twilio Inc.
-4.47%
-$54,561.29 
CRWD CrowdStrike Holdings, Inc.
-3.82%
-$9,126.6 
ORCL Oracle Corporation
-3.76%
-$44,376.36 
BX Blackstone Inc.
-3.62%
-$678,117.7 
INTU Intuit Inc.
-3.5%
-$12,790.81 
DOCU DocuSign Inc.
-3.2%
-$9,306.98 
CIEN Ciena Corporation
-3.19%
-$12,580.92 
PANW Palo Alto Networks, Inc.
-2.95%
-$14,331.35 
IDXX IDEXX Laboratories, Inc.
-2.8%
-$236,008.59 
PLTR Palantir Technologies Inc.
-2.78%
-$53,556.74 
ZTS Zoetis Inc.
-2.7%
-$55,056.85 
KLAC KLA Corporation
-2.68%
-$5,957.2 
BOBS Bob's Discount Furniture, Inc.
-2.62%
-$462,038.58 
CRM Salesforce Inc
-2.57%
-$16,876.44 
NOW ServiceNow, Inc.
-2.53%
-$43,676.15 
ANET Arista Networks, Inc.
-2.37%
-$13,736.55 
LLY Eli Lilly and Company
-2.35%
-$162,276.4 
VRSK Verisk Analytics Inc.
-2.3%
-$199,959.83 
CSGP CoStar Group, Inc.
-2.04%
-$20,465.97 
HONA Honeywell Aerospace Inc.
-2.03%
-$26,192.4 
FISV Fiserv, Inc.
-2%
-$4,605.39 
IQV IQVIA Holdings Inc.
-2%
-$9,861.72 
INTC Intel Corporation
-1.93%
-$5,039.9 
YUM Yum! Brands, Inc.
-1.82%
-$140,433.73 
HCA HCA Healthcare Inc.
-1.78%
-$9,133.17 
ISRG Intuitive Surgical, Inc.
-1.7%
-$9,486.59 
ORLY O'Reilly Automotive Inc.
-1.65%
-$529,997.08 
CSCO Cisco Systems, Inc.
-1.57%
-$108,005.06 
BRO Brown & Brown Inc.
-1.49%
-$5,496.59 
LRCX Lam Research Corporation
-1.41%
-$98,551.25 
LH Labcorp Holdings Inc.
-1.38%
-$4,870.32 
UNP Union Pacific Corporation
-1.35%
-$49,355.2 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$278,699.21 
DPZ Domino's Pizza Inc.
-1.31%
-$165,093.68 
NUE Nucor Corporation
-1.29%
-$3,510.01 
FERG Ferguson Enterprises Inc
-1.29%
-$348,814.83 
BMY Bristol-Myers Squibb Company
-1.24%
-$6,049.6 
ADP Automatic Data Processing Inc.
-1.18%
-$6,852.54 
IBM International Business Machines Corporation
-1.16%
-$1.34M 
TJX The TJX Companies, Inc.
-1.1%
-$72,532.2 
USFD US Foods Holding Corp
-1.09%
-$2,518.79 
CL Colgate-Palmolive Company
-1.06%
-$3,005.64 
MSCI MSCI Inc.
-1.04%
-$20,543.98 
NSC Norfolk Southern Corporation
-1.01%
-$8,430.94 
ICFI ICF International Inc.
-1%
-$2,676.23 
KR Kroger Co.
-0.94%
-$47,223 
AMZN Amazon.com Inc
-0.93%
-$1.98M 
SPGI S&P Global Inc.
-0.93%
-$7,077.97 
TSCO Tractor Supply Company
-0.91%
-$34,418.01 
AJG Arthur J. Gallagher & Co.
-0.9%
-$941,868 
ACN Accenture plc Class A
-0.89%
-$8,320.33 
META Meta Platforms Inc Class A
-0.85%
-$234,009.82 
HD The Home Depot, Inc.
-0.85%
-$1.1M 
SBUX Starbucks Corporation
-0.8%
-$12,625.44 
NMFC New Mountain Finance Corporation
-0.77%
-$1,321.2 
ASTS AST SpaceMobile, Inc.
-0.76%
-$5,954.58 
BLK BlackRock, Inc.
-0.75%
-$35,328.94 
IBIT iShares Bitcoin Trust
-0.73%
-$1,593.93 
MCO Moody's Corporation
-0.72%
-$625,480.27 
SYK Stryker Corporation
-0.71%
-$26,132.18 
DHR Danaher Corporation
-0.71%
-$4,718.88 
DGX Quest Diagnostics Inc.
-0.7%
-$3,319.99 
SHW The Sherwin-Williams Company
-0.68%
-$1.65M 
TROW T. Rowe Price Group, Inc.
-0.66%
-$196,952.8 
EMR Emerson Electric Co.
-0.66%
-$45,103.38 
JNJ Johnson & Johnson
-0.66%
-$35,681.34 
AME Ametek Inc.
-0.63%
-$2,551.48 
AMGN Amgen Inc.
-0.63%
-$8,684.29 
FAST Fastenal Co.
-0.62%
-$8,097.92 
DE Deere & Company
-0.6%
-$364,874.25 
NDAQ Nasdaq, Inc.
-0.58%
-$2,246.38 
BKNG Booking Holdings Inc.
-0.58%
-$2,517.07 
CTAS Cintas Corporation
-0.58%
-$877,453.6 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$208,463.6 
CRH CRH plc
-0.56%
-$142,989 
ABBV AbbVie Inc.
-0.55%
-$23,240.85 
COKE Coca-Cola Consolidated Inc.
-0.54%
-$40,018.59 
NVS Novartis AG Sponsored ADR
-0.53%
-$1,822.5 
AZO AutoZone Inc.
-0.53%
-$42,741.44 
XYL Xylem Inc.
-0.52%
-$265,554.45 
PPG PPG Industries Inc.
-0.52%
-$1,874.4 
AZN AstraZeneca PLC American Depositary Shares
-0.5%
-$4,109.04 
VIG Vanguard Dividend Appreciation ETF
-0.48%
-$1,267.35 
MS Morgan Stanley
-0.47%
-$258,302.95 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$6,592.78 
CP Canadian Pacific Kansas City Limited
-0.45%
-$4,702.32 
AXON Axon Enterprise, Inc.
-0.43%
-$28,038.79 
VUG Vanguard Growth ETF
-0.42%
-$73,773 
ETN Eaton Corporation plc
-0.4%
-$287,105.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$5,525.98 
XLK State Street Technology Select Sector SPDR ETF
-0.39%
-$817.5 
V Visa Inc. Class A
-0.39%
-$175,203.31 
WMT Walmart Inc.
-0.39%
-$17,733.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$9,270.28 
AXP American Express Company
-0.35%
-$368,752.32 
GS The Goldman Sachs Group, Inc.
-0.35%
-$1,166.58 
AON Aon plc
-0.35%
-$1,482.5 
FLS Flowserve Corporation
-0.34%
-$7,241.64 
VGT Vanguard Information Technology ETF
-0.33%
-$1,075.84 
ICE Intercontinental Exchange, Inc.
-0.32%
-$1,052.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$2,469 
MSFT Microsoft Corp.
-0.29%
-$1.31M 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$13,985.26 
LAD Lithia Motors Inc.
-0.29%
-$10,728.25 
PH Parker-Hannifin Corporation
-0.28%
-$163,531.06 
CB Chubb Limited
-0.27%
-$4,326.81 
RUSHA Rush Enterprises Inc.
-0.27%
-$1,266.54 
DXJ WisdomTree Japan Hedged Equity Fund
-0.26%
-$924.02 
RSG Republic Services, Inc.
-0.24%
-$614,617.64 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$5,160 
SMH VanEck Semiconductor ETF
-0.23%
-$2,032.27 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$1,566.55 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$66,510.52 
AMP Ameriprise Financial, Inc.
-0.2%
-$4,288.35 
JVAL JPMorgan U.S. Value Factor ETF
-0.2%
-$847.56 
VOO Vanguard S&P 500 ETF
-0.19%
-$13,309.2 
IVV iShares Core S&P 500 ETF
-0.18%
-$21,092.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$2,091 
IYF iShares U.S. Financials ETF
-0.16%
-$434.28 
XLF Financial Select Sector SPDR Fund
-0.15%
-$2,290.59 
IWB iShares Russell 1000 ETF
-0.15%
-$15,220.98 
DKS Dick's Sporting Goods, Inc.
-0.14%
-$1,087.46 
GOOGL Alphabet Inc
-0.14%
-$236,840.51 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$9,177.11 
BJ BJ's Wholesale Club Holdings, Inc.
-0.13%
-$5,148.12 
WFC-PL Wells Fargo & Company
-0.12%
-$3,330.6 
ACWI iShares MSCI ACWI ETF
-0.12%
-$2,788.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$20,097.91 
GOOG Alphabet Inc
-0.12%
-$35,696.31 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$1,323 
COST Costco Wholesale Corporation
-0.1%
-$287,132.62 
CMI Cummins Inc.
-0.09%
-$1,528.25 
VT Vanguard Total World Stock ETF
-0.09%
-$4,066.82 
JPM JPMorgan Chase & Co.
-0.09%
-$12,118.83 
NFLX Netflix, Inc.
-0.08%
-$416.19 
NVDA NVIDIA Corporation
-0.06%
-$6,127.1 
TRFM AAM Transformers ETF
-0.06%
-$484.46 
PFE Pfizer Inc.
-0.06%
-$129.93 
ITW Illinois Tool Works Inc.
-0.06%
-$365.6 
IWD iShares Russell 1000 Value ETF
-0.05%
-$2,565.68 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$305.25 
EFA iShares MSCI EAFE ETF
-0.05%
-$1,652.1 
ECL Ecolab Inc.
-0.04%
-$478 
MRVL Marvell Technology, Inc.
-0.04%
-$180.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$3,482.22 
SPYI NEOS S&P 500 High Income ETF
-0.04%
-$404.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$1,195.72 
ABT Abbott Laboratories
-0.02%
-$1,854.35 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$524.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$71 
VGK Vanguard FTSE Europe ETF
-0.01%
-$61.65 Events
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Dividends
Dividend Analysis
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| Trades 11607 | Longs Won 6900/11607 59% | Profit Factor 2.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.01M |
| Average Win $1.72M | Best Trade (Dec 28) $585.34M | Sharpe Ratio -19.5 |
| Average Loss -$1.2M | Worst Trade (Mar 30) -$88.49M | Z-Score -7.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $534,876.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 3,759 | 3,383 | 3,008 | 2,632 | 2,256 | 1,880 | 1,504 | 1,128 | 752 | 376 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0755 075513105 | 11,685 | $2.22M | $2.22M | - | - | - | 0.0 |
| 0876 087612110 | 2,516 | $328,615 | $328,615 | - | - | - | 0.0 |
| 0894 089417113 | 834 | $275,320 | $275,320 | - | - | - | 0.0 |
| AADX Applied Aerospace & Defense, Inc. | 467,320 | $9.69M | $8.37M | - | -$1.31M | -13.56% | -4.681% |
| AAPL Apple Inc. | 397,628 | $106.82M | $121.65M | - | $14.83M | 13.88% | +0.219% |
| ABBV AbbVie Inc. | 16,964 | $2.6M | $4.23M | - | $1.63M | 62.74% | -0.546% |
| ABT Abbott Laboratories | 74,174 | $7.33M | $8.25M | - | $921,484.19 | 12.57% | -0.022% |
| ACN Accenture plc Class A | 5,266 | $1.22M | $931,608.06 | - | -$284,245.64 | -23.38% | -0.885% |
| ACWI iShares MSCI ACWI ETF | 14,674 | $2.07M | $2.38M | - | $315,982.9 | 15.3% | -0.117% |
| ADI Analog Devices, Inc. | 20,643 | $3.99M | $8.04M | - | $4.05M | 101.63% | +2.157% |
| ADP Automatic Data Processing Inc. | 2,102 | $514,966.11 | $573,782.94 | - | $58,816.83 | 11.42% | -1.18% |
| AEIS Advanced Energy Industries Inc. | 12,238 | $4.56M | $4.04M | - | -$521,461 | -11.43% | +0.218% |
| AJG Arthur J. Gallagher & Co. | 413,100 | $111.67M | $103.77M | - | -$7.89M | -7.07% | -0.899% |
| ALL Allstate Corporation | 1,299 | $269,335 | $339,519.63 | - | $70,184.63 | 26.06% | +0.342% |
| ALMU Aeluma Inc. | 15,989 | $353,037 | $294,517.38 | - | -$58,519.62 | -16.58% | +4.659% |
| AMAT Applied Materials, Inc. | 6,347 | $426,693.54 | $3.22M | - | $2.79M | 654.32% | -5.132% |
| AMD Advanced Micro Devices, Inc. | 1,558 | $292,304.37 | $801,388.46 | - | $509,084.09 | 174.16% | +6.493% |
| AME Ametek Inc. | 1,575 | $291,086.92 | $400,995.02 | - | $109,908.1 | 37.76% | -0.632% |
| AMG Affiliated Managers Group Inc. | 2,030 | $686,952 | $759,971.1 | - | $73,019.1 | 10.63% | +1.98% |
| AMGN Amgen Inc. | 3,302 | $989,926.1 | $1.37M | - | $381,097.29 | 38.5% | -0.629% |
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FAQ
Which stocks have generated the highest profits for Chilton Investment?
The largest contributions to the portfolio's profits come from the following stocks: DryShips Inc - $1.02B, WEN - $731.53M, The Sherwin-Williams Company - $330.53M, Mastercard Incorporated - $295.2M, and The Home Depot, Inc - $290.68M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: PCXCQ - $186.54M, WFT - $154.83M, Millicom International Cellular S.A - $88.49M, MGM Resorts International - $79.29M, and HWD - $74.58M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chilton Investment's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.93B earned over time. The largest contributors to dividend income include DryShips Inc - $1.03B, The9 Ltd - $167.66M, The Home Depot, Inc - $60.79M, Precision Drilling Corporation - $50.04M, and Costco Wholesale Corporation - $36.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chilton Investment's monthly returns?
Chilton Investment's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Chilton Investment's strategy be considered aggressive or moderate?
Chilton Investment's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Chilton Investment's strategy?
Chilton Investment's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
