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Donna DiMaria

Chatterton & Associates Inc.

Assets Managed
$169.906M
Holdings
101
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.07%(2Q avg: 20.63%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Chatterton & Associates Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Chatterton & Associates Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 169.906M in assets, with a quarterly growth rate of 19.07% and a 2-quarter average growth rate of 20.63%. The portfolio is managed by Donna DiMaria, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 91.12%
9.23%
$15.678M
177,211 shares@ $88.47 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 105.26%
5.26%
$8.936M
195,195 shares@ $45.78 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 89.33%
4.93%
$8.364M
83,239 shares@ $100.49 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 30.47%
4.1%
$6.955M
303,056 shares@ $22.95 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 11.92%
4.01%
$6.812M
49,446 shares@ $137.77 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 15.65%
3.77%
$6.391M
94,336 shares@ $67.75 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 22.09%
3.41%
$5.789M
70,991 shares@ $81.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -1.98%
3.39%
$5.753M
25,023 shares@ $229.92 avg price
KLAC
Kla Corp
Recent Activity
Increased 893.63%
2.95%
$5.006M
21,810 shares@ $229.52 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 26.98%
2.71%
$4.603M
203,659 shares@ $22.6 avg price

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