Chatterton & Associates Inc. - Portfolio overview

Chatterton & Associates Inc. has 97 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SER TR, 5.20%
2. IVE - ISHARES TR, 3.88%
3. GLDM - WORLD GOLD TR, 3.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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