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CIK: 0002059742
Total reported value
$161.5M
$161.5M
140 檔
30.3%
According to the latest 13F quarterly dataset, Chancellor Financial Group WB LP managed an equity portfolio of $161.5M at the end of Q1 2026, spanning 140 distinct U.S. exchange-listed positions.
In Q1 2026, Chancellor Financial Group WB LP displayed an active expansion posture, initiating 14 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.85% | +0.30% | +0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.56% | -0.45% | -3.96% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.38% | -0.34% | +4.24% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | -0.14% | +8.17% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | +0.22% | -6.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.46% | -0.55% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.76% | -0.19% | +0.35% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.66% | -0.46% | +0.06% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | -0.01% | -0.70% | |
| 10 | C | Citigroup Inc | Stock-Financials | 1.87% | +0.14% | +1.81% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.10% | +1.62% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | +0.09% | -1.44% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | — | +12.58% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.44% | -0.50% | +0.07% | |
| 15 | CMI | Cummins Inc | Stock-Industrials | 1.39% | +0.23% | — | |
| 16 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.27% | -0.15% | +0.01% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.25% | -0.19% | -19.92% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.21% | +0.04% | -0.24% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.07% | -0.27% | +0.38% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.19% | +5.27% | |
| 21 | C | Citigroup Inc. | Stock-Financials | 0.95% | -0.95% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | +0.05% | +0.19% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.04% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.01% | +0.98% | |
| 25 | DE | Deere & Co | Stock-Industrials | 0.83% | -0.01% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.30% | -0.02% | |
| 27 | BTO | John Hancock Financial Opp | Stock-Other | 0.79% | -0.02% | +0.67% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.23% | +0.71% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.18% | -0.03% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.07% | -0.15% | |
| 31 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.70% | -0.06% | +0.13% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.20% | -1.64% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.04% | — | |
| 34 | GE | General Electric | Stock-Industrials | 0.66% | +0.10% | — | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | -0.06% | -2.96% | |
| 36 | HEI | Heico CORP | Stock-Industrials | 0.64% | +0.08% | +0.03% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.09% | +0.39% | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | +0.11% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.09% | -2.69% | |
| 40 | WM | Waste Management Inc | Stock-Industrials | 0.55% | -0.04% | +0.51% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | +0.08% | -7.31% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.37% | +0.13% | |
| 43 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 0.51% | -0.02% | +1.26% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.10% | +0.01% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.02% | -5.78% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | +0.14% | +0.02% | |
| 47 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.43% | -0.04% | +0.03% | |
| 48 | RS | Reliance Inc | Stock-Materials | 0.43% | +0.03% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | -0.01% | +0.30% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | +22.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | +0.35% | Add |
| 2 | NEE | Nextera Energy Inc | +0.5% | +0.06% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | +0.07% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.71% | Add |
| 5 | COST | Costco Wholesale CORP | +0.2% | +5.27% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | +8.17% | Add |
| 7 | CVX | Chevron CORP | +0.2% | -1.64% | Trim |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.24% | Add |
| 9 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 10 | ADM | Archer-daniels-midland Co | +0.2% | +0.13% | Add |
| 11 | DE | Deere & Co | +0.2% | — | Unchanged |
| 12 | VZ | Verizon Communications Inc | +0.2% | -0.03% | Trim |
| 13 | BA | Boeing Co/the | +0.2% | +65.65% | Add |
| 14 | PPL | Ppl CORP | +0.1% | +0.38% | Add |
| 15 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 16 | TTEC | Ttec Holdings Inc | +0.1% | +238.35% | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 18 | BF-B | Brown-forman Corp-class B | +0.1% | +0.01% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +12.58% | Add |
| 20 | HD | Home Depot Inc | +0.1% | +22.00% | Add |
| 21 | GRC | Gorman-rupp Co | +0.1% | — | Unchanged |
| 22 | T | At&t Inc | +0.1% | +1.42% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +0.02% | Add |
| 24 | MO | Altria Group Inc | +0.1% | +2.03% | Add |
| 25 | ET | Energy Transfer LP | +0.1% | -1.27% | Trim |
| 26 | C | Citigroup Inc | +0.1% | +1.81% | Add |
| 27 | PAA | Plains All Amer Pipeline LP | +0.1% | — | Unchanged |
| 28 | GLW | Corning Inc | +0.1% | -18.45% | Trim |
| 29 | MRK | Merck & Co. Inc. | +0.1% | -5.78% | Trim |
| 30 | WM | Waste Management Inc | +0.1% | +0.51% | Add |
| 31 | BTO | John Hancock Financial Opp | +0.1% | +0.67% | Add |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +0.19% | Add |
| 33 | BUI | Blckrck Util Infra & Pwr Opp | 0% | +9.56% | Add |
| 34 | EPD | Enterprise Products Partners | 0% | -4.90% | Trim |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +7.88% | Add |
| 36 | MDLZ | Mondelez International Inc-a | 0% | +0.92% | Add |
| 37 | RS | Reliance Inc | 0% | — | Unchanged |
| 38 | IBM | Intl Business Machines CORP | 0% | +31.57% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +0.39% | Add |
| 40 | KMB | Kimberly-clark CORP | 0% | +16.82% | Add |
| 41 | KO | Coca-cola Co/the | 0% | -0.87% | Trim |
| 42 | RTX | Rtx CORP | 0% | +0.28% | Add |
| 43 | UBER | Uber Technologies Inc | 0% | +21.88% | Add |
| 44 | XAR | Ss Spdr S&p Aerospace Def | 0% | — | Unchanged |
| 45 | COHR | Coherent CORP | 0% | -17.54% | Trim |
| 46 | PM | Philip Morris International | 0% | +0.30% | Add |
| 47 | YUM | Yum! Brands Inc | 0% | +0.03% | Add |
| 48 | CCNE | Cnb Financial Corp/pa | 0% | +0.02% | Add |
| 49 | EPM | Evolution Petroleum CORP | 0% | +23.22% | Add |
| 50 | SDY | Ss Spdr S&p Dividend ETF | 0% | +3.11% | Add |
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 140 disclosed positions in Q1 2026.
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 30.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CI
市值: $432.9K
Top Position Liquidated / Trimmed
DVY
前期市值: $477.5K
During Q1 2026, Chancellor Financial Group WB LP's top holdings by market value included AAPL (13.8%)、MSFT (7.6%)、IVV (5.4%). The largest single position, AAPL, represented 13.8% of total portfolio value.
In Q1 2026, Chancellor Financial Group WB LP made 119 total portfolio adjustments, initiating 14 new buys, adding to 55 positions, trimming 39 holdings, and fully liquidating 11 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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