Rating #110
Richard Lockwood Chilton Jr.
Chilton Investment
Portfolio value
Stocks
Performance
1 Year
+3.07%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Richard Lockwood Chilton Jr.’s Portfolio: Q4 2025
Top10 stocks: 53.51% of the portfolio
Richard Lockwood Chilton Jr.’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
-0.33ppt
2.03ppt
1.15ppt
1.17ppt
0.38ppt
0.30ppt
-0.18ppt
-0.07ppt
0.00ppt
0.11ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  NFLX | Add +991.34% | $107.81 | $114.85M | -0.33ppt | |
2  AMZN | Add +677.65% | $228.79 | $95.45M | 2.03ppt | |
3  META | Add +483.17% | $667.77 | $56.80M | 1.15ppt | |
4  COF | Add +1292.53% | $222.62 | $50.94M | 1.17ppt | |
5  TXN | Add +224.07% | $171.26 | $18.42M | 0.38ppt | |
6  DPZ | Add +45.91% | $416.82 | $14.67M | 0.30ppt | |
7  MSFT | Add +2.63% | $501.12 | $12.60M | -0.18ppt | |
8  AZO | Add +17.52% | $3777.86 | $10.49M | -0.07ppt | |
9  ETN | Add +14.79% | $354.39 | $9.65M | 0.00ppt | |
10  DOCS | Add +925.94% | $56.14 | $6.90M | 0.11ppt |
Richard Lockwood Chilton Jr.’s Holdings: Q4 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 | $122.19 | Add +2.63% | 982.40K | $475.11M | 9.92% -0.18ppt | 0.01% | 42 Quarters | Q4 2025 | |
2  COST | Retail-Variety Stores | $199.48 | Add +0.40% | 396.55K | $341.96M | 7.14% -0.31ppt | 0.09% | 51 Quarters | Q4 2025 | |
3  SHW | Retail-Building Materials | $121.69 | Add +1.88% | 1.03M | $334.37M | 6.98% -0.16ppt | 0.42% | 51 Quarters | Q4 2025 | |
4  RSG | Refuse Systems | $86.41 | Add +0.15% | 1.36M | $287.31M | 6.00% -0.33ppt | 0.43% | 33 Quarters | Q4 2025 | |
5  MA | Other Business Services | $224.13 | Add +1.17% | 413.18K | $235.88M | 4.93% 0.19ppt | 0.05% | 51 Quarters | Q4 2025 | |
6  HD | Retail-Lumber Dealers | $156.62 | Cut -0.31% | 665.34K | $228.94M | 4.78% -0.73ppt | 0.07% | 51 Quarters | Q4 2025 | |
7  AJG | Insurance Agents & Brokers | $249.38 | Add +0.38% | 768.67K | $198.92M | 4.15% -0.68ppt | 0.30% | 10 Quarters | Q4 2025 | |
8  APH | Electronic Connectors | $67.33 | Cut -8.43% | 1.33M | $180.38M | 3.77% 0.09ppt | 0.11% | 18 Quarters | Q4 2025 | |
9  IBM | Office Equipment | $153.02 | Cut -2.36% | 473.47K | $140.25M | 2.93% 0.14ppt | 0.05% | 11 Quarters | Q4 2025 | |
10  PGR | Casualty Insurance | $199.48 | Cut -6.89% | 611.35K | $139.22M | 2.91% -0.40ppt | 0.10% | 11 Quarters | Q4 2025 | |
11  CTAS | Male Clothing | $47.12 | Cut -1.02% | 691.27K | $130.01M | 2.72% -0.21ppt | 0.17% | 32 Quarters | Q4 2025 | |
12  AXP | Finance Services | $296.74 | Cut -0.13% | 330.40K | $122.23M | 2.55% 0.31ppt | 0.05% | 4 Quarters | Q4 2025 | |
13  WRB | Casualty Insurance | $47.29 | Cut -1.14% | 1.64M | $114.88M | 2.40% -0.19ppt | 0.41% | 14 Quarters | Q4 2025 | |
14 AMZN | Retail-Catalog & Mail-Order | $227.05 | Add +677.65% | 478.76K | $110.51M | 2.31% 2.03ppt | 0.01% | 36 Quarters | Q4 2025 | |
15 NFLX | Video Tape Rental | $154.27 | Add +991.34% | 1.17M | $109.96M | 2.30% -0.33ppt | 0.03% | 6 Quarters | Q4 2025 | |
16  MCO | Consumer Credit Reporting | $218.41 | Cut -19.07% | 211.02K | $107.80M | 2.25% -0.28ppt | 0.12% | 51 Quarters | Q4 2025 | |
17  WM | Refuse Systems | $220.08 | Cut -17.15% | 314.33K | $69.06M | 1.44% -0.27ppt | 0.08% | 13 Quarters | Q4 2025 | |
18 META | Computer Programming & Data | $659.42 | Add +483.17% | 102.66K | $67.77M | 1.42% 1.15ppt | 0.00% | 37 Quarters | Q4 2025 | |
19 ETN | Misc Industrial Equip | $276.23 | Add +14.79% | 211.42K | $67.34M | 1.41% 0.00ppt | 0.05% | 17 Quarters | Q4 2025 | |
20  BRO | Insurance Agents & Brokers | $98.00 | Cut -49.23% | 827.87K | $65.98M | 1.38% -1.74ppt | 0.25% | 19 Quarters | Q4 2025 |
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