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Latest Chaney Capital Management, Inc. Stock Portfolio

Chaney Capital Management, Inc. Performance:
2025 Q4: 2.06%YTD: 13.76%2024: 19.74%
Performance for 2025 Q4 is 2.06%, and YTD is 13.76%, and 2024 is 19.74%.

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 $289.8 Millions as of 31 Dec, 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 19.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in BOEING CO (BA), SALESFORCE INC (CRM) and VANGUARD SPECIALIZED FUNDS (VIG). Chaney Capital Management, Inc. opened new stock positions in ADVANCED MICRO DEVICES INC (AMD) and FLEXSHARES TR (ASET). The fund showed a lot of confidence in some stocks as they added substantially to AMGEN INC (AMGN), VISA INC (V) and CISCO SYS INC (CSCO).

Chaney Capital Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Chaney Capital Management, Inc. made a return of 2.06% in the last quarter. In trailing 12 months, it's portfolio return was 13.76%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc210,519
flexshares tr205,500
New stocks bought by Chaney Capital Management, Inc.

Additions

Ticker% Inc.
amgen inc9.73
visa inc7.18
cisco sys inc5.63
invesco exch traded fd tr ii3.98
ishares tr3.24
tesla inc2.65
nvidia corporation2.09
ishares tr1.93
Additions to existing portfolio by Chaney Capital Management, Inc.

Reductions

Ticker% Reduced
boeing co-14.22
salesforce inc-6.64
vanguard specialized funds-4.64
starbucks corp-2.65
apple inc-2.32
alphabet inc-1.78
vanguard index fds-1.58
vanguard whitehall fds-1.06
Chaney Capital Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
netflix inc-212,209
Chaney Capital Management, Inc. got rid off the above stocks

Sector Distribution

Chaney Capital Management, Inc. has about 80.4% of it's holdings in Others sector.

Sector%
Others80.4
Technology8.6
Communication Services5.2
Consumer Cyclical3.1
Financial Services1.7

Market Cap. Distribution

Chaney Capital Management, Inc. has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED80.4
MEGA-CAP17.1
LARGE-CAP2.4

Stocks belong to which Index?

About 19.5% of the stocks held by Chaney Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others80.5
S&P 50019.5
Top 5 Winners (%)%
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.5 %
FNWB
first northwest bancorp
19.2 %
ROST
ross stores inc
18.2 %
AMGN
amgen inc
15.2 %
Top 5 Winners ($)$
GOOG
alphabet inc
2.9 M
VB
vanguard index fds
1.2 M
VB
vanguard index fds
0.9 M
AAPL
apple inc
0.6 M
CGW
invesco exch traded fd tr ii
0.5 M
Top 5 Losers (%)%
BRO
brown & brown inc
-15.0 %
META
meta platforms inc
-10.1 %
SQ
block inc
-9.9 %
COST
costco whsl corp new
-6.9 %
MSFT
microsoft corp
-6.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.9 M
IJR
ishares tr
-0.2 M
META
meta platforms inc
-0.2 M
AAXJ
ishares tr
-0.2 M
BRO
brown & brown inc
-0.2 M

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 39 stocks in it's portfolio. About 88.4% of the portfolio is in top 10 stocks. MSFT 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: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions