Chatterton & Associates Inc. Portfolio Holdings

Chatterton & Associates Inc.

  • $117 Billion
  • Q4 2025

Chatterton & Associates Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $117 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $8.11B, Spdr Portfolio with a value of $6.57B, Blackrock ETF Tr U S Equity Fa with a value of $4.74B, Ishares S&P 500 Value ETF with a value of $4.65B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $4.57B.

Examining the 13F form we can see an increase of $117B in the current position value.

Chatterton & Associates Inc. is based out at Anaheim, CA

Below you can find more details about Chatterton & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $117 Billion
ETFs: $87.7 Billion
Technology: $7.74 Billion
Industrials: $3.82 Billion
Communication Services: $1.89 Billion
Consumer Cyclical: $1.25 Billion
Energy: $1.1 Billion
Consumer Defensive: $1.01 Billion
Healthcare: $1 Billion
Other: $963 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$161B
$2.69 Billion 2.3% of portfolio
2,210
Q4 2025 New
$114B
$1.55 Billion 1.33% of portfolio
7,150
Q4 2025 New
$86.7B
$1.2 Billion 1.02% of portfolio
2,098
Q4 2025 New
$139B
$557 Million 0.48% of portfolio
1,609
Q4 2025 New
$193B
$283 Million 0.24% of portfolio
2,490
Q4 2025 New
$183B
$253 Million 0.22% of portfolio
774
Q4 2025 New
$43.5B
$244 Million 0.21% of portfolio
627
Q4 2025 New
$111B
$224 Million 0.19% of portfolio
495
Q4 2025 New
$37.5B
$201 Million 0.17% of portfolio
2,901
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 84 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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