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Latest Chaney Capital Management, Inc. Stock Portfolio

$283Million | No. of Holdings #41

Chaney Capital Management, Inc. Performance

2026 Q1-4.18%
YTD-4.18%
2025+13.76%

About Chaney Capital Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Chaney Capital Management, Inc. reported an equity portfolio of $283.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Chaney Capital Management, Inc. are IJR, VB, VB. The fund has invested 20.1% of it's portfolio in ISHARES TR and 18.1% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in STARBUCKS CORP (SBUX), TESLA INC (TSLA) and ROSS STORES INC (ROST). Chaney Capital Management, Inc. opened new stock positions in CHEVRON CORPORATION (CVX), WALMART INC (WMT) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ADVANCED MICRO DEVICES INC (AMD) and COSTCO WHOLESALE CORPORATION (COST).
Chaney Capital Management, Inc. Equity Portfolio Value
Last Reported on: 11 May, 2026
$283Million
  as of May 11, 2026

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

Our best estimate is that Chaney Capital Management, Inc. made a return of -4.18% in the last quarter. In trailing 12 months, it's portfolio return was 12.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
chevron corporation239,021
walmart inc222,088
exxon mobil corp203,762
New stocks bought by Chaney Capital Management, Inc.

Additions

Ticker% Inc.
nvidia corporation35.36
advanced micro devices inc31.23
costco wholesale corporation16.83
amazon com inc13.35
apple inc13.1
ishares tr9.32
alphabet inc8.84
invesco exch traded fd tr ii8.43
Additions to existing portfolio by Chaney Capital Management, Inc.

Reductions

Ticker% Reduced
starbucks corp-29.86
tesla inc-17.53
ross stores inc-11.94
vanguard whitehall fds-6.53
vanguard index fds-4.84
alphabet inc-2.76
boeing co-2.31
vanguard index fds-0.89
Chaney Capital Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
salesforce inc-279,480
Chaney Capital Management, Inc. got rid off the above stocks

Sector Distribution

Chaney Capital Management, Inc. has about 81.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others81.1
Technology8.1
Communication Services4.8
Consumer Cyclical3.1
Financial Services1.6

Market Cap. Distribution

Chaney Capital Management, Inc. has about 18.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED81.1
MEGA-CAP16.8
LARGE-CAP2.1

Stocks belong to which Index?

About 18.8% of the stocks held by Chaney Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others81.2
S&P 50018.8
Top 5 Winners (%)%
ROST
ross stores inc
19.1 %
JNJ
johnson & johnson
17.8 %
COST
costco wholesale corporation
14.2 %
AMGN
amgen inc
7.5 %
SBUX
starbucks corp
5.4 %
Top 5 Winners ($)$
VB
vanguard index fds
1.4 M
COST
costco wholesale corporation
0.2 M
VIGI
vanguard whitehall fds
0.2 M
CGW
invesco exch traded fd tr ii
0.1 M
JNJ
johnson & johnson
0.1 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.0 %
BRO
brown & brown inc
-18.2 %
TSLA
tesla inc
-15.8 %
V
visa inc
-13.8 %
META
meta platforms inc
-13.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-5.9 M
MSFT
microsoft corp
-3.1 M
QQQ
invesco qqq tr
-1.1 M
GOOG
alphabet inc
-1.0 M
AMZN
amazon com inc
-0.7 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 41 stocks in it's portfolio. About 88.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Chaney Capital Management, Inc. last quarter.

$283.66MTotal Value
42.00Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Chaney Capital Management, Inc., last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Chaney Capital Management, Inc.'s holding in Ishares Tr over time
1.65%59,306
$4.67M
1.65%
increased 9.32 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
Chaney Capital Management, Inc.'s holding in Flexshares Tr over time
0.07%2,543
$201.1K
0.07%
unchanged 0 percentunchanged
CGW
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

CGW
Chaney Capital Management, Inc.'s holding in Invesco Exch Traded Fd Tr Ii over time
4.91%393,759
$13.93M
4.91%
increased 8.43 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Chaney Capital Management, Inc.'s holding in Spdr Index Shs Fds over time
7.11%430,119
$20.18M
7.11%
increased 0.79 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Chaney Capital Management, Inc.'s holding in Ishares Tr over time
20.15%575,869
$57.17M
20.15%
increased 0.08 percentadded