Rating #85
Richard Lockwood Chilton Jr.
Chilton Investment
Portfolio value
Stocks
Performance
1 Year
+9.54%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Richard Lockwood Chilton Jr.’s Portfolio: Q3 2025
Top10 stocks: 56.20% of the portfolio
Richard Lockwood Chilton Jr.’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
0.70ppt
0.66ppt
-0.02ppt
-0.09ppt
-0.05ppt
0.24ppt
-0.94ppt
-0.78ppt
-0.58ppt
-0.32ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  WM | +92.20% | $225.22 | $40.99M | 0.70ppt | |
2  DPZ | +7123.47% | $454.08 | $34.32M | 0.66ppt | |
3  PGR | +17.18% | $246.52 | $23.72M | -0.02ppt | |
4  AJG | +10.57% | $301.46 | $22.06M | -0.09ppt | |
5  MSFT | +4.10% | $510.13 | $19.21M | -0.05ppt | |
6  V | +75.45% | $346.10 | $14.74M | 0.24ppt | |
7  COST | +3.53% | $958.51 | $12.89M | -0.94ppt | |
8  RSG | +4.19% | $234.63 | $12.78M | -0.78ppt | |
9  BRO | +8.66% | $97.46 | $12.67M | -0.58ppt | |
10  SHW | +3.37% | $352.59 | $11.66M | -0.32ppt |
Richard Lockwood Chilton Jr.’s Holdings: Q3 2025
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 | $112.70 | +4.10% | 957.26K | $495.81M | 10.10% -0.05ppt | 0.01% | 41 Quarters | Q3 2025 | |
2 COST | Retail-Variety Stores | $196.84 | +3.53% | 394.98K | $365.60M | 7.45% -0.94ppt | 0.09% | 50 Quarters | Q3 2025 | |
3 SHW | Retail-Building Materials | $117.88 | +3.37% | 1.01M | $350.71M | 7.15% -0.32ppt | 0.41% | 50 Quarters | Q3 2025 | |
4 RSG | Refuse Systems | $86.21 | +4.19% | 1.35M | $310.62M | 6.33% -0.78ppt | 0.43% | 32 Quarters | Q3 2025 | |
5  HD | Retail-Lumber Dealers | $156.62 | +2.46% | 667.40K | $270.42M | 5.51% 0.21ppt | 0.07% | 50 Quarters | Q3 2025 | |
6 AJG | Insurance Agents & Brokers | $249.34 | +10.57% | 765.80K | $237.20M | 4.83% -0.09ppt | 0.30% | 9 Quarters | Q3 2025 | |
7  MA | Other Business Services | $220.07 | +1.78% | 408.40K | $232.30M | 4.73% -0.27ppt | 0.05% | 50 Quarters | Q3 2025 | |
8  APH | Electronic Connectors | $67.33 | +0.43% | 1.46M | $180.38M | 3.68% 0.49ppt | 0.12% | 17 Quarters | Q3 2025 | |
9 PGR | Casualty Insurance | $199.48 | +17.18% | 656.57K | $162.14M | 3.30% -0.02ppt | 0.11% | 10 Quarters | Q3 2025 | |
10 BRO | Insurance Agents & Brokers | $98.00 | +8.66% | 1.63M | $152.93M | 3.12% -0.58ppt | 0.56% | 18 Quarters | Q3 2025 | |
11  CTAS | Male Clothing | $47.12 | -0.10% | 698.41K | $143.35M | 2.92% -0.54ppt | 0.17% | 31 Quarters | Q3 2025 | |
12  IBM | Office Equipment | $153.02 | +9.46% | 484.92K | $136.83M | 2.79% -0.11ppt | 0.05% | 10 Quarters | Q3 2025 | |
13  NFLX | Video Tape Rental | $754.08 | +3.77% | 107.46K | $128.84M | 2.63% -0.45ppt | 0.03% | 5 Quarters | Q3 2025 | |
14  WRB | Casualty Insurance | $47.29 | +1.59% | 1.66M | $126.97M | 2.59% -0.07ppt | 0.42% | 13 Quarters | Q3 2025 | |
15  MCO | Consumer Credit Reporting | $218.41 | +3.45% | 260.75K | $124.24M | 2.53% -0.28ppt | 0.14% | 50 Quarters | Q3 2025 | |
16  AXP | Finance Services | $296.74 | +0.35% | 330.84K | $109.89M | 2.24% -0.10ppt | 0.05% | 3 Quarters | Q3 2025 | |
17 WM | Refuse Systems | $220.08 | +92.20% | 379.40K | $83.78M | 1.71% 0.70ppt | 0.09% | 12 Quarters | Q3 2025 | |
18  ETN | Misc Industrial Equip | $269.98 | +8.75% | 184.19K | $68.93M | 1.40% 0.06ppt | 0.05% | 16 Quarters | Q3 2025 | |
19  AZO | Retail-Auto & Home Supply | $2627.25 | 0.00% | 15.84K | $67.96M | 1.38% 0.08ppt | 0.09% | 22 Quarters | Q2 2025 | |
20  BRK.B | Casualty Insurance | $398.54 | -35.76% | 103.30K | $51.93M | 1.06% -0.68ppt | 0.01% | 50 Quarters | Q3 2025 |
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