Long-term investor
Chatterton & Associates Inc. @chattertonassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002102688).
Record
- Tracked since 2025-12-31 (257 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +4.5% · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 9.2% · long · since 2025-12-31
- IUSB · 5.3% · long · since 2025-12-31
- SGOV · 4.9% · long · since 2025-12-31
- SCHZ · 4.1% · long · since 2025-12-31
- IVW · 4.0% · long · since 2025-12-31
- DYNF · 3.8% · long · since 2025-12-31
- GLDM · 3.4% · long · since 2025-12-31
- IVE · 3.4% · long · since 2025-12-31
- KLAC · 2.9% · long · since 2025-12-31
- GOVT · 2.7% · long · since 2025-12-31
- ACWX · 2.7% · long · since 2026-03-31
- MBB · 2.6% · long · since 2025-12-31