Chilton Investment Co Inc. Top Holdings and 13F Report (2024) About Chilton Investment Co Inc.Investment ActivityChilton Investment Co Inc. has $3.82 billion in total holdings as of September 30, 2024.Chilton Investment Co Inc. owns shares of 192 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 11.03% of the portfolio was purchased this quarter.About 8.85% of the portfolio was sold this quarter.This quarter, Chilton Investment Co Inc. has purchased 165 new stocks and bought additional shares in 52 stocks.Chilton Investment Co Inc. sold shares of 52 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $376,495,718Sherwin-Williams $352,589,037Costco Wholesale $337,482,206Republic Services $258,850,826Home Depot $240,231,735 Largest New Holdings this Quarter Netflix $64,488,247 HoldingCRH PLC $9,919,470 HoldingRalph Lauren $5,173,033 HoldingCrowdStrike $4,822,682 HoldingWarner Music Group $4,602,195 Holding Largest Purchases this Quarter Cintas 525,025 shares (about $108.09M)Netflix 90,922 shares (about $64.49M)W. R. Berkley 605,851 shares (about $34.37M)Apple 132,212 shares (about $30.81M)Eaton 78,811 shares (about $26.12M) Largest Sales this Quarter Canadian Pacific Kansas City 1,278,587 shares (about $109.37M)Mettler-Toledo International 32,760 shares (about $49.13M)Morgan Stanley 272,604 shares (about $28.42M)AutoZone 6,442 shares (about $20.29M)Visa 65,949 shares (about $18.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChilton Investment Co Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$376,495,718$2,700,993 ▲0.7%874,9619.9%Computer and TechnologySHWSherwin-Williams$352,589,037$547,696 ▲0.2%923,8069.2%Basic MaterialsCOSTCostco Wholesale$337,482,206$3,515,052 ▼-1.0%380,6828.8%Retail/WholesaleRSGRepublic Services$258,850,826$3,549,044 ▼-1.4%1,288,8416.8%Business ServicesHDHome Depot$240,231,735$1,154,415 ▲0.5%592,8726.3%Retail/WholesaleMAMastercard$186,456,904$3,674,860 ▼-1.9%377,5964.9%Business ServicesAJGArthur J. Gallagher & Co.$162,999,048$645,181 ▲0.4%579,3054.3%FinanceCTASCintas$148,678,918$108,092,147 ▲266.3%722,1633.9%Industrial ProductsPGRProgressive$120,906,743$2,886,266 ▲2.4%476,4613.2%FinanceMCOMoody's$101,232,895$443,742 ▼-0.4%213,3062.7%FinanceIBMInternational Business Machines$99,129,177$108,771 ▲0.1%448,3862.6%Computer and TechnologyWRBW. R. Berkley$80,371,547$34,369,927 ▲74.7%1,416,7382.1%FinanceBROBrown & Brown$78,831,520$3,266,819 ▲4.3%760,9222.1%FinanceETNEaton$65,561,484$26,121,118 ▲66.2%197,8081.7%Industrial ProductsMUSAMurphy USA$65,079,541$8,009,138 ▼-11.0%132,0421.7%Oils/EnergyNFLXNetflix$64,488,247$64,488,247 ▲New Holding90,9221.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$60,890,097$10,265,179 ▲20.3%132,2951.6%FinanceAAPLApple$59,146,817$30,805,396 ▲108.7%253,8491.5%Computer and TechnologyNOWServiceNow$50,405,137$88,545 ▼-0.2%56,3571.3%Computer and TechnologyCSXCSX$49,593,505$11,398,457 ▼-18.7%1,436,2441.3%TransportationDEDeere & Company$47,575,203$1,626,335 ▼-3.3%113,9991.2%Industrial ProductsAZOAutoZone$46,286,688$20,292,558 ▼-30.5%14,6941.2%Retail/WholesaleCPCanadian Pacific Kansas City$39,864,720$109,370,334 ▼-73.3%466,0361.0%TransportationORLYO'Reilly Automotive$32,419,843$3,845,192 ▼-10.6%28,1520.8%Retail/WholesaleMTDMettler-Toledo International$31,255,248$49,130,172 ▼-61.1%20,8410.8%Computer and TechnologyUNHUnitedHealth Group$28,796,659$688,753 ▼-2.3%49,2520.8%MedicalBAHBooz Allen Hamilton$28,305,754$459,309 ▲1.6%173,9110.7%Business ServicesTMOThermo Fisher Scientific$27,534,406$86,600 ▲0.3%44,5130.7%MedicalMSMorgan Stanley$26,899,862$28,416,241 ▼-51.4%258,0570.7%FinanceGOOGLAlphabet$26,419,407$2,351,090 ▼-8.2%159,2970.7%Computer and TechnologyMDTMedtronic$24,923,725$6,736,405 ▲37.0%276,8380.7%MedicalKRKroger$23,934,669$2,406,142 ▲11.2%417,7080.6%Retail/WholesaleVSTVistra$23,921,016$21,544,882 ▲906.7%201,7970.6%UtilitiesBXBlackstone$21,771,105$368,278 ▼-1.7%142,1740.6%FinanceODFLOld Dominion Freight Line$18,940,324$525,800 ▼-2.7%95,3500.5%TransportationVVisa$15,514,329$18,132,678 ▼-53.9%56,4260.4%Business ServicesSKYSkyline Champion$14,234,614$3,917,969 ▼-21.6%150,0750.4%ConstructionFIVEFive Below$13,220,871$8,731,719 ▲194.5%149,6420.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$12,888,3110.0%45,5160.3%ETFUNPUnion Pacific$12,437,874$79,367 ▼-0.6%50,4620.3%TransportationIDXXIDEXX Laboratories$12,035,351$204,614 ▼-1.7%23,8220.3%MedicalMCDMcDonald's$11,369,185$1,984,187 ▼-14.9%37,3360.3%Retail/WholesaleASMLASML$10,842,249$7,580,075 ▼-41.1%13,0120.3%Computer and TechnologyCNMCore & Main$10,818,681$6,948,511 ▲179.5%243,6640.3%Industrial ProductsTSCOTractor Supply$10,589,852$1,295,511 ▼-10.9%36,4000.3%Retail/WholesaleCBChubb$10,425,010$10,155,365 ▲3,766.2%36,1490.3%FinanceCRH PLC$9,919,470$9,919,470 ▲New Holding106,9600.3%COMMON STOCKMLMMartin Marietta Materials$9,817,142$7,836,382 ▲395.6%18,2390.3%ConstructionGOOGAlphabet$9,420,822$66,542 ▲0.7%56,3480.2%Computer and TechnologyIWBiShares Russell 1000 ETF$7,718,2750.0%24,5500.2%ETFETSYEtsy$7,387,377$4,176,244 ▲130.1%133,0340.2%Retail/WholesaleAVGOBroadcom$7,375,928$6,685,928 ▲969.0%42,7590.2%Computer and TechnologyPEPPepsiCo$6,435,202$367,988 ▼-5.4%37,8430.2%Consumer StaplesCDWCDW$6,257,421$522,074 ▲9.1%27,6510.2%Computer and TechnologyCPRTCopart$6,025,371$11,751,695 ▼-66.1%114,9880.2%Business ServicesTDYTeledyne Technologies$5,993,754$438 ▲0.0%13,6950.2%AerospaceWMWaste Management$5,886,498$35,084 ▲0.6%28,3550.2%Business ServicesCLHClean Harbors$5,843,823$483 ▲0.0%24,1770.2%Business ServicesTTDTrade Desk$5,704,103$329 ▲0.0%52,0210.1%Computer and TechnologyRLRalph Lauren$5,173,033$5,173,033 ▲New Holding26,6830.1%Consumer DiscretionaryTXNTexas Instruments$5,064,683$19,004 ▲0.4%24,5180.1%Computer and TechnologyDPZDomino's Pizza$5,059,307$4,343,984 ▲607.3%11,7620.1%Retail/WholesaleCRWDCrowdStrike$4,822,682$4,822,682 ▲New Holding17,1950.1%Computer and TechnologyCOKECoca-Cola Consolidated$4,711,396$535,775 ▲12.8%3,5790.1%Consumer StaplesWMGWarner Music Group$4,602,195$4,602,195 ▲New Holding147,0350.1%Consumer DiscretionaryTJXTJX Companies$4,529,9920.0%38,5400.1%Retail/WholesaleAMZNAmazon.com$4,380,805$701,346 ▼-13.8%23,5110.1%Retail/WholesaleHASHasbro$4,362,776$1,474,243 ▲51.0%60,3260.1%Consumer DiscretionaryLMTLockheed Martin$4,319,314$9,938 ▼-0.2%7,3890.1%AerospaceADPAutomatic Data Processing$4,172,258$15,774 ▲0.4%15,0770.1%Business ServicesSKWDSkyward Specialty Insurance Group$4,015,652$351,948 ▲9.6%98,5920.1%FinanceMCWMister Car Wash$3,734,930$305,970 ▲8.9%573,7220.1%Consumer DiscretionaryWRBYWarby Parker$3,661,594$3,661,594 ▲New Holding224,2250.1%MedicalINTUIntuit$3,489,399$234,117 ▼-6.3%5,6190.1%Computer and TechnologyZTSZoetis$3,379,879$39,467 ▼-1.2%17,2990.1%MedicalADIAnalog Devices$3,301,558$460 ▲0.0%14,3440.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,257,787$8,434 ▼-0.3%15,4500.1%FinanceMRKMerck & Co., Inc.$3,182,178$106,974 ▼-3.3%28,0220.1%MedicalLINDE PLC$3,146,799$53,885 ▲1.7%6,5990.1%COMMON STOCKPGProcter & Gamble$3,033,252$133,884 ▼-4.2%17,5130.1%Consumer StaplesHUBSHubSpot$2,960,481$1,940,340 ▲190.2%5,5690.1%Computer and TechnologyABBVAbbVie$2,877,8760.0%14,5730.1%MedicalBALLBall$2,774,667$8,806,162 ▼-76.0%40,8580.1%Industrial ProductsAPHAmphenol$2,746,364$2,092,158 ▲319.8%42,1480.1%Computer and TechnologyHSYHershey$2,721,934$1,411,885 ▼-34.2%14,1930.1%Consumer StaplesBJBJ's Wholesale Club$2,675,981$412 ▲0.0%32,4440.1%Consumer DiscretionaryNVDANVIDIA$2,542,832$1,142,872 ▼-31.0%20,9390.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,537,167$1,014,408 ▲66.6%4,4220.1%FinanceLLYEli Lilly and Company$2,513,412$296,790 ▼-10.6%2,8370.1%MedicalCWCurtiss-Wright$2,485,554$329 ▲0.0%7,5620.1%AerospaceABTAbbott Laboratories$2,357,385$28,160 ▼-1.2%20,6770.1%MedicalBLACKROCK INC$2,305,410$2,305,410 ▲New Holding2,4280.1%COMMON STOCKNVRNVR$2,021,2300.0%2060.1%ConstructionFIFiserv$2,007,589$35,930 ▼-1.8%11,1750.1%Business ServicesOXYOccidental Petroleum$1,957,025$1,957,025 ▲New Holding37,9710.1%Oils/EnergySPGIS&P Global$1,932,159$22,731 ▼-1.2%3,7400.1%Business ServicesEPDEnterprise Products Partners$1,886,7360.0%64,8140.0%Oils/EnergyFLICFirst of Long Island$1,743,1260.0%135,4410.0%FinanceXLUUtilities Select Sector SPDR Fund$1,736,7700.0%21,5000.0%ETFAMPAmeriprise Financial$1,468,1560.0%3,1250.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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