13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002012041
Total reported value
$318.1M
$318.1M
35 檔
57.0%
As reported in its official Q2 2025 Form 13F filing, Chaney Capital Management, Inc.'s tracked investment portfolio stood at $318.1M with 35 total positions.
During Q2 2025, 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 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 20.10% | -2.28% | +15.84% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 19.92% | -2.13% | +2.25% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 17.68% | -0.45% | +2.01% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 6.98% | -0.12% | +2.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.46% | +3.87% | +6.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.15% | -0.34% | +5.95% | |
| 7 | IDHQ | Invesco S&p International De | ETF-Other | 4.20% | +0.75% | +10.27% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.88% | +0.34% | -2.25% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.02% | -4.36% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.54% | +0.05% | +0.20% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.39% | -0.29% | -4.21% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.08% | +0.99% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.60% | +0.28% | +9.22% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.10% | -0.13% | +0.09% | |
| 15 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.57% | -0.06% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.02% | +4.52% | |
| 17 | BRO | Brown & Brown Inc | Stock-Financials | 0.47% | -0.03% | — | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.10% | -5.53% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +3.50% | |
| 20 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.30% | — | -7.98% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 0.24% | — | +0.07% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.02% | -42.21% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.01% | — | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 0.17% | +0.07% | +6.44% | |
| 25 | MDT | Medtronic plc | Stock-Healthcare | 0.16% | -0.03% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.02% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | +0.03% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | — | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.12% | — | -9.09% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | -0.01% | -4.92% | |
| 31 | XYZ | Block Inc | Stock-Financials | 0.11% | +0.01% | — | |
| 32 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | +0.09% | NEW | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.09% | — | — | |
| 35 | FNWB | First Northwest Bancorp | Stock-Other | 0.04% | — | +0.77% |
According to official SEC Form 13F filings, Chaney Capital Management, Inc. reported a total U.S. public equity portfolio value of $318.1M across 35 disclosed positions in Q2 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 AGG, VUG, VTV) accounted for 57.0% of total reported equity market value during Q2 2025.
During Q2 2025, Chaney Capital Management, Inc.'s top holdings by market value included AGG (20.1%)、VUG (19.9%)、VTV (17.7%). The largest single position, AGG, represented 20.1% of total portfolio value.
In Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.