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Size ($ in 1000's)
At 09/30/2025: $2,975,028
At 06/30/2025: $2,738,222Chilton Capital Management LLC AUM history
Chilton Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Chilton Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Chilton Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Chilton Capital Management LLC.
In the Chilton Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Chilton Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Chilton Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
383,369 |
+69,680 |
$198,566 | | MSFT | 383,369 | +69,680 | $198,566 | | NVIDIA CORPORATION |
1,052,301 |
-5,945 |
$196,338 | | NVDA | 1,052,301 | -5,945 | $196,338 | | APPLE INC |
536,116 |
+71,374 |
$136,511 | | AAPL | 536,116 | +71,374 | $136,511 | | AMAZON COM INC |
527,092 |
+17,730 |
$115,734 | | AMZN | 527,092 | +17,730 | $115,734 | | ALPHABET INC |
444,116 |
-23,723 |
$108,164 | | GOOG | 444,116 | -23,723 | $108,164 | | META PLATFORMS INC |
145,304 |
+6,266 |
$106,709 | | META | 145,304 | +6,266 | $106,709 | | BROADCOM INC |
239,123 |
+63,650 |
$78,889 | | AVGO | 239,123 | +63,650 | $78,889 | | QUANTA SVCS INC |
166,536 |
+64,560 |
$69,016 | | PWR | 166,536 | +64,560 | $69,016 | | WALMART INC |
632,490 |
+73,218 |
$65,184 | | WMT | 632,490 | +73,218 | $65,184 | | TJX COS INC NEW |
433,027 |
+141,237 |
$62,590 | | TJX | 433,027 | +141,237 | $62,590 | | VISA INC |
176,181 |
+13,878 |
$60,145 | | V | 176,181 | +13,878 | $60,145 | | THERMO FISHER SCIENTIFIC INC |
121,094 |
+14,070 |
$58,733 | | TMO | 121,094 | +14,070 | $58,733 | | EXXON MOBIL CORP |
515,963 |
+1,396 |
$58,175 | | XOM | 515,963 | +1,396 | $58,175 | | VENTAS INC |
811,310 |
+458,555 |
$56,915 | | VTR | 811,310 | +458,555 | $56,915 | | JPMORGAN CHASE & CO. |
177,290 |
-47,622 |
$55,923 | | JPM | 177,290 | -47,622 | $55,923 | | LOWES COS INC |
212,517 |
-11,856 |
$53,408 | | LOW | 212,517 | -11,856 | $53,408 | | ELI LILLY & CO |
66,048 |
-23,634 |
$50,395 | | LLY | 66,048 | -23,634 | $50,395 | | ARES MANAGEMENT CORPORATION |
309,447 |
+145,872 |
$49,477 | | ARES | 309,447 | +145,872 | $49,477 | | GILEAD SCIENCES INC |
441,459 |
+68,610 |
$49,002 | | GILD | 441,459 | +68,610 | $49,002 | | MORGAN STANLEY |
292,178 |
-171,630 |
$46,445 | | MS | 292,178 | -171,630 | $46,445 | | TESLA INC |
96,574 |
+574 |
$42,948 | | TSLA | 96,574 | +574 | $42,948 | | AMERICAN EXPRESS CO |
123,544 |
+1,936 |
$41,036 | | AXP | 123,544 | +1,936 | $41,036 | | COSTCO WHSL CORP NEW |
42,836 |
+749 |
$39,650 | | COST | 42,836 | +749 | $39,650 | | CONOCOPHILLIPS |
389,995 |
+11,958 |
$36,890 | | COP | 389,995 | +11,958 | $36,890 | | TRANSDIGM GROUP INC |
27,239 |
-11,235 |
$35,902 | | TDG | 27,239 | -11,235 | $35,902 | | EMERSON ELEC CO |
261,096 |
+6,060 |
$34,251 | | EMR | 261,096 | +6,060 | $34,251 | | WASTE MGMT INC DEL |
152,495 |
+2,823 |
$33,675 | | WM | 152,495 | +2,823 | $33,675 | | LINDE PLC |
66,469 |
+2,859 |
$31,573 | | LIN | 66,469 | +2,859 | $31,573 | | AMEREN CORP |
300,404 |
+5,006 |
$31,356 | | AEE | 300,404 | +5,006 | $31,356 | | ASTRAZENECA PLC |
403,925 |
+6,312 |
$30,989 | | AZN | 403,925 | +6,312 | $30,989 | | DEERE & CO |
66,371 |
-28,988 |
$30,349 | | DE | 66,371 | -28,988 | $30,349 | | CORTEVA INC |
445,350 |
+68,380 |
$30,119 | | CTVA | 445,350 | +68,380 | $30,119 | | STRYKER CORPORATION |
81,152 |
+910 |
$29,999 | | SYK | 81,152 | +910 | $29,999 | | EQUINIX INC |
36,908 |
+1,805 |
$28,908 | | EQIX | 36,908 | +1,805 | $28,908 | | ORACLE CORP |
101,850 |
+97,972 |
$28,644 | | ORCL | 101,850 | +97,972 | $28,644 | | GALLAGHER ARTHUR J & CO |
88,664 |
-683 |
$27,463 | | AJG | 88,664 | -683 | $27,463 | | ALPHABET INC |
112,462 |
-12,425 |
$27,339 | | GOOGL | 112,462 | -12,425 | $27,339 | | DOVER CORP |
158,492 |
-83,935 |
$26,441 | | DOV | 158,492 | -83,935 | $26,441 | | SALESFORCE INC |
104,153 |
-3,745 |
$24,684 | | CRM | 104,153 | -3,745 | $24,684 | | PROLOGIS INC. |
203,072 |
+11,459 |
$23,256 | | PLD | 203,072 | +11,459 | $23,256 |  SPDR S&P 500 ETF TR (SPY) |
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$19,952 | | SPY | 37,351 | +387 | $24,882 | | Put | 8,500 | -100 | $5,663 | | Call | 1,100 | -1,700 | $733 | | DISNEY WALT CO |
171,377 |
+8,316 |
$19,623 | | DIS | 171,377 | +8,316 | $19,623 | | VANGUARD TAX MANAGED FDS (VEA) |
308,855 |
-269 |
$18,507 | | VEA | 308,855 | -269 | $18,507 | | VANGUARD INTL EQUITY INDEX F (VNQI) |
383,400 |
-11,750 |
$18,304 | | VNQI | 383,400 | -11,750 | $18,304 | | AMERICAN TOWER CORP NEW |
92,731 |
+2,138 |
$17,975 | | AMT | 92,731 | +2,138 | $17,975 | | DIGITAL RLTY TR INC |
99,570 |
+847 |
$17,214 | | DLR | 99,570 | +847 | $17,214 | | CAMDEN PPTY TR |
156,706 |
+74 |
$16,882 | | CPT | 156,706 | +74 | $16,882 | | AVALONBAY CMNTYS INC |
83,430 |
+982 |
$16,249 | | AVB | 83,430 | +982 | $16,249 | | ISHARES INC (IEMG) |
245,899 |
-4,865 |
$16,210 | | IEMG | 245,899 | -4,865 | $16,210 | | AMERICAN CENTY ETF TR (AVDE) |
199,033 |
-168 |
$15,704 | | AVDE | 199,033 | -168 | $15,704 |
See Full List: All Stocks Held By Chilton Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Chilton Capital Management LLC
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