Chilton Capital Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Chilton Capital Management LLC reported 655 stock positions worth $2.9 billion. Its top holding was Nvidia (NVDA) at 6.9% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Apple (AAPL, 4.3%). Compared with Q4 2025, it opened 92 new positions, sold out of 101, added to 159 and reduced 179. The biggest buy was SLB (SLB, shares +3168%) and the biggest sale Ares Management Class A (ARES, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- HOUSTON, TX
- CIK
- 0001056859
- Portfolio Value
- $2.9B (Q1 2026)
- SEC Filing
- 0001056859-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 655 stocks · $2.9B
| NVDA Nvidia Corp. | 6.90% | 1,134,761 | $197.9M | Add +4.5% |
| MSFT Microsoft Corp. | 4.77% | 369,538 | $136.8M | Add +2.1% |
| AAPL Apple Inc. | 4.28% | 482,950 | $122.6M | Add +4.9% |
| AMZN Amazon.com Inc. | 4.19% | 577,358 | $120.2M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 4.18% | 417,908 | $119.9M | Add +0.1% |
| META Meta Platforms Inc. Class A | 3.25% | 163,018 | $93.3M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 2.91% | 283,310 | $83.3M | Add +58.8% |
| AVGO Broadcom Inc. | 2.86% | 265,109 | $82.1M | Add +2.6% |
| LLY Eli Lilly & Co. | 2.45% | 76,231 | $70.1M | Add +13.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.23% | 400,106 | $63.9M | Add +41.2% |
| VTR Ventas Inc. | 2.22% | 775,365 | $63.5M | Reduce -2.4% |
| GEV GE Vernova Inc. | 2.13% | 70,084 | $61.2M | Reduce -16.1% |
| PWR Quanta Services Inc. | 2.03% | 106,229 | $58.3M | Reduce -35.5% |
| AEE Ameren Corporation | 1.98% | 516,973 | $56.8M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 1.98% | 115,397 | $56.7M | Add +3.8% |
| GILD Gilead Sciences Inc. | 1.95% | 401,751 | $56.0M | Reduce -17.1% |
| COP Conocophillips | 1.72% | 373,807 | $49.3M | Reduce -2.9% |
| TDG Transdigm Group Inc. | 1.71% | 42,282 | $49.0M | Add +53.9% |
| WMT Walmart Inc. | 1.67% | 384,423 | $47.8M | Reduce -30.0% |
| MS Morgan Stanley | 1.63% | 283,087 | $46.6M | Add +0.8% |
| COST Costco Wholesale Corp. | 1.46% | 42,013 | $41.9M | Reduce -1.9% |
| WM Waste Management Inc. | 1.36% | 169,422 | $38.9M | Reduce -1.4% |
| AZN Astrazeneca PLC | 1.33% | 193,059 | $38.1M | Reduce -2.8% |
| LIN Linde PLC | 1.32% | 76,296 | $37.8M | Reduce -1.6% |
| EQIX Equinix Inc. | 1.31% | 38,236 | $37.5M | Add +0.5% |
| V Visa Inc. Class A | 1.26% | 119,976 | $36.3M | Reduce -33.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 1.24% | 689,006 | $35.4M | Add +3167.8% |
| GS Goldman Sachs Group Inc. | 1.15% | 39,072 | $33.1M | Add +17421.1% |
| TSLA Tesla Inc. | 1.15% | 88,401 | $32.9M | Reduce -1.5% |
| DOV Dover Corp. | 1.11% | 152,683 | $31.8M | Reduce -2.9% |
| LOW Lowe's Cos Inc. | 1.09% | 132,562 | $31.3M | Reduce -1.2% |
| AMD Advanced Micro Devices | 1.09% | 153,061 | $31.1M | Add +316.4% |
| PLD Prologis Inc. | 1.07% | 231,908 | $30.7M | Add +0.8% |
| JBL Jabil Inc. | 1.05% | 113,657 | $30.2M | Add +344315.2% |
| GOOGL Alphabet Inc. Class A | 1.03% | 102,221 | $29.4M | Reduce -1.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.97% | 21,049 | $27.8M | Add +42857.1% |
| AXP American Express Co. | 0.93% | 88,160 | $26.7M | Add +2.3% |
| SYK Stryker Corp. | 0.93% | 81,079 | $26.6M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 354,834 | $22.7M | Add +15.3% |
| XOM Exxon Mobil Corp. | 0.71% | 120,442 | $20.4M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 30,665 | $19.9M | Reduce -13.7% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.67% | 432,930 | $19.2M | Add +12.9% |
| DLR Digital Realty Trust Inc. | 0.64% | 101,485 | $18.3M | Add +2.5% |
| AVDE Avantis International Equity | 0.64% | 215,132 | $18.3M | Add +8.5% |
| IEMG iShares Core MSCI Emerging | 0.62% | 254,972 | $17.8M | Add +4.2% |
| AMT American Tower Corp. | 0.58% | 96,267 | $16.6M | Add +14.2% |
| WELL Welltower Inc. | 0.52% | 76,036 | $15.0M | Reduce -0.5% |
| HR Healthcare Realty Trust Inc. | 0.47% | 796,727 | $13.5M | Add +0.8% |
| IVT Inventrust Properties Corp. | 0.45% | 424,434 | $13.0M | Reduce -0.3% |
| BXP BXP Inc. | 0.45% | 247,556 | $13.0M | Add +118.3% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.44% | 332,923 | $12.7M | Add +6.2% |
| BRX Brixmor Property Group Inc. | 0.44% | 442,111 | $12.7M | Add +2.7% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.44% | 100,259 | $12.7M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 253,637 | $12.4M | Reduce -0.3% |
| AVB Avalonbay Communities Inc. | 0.39% | 68,147 | $11.2M | Add +0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 41,763 | $10.9M | Add +14.2% |
| AHR American Healthcare REIT Inc. | 0.38% | 230,689 | $10.9M | Add +1.1% |
| WSR Whitestone REIT | 0.38% | 674,201 | $10.9M | Add +8.8% |
| SCHF Schwab Intl Equity ETF | 0.36% | 419,548 | $10.4M | Add +35.7% |
| PSA Public Storage | 0.35% | 37,494 | $10.2M | Add +5.9% |
| CPT Camden Property Trust | 0.35% | 102,294 | $10.1M | Reduce -1.5% |
| AMH American Homes 4 Rent- A | 0.34% | 354,089 | $9.9M | Add +6.0% |
| VNQ Vanguard Real Estate ETF | 0.34% | 108,633 | $9.6M | Reduce -49.8% |
| CAT Caterpillar Inc. | 0.33% | 13,258 | $9.4M | Reduce -2.5% |
| JHMM John Hancock Multi Fact Mid | 0.31% | 130,657 | $8.8M | Add +7.2% |
| EGP Eastgroup Properties Inc. | 0.30% | 46,080 | $8.6M | New |
| CSR Centerspace | 0.30% | 147,901 | $8.6M | Add +54.7% |
| CUZ Cousins Properties Inc. | 0.27% | 342,561 | $7.7M | New |
| GTY Getty Realty Corp. | 0.26% | 235,455 | $7.6M | Add +3777.7% |
| EPD Enterprise Products Partners | 0.26% | 199,067 | $7.5M | Reduce -4.5% |
| SMA Smartstop Self Storage REIT | 0.24% | 224,161 | $6.8M | Add +5.7% |
| NNN NNN REIT Inc. | 0.23% | 159,540 | $6.7M | Reduce -0.9% |
| HIW Highwoods Properties Inc. | 0.23% | 306,995 | $6.6M | Add +19.1% |
| FVR Frontview REIT Inc. | 0.23% | 415,025 | $6.5M | Add +5.4% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 113,808 | $6.2M | Add +18.3% |
| DOC Healthpeak Properties Inc. | 0.21% | 368,423 | $6.1M | New |
| SCHA Schwab US Small-Cap ETF | 0.20% | 200,670 | $5.8M | Reduce -2.5% |
| COLD Americold Realty Trust Inc. | 0.19% | 470,206 | $5.5M | Add +3.4% |
| JNJ Johnson & Johnson | 0.18% | 21,451 | $5.2M | Reduce -3.1% |
| BSM Black Stone Minerals LP | 0.18% | 337,472 | $5.1M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.18% | 7 | $5.0M | No change |
| IVV iShares Core S&P 500 ETF | 0.17% | 7,313 | $4.8M | Add +7.0% |
| DE Deere & Co. | 0.16% | 8,179 | $4.6M | Reduce -5.0% |
| KO The Coca-Cola Co. | 0.15% | 56,658 | $4.3M | Reduce -7.2% |
| MRK Merck & Co. Inc. | 0.12% | 29,234 | $3.5M | Add +0.3% |
| HON Honeywell International Inc. | 0.12% | 14,663 | $3.3M | Reduce -2.8% |
| EMR Emerson Electric Co. | 0.11% | 24,170 | $3.2M | Reduce -90.8% |
| VXF Vanguard Extended Market ETF | 0.11% | 15,241 | $3.1M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 6,288 | $3.0M | Reduce -6.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 12,346 | $3.0M | Add +2.7% |
| ABBV Abbvie Inc. | 0.10% | 13,395 | $2.9M | Reduce -0.4% |
| OKE Oneok Inc. | 0.09% | 27,165 | $2.5M | Reduce -7.9% |
| PG The Procter & Gamble Co. | 0.08% | 16,775 | $2.4M | Reduce -28.9% |
| MA Mastercard Inc. Class A | 0.08% | 4,736 | $2.4M | Add +1.1% |
| SYY Sysco Corp. | 0.08% | 33,042 | $2.4M | Reduce -0.0% |
| SBR Sabine Royalty Trust | 0.08% | 31,096 | $2.3M | Reduce -2.9% |
| XLK SS Technology Select Sector | 0.08% | 16,803 | $2.2M | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.08% | 3,638 | $2.2M | No change |
| HD Home Depot Inc. | 0.07% | 6,338 | $2.1M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 0.07% | 3,424 | $2.0M | Reduce -1.6% |
Options reported separately and not counted above: SPY puts ($5.0M).
Other holdings (2): bonds, preferreds, convertibles and warrants · $660K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 571 | $660K | Reduce -0.9% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 12 | $515 | Reduce -20.0% |
Total filed on the 13F, all lines: $2.9B.
Portfolio Sells Q4 2025 → Q1 2026
| ARES Ares Management Corp. Class A | Reduce -97.3% | 0.03% | −1.73 |
| EMR Emerson Electric Co. | Reduce -90.8% | 0.11% | −1.09 |
| CRM Salesforce Inc. | Reduce -97.0% | 0.02% | −0.93 |
| V Visa Inc. Class A | Reduce -33.9% | 1.26% | −0.93 |
| DIS The Walt Disney Co. | Reduce -99.1% | 0.01% | −0.69 |
| WMT Walmart Inc. | Reduce -30.0% | 1.67% | −0.44 |
| REXR Rexford Industrial Realty Inc. | Reduce -99.3% | 0.00% | −0.41 |
| SBAC SBA Communications Corp. | Reduce -97.2% | 0.01% | −0.37 |
| PWR Quanta Services Inc. | Reduce -35.5% | 2.03% | −0.36 |
| VNQ Vanguard Real Estate ETF | Reduce -49.8% | 0.34% | −0.32 |
| INVH Invitation Homes Inc. | Reduce -96.2% | 0.01% | −0.28 |
| TSLA Tesla Inc. | Reduce -1.5% | 1.15% | −0.25 |
| SILA Sila Realty Trust Inc. | Reduce -89.4% | 0.03% | −0.23 |
| ORCL Oracle Corp. | Reduce -88.9% | 0.02% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.7% | 0.70% | −0.14 |
| GILD Gilead Sciences Inc. | Reduce -17.1% | 1.95% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 1.03% | −0.09 |
| SYK Stryker Corp. | Reduce -1.4% | 0.93% | −0.07 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.43% | −0.05 |
| CPT Camden Property Trust | Reduce -1.5% | 0.35% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -28.9% | 0.08% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 1.09% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -28.5% | 0.04% | −0.02 |
| GD General Dynamics Corp. | Reduce -41.5% | 0.03% | −0.02 |
| AMGN Amgen Inc. | Reduce -32.0% | 0.05% | −0.02 |
| CCI Crown Castle Inc. | Reduce -92.9% | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -29.7% | 0.03% | −0.02 |
| TRMB Trimble Inc. | Reduce -44.7% | 0.01% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -70.7% | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 0.11% | −0.01 |
| ADP Automatic Data Processing | Reduce -17.5% | 0.02% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -95.0% | 0.00% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.2% | 0.03% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -9.3% | 0.02% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.0% | 0.05% | −0.01 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Reduce -19.3% | 0.03% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -43.7% | 0.01% | −0.01 |
| IMCV iShares Morningstar Mid-Cap | Reduce -68.4% | 0.00% | −0.01 |
| NEM Newmont Corp. | Reduce -98.9% | 0.00% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Sold out | 0.00% | −0.01 |
| GE General Electric | Reduce -8.9% | 0.04% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -5.3% | 0.11% | −0.01 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.0% | 0.08% | −0.01 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.01 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -13.6% | 0.03% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| SLB SLB Ltd. | Add +3167.8% | 1.24% | +1.21 |
| GS Goldman Sachs Group Inc. | Add +17421.1% | 1.15% | +1.15 |
| JBL Jabil Inc. | Add +344315.2% | 1.05% | +1.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +42857.1% | 0.97% | +0.97 |
| JPM JPMorgan Chase & Co. | Add +58.8% | 2.91% | +0.92 |
| AMD Advanced Micro Devices | Add +316.4% | 1.09% | +0.81 |
| TJX TJX Companies Inc. | Add +41.2% | 2.23% | +0.73 |
| TDG Transdigm Group Inc. | Add +53.9% | 1.71% | +0.45 |
| EQIX Equinix Inc. | Add +0.5% | 1.31% | +0.30 |
| EGP Eastgroup Properties Inc. | New | 0.30% | +0.30 |
| CUZ Cousins Properties Inc. | New | 0.27% | +0.27 |
| GTY Getty Realty Corp. | Add +3777.7% | 0.26% | +0.26 |
| AEE Ameren Corporation | Add +1.2% | 1.98% | +0.22 |
| DOC Healthpeak Properties Inc. | New | 0.21% | +0.21 |
| BXP BXP Inc. | Add +118.3% | 0.45% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +15.3% | 0.79% | +0.13 |
| DLR Digital Realty Trust Inc. | Add +2.5% | 0.64% | +0.11 |
| SCHF Schwab Intl Equity ETF | Add +35.7% | 0.36% | +0.11 |
| WSR Whitestone REIT | Add +8.8% | 0.38% | +0.08 |
| CSR Centerspace | Add +54.7% | 0.30% | +0.08 |
| AVDE Avantis International Equity | Add +8.5% | 0.64% | +0.07 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +12.9% | 0.67% | +0.07 |
| AMT American Tower Corp. | Add +14.2% | 0.58% | +0.06 |
| PLD Prologis Inc. | Add +0.8% | 1.07% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +14.2% | 0.38% | +0.06 |
| BRX Brixmor Property Group Inc. | Add +2.7% | 0.44% | +0.06 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +6.2% | 0.44% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +4.2% | 0.62% | +0.05 |
| PSA Public Storage | Add +5.9% | 0.35% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +18.3% | 0.21% | +0.04 |
| JHMM John Hancock Multi Fact Mid | Add +7.2% | 0.31% | +0.03 |
| FVR Frontview REIT Inc. | Add +5.4% | 0.23% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.12% | +0.02 |
| SPG Simon Property Group Inc. | Add +52.5% | 0.04% | +0.02 |
| SUI Sun Communities Inc. | Add +0.7% | 0.44% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.06% | +0.01 |
| SMA Smartstop Self Storage REIT | Add +5.7% | 0.24% | +0.01 |
| HR Healthcare Realty Trust Inc. | Add +0.8% | 0.47% | +0.01 |
| AHR American Healthcare REIT Inc. | Add +1.1% | 0.38% | +0.01 |
| LRCX Lam Research Corp. | Add +0.6% | 0.04% | +0.01 |
| AMJB Alerian MLP ETN2044 | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +7.0% | 0.17% | +0.01 |
| T AT&T Inc. | Add +2.0% | 0.03% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +38.8% | 0.01% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +387.5% | 0.00% | +0.00 |
| CSCO Cisco Systems Inc. | Add +6.4% | 0.04% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +175.4% | 0.00% | +0.00 |
| CGGR Cap Group Growth Equity | Add +59.9% | 0.01% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.3% | 0.07% | +0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.2% | 0.05% | +0.00 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -1.3% | 7,700 | $5.0M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.9% | 571 | $660K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -20.0% | 12 | $515 |
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 |