Chatterton & Associates Inc.

**Chatterton & Associates Inc.** manages $117M across a diversified portfolio of 84 positions. The strategy exhibits notable allocations to precious metals, evidenced by the $8.1M holding in GLDM, alongside significant exposure to sector-specific ETFs such as SPYG ($6.6M) and DYNF ($4.7M). Further diversification is maintained through allocations to fixed income (SGOV at $3.9M) and technology/industrial sectors (XLG at $3.5M). This positioning suggests a tactical approach balancing commodity hedges with growth and income streams.

📌 Top Holdings