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Portfolio (Quarterly) Guide ↗

Chatterton & Associates Inc.

· CIK 0002102688
13F Portfolio $170M AUM 101 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,602.0 $794K 0.47% NEW $495.45
42 VOO VANGUARD INDEX FDS 1,126.0 $778K 0.46% NEW $690.69 +2.4%
43 BINC BLACKROCK ETF TRUST II 14,841.0 $773K 0.46% NEW $52.11 -0.3%
44 AVGO BROADCOM INC Technology 1,881.0 $754K 0.44% NEW $401.11 -8.1%
45 LLY ELI LILLY & CO Healthcare 587.0 $714K 0.42% NEW $1216.95 -3.6%
46 GE GENERAL ELECTRIC CO Industrials 1,985.0 $713K 0.42% NEW $359.04 -4.6%
47 TLH ISHARES TR 7,174.0 $707K 0.42% NEW $98.55 -1.3%
48 EFV ISHARES TR 8,701.0 $677K 0.40% NEW $77.83 +5.0%
49 SYSB ISHARES TR 7,420.0 $652K 0.38% NEW $87.91 -0.7%
50 HDV ISHARES TR 23,395.0 $645K 0.38% NEW $27.58 +6.7%
51 XLE SELECT SECTOR SPDR TR 11,700.0 $641K 0.38% NEW $54.82 +14.3%
52 QQQ INVESCO QQQ TR Financial Services 872.0 $631K 0.37% NEW $723.28 -0.9%
53 PG PROCTER AND GAMBLE CO Consumer Defensive 4,232.0 $621K 0.37% NEW $146.85 -2.1%
54 EFG ISHARES TR 4,493.0 $550K 0.32% NEW $122.47 +2.1%
55 MEAR ISHARES U S ETF TR 10,851.0 $545K 0.32% NEW $50.24 -0.0%
56 ROK ROCKWELL AUTOMATION INC Industrials 1,127.0 $527K 0.31% NEW $467.48 -7.8%
57 XLK SELECT SECTOR SPDR TR 2,678.0 $496K 0.29% NEW $185.35 +0.2%
58 AMD ADVANCED MICRO DEVICES INC Technology 869.0 $475K 0.28% NEW $546.72 -14.8%
59 SUB ISHARES TR 4,452.0 $473K 0.28% NEW $106.23 +0.1%
60 EMXC ISHARES INC 4,384.0 $430K 0.25% NEW $97.99 +0.2%
Page 3 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.3%
Technology 34.4%
Industrials 13.5%
Communication Services 4.8%
Healthcare 4.8%
Consumer Cyclical 3.5%
Consumer Defensive 1.7%
Utilities 0.9%