Rating #115
Richard Lockwood Chilton Jr.
Chilton Investment
Portfolio value
Stocks
Performance
1 Year
-6.50%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Richard Lockwood Chilton Jr.’s Portfolio: Q1 2026
Top10 stocks: 52.39% of the portfolio
Richard Lockwood Chilton Jr.’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
1.82ppt
1.32ppt
1.36ppt
0.59ppt
0.49ppt
0.24ppt
0.43ppt
0.35ppt
0.34ppt
S
Share Count Chg. (%)
Add +42.43%
0.22ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
Add +206.82% | $314.21 | $83.66M | 1.82ppt | ||
2  COF | Add +143.18% | $209.18 | $73.83M | 1.32ppt | |
3  AMZN | Add +56.63% | $220.17 | $59.69M | 1.36ppt | |
4  AAPL | Add +94.39% | $260.25 | $24.56M | 0.59ppt | |
5  MDT | Add +89.64% | $95.80 | $22.57M | 0.49ppt | |
6  DASH | Add +86.57% | $184.78 | $21.19M | 0.24ppt | |
7  BK | Add +463.47% | $118.92 | $18.02M | 0.43ppt | |
8  CTAS | Add +11.81% | $191.72 | $15.65M | 0.35ppt | |
9  TROW | Add +149.81% | $96.88 | $15.57M | 0.34ppt | |
10 S SPY | Add +42.43% | $679.90 | $8.46M | 0.22ppt |
Richard Lockwood Chilton Jr.’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MSFT | Prepackaged Software | $122.19 | Cut -3.11% | 951.88K | $352.36M | 8.27% -1.65ppt | 0.01% | 43 Quarters | Q1 2026 | |
2  COST | Retail-Variety Stores | $199.48 | Cut -15.11% | 336.65K | $335.44M | 7.87% 0.73ppt | 0.08% | 52 Quarters | Q1 2026 | |
3  SHW | Retail-Building Materials | $121.69 | Cut -4.67% | 983.71K | $315.33M | 7.40% 0.42ppt | 0.40% | 52 Quarters | Q1 2026 | |
4  RSG | Refuse Systems | $86.41 | Cut -7.67% | 1.25M | $274.14M | 6.43% 0.43ppt | 0.40% | 34 Quarters | Q1 2026 | |
5  MA | Other Business Services | $224.13 | Cut -1.78% | 405.82K | $202.77M | 4.76% -0.17ppt | 0.05% | 52 Quarters | Q1 2026 | |
6  HD | Retail-Lumber Dealers | $156.62 | Cut -18.19% | 544.31K | $179.02M | 4.20% -0.58ppt | 0.05% | 52 Quarters | Q1 2026 | |
7  APH | Electronic Connectors | $68.48 | Add +1.99% | 1.36M | $172.00M | 4.04% 0.27ppt | 0.11% | 19 Quarters | Q1 2026 | |
8 AMZN | Retail-Catalog & Mail-Order | $220.26 | Add +56.63% | 749.86K | $156.17M | 3.67% 1.36ppt | 0.01% | 37 Quarters | Q1 2026 | |
9 CTAS | Male Clothing | $60.01 | Add +11.81% | 772.91K | $130.73M | 3.07% 0.35ppt | 0.19% | 33 Quarters | Q1 2026 | |
10  IBM | Office Equipment | $153.02 | Cut -0.54% | 470.94K | $114.15M | 2.68% -0.25ppt | 0.05% | 12 Quarters | Q1 2026 | |
11  GOOGL | Computer Programming & Data | $246.36 | Add +206.82% | 394.97K | $113.58M | 2.67% 1.82ppt | 0.00% | 42 Quarters | Q1 2026 | |
12 COF | National Banks | $206.13 | Add +143.18% | 599.45K | $109.36M | 2.57% 1.32ppt | 0.11% | 5 Quarters | Q1 2026 | |
13  AJG | Insurance Agents & Brokers | $249.38 | Cut -36.19% | 490.49K | $106.23M | 2.49% -1.66ppt | 0.19% | 11 Quarters | Q1 2026 | |
14  AXP | Finance Services | $296.74 | Cut -1.48% | 325.52K | $98.46M | 2.31% -0.24ppt | 0.05% | 5 Quarters | Q1 2026 | |
15  WRB | Casualty Insurance | $47.29 | Cut -15.23% | 1.39M | $92.05M | 2.16% -0.24ppt | 0.35% | 15 Quarters | Q1 2026 | |
16  MCO | Consumer Credit Reporting | $218.41 | Cut -6.93% | 196.40K | $85.68M | 2.01% -0.24ppt | 0.11% | 52 Quarters | Q1 2026 | |
17  PGR | Casualty Insurance | $199.48 | Cut -36.86% | 386.01K | $76.52M | 1.80% -1.11ppt | 0.07% | 12 Quarters | Q1 2026 | |
18  AZO | Retail-Auto & Home Supply | $2741.21 | Cut -0.85% | 18.46K | $62.35M | 1.46% 0.14ppt | 0.11% | 24 Quarters | Q1 2026 | |
19  DE | Farm Machinery | $296.63 | Cut -6.34% | 99.47K | $56.03M | 1.32% 0.28ppt | 0.04% | 30 Quarters | Q1 2026 | |
20  PH | Fabricated Metal Products | $609.26 | Cut -7.29% | 59.27K | $53.06M | 1.25% 0.07ppt | 0.05% | 10 Quarters | Q1 2026 |
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