Chilton Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), Chilton Capital Management LLC reported 523 stock positions worth $2.7 billion. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Amazon.com (AMZN, 4.1%). Compared with Q1 2025, it opened 59 new positions, sold out of 55, added to 106 and reduced 141. The biggest buy was Deere (DE, shares +19164%) and the biggest sale Unitedhealth (UNH, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001056859
- Portfolio Value
- $2.7B (Q2 2025)
- SEC Filing
- 0001056859-25-000004 ↗ filed Aug 1, 2025
Holdings Value
Holdings 523 stocks · $2.7B
| NVDA Nvidia Corp. | 6.12% | 1,058,246 | $167.2M | Add +10.9% |
| MSFT Microsoft Corp. | 5.71% | 313,689 | $156.0M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 4.09% | 509,362 | $111.7M | Add +15.8% |
| META Meta Platforms Inc. Class A | 3.76% | 139,038 | $102.6M | Add +11.8% |
| AAPL Apple Inc. | 3.49% | 464,742 | $95.4M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 3.04% | 467,839 | $83.0M | Add +18.1% |
| LLY Eli Lilly & Co. | 2.56% | 89,682 | $69.9M | Add +29.2% |
| MS Morgan Stanley | 2.39% | 463,808 | $65.3M | Add +33.4% |
| JPM JPMorgan Chase & Co. | 2.39% | 224,912 | $65.2M | Add +7.9% |
| TDG Transdigm Group Inc. | 2.14% | 38,474 | $58.5M | Add +26.4% |
| V Visa Inc. Class A | 2.11% | 162,303 | $57.6M | Add +27.0% |
| XOM Exxon Mobil Corp. | 2.03% | 514,567 | $55.5M | Reduce -0.7% |
| WMT Walmart Inc. | 2.00% | 559,272 | $54.7M | Add +38.8% |
| LOW Lowe's Cos Inc. | 1.82% | 224,373 | $49.8M | Add +41.2% |
| DE Deere & Co. | 1.78% | 95,359 | $48.5M | Add +19164.4% |
| AVGO Broadcom Inc. | 1.77% | 175,473 | $48.4M | Add +2.0% |
| DOV Dover Corp. | 1.63% | 242,427 | $44.4M | Add +82.0% |
| TMO Thermo Fisher Scientific Inc. | 1.59% | 107,024 | $43.4M | Add +68.0% |
| COST Costco Wholesale Corp. | 1.53% | 42,087 | $41.7M | Add +1.0% |
| GILD Gilead Sciences Inc. | 1.51% | 372,849 | $41.3M | Add +58.4% |
| AXP American Express Co. | 1.42% | 121,608 | $38.8M | Reduce -0.2% |
| PWR Quanta Services Inc. | 1.41% | 101,976 | $38.6M | Reduce -26.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.32% | 291,790 | $36.0M | Reduce -15.0% |
| WM Waste Management Inc. | 1.25% | 149,672 | $34.2M | Add +3.4% |
| EMR Emerson Electric Co. | 1.25% | 255,036 | $34.0M | Reduce -0.3% |
| COP Conocophillips | 1.24% | 378,037 | $33.9M | Add +10.5% |
| SYK Stryker Corp. | 1.16% | 80,242 | $31.7M | Add +2.7% |
| PG The Procter & Gamble Co. | 1.16% | 198,708 | $31.7M | Add +4.3% |
| TSLA Tesla Inc. | 1.12% | 96,000 | $30.5M | Add +1.2% |
| LIN Linde PLC | 1.09% | 63,610 | $29.8M | Add +2.4% |
| CRM Salesforce Inc. | 1.08% | 107,898 | $29.4M | Add +0.4% |
| TRMB Trimble Inc. | 1.07% | 383,543 | $29.1M | Add +0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.05% | 89,347 | $28.6M | New |
| AEE Ameren Corporation | 1.04% | 295,398 | $28.4M | New |
| ARES Ares Management Corp. Class A | 1.04% | 163,575 | $28.3M | Reduce -23.8% |
| CTVA Corteva Inc. | 1.03% | 376,970 | $28.1M | Add +1.2% |
| EQIX Equinix Inc. | 1.02% | 35,103 | $27.9M | Reduce -1.9% |
| AZN Astrazeneca PLC-Spons ADR | 1.02% | 397,613 | $27.8M | Add +7.2% |
| KDP Keurig Dr Pepper Inc. | 0.95% | 783,765 | $25.9M | Add +9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 36,964 | $22.8M | Reduce -0.5% |
| VTR Ventas Inc. | 0.82% | 352,755 | $22.4M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.81% | 124,887 | $22.0M | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 163,061 | $20.2M | Add +0.9% |
| AMT American Tower Corp. | 0.74% | 90,593 | $20.2M | Reduce -1.5% |
| PLD Prologis Inc. | 0.74% | 191,613 | $20.1M | Add +0.9% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.67% | 395,150 | $18.2M | Add +8.6% |
| CPT Camden Property Trust | 0.65% | 156,632 | $17.8M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.65% | 309,124 | $17.6M | Reduce -1.8% |
| DLR Digital Realty Trust Inc. | 0.63% | 98,723 | $17.2M | Add +4.8% |
| AVB Avalonbay Communities Inc. | 0.62% | 82,448 | $16.9M | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 0.55% | 250,764 | $15.1M | Reduce -1.1% |
| AVDE Avantis International Equity | 0.54% | 199,201 | $14.7M | Reduce -1.5% |
| SBAC SBA Communications Corp. | 0.54% | 62,775 | $14.7M | Reduce -3.0% |
| WELL Welltower Inc. | 0.50% | 88,696 | $13.6M | Reduce -20.4% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.49% | 105,744 | $13.5M | Reduce -1.5% |
| AMH American Homes 4 Rent- A | 0.49% | 373,406 | $13.5M | Add +1.2% |
| AHR American Healthcare REIT Inc. | 0.48% | 357,968 | $13.2M | Add +35.4% |
| REXR Rexford Industrial Realty Inc. | 0.48% | 366,025 | $13.1M | Add +4.9% |
| PSA Public Storage | 0.48% | 44,573 | $13.1M | Reduce -20.8% |
| HR Healthcare Realty Trust Inc. | 0.47% | 804,483 | $12.8M | Add +15.1% |
| INVH Invitation Homes Inc. | 0.47% | 386,152 | $12.8M | Reduce -2.1% |
| BRX Brixmor Property Group Inc. | 0.45% | 471,075 | $12.3M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 257,047 | $12.2M | Reduce -12.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.38% | 314,379 | $10.4M | Reduce -1.5% |
| LINE Lineage Inc. | 0.36% | 225,175 | $9.9M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 40,121 | $9.5M | Reduce -4.5% |
| SILA Sila Realty Trust Inc. | 0.33% | 380,119 | $9.0M | Reduce -3.1% |
| HIW Highwoods Properties Inc. | 0.29% | 253,320 | $7.9M | Add +1.8% |
| SMA Smartstop Self Storage REIT | 0.29% | 214,368 | $7.8M | New |
| JHMM John Hancock Multi Fact Mid | 0.28% | 125,118 | $7.6M | Reduce -5.0% |
| VNQ Vanguard Real Estate ETF | 0.27% | 83,777 | $7.5M | Reduce -5.5% |
| NNN NNN REIT Inc. | 0.26% | 163,969 | $7.1M | Add +1.6% |
| BXP BXP Inc. | 0.26% | 101,679 | $7.0M | Add +11.4% |
| IVT Inventrust Properties Corp. | 0.25% | 251,913 | $7.0M | Add +1.3% |
| SCHF Schwab Intl Equity ETF | 0.25% | 309,248 | $6.8M | Reduce -0.1% |
| EPD Enterprise Products Partners | 0.25% | 218,142 | $6.8M | Reduce -2.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.24% | 197,279 | $6.5M | Reduce -1.7% |
| EXR Extra Space Storage Inc. | 0.23% | 43,050 | $6.3M | Reduce -1.1% |
| ARE Alexandria Real Estate Equit | 0.22% | 80,307 | $5.9M | Add +8.7% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 207,429 | $5.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 96,324 | $4.8M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.17% | 64,148 | $4.5M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 0.15% | 6,751 | $4.2M | Add +35.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 12,875 | $3.8M | Reduce -2.6% |
| WSR Whitestone REIT | 0.13% | 294,043 | $3.7M | Add +2553.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 6,958 | $3.4M | Add +3.6% |
| VXF Vanguard Extended Market ETF | 0.12% | 16,293 | $3.1M | Reduce -3.6% |
| OKE Oneok Inc. | 0.11% | 37,181 | $3.0M | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.10% | 4,810 | $2.7M | Add +5.0% |
| SYY Sysco Corp. | 0.10% | 34,882 | $2.6M | Reduce -5.9% |
| ADBE Adobe Inc. | 0.09% | 6,335 | $2.5M | Add +4.0% |
| ABBV Abbvie Inc. | 0.09% | 13,202 | $2.5M | Add +0.3% |
| JNJ Johnson & Johnson | 0.09% | 15,716 | $2.4M | Add +2.5% |
| MRK Merck & Co. Inc. | 0.09% | 30,115 | $2.4M | Reduce -4.5% |
| SBR Sabine Royalty Trust | 0.09% | 35,523 | $2.4M | Reduce -13.4% |
| AMGN Amgen Inc. | 0.09% | 8,395 | $2.3M | Reduce -88.4% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 8,923 | $2.3M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.08% | 3,862 | $2.2M | Reduce -6.2% |
| XLK SS Technology Select Sector | 0.08% | 8,639 | $2.2M | Reduce -4.8% |
| SRE Sempra | 0.07% | 26,891 | $2.0M | Reduce -17.7% |
Options reported separately and not counted above: SPY puts ($5.3M), SPY calls ($1.7M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $754K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 642 | $754K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 28 | $580 | Add +3.7% |
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -93.0% | 0.06% | −1.57 |
| GD General Dynamics Corp. | Reduce -96.6% | 0.04% | −1.10 |
| AMGN Amgen Inc. | Reduce -88.4% | 0.09% | −0.89 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 2.03% | −0.63 |
| COLD Americold Realty Trust Inc. | Reduce -98.0% | 0.01% | −0.51 |
| TJX TJX Companies Inc. | Reduce -15.0% | 1.32% | −0.49 |
| ARES Ares Management Corp. Class A | Reduce -23.8% | 1.04% | −0.32 |
| VTR Ventas Inc. | Reduce -2.2% | 0.82% | −0.26 |
| PSA Public Storage | Reduce -20.8% | 0.48% | −0.25 |
| EQIX Equinix Inc. | Reduce -1.9% | 1.02% | −0.24 |
| WELL Welltower Inc. | Reduce -20.4% | 0.50% | −0.24 |
| CPT Camden Property Trust | Reduce -0.9% | 0.65% | −0.19 |
| INVH Invitation Homes Inc. | Reduce -2.1% | 0.47% | −0.13 |
| AMT American Tower Corp. | Reduce -1.5% | 0.74% | −0.13 |
| SILA Sila Realty Trust Inc. | Reduce -3.1% | 0.33% | −0.12 |
| SUI Sun Communities Inc. | Reduce -1.5% | 0.49% | −0.11 |
| BRX Brixmor Property Group Inc. | Reduce -2.3% | 0.45% | −0.10 |
| PWR Quanta Services Inc. | Reduce -26.1% | 1.41% | −0.10 |
| BAC Bank of America Corp. | Reduce -12.5% | 0.45% | −0.08 |
| EPD Enterprise Products Partners | Reduce -2.0% | 0.25% | −0.08 |
| SBAC SBA Communications Corp. | Reduce -3.0% | 0.54% | −0.08 |
| VNQ Vanguard Real Estate ETF | Reduce -5.5% | 0.27% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.84% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.5% | 0.35% | −0.05 |
| OKE Oneok Inc. | Reduce -1.7% | 0.11% | −0.05 |
| VICI Vici Properties Inc. | Reduce -1.7% | 0.24% | −0.05 |
| EXR Extra Space Storage Inc. | Reduce -1.1% | 0.23% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.8% | 0.65% | −0.05 |
| JHMM John Hancock Multi Fact Mid | Reduce -5.0% | 0.28% | −0.05 |
| INTC Intel Corp. | Reduce -96.3% | 0.00% | −0.05 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -1.5% | 0.38% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -1.1% | 0.55% | −0.04 |
| AVDE Avantis International Equity | Reduce -1.5% | 0.54% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -4.5% | 0.09% | −0.04 |
| SBR Sabine Royalty Trust | Reduce -13.4% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -33.0% | 0.03% | −0.03 |
| SRE Sempra | Reduce -17.7% | 0.07% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.9% | 0.04% | −0.02 |
| SYY Sysco Corp. | Reduce -5.9% | 0.10% | −0.02 |
| WES Western Midstream Partners L | Reduce -5.5% | 0.07% | −0.02 |
| STRS Stratus Properties Inc. | Reduce -35.7% | 0.03% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -7.1% | 0.06% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.8% | 0.17% | −0.02 |
| PFE Pfizer Inc. | Reduce -1.7% | 0.06% | −0.01 |
| HAL Halliburton Co. | Reduce -32.9% | 0.01% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 0.25% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -68.3% | 0.01% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -5.9% | 0.03% | −0.01 |
| SLB SLB Ltd. | Reduce -6.1% | 0.02% | −0.01 |
| K Kellanova | Reduce -0.3% | 0.06% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| DE Deere & Co. | Add +19164.4% | 1.78% | +1.77 |
| NVDA Nvidia Corp. | Add +10.9% | 6.12% | +1.65 |
| AJG Arthur J Gallagher & Co. | New | 1.05% | +1.05 |
| AEE Ameren Corporation | New | 1.04% | +1.04 |
| META Meta Platforms Inc. Class A | Add +11.8% | 3.76% | +0.66 |
| MS Morgan Stanley | Add +33.4% | 2.39% | +0.64 |
| DOV Dover Corp. | Add +82.0% | 1.63% | +0.61 |
| AVGO Broadcom Inc. | Add +2.0% | 1.77% | +0.52 |
| WMT Walmart Inc. | Add +38.8% | 2.00% | +0.47 |
| AMZN Amazon.com Inc. | Add +15.8% | 4.09% | +0.47 |
| GILD Gilead Sciences Inc. | Add +58.4% | 1.51% | +0.37 |
| LINE Lineage Inc. | New | 0.36% | +0.36 |
| GOOG Alphabet Inc. Class C | Add +18.1% | 3.04% | +0.36 |
| TDG Transdigm Group Inc. | Add +26.4% | 2.14% | +0.32 |
| SMA Smartstop Self Storage REIT | New | 0.29% | +0.29 |
| LOW Lowe's Cos Inc. | Add +41.2% | 1.82% | +0.22 |
| TMO Thermo Fisher Scientific Inc. | Add +68.0% | 1.59% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +7.9% | 2.39% | +0.18 |
| V Visa Inc. Class A | Add +27.0% | 2.11% | +0.17 |
| AHR American Healthcare REIT Inc. | Add +35.4% | 0.48% | +0.14 |
| WSR Whitestone REIT | Add +2553.8% | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +29.2% | 2.56% | +0.08 |
| TSLA Tesla Inc. | Add +1.2% | 1.12% | +0.05 |
| DIS The Walt Disney Co. | Add +0.9% | 0.74% | +0.05 |
| DLR Digital Realty Trust Inc. | Add +4.8% | 0.63% | +0.05 |
| IWF iShares Russell 1000 Growth | Add +538.0% | 0.05% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +35.6% | 0.15% | +0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +8.6% | 0.67% | +0.03 |
| CTVA Corteva Inc. | Add +1.2% | 1.03% | +0.01 |
| DVY iShares Select Dividend ETF | Add +3018.3% | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | Add +38.9% | 0.06% | +0.01 |
| BLK BlackRock Inc. | Add +16400.0% | 0.01% | +0.01 |
| GM General Motors Co. | Add +941.1% | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +554.0% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +153.9% | 0.01% | +0.00 |
| INTU Intuit Inc. | Add +11.5% | 0.02% | +0.00 |
| CME Cme Group Inc. | New | 0.00% | +0.00 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.00% | +0.00 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +35.6% | 0.03% | +0.00 |
| ICE Intercontinental Exchange Inc. | New | 0.00% | +0.00 |
| UNP Union Pacific Corp. | New | 0.00% | +0.00 |
| UCON First Trust Smith Unconstrai | New | 0.00% | +0.00 |
| SPGI S&P Global Inc. | Add +105.3% | 0.01% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +1333.3% | 0.00% | +0.00 |
| BE Bloom Energy Corp. Class A | Add +29.4% | 0.01% | +0.00 |
| CGGR Cap Group Growth Equity | Add +100.3% | 0.00% | +0.00 |
| MAR Marriott International Class A | New | 0.00% | +0.00 |
| GWRE Guidewire Software Inc. | New | 0.00% | +0.00 |
| SCHG Schwab US Large-Cap Growth | New | 0.00% | +0.00 |
| CSGP Costar Group Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +3.7% | 28 | $580 |
| EGP Eastgroup Properties Inc. | COM | Sold out | 0 | $392before exit |
| ESS Essex Property Trust Inc. | COM | Sold out | 0 | $216before exit |
| ELS Equity Lifestyle Properties | COM | Sold out | 0 | $197before exit |
| REG Regency Centers Corp. | COM | Sold out | 0 | $185before exit |
| MTN Vail Resorts Inc. | COM | Sold out | 0 | $109before exit |
| CTRE Caretrust REIT Inc. | COM | Sold out | 0 | $59before exit |
| EPR Epr Properties | COM SH BEN INT | Sold out | 0 | $59before exit |
| ADC Agree Realty Corp. | COM | Sold out | 0 | $49before exit |
| CURB Curbline Properties Corp. | COM | Sold out | 0 | $20before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 589 | $3.2B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 655 | $2.9B | NVDA, MSFT, AAPL, AMZN, GOOG |
| Q4 2025 | 663 | $2.9B | NVDA, MSFT, GOOG, AMZN, AAPL |
| Q3 2025 | 564 | $3.0B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q2 2025 | 523 | $2.7B | NVDA, MSFT, AMZN, META, AAPL |
| Q1 2025 | 519 | $2.3B | MSFT, NVDA, AAPL, AMZN, META |
| Q4 2024 | 545 | $2.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q3 2024 | 639 | $2.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q2 2024 | 602 | $2.2B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024 | 598 | $2.1B | MSFT, NVDA, AAPL, AMZN, XOM |