Chaney Capital Management
Latest statistics and disclosures from Chaney Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, QQQ, MSFT, VYM, and represent 73.00% of Chaney Capital Management's stock portfolio.
- Added to shares of these 9 stocks: BRK.B, QQQ, VUG, NVDA, SCHW, VTV, FNWB, BA, GOOGL.
- Started 1 new stock position in BRK.B.
- Reduced shares in these 10 stocks: MSFT, VYM, AMZN, SNOW, SBUX, TSLA, AAPL, COST, ROST, VIG.
- Sold out of its position in SNOW.
- Chaney Capital Management was a net buyer of stock by $3.0M.
- Chaney Capital Management has $124M in assets under management (AUM), dropping by 10.71%.
- Central Index Key (CIK): 0002012041
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Chaney Capital Management holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds Value Etf (VTV) | 26.2 | $33M | 200k | 162.86 |
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Vanguard Index Fds Growth Etf (VUG) | 25.3 | $31M | +2% | 91k | 344.20 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.5 | $11M | +8% | 24k | 444.01 |
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Microsoft Corporation (MSFT) | 7.8 | $9.7M | -5% | 23k | 420.71 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 5.3 | $6.5M | -6% | 54k | 120.99 |
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Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $6.3M | 42k | 150.93 |
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Amazon (AMZN) | 4.4 | $5.4M | -7% | 30k | 180.38 |
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Apple (AAPL) | 4.1 | $5.1M | 30k | 171.48 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $3.7M | NEW | 8.9k | 420.52 |
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Charles Schwab Corporation (SCHW) | 1.2 | $1.5M | +7% | 21k | 72.34 |
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Starbucks Corporation (SBUX) | 1.1 | $1.4M | -14% | 15k | 91.39 |
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Owl Rock Capital Corporation (OBDC) | 1.1 | $1.3M | 85k | 15.38 |
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Brown & Brown (BRO) | 0.8 | $951k | 11k | 87.54 |
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Alphabet Cap Stk Cl C (GOOG) | 0.7 | $933k | 6.1k | 152.26 |
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Kinder Morgan (KMI) | 0.6 | $738k | 40k | 18.34 |
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Costco Wholesale Corporation (COST) | 0.6 | $694k | -6% | 947.00 | 732.71 |
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NVIDIA Corporation (NVDA) | 0.5 | $672k | +26% | 744.00 | 903.57 |
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Tesla Motors (TSLA) | 0.4 | $550k | -27% | 3.1k | 175.79 |
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salesforce (CRM) | 0.4 | $540k | 1.8k | 301.18 |
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Boeing Company (BA) | 0.4 | $524k | 2.7k | 193.02 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $425k | -6% | 2.3k | 182.61 |
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United Parcel Service CL B (UPS) | 0.3 | $361k | 2.4k | 148.64 |
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Southern Company (SO) | 0.3 | $360k | -2% | 5.0k | 71.74 |
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Ross Stores (ROST) | 0.2 | $293k | -9% | 2.0k | 146.76 |
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Cisco Systems (CSCO) | 0.2 | $289k | 5.8k | 49.91 |
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Vanguard World Inf Tech Etf (VGT) | 0.2 | $279k | 532.00 | 524.42 |
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Philip Morris International (PM) | 0.2 | $277k | 3.0k | 91.62 |
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Paychex (PAYX) | 0.2 | $244k | 2.0k | 122.82 |
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CVS Caremark Corporation (CVS) | 0.2 | $243k | 3.0k | 79.76 |
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First Northwest Ban (FNWB) | 0.2 | $204k | +3% | 13k | 15.65 |
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Horizon Ban (HBNC) | 0.1 | $183k | 14k | 12.83 |
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Past Filings by Chaney Capital Management
SEC 13F filings are viewable for Chaney Capital Management going back to 2023
- Chaney Capital Management 2024 Q1 filed April 22, 2024
- Chaney Capital Management 2023 Q4 filed Feb. 14, 2024