Grufity logo
Grufity logo

Latest Chaney Capital Management, Inc. Stock Portfolio

$318Million | No. of Holdings #45

Chaney Capital Management, Inc. Performance

2026 Q2-23.75%
YTD-26.94%
2025+13.76%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Chaney Capital Management, Inc. reported an equity portfolio of $318.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Chaney Capital Management, Inc. are IJR, VB, VB. The fund has invested 17.9% of it's portfolio in ISHARES TR and 17.6% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off CHEVRON CORPORATION (CVX) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), ALPHABET INC (GOOG) and VANGUARD INDEX FDS (VB). Chaney Capital Management, Inc. opened new stock positions in MICRON TECHNOLOGY INC (MU), APPLIED MATLS INC (AMAT) and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and INVESCO QQQ TR (QQQ).
Chaney Capital Management, Inc. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$318Million
  as of Aug 12, 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 -23.75% in the last quarter. In trailing 12 months, it's portfolio return was -20.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc601,387
applied matls inc307,275
netflix inc.282,673
caterpillar inc272,614
fidelity covington trust255,049
crowdstrike hldgs inc211,390
New stocks bought by Chaney Capital Management, Inc.

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds401
invesco qqq tr41.17
vanguard index fds14.1
ishares tr5.4
advanced micro devices inc5.04
invesco exch traded fd tr ii4.6
amgen inc4.26
Additions to existing portfolio by Chaney Capital Management, Inc.

Reductions

Ticker% Reduced
vanguard whitehall fds-8.76
alphabet inc-2.19
alphabet inc-1.6
vanguard index fds-1.53
tesla inc-1.48
meta platforms inc-1.25
apple inc-0.92
costco wholesale corporation-0.61
Chaney Capital Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-203,762
chevron corporation-239,021
Chaney Capital Management, Inc. got rid off the above stocks

Sector Distribution

Chaney Capital Management, Inc. has about 80.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Financial Services
Sector%
Others80.7
Technology8.4
Communication Services5.2
Consumer Cyclical3.1
Financial Services1.4

Market Cap. Distribution

Chaney Capital Management, Inc. has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.7
MEGA-CAP17.3
LARGE-CAP1.9

Stocks belong to which Index?

About 19.1% of the stocks held by Chaney Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others80.9
S&P 50019.1
Top 5 Winners (%)%
AMD
advanced micro devices inc
173.4 %
CSCO
cisco sys inc
50.6 %
SQ
block inc
26.3 %
FNWB
first northwest bancorp
24.5 %
AAXJ
ishares tr
24.0 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
6.0 M
VB
vanguard index fds
5.6 M
CGW
invesco exch traded fd tr ii
3.4 M
GOOG
alphabet inc
2.8 M
CWI
spdr index shs fds
2.1 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.9 %
MDT
medtronic plc
-9.7 %
WMT
walmart inc
-8.9 %
COST
costco wholesale corporation
-6.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-123.5 M
VAW
vanguard world fd
-1.8 M
IJR
ishares tr
-0.2 M
COST
costco wholesale corporation
-0.1 M
SCHW
schwab charles corp
-0.1 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 45 stocks in it's portfolio. About 88% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Chaney Capital Management, Inc. last quarter.

$318.06MTotal Value
47.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Chaney Capital Management, Inc., last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Chaney Capital Management, Inc.'s holding in Ishares Tr over time
1.93%62,511
$6.14M
1.93%
increased 5.4 percentadded
ASET
Flexshares Tr

Flexshares Tr

ASET
Chaney Capital Management, Inc.'s holding in Flexshares Tr over time
0.07%2,543
$228.7K
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
5.66%411,887
$18.00M
5.66%
increased 4.6 percentadded
CWI
Spdr Index Shs Fds

Spdr Index Shs Fds

CWI
Chaney Capital Management, Inc.'s holding in Spdr Index Shs Fds over time
6.99%429,538
$22.24M
6.99%
decreased 0.14 percentreduced
FBCG
Fidelity Covington Trust

Fidelity Covington Trust

FBCG
Chaney Capital Management, Inc.'s holding in Fidelity Covington Trust over time
0.08%893
$255.0K
0.08%
new position