CHILTON INVESTMENT CO INC.

CIK 0001332632 · Q2 2026

13F Equity AUM

$4.2B

-2.1% QoQ

Positions

299

+19 QoQ

AUM Rank

#1,647

Top 13%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,988 · Top 60%

vs S&P -1.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 31.3%Top 10: 50.8%Top 20: 71.2%

MSFT8.0%

COST7.0%

RSG6.0%

SHW5.6%

APH4.7%

AMZN4.6%

MA4.2%

GOOGL4.2%

IBM3.3%

HD3.2%

Others (289)49.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services26.8%

Technology21.5%

Industrials15.4%

Consumer Cyclical10.3%

Consumer Defensive7.7%

Basic Materials6.4%

Communication Services5.8%

Healthcare2.6%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 299Median: 0.03%Avg: 0.33%

0–0.5%

265(17.8%)

0.5–1%

12(8.8%)

1–3%

11(19.6%)

3–5%

7(27.3%)

5%+

4(26.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 299vs 20 funds

0%Low

299

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New40Increased77Decreased116Exited21

New Positions

BOB'S DISCOUNT FURNI…0.3%

+906K

APPLIED AEROSPACE &a…0.3%

+467K

LOAR0.2%

+85K

AXON0.1%

+10K

AEIS0.1%

+12K

EXXONMOBIL HOLDINGS …0.1%

+27K

ITT0.1%

+17K

SHAK0.1%

+58K

4DH0.1%

+88K

RTX CORP0.1%

+12K

Increased

XYL1.2%

+359K(+576%)

AAPL2.8%

+203K(+105%)

MINIMED GROUP INC0.1%

+177K(+319%)

VUG0.4%

+160K(+433%)

GOOGL4.2%

+98K(+25%)

ATFV0.2%

+96K(+79%)

FERG0.6%

+94K(+622%)

V1.0%

+58K(+89%)

BRC0.1%

+53K(+422%)

AMZN4.6%

+51K(+7%)

Decreased

SHW5.6%

-311,008(-32%)

WRBY0.0%

-293,876(-93%)

APH4.7%

-259,672(-19%)

DASH0.0%

-244,688(-99%)

PGR0.8%

-242,869(-63%)

HD3.2%

-164,973(-30%)

CRH.L0.7%

-146,749(-36%)

SMFG0.0%

-95,313(-88%)

DOCS0.1%

-83,500(-45%)

WM0.2%

-81,694(-73%)

Exited

COF

-599,451

UBS

-285,184

RJF

-73,945

-21,634

-121,901

-26,811

-32,514

-12,069

-10,999

-4,562

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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