Filed: 8/1/2025ACC: 0001056859-25-000004
📋 What this filing means
CHILTON CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 527 equity positions with a total reported market value of $2.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
527
Positions
$2.74B
Total AUM (reported)
22.05M
Total Shares
Allocation by class
COM$2.01B73.5%
CL A$136.81M5.0%
CAP STK CL C$82.99M3.0%
COM NEW$77.63M2.8%
COM CL A$58.00M2.1%
SHS$31.05M1.1%
SPONSORED ADR$29.04M1.1%
Portfolio Concentration
Top 3$434.97M15.9%
4–10$539.92M19.7%
11–25$666.87M24.4%
Rest$1.10B40.0%
Top 3 weight
15.9%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 22.05M
Sole
Full voting authority
21.26M
shares
% of voting shares96.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
792.87K
shares
% of voting shares3.6%
Investment Discretion (by position count)
Sole527
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings527
Rows:
NVIDIA CORPORATION
SOLEShares1.06M
TypeSH
Market value$167.19M
6.11%
Sole
966.24K
Shared
0.00
None
92.01K
MICROSOFT CORP
SOLEShares313.69K
TypeSH
Market value$156.03M
5.70%
Sole
313.29K
Shared
0.00
None
401.00
AMAZON COM INC
SOLEShares509.36K
TypeSH
Market value$111.75M
4.08%
Sole
458.29K
Shared
0.00
None
51.07K
META PLATFORMS INC
SOLEShares139.04K
TypeSH
Market value$102.62M
3.75%
Sole
123.05K
Shared
0.00
None
15.99K
APPLE INC
SOLEShares464.74K
TypeSH
Market value$95.35M
3.48%
Sole
464.04K
Shared
0.00
None
707.00
ALPHABET INC
SOLEShares467.84K
TypeSH
Market value$82.99M
3.03%
Sole
411.04K
Shared
0.00
None
56.80K
ELI LILLY & CO
SOLEShares89.68K
TypeSH
Market value$69.91M
2.55%
Sole
75.65K
Shared
0.00
None
14.03K
MORGAN STANLEY
SOLEShares463.81K
TypeSH
Market value$65.33M
2.39%
Sole
369K
Shared
0.00
None
94.81K
JPMORGAN CHASE & CO.
SOLEShares224.91K
TypeSH
Market value$65.20M
2.38%
Sole
195.13K
Shared
0.00
None
29.78K
TRANSDIGM GROUP INC
SOLEShares38.47K
TypeSH
Market value$58.51M
2.14%
Sole
32K
Shared
0.00
None
6.47K
VISA INC
SOLEShares162.30K
TypeSH
Market value$57.63M
2.10%
Sole
136.70K
Shared
0.00
None
25.60K
EXXON MOBIL CORP
SOLEShares514.57K
TypeSH
Market value$55.47M
2.03%
Sole
514.57K
Shared
0.00
None
0.00
WALMART INC
SOLEShares559.27K
TypeSH
Market value$54.69M
2.00%
Sole
445.17K
Shared
0.00
None
114.10K
LOWES COS INC
SOLEShares224.37K
TypeSH
Market value$49.78M
1.82%
Sole
172.27K
Shared
0.00
None
52.10K
DEERE & CO
SOLEShares95.36K
TypeSH
Market value$48.49M
1.77%
Sole
74.12K
Shared
0.00
None
21.24K
BROADCOM INC
SOLEShares175.47K
TypeSH
Market value$48.37M
1.77%
Sole
175.23K
Shared
0.00
None
239.00
DOVER CORP
SOLEShares242.43K
TypeSH
Market value$44.42M
1.62%
Sole
189.99K
Shared
0.00
None
52.44K
THERMO FISHER SCIENTIFIC INC
SOLEShares107.02K
TypeSH
Market value$43.39M
1.58%
Sole
79.72K
Shared
0.00
None
27.30K
COSTCO WHSL CORP NEW
SOLEShares42.09K
TypeSH
Market value$41.66M
1.52%
Sole
42.02K
Shared
0.00
None
66.00
GILEAD SCIENCES INC
SOLEShares372.85K
TypeSH
Market value$41.34M
1.51%
Sole
300.04K
Shared
0.00
None
72.81K
AMERICAN EXPRESS CO
SOLEShares121.61K
TypeSH
Market value$38.79M
1.42%
Sole
121.47K
Shared
0.00
None
143.00
QUANTA SVCS INC
SOLEShares101.98K
TypeSH
Market value$38.56M
1.41%
Sole
101.86K
Shared
0.00
None
120.00
TJX COS INC NEW
SOLEShares291.79K
TypeSH
Market value$36.03M
1.32%
Sole
291.30K
Shared
0.00
None
492.00
WASTE MGMT INC DEL
SOLEShares149.67K
TypeSH
Market value$34.25M
1.25%
Sole
149.36K
Shared
0.00
None
316.00
EMERSON ELEC CO
SOLEShares255.04K
TypeSH
Market value$34.00M
1.24%
Sole
254.75K
Shared
0.00
None
291.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 1.06M | SH | $167.19M 6.11% | 966.24K | 0.00 | 92.01K |
MICROSOFT CORPSOLE | COM | 313.69K | SH | $156.03M 5.70% | 313.29K | 0.00 | 401.00 |
AMAZON COM INCSOLE | COM | 509.36K | SH | $111.75M 4.08% | 458.29K | 0.00 | 51.07K |
META PLATFORMS INCSOLE | CL A | 139.04K | SH | $102.62M 3.75% | 123.05K | 0.00 | 15.99K |
APPLE INCSOLE | COM | 464.74K | SH | $95.35M 3.48% | 464.04K | 0.00 | 707.00 |
ALPHABET INCSOLE | CAP STK CL C | 467.84K | SH | $82.99M 3.03% | 411.04K | 0.00 | 56.80K |
ELI LILLY & COSOLE | COM | 89.68K | SH | $69.91M 2.55% | 75.65K | 0.00 | 14.03K |
MORGAN STANLEYSOLE | COM NEW | 463.81K | SH | $65.33M 2.39% | 369K | 0.00 | 94.81K |
JPMORGAN CHASE & CO.SOLE | COM | 224.91K | SH | $65.20M 2.38% | 195.13K | 0.00 | 29.78K |
TRANSDIGM GROUP INCSOLE | COM | 38.47K | SH | $58.51M 2.14% | 32K | 0.00 | 6.47K |
VISA INCSOLE | COM CL A | 162.30K | SH | $57.63M 2.10% | 136.70K | 0.00 | 25.60K |
EXXON MOBIL CORPSOLE | COM | 514.57K | SH | $55.47M 2.03% | 514.57K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 559.27K | SH | $54.69M 2.00% | 445.17K | 0.00 | 114.10K |
LOWES COS INCSOLE | COM | 224.37K | SH | $49.78M 1.82% | 172.27K | 0.00 | 52.10K |
DEERE & COSOLE | COM | 95.36K | SH | $48.49M 1.77% | 74.12K | 0.00 | 21.24K |
BROADCOM INCSOLE | COM | 175.47K | SH | $48.37M 1.77% | 175.23K | 0.00 | 239.00 |
DOVER CORPSOLE | COM | 242.43K | SH | $44.42M 1.62% | 189.99K | 0.00 | 52.44K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 107.02K | SH | $43.39M 1.58% | 79.72K | 0.00 | 27.30K |
COSTCO WHSL CORP NEWSOLE | COM | 42.09K | SH | $41.66M 1.52% | 42.02K | 0.00 | 66.00 |
GILEAD SCIENCES INCSOLE | COM | 372.85K | SH | $41.34M 1.51% | 300.04K | 0.00 | 72.81K |
AMERICAN EXPRESS COSOLE | COM | 121.61K | SH | $38.79M 1.42% | 121.47K | 0.00 | 143.00 |
QUANTA SVCS INCSOLE | COM | 101.98K | SH | $38.56M 1.41% | 101.86K | 0.00 | 120.00 |
TJX COS INC NEWSOLE | COM | 291.79K | SH | $36.03M 1.32% | 291.30K | 0.00 | 492.00 |
WASTE MGMT INC DELSOLE | COM | 149.67K | SH | $34.25M 1.25% | 149.36K | 0.00 | 316.00 |
EMERSON ELEC COSOLE | COM | 255.04K | SH | $34.00M 1.24% | 254.75K | 0.00 | 291.00 |
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