Latest Chaney Capital Management, Inc. Stock Portfolio
Chaney Capital Management, Inc. Performance:
2025 Q3: 2.92%YTD: 3.73%2024: 8.52%
Performance for 2025 Q3 is 2.92%, and YTD is 3.73%, and 2024 is 8.52%.
About Chaney Capital Management, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Chaney Capital Management, Inc. reported an equity portfolio of $282 Millions as of 30 Sep, 2025.
The top stock holdings of Chaney Capital Management, Inc. are IJR, VB, VB. The fund has invested 19.8% of it's portfolio in ISHARES TR and 19.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off PAYCHEX INC (PAYX) stocks. They significantly reduced their stock positions in ROSS STORES INC (ROST), JOHNSON & JOHNSON (JNJ) and BERKSHIRE HATHAWAY INC DEL. Chaney Capital Management, Inc. opened new stock positions in META PLATFORMS INC (META), VISA INC (V) and JPMORGAN CHASE & CO. (JPM). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST), VANGUARD WORLD FD (VAW) and BLUE OWL CAPITAL CORPORATION.
The top stock holdings of Chaney Capital Management, Inc. are IJR, VB, VB. The fund has invested 19.8% of it's portfolio in ISHARES TR and 19.6% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off PAYCHEX INC (PAYX) stocks. They significantly reduced their stock positions in ROSS STORES INC (ROST), JOHNSON & JOHNSON (JNJ) and BERKSHIRE HATHAWAY INC DEL. Chaney Capital Management, Inc. opened new stock positions in META PLATFORMS INC (META), VISA INC (V) and JPMORGAN CHASE & CO. (JPM). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO WHSL CORP NEW (COST), VANGUARD WORLD FD (VAW) and BLUE OWL CAPITAL CORPORATION.
Chaney Capital Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Chaney Capital Management, Inc. made a return of 2.92% in the last quarter. In trailing 12 months, it's portfolio return was 5.91%.
New Buys
| Ticker | $ Bought |
|---|---|
| meta platforms inc | 1,584,470 |
| visa inc | 408,973 |
| jpmorgan chase & co. | 233,103 |
| amgen inc | 217,576 |
New stocks bought by Chaney Capital Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| costco whsl corp new | 32.86 |
| vanguard world fd | 26.69 |
| blue owl capital corporation | 17.85 |
| ishares tr | 7.9 |
| invesco exch traded fd tr ii | 7.52 |
| cisco sys inc | 6.61 |
| tesla inc | 6.41 |
| ishares tr | 4.74 |
Additions to existing portfolio by Chaney Capital Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ross stores inc | -10.04 |
| johnson & johnson | -5.86 |
| berkshire hathaway inc del | -3.58 |
| netflix inc | -2.75 |
| alphabet inc | -2.39 |
| vanguard whitehall fds | -1.25 |
| starbucks corp | -0.61 |
| vanguard index fds | -0.59 |
Chaney Capital Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| paychex inc | -234,170 |
Chaney Capital Management, Inc. got rid off the above stocks
Sector Distribution
Chaney Capital Management, Inc. has about 80.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 80.8 |
| Technology | 8.9 |
| Communication Services | 4.5 |
| Consumer Cyclical | 3.1 |
| Financial Services | 1.7 |
Market Cap. Distribution
Chaney Capital Management, Inc. has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 80.8 |
| MEGA-CAP | 16.7 |
| LARGE-CAP | 2.5 |
Stocks belong to which Index?
About 19% of the stocks held by Chaney Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 81 |
| S&P 500 | 19 |
Chaney Capital Management, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Chaney Capital Management, Inc.
Chaney Capital Management, Inc. has 38 stocks in it's portfolio. About 88.3% of the portfolio is in top 10 stocks. BRO proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Chaney Capital Management, Inc. last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.12 | 34,553 | 8,798,310 | added | 1.73 | ||
| AAXJ | ishares tr | 1.56 | 53,226 | 4,403,390 | added | 4.74 | ||
| AMGN | amgen inc | 0.08 | 771 | 217,576 | new | |||
| AMZN | amazon com inc | 2.32 | 29,785 | 6,539,890 | added | 1.09 | ||
| BA | boeing co | 0.22 | 2,926 | 631,559 | added | 1.88 | ||
| BRO | brown & brown inc | 0.36 | 10,864 | 1,018,940 | unchanged | 0.00 | ||
| CGW | invesco exch traded fd tr ii | 4.17 | 349,238 | 11,751,900 | added | 7.52 | ||
| COST | costco whsl corp new | 0.46 | 1,407 | 1,302,810 | added | 32.86 | ||
| CRM | salesforce inc | 0.10 | 1,130 | 267,810 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 0.16 | 6,577 | 449,998 | added | 6.61 | ||
| CWI | spdr index shs fds | 7.07 | 425,737 | 19,928,700 | added | 2.31 | ||
| FNWB | first northwest bancorp | 0.04 | 13,156 | 103,541 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 3.60 | 41,813 | 10,164,800 | added | 0.41 | ||
| GOOG | alphabet inc | 0.23 | 2,700 | 657,706 | reduced | -2.39 | ||
| IJR | ishares tr | 19.82 | 557,327 | 55,872,000 | added | 7.9 | ||
| JNJ | johnson & johnson | 0.12 | 1,783 | 330,543 | reduced | -5.86 | ||
| JPM | jpmorgan chase & co. | 0.08 | 739 | 233,103 | new | |||
| MDT | medtronic plc | 0.16 | 4,800 | 457,152 | unchanged | 0.00 | ||
| META | meta platforms inc | 0.56 | 2,158 | 1,584,470 | new | |||
| MSFT | microsoft corp | 4.91 | 26,714 | 13,836,500 | added | 1.29 | ||