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CIK: 0002012041
Total reported value
$318.1M
$318.1M
31 檔
28.6%
The Q1 2024 SEC filing reveals that Chaney Capital Management, Inc. held a total portfolio value of $318.1M, covering 31 public equity positions.
During Q1 2024, Chaney Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 26.21% | -0.45% | +0.26% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 25.25% | -2.13% | +2.04% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.49% | +3.87% | +8.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.34% | -5.75% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.25% | -0.29% | -6.63% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.10% | +0.34% | +0.00% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.36% | +0.05% | -7.81% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.13% | +0.02% | -1.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.01% | -0.08% | — | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.22% | -0.13% | +7.72% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.09% | — | -14.38% | |
| 12 | OBDC | Blue Owl Capital CORP | Stock-Financials | 1.05% | -0.06% | — | |
| 13 | BRO | Brown & Brown Inc | Stock-Financials | 0.76% | -0.03% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.02% | — | |
| 15 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.59% | — | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.10% | -6.97% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | +0.02% | +26.96% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | — | -27.14% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.43% | — | — | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 0.42% | — | +0.59% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | -0.01% | -6.63% | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.29% | — | — | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.29% | — | -2.86% | |
| 24 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.24% | -0.01% | -9.86% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.07% | — | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.03% | — | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.22% | — | — | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 0.20% | — | — | |
| 29 | CVS | Cvs Health CORP | Stock-Healthcare | 0.20% | — | — | |
| 30 | FNWB | First Northwest Bancorp | Stock-Other | 0.16% | — | +3.14% | |
| 31 | HBNC | Horizon Bancorp Inc/in | Stock-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Chaney Capital Management, Inc. reported a total U.S. public equity portfolio value of $318.1M across 31 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VUG, QQQ) accounted for 28.6% of total reported equity market value during Q1 2024.
During Q1 2024, Chaney Capital Management, Inc.'s top holdings by market value included VTV (26.2%)、VUG (25.3%)、QQQ (8.5%). The largest single position, VTV, represented 26.2% of total portfolio value.
In Q1 2024, Chaney Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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