Q3 2026 13F · SEC CIK 1056859

Chilton Capital Management LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.2B
Reported positions: 581
Top holdings a year, 3 yrs: +23.0%
Assets under management: $3.2B

Chilton Capital Management LLC is a wealth manager that reported 581 positions worth $3.2B in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 8.2%), Apple Inc (AAPL, 6.0%), Microsoft Corp (MSFT, 5.8%). A portfolio copying its top holdings returned 23.0% a year over the last 3 years, against 20.4% for the S&P 500.

Chilton Capital Management LLC holdings largest 50 of 581 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chilton Capital Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.2%	7.6%	1,142,433	-4.6%	$260.9M
AAPLApple Inc	6.0%	5.2%	567,839	-1.0%	$189.1M
MSFTMicrosoft Corp	5.8%	4.3%	361,101	-0.4%	$185.2M
GOOGAlphabet Inc	4.6%	4.8%	431,483	+0.2%	$147.0M
AMZNAmazon Com Inc	4.5%	4.1%	569,306	+4.6%	$141.8M
AVGOBroadcom Inc	3.6%	3.9%	325,970	+0.2%	$114.5M
JPMJpmorgan Chase & Co	2.6%	2.8%	250,502	-6.8%	$82.9M
METAMeta Platforms Inc	2.6%	3.0%	112,110	-33.3%	$81.3M
LLYEli Lilly & Co	2.5%	2.6%	69,812	+0.8%	$80.8M
PWRQuanta Svcs Inc	2.4%	2.4%	119,231	+12.7%	$76.6M
TMOThermo Fisher Scientific Inc	2.2%	2.0%	105,771	-14.9%	$71.4M
VTRVentas Inc	2.1%	3.1%	781,145	-28.0%	$66.5M
TJXTjx Cos Inc New	2.1%	1.2%	493,875	+92.5%	$65.3M
GILDGilead Sciences Inc	1.9%	1.6%	410,321	-0.3%	$61.2M
DOVDover Corp	1.8%	1.9%	299,565	+14.1%	$56.0M
SLBSlb Limited	1.7%	1.6%	1,119,578	+0.6%	$54.5M
AMDAdvanced Micro Devices Inc	1.7%	2.3%	88,145	-30.4%	$53.9M
AXPAmerican Express Co	1.6%	0.9%	168,162	+93.1%	$51.1M
COPConocophillips	1.4%	1.2%	364,750	-0.9%	$45.6M
VVisa Inc	1.3%	1.3%	117,457	-2.0%	$42.2M
WMTWalmart Inc	1.3%	1.4%	387,628	+1.9%	$40.3M
ASMLAsml Hldg NV	1.2%	1.4%	21,543	-0.2%	$39.0M
COSTCostco Wholesale Corporation	1.2%	1.2%	41,974	+0.7%	$38.2M
MUMicron Technology Inc	1.2%	0.6%	34,811	+118.1%	$37.1M
LINLinde PLC	1.2%	1.2%	77,044	+2.5%	$36.6M
GEVGe Vernova Inc	1.1%	1.4%	38,404	+0.6%	$36.5M
MSMorgan Stanley	1.1%	1.3%	193,074	-1.1%	$36.3M
WMWaste Mgmt Inc Del	1.1%	1.2%	176,231	+1.1%	$35.9M
GSGoldman Sachs Group Inc	1.1%	1.3%	39,250	+0.2%	$35.3M
GOOGLAlphabet Inc	1.1%	1.2%	100,698	-2.2%	$34.6M
PLDPrologis Inc	1.1%	1.1%	266,693	+4.4%	$34.6M
DLRDigital Rlty Tr Inc	1.1%	0.6%	191,027	+94.0%	$33.5M
AZNAstrazeneca PLC	1.0%	1.2%	201,094	-0.0%	$32.5M
TDGTransdigm Group Inc	1.0%	1.2%	29,465	+3.8%	$31.9M
AEEAmeren Corp	1.0%	1.1%	318,438	+3.4%	$31.6M
TSLATesla Inc	1.0%	1.2%	88,757	+1.2%	$31.5M
JBLJabil Inc	0.9%	1.2%	95,205	-0.6%	$27.3M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	0.8%	357,380	+0.9%	$25.2M
ORCLOracle Corp	0.8%	0.8%	179,766	-1.3%	$24.7M
EQIXEquinix Inc	0.7%	1.2%	22,395	-38.9%	$22.7M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	29,439	-4.0%	$22.5M
AMTAmerican Tower Corp	0.7%	0.6%	134,711	+19.6%	$22.3M
IEMGIshares Inc	0.7%	0.7%	256,817	+1.1%	$20.8M
XOMExxonmobil Holdings Corp	0.6%	—	124,300	—	$20.2M
VNQIVanguard Intl Equity Index F	0.6%	0.6%	417,535	-7.1%	$17.8M
AVDEAvantis International Equity ETF	0.5%	0.6%	179,211	-13.9%	$16.1M
WELLWelltower Inc	0.5%	0.5%	63,081	-15.1%	$14.5M
EQRVivmark Residential	0.5%	—	235,047	—	$14.3M
BXPBxp Inc	0.4%	0.5%	222,411	-4.0%	$13.7M
BRXBrixmor Ppty Group Inc	0.4%	0.5%	497,518	+10.3%	$13.7M

What Chilton Capital Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

EQIX Equinix Inc-38.9% shares
META Meta Platforms Inc-33.3% shares
AMD Advanced Micro Devices Inc-30.4% shares
VTR Ventas Inc-28.0% shares
WELL Welltower Inc-15.1% shares
TMO Thermo Fisher Scientific Inc-14.9% shares
AVDE Avantis International Equity ETF-13.9% shares
VNQI Vanguard Intl Equity Index F-7.1% shares

Left the top 50

XOM Exxon Mobil Corpwas 0.5%
InvenTrust Properties Corporationwas 0.5%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.8% /yr; S&P 500 +20.1%
3 years: +23.0% /yr; S&P 500 +20.4%
5 years: +12.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$3.2B	581
Q2 2026	$3.2B	591
Q1 2026	$2.9B	657
Q4 2025	$2.9B	665
Q3 2025	$3.0B	566
Q2 2025	$2.7B	525
Q1 2025	$2.3B	530
Q4 2024	$2.4B	547
Q3 2024	$2.4B	642
Q2 2024	$2.2B	605
Q1 2024	$2.1B	602
Q4 2023	$2.0B	600

Questions about Chilton Capital Management LLC's portfolio

What stocks does Chilton Capital Management LLC own?

Chilton Capital Management LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 581 positions worth $3.2B. The largest are Nvidia Corporation (NVDA) at 8.2%, Apple Inc (AAPL) at 6.0%, Microsoft Corp (MSFT) at 5.8%, Alphabet Inc (GOOG) at 4.6% and Amazon Com Inc (AMZN) at 4.5%.

What did Chilton Capital Management LLC buy last quarter?

In Q3 2026, Chilton Capital Management LLC added Micron Technology Inc (MU) (+118.1% shares), Digital Rlty Tr Inc (DLR) (+94.0% shares) and American Express Co (AXP) (+93.1% shares), compared with its Q2 2026 filing.

What did Chilton Capital Management LLC sell last quarter?

In Q3 2026, Chilton Capital Management LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 InvenTrust Properties Corporation, Equinix Inc (EQIX) (-38.9% shares), Meta Platforms Inc (META) (-33.3% shares) and Advanced Micro Devices Inc (AMD) (-30.4% shares), compared with its Q2 2026 filing.

How has Chilton Capital Management LLC's portfolio performed?

A portfolio copying Chilton Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%. Over 5 years: +12.4% a year against +11.6%.

When is Chilton Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chilton Capital Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Chilton Capital Management LLC manage?

Chilton Capital Management LLC reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $3.2B.