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CIK: 0002012041
Total reported value
$318.1M
$318.1M
41 檔
62.2%
The Q1 2026 SEC filing reveals that Chaney Capital Management, Inc. held a total portfolio value of $318.1M, covering 41 public equity positions.
In Q1 2026, Chaney Capital Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 20.15% | -2.28% | +0.08% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 18.08% | -0.45% | -0.89% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 18.03% | -2.13% | +3.29% | |
| 4 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 7.11% | -0.12% | +0.79% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.39% | +3.87% | +3.87% | |
| 6 | IDHQ | Invesco S&p International De | ETF-Other | 4.91% | +0.75% | +8.43% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | +0.34% | -2.76% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.64% | -0.34% | +4.79% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.42% | +0.02% | +13.10% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | +0.05% | +13.35% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.18% | -0.29% | -6.53% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.65% | +0.28% | +9.32% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.48% | -0.08% | -0.65% | |
| 14 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.05% | -0.13% | +0.72% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.02% | +35.36% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.10% | +16.83% | |
| 17 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.47% | -0.06% | +0.81% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.06% | +3.89% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | +8.84% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | -17.53% | |
| 21 | BRO | Brown & Brown Inc | Stock-Financials | 0.25% | -0.03% | — | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.07% | — | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.18% | — | -29.86% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 0.17% | — | -2.31% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | +0.03% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | +3.08% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.16% | -0.01% | — | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 0.15% | -0.03% | +2.90% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.14% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.02% | -4.84% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.12% | +0.01% | — | |
| 32 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.12% | -0.01% | -11.94% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | — | — | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | +0.16% | +31.23% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.08% | -0.08% | EXIT | |
| 36 | XYZ | Block Inc | Stock-Financials | 0.08% | +0.01% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.08% | -0.02% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -0.81% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.07% | -0.07% | EXIT | |
| 40 | QDF | Flexshares Quality Dividend | ETF-Other | 0.07% | — | — | |
| 41 | FNWB | First Northwest Bancorp | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.7% | -0.89% | Trim |
| 2 | IDHQ | Invesco S&p International De | +0.5% | +8.43% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.3% | +0.08% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +13.10% | Add |
| 5 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +0.79% | Add |
| 6 | COST | Costco Wholesale CORP | +0.2% | +16.83% | Add |
| 7 | IMCG | Ishares Morningstar Mid-cap | +0.2% | +9.32% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +35.36% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +13.35% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | +3.08% | Add |
| 11 | AMD | Advanced Micro Devices | 0% | +31.23% | Add |
| 12 | ROST | Ross Stores Inc | 0% | -11.94% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | 0% | +8.84% | Add |
| 14 | CSCO | Cisco Systems Inc | 0% | — | Unchanged |
| 15 | JPM | Jpmorgan Chase & Co | — | -0.81% | Trim |
| 16 | AMGN | Amgen Inc | — | — | Unchanged |
| 17 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
| 18 | FNWB | First Northwest Bancorp | — | — | Unchanged |
| 19 | QDF | Flexshares Quality Dividend | — | — | Unchanged |
| 20 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 21 | VOO | Vanguard S&p 500 ETF | 0% | -4.84% | Trim |
| 22 | MDT | Medtronic plc | 0% | +2.90% | Add |
| 23 | XYZ | Block Inc | 0% | — | Unchanged |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.87% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 27 | BA | Boeing Co/the | 0% | -2.31% | Trim |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | -6.53% | Trim |
| 29 | SCHW | Schwab (charles) CORP | 0% | +0.72% | Add |
| 30 | OBDC | Blue Owl Capital CORP | 0% | +0.81% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | +3.89% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -0.65% | Trim |
| 33 | SBUX | Starbucks CORP | -0.1% | -29.86% | Trim |
| 34 | BRO | Brown & Brown Inc | -0.1% | — | Unchanged |
| 35 | TSLA | Tesla Inc | -0.1% | -17.53% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | -0.4% | -2.76% | Trim |
| 37 | MSFT | Microsoft CORP | -0.8% | +4.79% | Add |
| 38 | VUG | Vanguard Growth ETF | -1.1% | +3.29% | Add |
| 39 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 40 | CVX | Chevron CORP | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | XOM | Exxon Mobil CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Chaney Capital Management, Inc. reported a total U.S. public equity portfolio value of $318.1M across 41 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 AGG, VTV, VUG) accounted for 62.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CVX
市值: $239.0K
Top Position Liquidated / Trimmed
CRM
前期市值: $279.5K
During Q1 2026, Chaney Capital Management, Inc.'s top holdings by market value included AGG (20.1%)、VTV (18.1%)、VUG (18.0%). The largest single position, AGG, represented 20.1% of total portfolio value.
In Q1 2026, Chaney Capital Management, Inc. made 32 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 1 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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