Donna DiMaria

Chatterton & Associates Inc.

Assets Managed

$142.704M

Holdings

Last Quarter

2026 - Q1

Filed Date

26d ago

Growth Rate

22.2%(2Q avg: 11.1%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Chatterton & Associates Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.704M in assets, with a quarterly growth rate of 22.2% and a 2-quarter average growth rate of 11.1%. The portfolio is managed by Donna DiMaria, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 62.84%	5.2%	$7.42M 92,725 shares@ $80.03 avg price	Increased 62.84%
IVE Ishares S&p 500 Value Etf Recent Activity Increased 16.35%	3.89%	$5.542M 25,531 shares@ $217.08 avg price	Increased 16.35%
GLDM Spdr Gold Minishares Trust Recent Activity Decreased -38.82%	3.85%	$5.488M 58,151 shares@ $94.38 avg price	Decreased -38.82%
SCHZ Schwab Us Aggregate Bond Etf Recent Activity Increased 35.87%	3.79%	$5.405M 232,291 shares@ $23.28 avg price	Increased 35.87%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 33.52%	3.72%	$5.306M 44,180 shares@ $120.1 avg price	Increased 33.52%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 4.72%	3.5%	$4.993M 81,575 shares@ $61.22 avg price	Increased 4.72%
GLD Spdr Gold Shares Recent Activity Increased 3.5%	3.36%	$4.786M 10,930 shares@ $437.91 avg price	Increased 3.5%
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 11.89%	3.1%	$4.417M 43,966 shares@ $100.46 avg price	Increased 11.89%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 37.2%	3.09%	$4.406M 95,098 shares@ $46.33 avg price	Increased 37.2%
XTEN Bondbloxx Bbg 10y Us Tsy Etf Recent Activity Increased 34.45%	2.96%	$4.218M 91,909 shares@ $45.89 avg price	Increased 34.45%

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