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
Tip: Access up to 7 years of quarterly data
Positions held by Chaney Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Chaney Capital Management
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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 26.2 | $33M | 200k | 162.86 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 25.3 | $31M | +2% | 91k | 344.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.5 | $11M | +8% | 24k | 444.01 |
|
| Microsoft Corporation (MSFT) | 7.8 | $9.7M | -5% | 23k | 420.71 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.3 | $6.5M | -6% | 54k | 120.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $6.3M | 42k | 150.93 |
|
|
| Amazon (AMZN) | 4.4 | $5.4M | -7% | 30k | 180.38 |
|
| Apple (AAPL) | 4.1 | $5.1M | 30k | 171.48 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $3.7M | NEW | 8.9k | 420.52 |
|
| Charles Schwab Corporation (SCHW) | 1.2 | $1.5M | +7% | 21k | 72.34 |
|
| Starbucks Corporation (SBUX) | 1.1 | $1.4M | -14% | 15k | 91.39 |
|
| Owl Rock Capital Corporation (OBDC) | 1.1 | $1.3M | 85k | 15.38 |
|
|
| Brown & Brown (BRO) | 0.8 | $951k | 11k | 87.54 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $933k | 6.1k | 152.26 |
|
|
| Kinder Morgan (KMI) | 0.6 | $738k | 40k | 18.34 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $694k | -6% | 947.00 | 732.71 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $672k | +26% | 744.00 | 903.57 |
|
| Tesla Motors (TSLA) | 0.4 | $550k | -27% | 3.1k | 175.79 |
|
| salesforce (CRM) | 0.4 | $540k | 1.8k | 301.18 |
|
|
| Boeing Company (BA) | 0.4 | $524k | 2.7k | 193.02 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $425k | -6% | 2.3k | 182.61 |
|
| United Parcel Service CL B (UPS) | 0.3 | $361k | 2.4k | 148.64 |
|
|
| Southern Company (SO) | 0.3 | $360k | -2% | 5.0k | 71.74 |
|
| Ross Stores (ROST) | 0.2 | $293k | -9% | 2.0k | 146.76 |
|
| Cisco Systems (CSCO) | 0.2 | $289k | 5.8k | 49.91 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $279k | 532.00 | 524.42 |
|
|
| Philip Morris International (PM) | 0.2 | $277k | 3.0k | 91.62 |
|
|
| Paychex (PAYX) | 0.2 | $244k | 2.0k | 122.82 |
|
|
| CVS Caremark Corporation (CVS) | 0.2 | $243k | 3.0k | 79.76 |
|
|
| First Northwest Ban (FNWB) | 0.2 | $204k | +3% | 13k | 15.65 |
|
| Horizon Ban (HBNC) | 0.1 | $183k | 14k | 12.83 |
|
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