CHILTON CAPITAL MANAGEMENT LLC
Q2 2026 13F filing
Updated 38 days ago592 disclosed positions worth $3.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $239.6M | 1.20M | 7.57% | Added(+5.5%) |
| 2 | A AAPL APPLE INC | $165.9M | 573.3K | 5.24% | Added(+18.7%) |
| 3 | G GOOGN ALPHABET INC | $152.2M | 430.6K | 4.80% | Added(+3.0%) |
| 4 | M MSFT MICROSOFT CORP | $135.3M | 362.6K | 4.27% | Trimmed(-1.9%) |
| 5 | A AMZN AMAZON COM INC | $129.7M | 544.2K | 4.10% | Trimmed(-5.8%) |
| 6 | A AVGO BROADCOM INC | $122.9M | 325.5K | 3.88% | Added(+22.8%) |
| 7 | V VTR VENTAS INC | $96.5M | 1.09M | 3.05% | Added(+40.0%) |
| 8 | M META META PLATFORMS INC | $94.7M | 168.1K | 2.99% | Added(+3.1%) |
| 9 | J JPM-PM JPMORGAN CHASE & CO | $88M | 268.8K | 2.78% | Trimmed(-5.1%) |
| 10 | L LLY ELI LILLY & CO | $83.1M | 69.3K | 2.62% | Trimmed(-9.1%) |
| 11 | P PWR QUANTA SVCS INC | $76.2M | 105.8K | 2.41% | Trimmed(-0.4%) |
| 12 | A AMD ADVANCED MICRO DEVICES INC | $73.6M | 126.7K | 2.32% | Trimmed(-17.2%) |
| 13 | T TMO THERMO FISHER SCIENTIFIC INC | $62.3M | 124.4K | 1.97% | Added(+7.8%) |
| 14 | D DOV DOVER CORP | $58.9M | 262.4K | 1.86% | Added(+71.9%) |
| 15 | G GILD GILEAD SCIENCES INC | $52M | 411.7K | 1.64% | Added(+2.5%) |
| 16 | R RPRX SLB LIMITED | $51.7M | 1.11M | 1.63% | Added(+61.5%) |
| 17 | G GEV GE VERNOVA INC | $44.8M | 38.2K | 1.42% | Trimmed(-45.5%) |
| 18 | W WMT WALMART INC | $43.1M | 380.5K | 1.36% | Trimmed(-1.0%) |
| 19 | A ASMLF ASML HLDG NV | $42.9M | 21.6K | 1.36% | Added(+2.5%) |
| 20 | V V VISA INC | $41.1M | 119.9K | 1.30% | Trimmed(-0.1%) |
| 21 | M MS-PP MORGAN STANLEY | $40.8M | 195.3K | 1.29% | Trimmed(-31.0%) |
| 22 | G GS-PD GOLDMAN SACHS GROUP INC | $39.6M | 39.2K | 1.25% | Added(+0.3%) |
| 23 | L LIN LINDE PLC | $39M | 75.2K | 1.23% | Trimmed(-1.5%) |
| 24 | C COST COSTCO WHOLESALE CORPORATION | $39M | 41.7K | 1.23% | Trimmed(-0.8%) |
| 25 | T TJX TJX COS INC NEW | $38.9M | 256.6K | 1.23% | Trimmed(-35.9%) |
| 26 | W WM WASTE MGMT INC DEL | $38.9M | 174.4K | 1.23% | Added(+2.9%) |
| 27 | C COP CONOCOPHILLIPS | $38.3M | 368.2K | 1.21% | Trimmed(-1.5%) |
| 28 | E EQIX EQUINIX INC | $38.2M | 36.6K | 1.21% | Trimmed(-4.2%) |
| 29 | A AZN ASTRAZENECA PLC | $38.1M | 201.2K | 1.20% | Added(+4.2%) |
| 30 | T TDG TRANSDIGM GROUP INC | $37.8M | 28.4K | 1.19% | Trimmed(-32.9%) |
| 31 | J JBL JABIL INC | $36.9M | 95.8K | 1.17% | Trimmed(-15.7%) |
| 32 | T TSLA TESLA INC | $36.9M | 87.7K | 1.16% | Trimmed(-0.8%) |
| 33 | G GOOGN ALPHABET INC | $36.8M | 102.9K | 1.16% | Added(+0.7%) |
| 34 | A AEE AMEREN CORP | $34.8M | 308.1K | 1.10% | Trimmed(-40.4%) |
| 35 | P PLDGP PROLOGIS INC. | $34.6M | 255.6K | 1.09% | Added(+10.2%) |
| 36 | A AXP AMERICAN EXPRESS CO | $29.5M | 87.1K | 0.93% | Trimmed(-1.2%) |
| 37 | O ORCL-PD ORACLE CORP | $26.7M | 182.2K | 0.84% | Added(+4569.0%) |
| 38 | V VGES VANGUARD TAX-MANAGED FDS | $25.2M | 354.2K | 0.80% | Trimmed(-0.2%) |
| 39 | S SPY STATE STR SPDR S&P 500 ETF T | $22.9M | 30.7K | 0.72% | Trimmed(0.0%) |
| 40 | E ETHA ISHARES INC | $21M | 254.0K | 0.66% | Trimmed(-0.4%) |
| 41 | V VGES VANGUARD INTL EQUITY INDEX F | $20.2M | 449.6K | 0.64% | Added(+3.9%) |
| 42 | A AMT AMERICAN TOWER CORP | $18.6M | 112.7K | 0.59% | Added(+17.1%) |
| 43 | ? N/A AMERICAN CENTY ETF TR | $18.6M | 208.1K | 0.59% | Trimmed(-3.3%) |
| 44 | M MU MICRON TECHNOLOGY INC | $18.4M | 16.0K | 0.58% | Added(+9571.5%) |
| 45 | D DLR-PJ DIGITAL RLTY TR INC | $17.7M | 98.5K | 0.56% | Trimmed(-3.0%) |
| 46 | X XOM EXXON MOBIL CORP | $16.9M | 123.7K | 0.53% | Added(+2.7%) |
| 47 | W WELL WELLTOWER INC | $16.9M | 74.3K | 0.53% | Trimmed(-2.3%) |
| 48 | ? N/A BXP INC | $15.5M | 231.7K | 0.49% | Trimmed(-6.4%) |
| 49 | I IVT INVENTRUST PPTYS CORP | $15.4M | 433.4K | 0.49% | Added(+2.1%) |
| 50 | B BRX BRIXMOR PPTY GROUP INC | $14.2M | 451.0K | 0.45% | Added(+2.0%) |