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:
60.74%
Gain -0.48%
Monthly
0.85%
Yearly
10.71%
Drawdown
26.74%
$4.54B
Equity
Holdings
$4.54B
Investment
$2.75B
$6.24B
Profit -$18.89M
Realized
$4.45B
Unrealized
$1.79B
Dividends
$1.94B
Goals
Avg. 100% completed goals
Yearly
Gain > 9% 2026
Yearly
Loss < 15% 2026
Yearly
Loss < $80M 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$18.89M
Win %
74%
This Week
Compared To Last Week
Gain
0.82%
Profit
$36.9M
Win %
74%
This Month
Compared to last month
Gain
3.58%
Profit
$156.84M
Win %
74%
This Year
Compared to last year
Gain
9.1%
Profit
$378.43M
Win %
71%
DKS Dick's Sporting Goods, Inc.
+4.15%
+$21,918.75 
HONA Honeywell Aerospace Inc.
+3.74%
+$46,311.2 
IDXX IDEXX Laboratories, Inc.
+2.82%
+$229,469.43 
COP ConocoPhillips
+2.47%
+$21,217 
LMT Lockheed Martin Corporation
+2.38%
+$23,141 
MSI Motorola Solutions, Inc.
+2.33%
+$6,522.31 
COKE Coca-Cola Consolidated Inc.
+2.21%
+$175,533.97 
PM Philip Morris International Inc.
+2.13%
+$20,642.25 
PEP PepsiCo, Inc.
+2.07%
+$29,223.58 
CVX Chevron Corporation
+1.88%
+$168,494.28 
TJX The TJX Companies, Inc.
+1.83%
+$112,638.24 
DAN Dana Inc.
+1.81%
+$45,241.72 
NUE Nucor Corporation
+1.73%
+$4,410 
MLM Martin Marietta Materials, Inc.
+1.72%
+$6,975.89 
MDLZ Mondelez International, Inc.
+1.71%
+$7,340.76 
USB U.S. Bancorp
+1.7%
+$10,846.87 
RS Reliance Inc.
+1.68%
+$5,908.6 
CRH CRH plc
+1.66%
+$354,872.7 
AZO AutoZone Inc.
+1.58%
+$129,561.32 
MCHP Microchip Technology Incorporated
+1.53%
+$9,879.24 
AN AutoNation Inc.
+1.49%
+$89,161.94 
XOM Exxon Mobil Corporation
+1.47%
+$70,251.15 
JPM JPMorgan Chase & Co.
+1.42%
+$186,473.22 
WFC Wells Fargo & Company
+1.41%
+$15,839.46 
KO The Coca-Cola Company
+1.36%
+$89,528.75 
GD General Dynamics Corporation
+1.29%
+$14,676.9 
ALL Allstate Corporation
+1.28%
+$3,994.41 
COST Costco Wholesale Corporation
+1.28%
+$3.88M 
XYL Xylem Inc.
+1.27%
+$552,184.65 
NEE NextEra Energy, Inc.
+1.26%
+$24,953.6 
LIN Linde plc
+1.24%
+$38,132.51 
PSX Phillips 66
+1.24%
+$17,953.65 
PNC The PNC Financial Services Group, Inc.
+1.21%
+$11,243.18 
XLU Utilities Select Sector SPDR Fund
+1.21%
+$21,715 
DOV Dover Corporation
+1.2%
+$5,489.12 
TFC Truist Financial Corporation
+1.19%
+$7,742.25 
HWM Howmet Aerospace Inc.
+1.18%
+$7,456.61 
ROST Ross Stores, Inc.
+1.15%
+$8,379.32 
HLT Hilton Worldwide Holdings Inc.
+1.1%
+$5,403.11 
MRK Merck & Co., Inc.
+1.09%
+$22,045.74 
BLK BlackRock, Inc.
+1.08%
+$48,005.92 
AON Aon plc
+1.07%
+$3,646.96 
FERG Ferguson Enterprises Inc
+1.07%
+$267,898.79 
ACN Accenture plc Class A
+1.06%
+$12,533.08 
HD The Home Depot, Inc.
+1.02%
+$1.19M 
CMI Cummins Inc.
+1.01%
+$14,682.07 
ZTS Zoetis Inc.
+1.01%
+$21,217.03 
PGR Progressive Corporation
+1%
+$305,614.58 
CBOE Cboe Global Markets Inc.
+0.97%
+$2,980 
LOW Lowe's Companies Inc.
+0.94%
+$16,016.16 
PG Procter & Gamble Co
+0.93%
+$18,388.29 
LLY Eli Lilly and Company
+0.9%
+$64,178.4 
AAPL Apple Inc.
+0.89%
+$1.21M 
TT Trane Technologies plc
+0.86%
+$3,542.62 
BRO Brown & Brown Inc.
+0.85%
+$2,979.46 
SYK Stryker Corporation
+0.85%
+$26,884.89 
TXN Texas Instruments Inc
+0.84%
+$233,207.9 
ITW Illinois Tool Works Inc.
+0.83%
+$5,118.4 
CL Colgate-Palmolive Company
+0.8%
+$2,246.64 
ORLY O'Reilly Automotive Inc.
+0.78%
+$239,018.76 
BNY BlackRock New York Municipal Income Trust
+0.77%
+$185,704.39 
ADI Analog Devices, Inc.
+0.76%
+$63,477.02 
HIG The Hartford Insurance Group, Inc.
+0.74%
+$1,720.62 
FISV Fiserv, Inc.
+0.74%
+$1,449.66 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$10,268.19 
ABBV AbbVie Inc.
+0.71%
+$34,012.82 
FVD First Trust Value Line Dividend Index Fund
+0.71%
+$5,437.2 
KR Kroger Co.
+0.69%
+$37,603.5 
DPZ Domino's Pizza Inc.
+0.66%
+$71,982.26 
PH Parker-Hannifin Corporation
+0.65%
+$337,348.27 
AADX Applied Aerospace & Defense, Inc.
+0.62%
+$32,712.4 
DIS The Walt Disney Company
+0.61%
+$2,261 
FAST Fastenal Co.
+0.6%
+$7,718.33 
SPGI S&P Global Inc.
+0.6%
+$4,628.57 
CB Chubb Limited
+0.6%
+$10,017.34 
ISRG Intuitive Surgical, Inc.
+0.59%
+$3,540.11 
V Visa Inc. Class A
+0.59%
+$289,142.48 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$221,402.72 
WMT Walmart Inc.
+0.56%
+$26,092.04 
SBR Sabine Royalty Trust
+0.55%
+$1,790.54 
TKR Timken Co.
+0.53%
+$5,669.98 
NVS Novartis AG Sponsored ADR
+0.51%
+$1,732.5 
BAC Bank of America Corporation
+0.5%
+$5,654.74 
TTC The Toro Company
+0.49%
+$28,021.14 
JNJ Johnson & Johnson
+0.48%
+$25,308.9 
AJG Arthur J. Gallagher & Co.
+0.48%
+$491,584.87 
AMG Affiliated Managers Group Inc.
+0.47%
+$3,633.68 
AXP American Express Company
+0.46%
+$435,248.64 
APD Air Products and Chemicals, Inc.
+0.45%
+$2,214.43 
PFE Pfizer Inc.
+0.44%
+$1,126.06 
PPG PPG Industries Inc.
+0.44%
+$1,468.28 
DXJ WisdomTree Japan Hedged Equity Fund
+0.43%
+$1,533.48 
XLF Financial Select Sector SPDR Fund
+0.42%
+$5,853.73 
EFV iShares MSCI EAFE Value ETF
+0.4%
+$3,748.5 
DGRO iShares Core Dividend Growth ETF
+0.39%
+$2,806.89 
CET Central Securities Corporation
+0.39%
+$25,189.83 
ICFI ICF International Inc.
+0.37%
+$992.31 
IQLT iShares MSCI International Quality Factor ETF
+0.36%
+$1,342.62 
ADP Automatic Data Processing Inc.
+0.35%
+$2,133.55 
IYF iShares U.S. Financials ETF
+0.34%
+$868.56 
TSCO Tractor Supply Company
+0.33%
+$11,472.67 
CME CME Group Inc.
+0.33%
+$1,214.49 
HBAN Huntington Bancshares Incorporated
+0.29%
+$2,325.74 
VOE Vanguard Mid-Cap Value ETF
+0.29%
+$29,558.51 
VNQ Vanguard Real Estate ETF
+0.29%
+$1,978.2 
VTV Vanguard Value ETF
+0.29%
+$35,394.45 
ICE Intercontinental Exchange, Inc.
+0.28%
+$936.73 
AMGN Amgen Inc.
+0.27%
+$3,830.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.26%
+$1,065 
CW Curtiss-Wright Corporation
+0.25%
+$9,089.46 
MCD McDonald's Corporation
+0.25%
+$22,399.8 
VGK Vanguard FTSE Europe ETF
+0.25%
+$1,325.47 
SHAK Shake Shack Inc.
+0.24%
+$9,867.48 
WM Waste Management, Inc.
+0.24%
+$16,249.02 
FTAI FTAI Aviation Ltd.
+0.21%
+$6,918.8 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$5,117.77 
SBUX Starbucks Corporation
+0.19%
+$2,633.93 
RPV Invesco S&P 500 Pure Value ETF
+0.16%
+$714.48 
WRB W.R. Berkley Corporation
+0.16%
+$160,785.24 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.14%
+$459.34 
EFA iShares MSCI EAFE ETF
+0.13%
+$4,460.67 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$835.89 
NVDA NVIDIA Corporation
+0.1%
+$9,190.65 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$213 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$7,452.27 
VRSK Verisk Analytics Inc.
+0.06%
+$5,151.19 
JEPI JPMorgan Equity Premium Income Fund
+0.05%
+$489.81 
MA Mastercard Incorporated
+0.05%
+$106,738.89 
MS Morgan Stanley
+0.05%
+$21,316.47 
LAD Lithia Motors Inc.
+0.04%
+$1,256.45 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$315.69 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$482.28 
URI United Rentals, Inc.
+0.02%
+$252.76 
ABT Abbott Laboratories
+0.01%
+$741.74 
CDNMF EGR Exploration Ltd.
0%
$0 
FLS Flowserve Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
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 
TWLO Twilio Inc.
-10.86%
-$145,105.47 
PANW Palo Alto Networks, Inc.
-7.76%
-$35,251.59 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$19,673.6 
NET Cloudflare Inc.
-6.72%
-$21,356.26 
PLTR Palantir Technologies Inc.
-6.62%
-$142,986.74 
RKLB Rocket Lab Corporation
-6.21%
-$8,204.56 
NOW ServiceNow, Inc.
-5.23%
-$105,229.11 
LUNR Intuitive Machines, Inc.
-5.23%
-$24,066.9 
ASTS AST SpaceMobile, Inc.
-5.12%
-$25,086.42 
CIEN Ciena Corporation
-4.82%
-$15,294.01 
DOCU DocuSign Inc.
-4.33%
-$15,231.7 
ALMU Aeluma Inc.
-4.27%
-$6,045.44 
AXON Axon Enterprise, Inc.
-4.19%
-$182,980.38 
INTC Intel Corporation
-3.99%
-$9,494.47 
SITM SiTime Corporation
-3.76%
-$5,205.36 
MU Micron Technology, Inc.
-3.71%
-$8,536.32 
ORCL Oracle Corporation
-3.62%
-$36,755.4 
AMD Advanced Micro Devices, Inc.
-3.43%
-$30,029.67 
ANET Arista Networks, Inc.
-3.38%
-$17,831.88 
APP AppLovin Corporation Class A Common Stock
-3.14%
-$31,416.79 
AVGO Broadcom Inc.
-3.1%
-$396,114.32 
AEIS Advanced Energy Industries Inc.
-3.01%
-$92,764.06 
MRVL Marvell Technology, Inc.
-2.99%
-$13,061 
LRCX Lam Research Corporation
-2.89%
-$165,839.04 
CRM Salesforce Inc
-2.83%
-$22,708.29 
NFLX Netflix, Inc.
-2.68%
-$12,453.83 
ATFV Alger 35 ETF
-2.61%
-$219,533.7 
AMAT Applied Materials, Inc.
-2.6%
-$70,895.99 
META Meta Platforms Inc Class A
-2.49%
-$849,558.31 
BRC Brady Corporation
-2.45%
-$134,214.04 
KLAC KLA Corporation
-2.4%
-$4,446.7 
MMED MiniMed Group, Inc.
-2.39%
-$99,888.57 
TRFM AAM Transformers ETF
-2.16%
-$15,341.17 
VRT Vertiv Holdings Co
-2.12%
-$79,092.65 
RPG Invesco S&P 500 Pure Growth ETF
-2.12%
-$8,646.54 
INTU Intuit Inc.
-2%
-$6,752.41 
DGX Quest Diagnostics Inc.
-2%
-$9,560 
SCHW Charles Schwab Corporation
-1.99%
-$6,522.56 
XLK State Street Technology Select Sector SPDR ETF
-1.98%
-$4,087.5 
BJ BJ's Wholesale Club Holdings, Inc.
-1.97%
-$87,089.03 
MSFT Microsoft Corp.
-1.95%
-$9.45M 
VBK Vanguard Small-Cap Growth ETF
-1.93%
-$90,472.3 
VSEC VSE Corporation
-1.89%
-$2,882.52 
VGT Vanguard Information Technology ETF
-1.88%
-$6,035.2 
NMFC New Mountain Finance Corporation
-1.74%
-$2,642.4 
CSCO Cisco Systems, Inc.
-1.73%
-$115,164.95 
TRMB Trimble Inc.
-1.72%
-$5,408.55 
GOOGL Alphabet Inc
-1.69%
-$2.92M 
LH Labcorp Holdings Inc.
-1.68%
-$5,978.7 
SMH VanEck Semiconductor ETF
-1.67%
-$14,271.57 
GOOG Alphabet Inc
-1.59%
-$488,605.42 
QQQ Invesco QQQ Trust, Series 1
-1.58%
-$103,375.53 
TSLA Tesla, Inc.
-1.57%
-$7,379.93 
ETN Eaton Corporation plc
-1.51%
-$957,556.22 
NVT nVent Electric plc
-1.49%
-$49,990.2 
DE Deere & Company
-1.48%
-$960,661.65 
UNH UnitedHealth Group Incorporated
-1.47%
-$48,904.44 
QQQI Neos NASDAQ-100 High Income ETF
-1.45%
-$47,774.73 
HCA HCA Healthcare Inc.
-1.37%
-$8,024.24 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$63,878.62 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$329,404.47 
VOT Vanguard Mid-Cap Growth ETF
-1.32%
-$36,966.67 
ATI ATI Inc.
-1.3%
-$11,890.58 
FIX Comfort Systems USA, Inc.
-1.28%
-$3,621.36 
VUG Vanguard Growth ETF
-1.25%
-$220,335.36 
IWM iShares Russell 2000 ETF
-1.22%
-$8,944.29 
EEM iShares MSCI Emerging Markets ETF
-1.22%
-$14,742 
APH Amphenol Corporation
-1.19%
-$4.27M 
QCOM QUALCOMM Incorporated
-1.18%
-$7,365.98 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.16%
-$11,271.25 
IQV IQVIA Holdings Inc.
-1.11%
-$6,178.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$15,196.72 
ITT Itt Inc.
-1.07%
-$36,490.92 
AVAV AeroVironment Inc.
-1.06%
-$7,613.72 
BX Blackstone Inc.
-1.06%
-$145,412.73 
WRBY Warby Parker Inc.
-1.06%
-$5,860.66 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$23,866.04 
CLH Clean Harbors Inc.
-1.02%
-$77,404.17 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$8,771.17 
IBIT iShares Bitcoin Trust
-1%
-$2,839.76 
MPWR Monolithic Power Systems, Inc.
-0.98%
-$4,101.5 
MSCI MSCI Inc.
-0.98%
-$19,372.23 
AMZN Amazon.com Inc
-0.93%
-$1.89M 
DASH DoorDash, Inc.
-0.91%
-$4,336.51 
VB Vanguard Small-Cap ETF
-0.9%
-$36,925.2 
USFD US Foods Holding Corp
-0.9%
-$1,910.09 
VLUE iShares MSCI USA Value Factor ETF
-0.86%
-$2,519.99 
DSI iShares MSCI KLD 400 Social ETF
-0.84%
-$11,354.59 
BOBS Bob's Discount Furniture, Inc.
-0.78%
-$104,185.17 
JVAL JPMorgan U.S. Value Factor ETF
-0.74%
-$3,072.41 
IBM International Business Machines Corporation
-0.71%
-$810,884.97 
MDT Medtronic plc
-0.69%
-$341,097.9 
EMR Emerson Electric Co.
-0.69%
-$46,355.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$112,691.74 
EME EMCOR Group, Inc.
-0.67%
-$13,134.47 
CRS Carpenter Technology Corporation
-0.65%
-$1,148.92 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$7,534.13 
LOAR Loar Holdings Inc.
-0.64%
-$34,037.2 
TROW T. Rowe Price Group, Inc.
-0.62%
-$168,789.89 
IWB iShares Russell 1000 ETF
-0.6%
-$62,111.75 
CSGP CoStar Group, Inc.
-0.59%
-$5,760.8 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$191,110.46 
VOO Vanguard S&P 500 ETF
-0.59%
-$40,957.74 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$7,501.6 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$17,091.33 
IVV iShares Core S&P 500 ETF
-0.58%
-$66,375 
LULU lululemon athletica inc.
-0.56%
-$18,184.52 
GILD Gilead Sciences Inc.
-0.55%
-$1,788.72 
DOCS Doximity Inc.
-0.54%
-$17,134.81 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.54%
-$1,510.88 
VT Vanguard Total World Stock ETF
-0.52%
-$23,279.01 
YUM Yum! Brands, Inc.
-0.52%
-$40,233.61 
CACI Caci International Inc.
-0.52%
-$1,610.35 
DHR Danaher Corporation
-0.52%
-$3,932.4 
UNP Union Pacific Corporation
-0.51%
-$18,215.72 
ACWI iShares MSCI ACWI ETF
-0.5%
-$11,665.83 
VSGX Vanguard ESG International Stock ETF
-0.47%
-$4,541.89 
CSX CSX Corporation
-0.44%
-$4,570.26 
SPYI NEOS S&P 500 High Income ETF
-0.44%
-$4,757.34 
MMM 3M Company
-0.43%
-$1,028.16 
ROP Roper Technologies Inc.
-0.43%
-$11,063.9 
SUNB Sunbelt Rentals Holdings, Inc.
-0.42%
-$3,717.76 
VO Vanguard Mid-Cap ETF
-0.41%
-$19,073.01 
SHW The Sherwin-Williams Company
-0.41%
-$921,613.95 
BKNG Booking Holdings Inc.
-0.39%
-$1,316.25 
MCO Moody's Corporation
-0.37%
-$318,976.21 
WFC-PL Wells Fargo & Company
-0.37%
-$9,516 
HAS Hasbro Inc.
-0.33%
-$10,316.48 
GLD SPDR Gold Shares
-0.32%
-$677.72 
IAU iShares Gold Trust
-0.32%
-$893 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$6,665 
BATRK Atlanta Braves Holdings, Inc.
-0.3%
-$15,037.5 
APG Api Group Corporation
-0.3%
-$17,723.16 
AMP Ameriprise Financial, Inc.
-0.3%
-$5,654.55 
ECL Ecolab Inc.
-0.29%
-$3,212.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$22,883.16 
ZWS Zurn Elkay Water Solutions Corporation
-0.28%
-$1,561.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$16,347.3 
GS The Goldman Sachs Group, Inc.
-0.25%
-$713.25 
NSC Norfolk Southern Corporation
-0.25%
-$1,990.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$8,614 
CP Canadian Pacific Kansas City Limited
-0.18%
-$1,735.38 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$7,215.78 
WCN Waste Connections Inc.
-0.1%
-$313.63 
RUSHA Rush Enterprises Inc.
-0.1%
-$388.6 
NDAQ Nasdaq, Inc.
-0.09%
-$315.28 
AME Ametek Inc.
-0.09%
-$330.75 
TDY Teledyne Technologies Incorporated
-0.08%
-$6,548.4 
BMY Bristol-Myers Squibb Company
-0.07%
-$302.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$493.8 
RSG Republic Services, Inc.
-0.05%
-$147,744.62 
HUBB Hubbell Inc.
-0.04%
-$4,460.07 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$213.68 
VST Vistra Corp
-0.03%
-$2,118.24 
IWD iShares Russell 1000 Value ETF
-0.02%
-$789.44 
CAT Caterpillar Inc.
-0.01%
-$198.22 
CTAS Cintas Corporation
-0.01%
-$11,346.28 Events
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Dividends
Dividend Analysis
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| Trades 11607 | Longs Won 6870/11607 59% | Profit Factor 2.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.06M |
| Average Win $1.73M | Best Trade (Dec 28) $585.34M | Sharpe Ratio -19.5 |
| Average Loss -$1.19M | Worst Trade (Mar 30) -$88.49M | Z-Score -8.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $538,014.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 3,802 | 3,422 | 3,042 | 2,662 | 2,281 | 1,901 | 1,521 | 1,141 | 760 | 380 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $5.34M | - | -$4.35M | -44.91% | +0.617% |
| AAPL Apple Inc. | 397,628 | $106.82M | $137.2M | - | $30.38M | 28.45% | +0.892% |
| ABBV AbbVie Inc. | 16,964 | $2.6M | $4.84M | - | $2.24M | 86.2% | +0.707% |
| ABT Abbott Laboratories | 74,174 | $7.33M | $7.77M | - | $435,273.62 | 5.94% | +0.01% |
| ACN Accenture plc Class A | 5,266 | $1.22M | $1.2M | - | -$18,891.9 | -1.55% | +1.058% |
| ACWI iShares MSCI ACWI ETF | 14,674 | $2.07M | $2.32M | - | $259,414.78 | 12.56% | -0.499% |
| ADI Analog Devices, Inc. | 20,643 | $3.99M | $8.4M | - | $4.42M | 110.76% | +0.761% |
| ADP Automatic Data Processing Inc. | 2,102 | $514,966.11 | $602,569.83 | - | $87,603.72 | 17.01% | +0.355% |
| AEIS Advanced Energy Industries Inc. | 12,238 | $4.56M | $2.99M | - | -$1.57M | -34.43% | -3.007% |
| AJG Arthur J. Gallagher & Co. | 413,100 | $111.67M | $103.81M | - | -$7.86M | -7.04% | +0.476% |
| ALL Allstate Corporation | 1,299 | $269,335 | $315,234.82 | - | $45,899.82 | 17.04% | +1.283% |
| ALMU Aeluma Inc. | 15,989 | $353,037 | $135,457.21 | - | -$217,579.79 | -61.63% | -4.272% |
| AMAT Applied Materials, Inc. | 6,347 | $426,693.54 | $2.66M | - | $2.23M | 523.02% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 1,558 | $292,304.37 | $845,924.67 | - | $553,620.3 | 189.4% | -3.428% |
| AME Ametek Inc. | 1,575 | $291,086.92 | $391,088.25 | - | $100,001.33 | 34.35% | -0.085% |
| AMG Affiliated Managers Group Inc. | 2,030 | $686,952 | $781,204.9 | - | $94,252.9 | 13.72% | +0.467% |
| AMGN Amgen Inc. | 3,302 | $989,926.1 | $1.44M | - | $447,071.28 | 45.16% | +0.267% |
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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 - $331.06M, Mastercard Incorporated - $295.5M, and The Home Depot, Inc - $291.56M. 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 $1.94B earned over time. The largest contributors to dividend income include DryShips Inc - $1.03B, The9 Ltd - $167.66M, The Home Depot, Inc - $61.67M, 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.
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