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CIK: 0002012041
Total reported value
$318.1M
$318.1M
36 檔
32.5%
At the close of Q2 2024, Chaney Capital Management, Inc. disclosed equity holdings valued at approximately $318.1M, spread across 36 reported holdings.
During Q2 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 | VUG | Vanguard Growth ETF | ETF-Other | 24.84% | -2.13% | +9.82% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 23.90% | -0.45% | +12.28% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.96% | +3.87% | +5.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.74% | -0.34% | -1.36% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.09% | +0.02% | +21.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.07% | +0.34% | +0.00% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 4.36% | -0.12% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.18% | -0.29% | -1.39% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +0.05% | -2.00% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | -0.08% | — | |
| 11 | IDHQ | Invesco S&p International De | ETF-Other | 1.65% | +0.75% | — | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.37% | -0.13% | +34.20% | |
| 13 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.95% | -0.06% | +10.40% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.02% | -3.27% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.71% | +0.28% | — | |
| 16 | BRO | Brown & Brown Inc | Stock-Financials | 0.64% | -0.03% | — | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.02% | +880.24% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.10% | +5.07% | |
| 19 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.53% | — | -0.62% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | — | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | — | -47.27% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.33% | — | — | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.31% | — | +1.00% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.01% | — | |
| 25 | SO | Southern Co/the | Stock-Utilities | 0.26% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.02% | — | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.21% | — | -4.53% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.20% | — | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.20% | +0.03% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.01% | — | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.01% | — | |
| 32 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.19% | -0.01% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.18% | +0.07% | — | |
| 34 | XYZ | Block Inc | Stock-Financials | 0.17% | +0.01% | — | |
| 35 | HBNC | Horizon Bancorp Inc/in | Stock-Other | 0.12% | — | — | |
| 36 | FNWB | First Northwest Bancorp | Stock-Other | 0.08% | — | +0.32% |
According to official SEC Form 13F filings, Chaney Capital Management, Inc. reported a total U.S. public equity portfolio value of $318.1M across 36 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, QQQ) accounted for 32.5% of total reported equity market value during Q2 2024.
During Q2 2024, Chaney Capital Management, Inc.'s top holdings by market value included VUG (24.8%)、VTV (23.9%)、QQQ (8.0%). The largest single position, VUG, represented 24.8% of total portfolio value.
In Q2 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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