Chaney Capital Management
Latest statistics and disclosures from Chaney Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, VTV, VUG, SPEM, QQQ, and represent 70.61% of Chaney Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$18M), IDHQ, SPEM, MSFT, VUG, VTV, IMCG, BRK.B, OBDC, GOOGL.
- Started 1 new stock position in LXRX.
- Reduced shares in these 10 stocks: , PM, UPS, GOOG, VYM, SBUX, TSLA, AMZN, CRM, VIG.
- Sold out of its positions in KMI, PM, UPS.
- Chaney Capital Management was a net buyer of stock by $21M.
- Chaney Capital Management has $225M in assets under management (AUM), dropping by 6.20%.
- Central Index Key (CIK): 0002012041
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Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 19.6 | $44M | +69% | 446k | 98.92 |
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| Vanguard Index Fds Value Etf (VTV) | 19.2 | $43M | 250k | 172.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 18.7 | $42M | 113k | 370.82 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 7.1 | $16M | +8% | 407k | 39.37 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $13M | 28k | 468.92 |
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| Microsoft Corporation (MSFT) | 4.2 | $9.3M | +7% | 25k | 375.38 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 3.9 | $8.8M | +21% | 295k | 29.94 |
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| Apple (AAPL) | 3.5 | $7.9M | 36k | 222.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $6.6M | 43k | 154.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.7 | $6.2M | -2% | 48k | 128.96 |
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| Amazon (AMZN) | 2.5 | $5.6M | 29k | 190.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $4.8M | +2% | 9.0k | 532.58 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.5 | $3.3M | +7% | 47k | 71.43 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $2.4M | 31k | 78.28 |
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| Owl Rock Capital Corporation (OBDC) | 0.7 | $1.5M | +7% | 101k | 14.66 |
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| Brown & Brown (BRO) | 0.6 | $1.4M | 11k | 124.40 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.1M | 1.1k | 945.99 |
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| Starbucks Corporation (SBUX) | 0.4 | $875k | -8% | 8.9k | 98.09 |
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| NVIDIA Corporation (NVDA) | 0.4 | $797k | 7.4k | 108.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $748k | -19% | 4.8k | 156.23 |
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| Tesla Motors (TSLA) | 0.3 | $621k | -6% | 2.4k | 259.16 |
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| Boeing Company (BA) | 0.2 | $490k | 2.9k | 170.58 |
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| Medtronic SHS (MDT) | 0.2 | $431k | 4.8k | 89.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $418k | -4% | 2.2k | 193.99 |
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| Cisco Systems (CSCO) | 0.2 | $358k | 5.8k | 61.71 |
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| salesforce (CRM) | 0.1 | $334k | -10% | 1.2k | 268.36 |
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| Johnson & Johnson (JNJ) | 0.1 | $330k | 2.0k | 165.83 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $329k | 641.00 | 513.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $300k | 1.1k | 274.84 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $289k | 532.00 | 542.64 |
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| Ross Stores (ROST) | 0.1 | $255k | 2.0k | 127.79 |
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| Paychex (PAYX) | 0.1 | $248k | 1.6k | 154.27 |
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| Block Cl A (XYZ) | 0.1 | $216k | 4.0k | 54.33 |
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| First Northwest Ban (FNWB) | 0.1 | $133k | 13k | 10.16 |
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| Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $5.1k | NEW | 11k | 0.46 |
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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 2025 Q1 filed April 28, 2025
- Chaney Capital Management 2024 Q4 filed Jan. 28, 2025
- Chaney Capital Management 2024 Q3 filed Oct. 30, 2024
- Chaney Capital Management 2024 Q2 filed July 18, 2024
- Chaney Capital Management 2024 Q1 filed April 22, 2024
- Chaney Capital Management 2023 Q4 filed Feb. 14, 2024