Arkolith/Funds/Chatterton & Associates Inc.

Chatterton & Associates Inc.

CIK 2102688
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Chatterton & Associates Inc. holds a diversified book of 101 reported positions worth $169.9M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares S&P 500 Value ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.4%
+8.5%/yr · since Jan '26
Their reported book
+2.8%
held from quarter-end
S&P 500
+13.1%
same window
$9K$10K$10K$11K$12KJan '26Mar '26Apr '26Jun '26Jul '26Sep '26
Chatterton & Associates Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Chatterton & Associates Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

20% mapped to company sectors

ETFs / funds
80%
Information Technology
9%
Financials
6%
Industrials
2%
Consumer Discretionary
1%
Health Care
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Chatterton & Associates Inc.

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.12 / 80$4.5B
Swiss Re Ltd25 / 80$1.0B
Hoffman, Alan N Investment Management10 / 80$154.6M
Uhlmann Price Securities, LLC29 / 80$2.4B
Marest Capital, LLC12 / 80$181.4M
Draper Asset Management, LLC9 / 80$174.6M
Hamilton Capital Partners, LLC14 / 80$299.1M

Ranked by the share of each fund's own book sitting in the names it shares with Chatterton & Associates Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

101 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Ser TR
PORTFOLIO S&P500
$15.7M177.2K
9.2%
+91%
Added · +84K sh
2Ishares TR
CORE TOTAL USD
$8.9M195.2K
5.3%
+105%
Added · +100K sh
3Ishares TR
0-3 MNTH TREASRY
$8.4M83.2K
4.9%
+89%
Added · +39K sh
4Schwab Strategic TR
US AGGREGATE B
$7.0M303.1K
4.1%
+30%
Added · +71K sh
5Ishares TR
S&P 500 GRWT ETF
$6.8M49.4K
4.0%
+12%
Added · +5K sh
6BlackRock ETF Trust
US EQT FACTOR
$6.4M94.3K
3.8%
+16%
Added · +13K sh
7World Gold TR
SPDR GLD MINIS
$5.8M71.0K
3.4%
+22%
Added · +13K sh
8Ishares TR
S&P 500 VAL ETF
$5.8M25.0K
3.4%
−2.0%
Reduced · −508 sh
9BlackRock ETF Trust
I Shares
$5.0M21.8K
2.9%
+894%
Added · +20K sh
10Ishares TR
US TREAS BD ETF
$4.6M203.7K
2.7%
+27%
Added · +43K sh
11Ishares TR
MSCI ACWI EX US
$4.6M60.3K
2.7%
+50%
Added · +20K sh
12Ishares TR
MBS ETF
$4.5M47.9K
2.6%
+28%
Added · +10K sh
13SPDR Gold TR
GOLD SHS
$4.1M11.0K
2.4%
+0.3%
Added · +33 sh
14Blackrock ETF Trust
ISHARES INTL CTR
$4.0M109.7K
2.3%
+16%
Added · +15K sh
15Invesco Exch Traded FD TR II
CALIF AMT MUN
$3.5M144.9K
2.1%
+9.4%
Added · +12K sh
16SPDR Ser TR
PRTFLO S&P500 GW
$3.5M29.3K
2.1%
−5.8%
Reduced · −2K sh
17Bondbloxx ETF Trust
BLOOMBERG TEN YR
$3.1M68.2K
1.8%
−26%
Reduced · −24K sh
18Blackrock ETF Trust
ISHARES A I INNO
$3.0M62.7K
1.8%
−13%
Reduced · −9K sh
19Ishares TR
CORE S&P500 ETF
$3.0M4.0K
1.8%
+10%
Added · +367 sh
20Sei Exchange Traded Funds
ENHANCED LOW VOL
$3.0M89.8K
1.8%
+6.4%
Added · +5K sh
21BlackRock ETF Trust
iShares Systematic Alternatives Active ETF
$2.8M97.8K
1.6%
New
New position
22Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$2.5M16.2K
1.5%
−16%
Reduced · −3K sh
23BlackRock ETF Trust II
Ishares Global Gvt Bond Hedged Active ETF
$2.4M48.6K
1.4%
New
New position
24BlackRock ETF Trust
LARGE CAP CORE E
$2.4M48.8K
1.4%
+25%
Added · +10K sh
25Ishares TR
NATIONAL MUN ETF
$2.2M20.8K
1.3%
+1.7%
Added · +355 sh
26Ishares TR
CORE 1 5 YR USD
$2.2M45.0K
1.3%
−3.6%
Reduced · −2K sh
27SPDR S&P 500 ETF TR
TR UNIT
$2.1M2.8K
1.2%
+15%
Added · +363 sh
28Global X FDS
DEFENSE TECH ETF
$2.0M32.0K
1.2%
+52%
Added · +11K sh
29Apple Inc
COM
$1.9M5.9K
1.1%
+2.4%
Added · +137 sh
30Boeing Co
COM
$1.9M8.3K
1.1%
+1.5%
Added · +125 sh
31American Centy ETF TR
AVANTIS EMGMKT
$1.8M19.5K
1.1%
−35%
Reduced · −10K sh
32BlackRock ETF Trust
FUTURE US THEMES
$1.8M41.4K
1.0%
−28%
Reduced · −16K sh
33Ishares Inc
MSCI GBL MIN VOL
$1.5M12.3K
0.9%
−4.8%
Reduced · −629 sh
34Microsoft Corp
COM
$1.2M3.2K
0.7%
−19%
Reduced · −733 sh
35Ishares TR
MSCI USA MIN VOL
$1.1M11.6K
0.7%
+5.3%
Added · +587 sh
36Alphabet Inc
CAP STK CL A
$1.1M3.0K
0.6%
+0.6%
Added · +18 sh
37Northrop Grumman Corp
COM
$953K1.8K
0.6%
−15%
Reduced · −320 sh
38Nvidia Corporation
COM
$942K4.6K
0.6%
+3.2%
Added · +143 sh
39Amazon Com Inc
COM
$845K3.4K
0.5%
+8.7%
Added · +273 sh
40Ishares TR
ESG AWR MSCI USA
$813K4.9K
0.5%
+1.9%
Added · +94 sh
41Berkshire Hathaway Inc Del
CL B NEW
$794K1.6K
0.5%
+0.9%
Added · +14 sh
42Vanguard Index FDS
S&P 500 ETF SHS
$778K1.1K
0.5%
+17%
Added · +160 sh
43BlackRock ETF Trust II
FLEXIBLE INCOME
$773K14.8K
0.5%
−60%
Reduced · −23K sh
44Broadcom Inc
COM
$754K1.9K
0.4%
+3.9%
Added · +70 sh
45Eli Lilly & Co
COM
$714K587
0.4%
+5.4%
Added · +30 sh
46General Electric Co
COM NEW
$713K2.0K
0.4%
−5.0%
Reduced · −105 sh
47Ishares TR
10-20 YR TRS ETF
$707K7.2K
0.4%
+8.2%
Added · +543 sh
48Ishares TR
EAFE VALUE ETF
$677K8.7K
0.4%
−75%
Reduced · −26K sh
49Ishares TR
US FIXED INC BAL
$652K7.4K
0.4%
+23%
Added · +1K sh
50Ishares TR
CORE HIGH DV ETF
$645K23.4K
0.4%
+400%
Added · +19K sh
Showing 50 of 101 positions
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Filing history

As-of date vs the date the SEC received each filing

$169.9M · Q2 2026Q4 2025 · $116.8MQ2 2026 · $169.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202614d101$169.9M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d97$142.7M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620d84$116.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.