Chilton Investment Co Inc. 13F 持仓 · 2026年Q2
Chilton Investment Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 296 只证券，申报市值合计 41.69 亿美元。前几大持仓：MSFT（8.03%）、COST（6.96%）、RSG（6.04%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $334.9M | 8.03% | 897,889 | 减持 |
| 2 | COST | COSTCO WHOLESALE CORP | $290.4M | 6.96% | 310,417 | 减持 |
| 3 | RSG | REPUBLIC SERVICES INC | $251.9M | 6.04% | 1.2M | 减持 |
| 4 | SHW | SHERWIN WILLIAMS CO | $231.6M | 5.56% | 672,706 | 减持 |
| 5 | APH | AMPHENOL CORP | $194.2M | 4.66% | 1.1M | 减持 |
| 6 | AMZN | AMAZON.COM INC | $190.8M | 4.58% | 800,378 | 增持 |
| 7 | MA | MASTERCARD INC | $176.8M | 4.24% | 344,319 | 减持 |
| 8 | GOOGL | ALPHABET INC | $176.3M | 4.23% | 493,428 | 增持 |
| 9 | IBM | INTERNATIONAL BUSINESS MACHINES CORP | $137.0M | 3.28% | 487,018 | 增持 |
| 10 | HD | HOME DEPOT INC | $133.8M | 3.21% | 379,338 | 减持 |
| 11 | CTAS | CINTAS CORP | $128.7M | 3.09% | 756,419 | 减持 |
| 12 | AAPL | APPLE INC | $115.1M | 2.76% | 397,628 | 增持 |
| 13 | AXP | AMERICAN EXPRESS CO | $102.2M | 2.45% | 302,256 | 减持 |
| 14 | AJG | ARTHUR J GALLAGHER & CO | $94.8M | 2.27% | 413,100 | 减持 |
| 15 | WRB | W R BERKLEY CORP | $94.5M | 2.27% | 1.3M | 减持 |
| 16 | MCO | MOODY'S CORP | $80.7M | 1.94% | 178,199 | 减持 |
| 17 | ETN | EATON CORP PLC | $67.2M | 1.61% | 157,752 | 增持 |
| 18 | DE | DEERE & CO | $63.4M | 1.52% | 99,965 | 增持 |
| 19 | PH | PARKER-HANNIFIN CORP | $53.0M | 1.27% | 54,149 | 减持 |
| 20 | MS | MORGAN STANLEY | $52.4M | 1.26% | 250,782 | 减持 |
| 21 | XYL | XYLEM INC | $49.8M | 1.20% | 421,515 | 增持 |
| 22 | V | VISA INC | $42.0M | 1.01% | 122,518 | 增持 |
| 23 | MDT | MEDTRONIC PLC | $40.4M | 0.97% | 516,815 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC | $36.0M | 0.86% | 71,884 | 减持 |
| 25 | ORLY | O'REILLY AUTOMOTIVE INC | $31.9M | 0.77% | 346,404 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR