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Manager record

Chatterton & Associates Inc.

Anaheim, CA · CIK 2102688 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$169.91MReported 13F valueQ2 2026 · as filed
101Holdings listed
+19.1%vs prior quartervalue change includes market moves
3Quarters on record
Jul 14Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $116.8M$116.8MQ4 202584 holdingsQ1 2026: $142.7M$142.7MQ1 202697 holdingsQ2 2026: $169.9M$169.9MQ2 2026101 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 14 2026 13F-HR · period Q2 2026

$169.91M · 101 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$142.70M · 97 holdings listed · View original SEC filing ↗
Jan 20 2026 13F-HR · period Q4 2025

$116.78M · 84 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 14, 2026 · Change methodology