Chatterton & Associates Inc.
Chatterton & Associates Inc. reported 101 positions worth $169.9M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: SPYM (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $15.7M | 9.23% | 177,211 | — | — | |
| ▸ 2 | IUSB | SH | $8.9M | 5.26% | 195,195 | — | — | |
| ▸ 3 | SGOV | SH | $8.4M | 4.92% | 83,239 | — | — | |
| ▸ 4 | SCHZ | SH | $7.0M | 4.09% | 303,056 | — | — | |
| ▸ 5 | IVW | SH | $6.8M | 4.01% | 49,446 | — | — | |
| ▸ 6 | DYNF | SH | $6.4M | 3.76% | 94,336 | — | — | |
| ▸ 7 | GLDM | SH | $5.8M | 3.41% | 70,991 | — | — | |
| ▸ 8 | IVE | SH | $5.8M | 3.39% | 25,023 | — | — | |
| ▸ 9 | KLAC | SH | $5.0M | 2.95% | 21,810 | — | — | |
| ▸ 10 | GOVT | SH | $4.6M | 2.71% | 203,659 | — | — |
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Frequently Asked Questions
What stocks does Chatterton & Associates Inc. hold as of Q2 2026?
Chatterton & Associates Inc. reported 101 positions worth $169.9M in its Q2 2026 13F filing. Largest positions: SPYM (9.2%), IUSB (5.3%), SGOV (4.9%), SCHZ (4.1%) and IVW (4.0%).
What did Chatterton & Associates Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Chatterton & Associates Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.