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CIK: 0002059742
Total reported value
$161.5M
$161.5M
137 檔
34.1%
As reported in its official Q4 2025 Form 13F filing, Chancellor Financial Group WB LP's tracked investment portfolio stood at $161.5M with 137 total positions.
In Q4 2025, Chancellor Financial Group WB LP displayed an active expansion posture, initiating 12 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.17% | +0.30% | -2.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.85% | -0.45% | +0.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.18% | -0.34% | -1.70% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | -0.14% | -2.35% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.04% | +0.22% | +0.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.28% | +0.46% | -4.47% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | -0.01% | -1.46% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.23% | -0.19% | -8.25% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 2.20% | -0.46% | +0.37% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.81% | +0.14% | +0.35% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.09% | -1.15% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.10% | -7.92% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | — | +2.19% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.19% | +18.62% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.31% | +0.04% | +0.03% | |
| 16 | CMI | Cummins Inc | Stock-Industrials | 1.26% | +0.23% | — | |
| 17 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.19% | -0.15% | -3.01% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | -0.50% | +0.10% | |
| 19 | C | Citigroup Inc. | Stock-Financials | 0.98% | -0.95% | EXIT | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.30% | +3.59% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.94% | -0.27% | +0.02% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.04% | +3.63% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | +0.05% | -0.53% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.01% | +0.19% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.19% | +0.78% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.07% | +0.10% | |
| 27 | BTO | John Hancock Financial Opp | Stock-Other | 0.74% | -0.02% | +0.38% | |
| 28 | HEI | Heico CORP | Stock-Industrials | 0.72% | +0.08% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | -0.06% | -4.52% | |
| 30 | GE | General Electric | Stock-Industrials | 0.68% | +0.10% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.09% | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | -0.04% | +1.35% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.66% | -0.01% | +3.06% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.08% | +3.94% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.09% | — | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.10% | -8.20% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.18% | -3.59% | |
| 38 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 0.55% | -0.02% | +2.02% | |
| 39 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.53% | -0.06% | +0.16% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.37% | — | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.50% | -0.04% | +2.13% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.23% | -2.23% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.20% | -4.05% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.46% | +0.01% | +55.41% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | +0.11% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | +0.02% | +0.10% | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.44% | -0.04% | — | |
| 49 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.40% | -0.04% | +0.05% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.40% | -0.03% | +29.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -4.47% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | -7.92% | Trim |
| 3 | PEP | Pepsico Inc | +0.2% | +18.62% | Add |
| 4 | C | Citigroup Inc | +0.2% | +0.35% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 6 | CMI | Cummins Inc | +0.2% | — | Unchanged |
| 7 | QCOM | Qualcomm Inc | +0.2% | +55.41% | Add |
| 8 | C | Citigroup Inc. | +0.2% | -3.85% | Trim |
| 9 | CAT | Caterpillar Inc | +0.1% | +0.10% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +29.48% | Add |
| 11 | PWB | Invesco Large Cap Growth ETF | +0.1% | +59.61% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | +0.84% | Add |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +0.10% | Add |
| 14 | NEE | Nextera Energy Inc | +0.1% | +0.37% | Add |
| 15 | PFE | Pfizer Inc | +0.1% | +30.93% | Add |
| 16 | AVGO | Broadcom Inc | 0% | +2.19% | Add |
| 17 | DHR | Danaher CORP | 0% | — | Unchanged |
| 18 | BAC | Bank Of America CORP | 0% | +0.03% | Add |
| 19 | AAPL | Apple Inc | — | -2.40% | Trim |
| 20 | JNJ | Johnson & Johnson | 0% | -8.25% | Trim |
| 21 | HD | Home Depot Inc | -0.1% | +0.41% | Add |
| 22 | DIS | Walt Disney Co/the | -0.1% | -8.20% | Trim |
| 23 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.1% | -32.84% | Trim |
| 24 | VZ | Verizon Communications Inc | -0.1% | -3.59% | Trim |
| 25 | PPL | Ppl CORP | -0.1% | +0.02% | Add |
| 26 | COST | Costco Wholesale CORP | -0.1% | +0.78% | Add |
| 27 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -0.53% | Trim |
| 29 | BF-B | Brown-forman Corp-class B | -0.1% | -3.01% | Trim |
| 30 | NVDA | Nvidia CORP | -0.3% | -2.35% | Trim |
| 31 | MSFT | Microsoft CORP | -1.1% | +0.20% | Add |
| 32 | CRM | Salesforce Inc | — | NEW | New buy |
| 33 | COHR | Coherent CORP | — | NEW | New buy |
| 34 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | — | NEW | New buy |
| 35 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 36 | B | Barrick Mining CORP | — | NEW | New buy |
| 37 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 38 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 39 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 40 | AMGN | Amgen Inc | — | NEW | New buy |
| 41 | PCAR | Paccar Inc | — | NEW | New buy |
| 42 | CB | Chubb Limited | — | NEW | New buy |
| 43 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 44 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 45 | GLW | Corning Inc | — | NEW | New buy |
| 46 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 47 | APD | Air Products & Chemicals Inc | — | EXIT | Sold out |
| 48 | PEG | Public Service Enterprise Gp | — | EXIT | Sold out |
| 49 | F | Ford Motor Co | — | EXIT | Sold out |
| 50 | LXPUSD | Lxp Industrial Trust | — | EXIT | Sold out |
According to official SEC Form 13F filings, Chancellor Financial Group WB LP reported a total U.S. public equity portfolio value of $161.5M across 137 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 34.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
CRM
市值: $340.7K
Top Position Liquidated / Trimmed
HON
前期市值: $236.8K
During Q4 2025, Chancellor Financial Group WB LP's top holdings by market value included AAPL (14.2%)、MSFT (9.8%)、IVV (5.2%). The largest single position, AAPL, represented 14.2% of total portfolio value.
In Q4 2025, Chancellor Financial Group WB LP made 46 total portfolio adjustments, initiating 12 new buys, adding to 16 positions, trimming 11 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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