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Chaney Capital Management, Inc. Top Holdings and 13F Report (2025)

About Chaney Capital Management, Inc.

Investment Activity

  • Chaney Capital Management, Inc. has $224.47 million in total holdings as of March 31, 2025.
  • Chaney Capital Management, Inc. owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 10.35% of the portfolio was purchased this quarter.
  • About 1.02% of the portfolio was sold this quarter.
  • This quarter, Chaney Capital Management, Inc. has purchased 37 new stocks and bought additional shares in 14 stocks.
  • Chaney Capital Management, Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

528872302 - Lexicon Pharmaceuticals
$5,146 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
183,381 shares (about $18.14M)
SPDR Portfolio Emerging Markets ETF
33,094 shares (about $1.30M)
Microsoft
1,833 shares (about $688.08K)
Vanguard Growth ETF
1,372 shares (about $508.77K)

Largest Sales this Quarter

Alphabet
1,140 shares (about $178.10K)
Vanguard High Dividend Yield ETF
1,271 shares (about $163.91K)
Starbucks
777 shares (about $76.22K)
Tesla
160 shares (about $41.47K)
Amazon.com
210 shares (about $39.95K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChaney Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$44,106,845$18,140,048 69.9%445,88419.6%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$43,178,263$393,156 0.9%249,96119.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$42,007,602$508,765 1.2%113,28318.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$16,032,881$1,302,911 8.8%407,2367.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,167,169$80,654 0.6%28,0805.9%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$9,344,817$688,079 7.9%24,8944.2%Computer and Technology
IDHQ
Invesco S&P International Developed Quality ETF
$8,819,126$1,553,527 21.4%294,5603.9%ETF
Apple Inc. stock logo
AAPL
Apple
$7,889,014$5,109 -0.1%35,5153.5%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,588,025$86,599 1.3%42,6022.9%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,150,102$163,908 -2.6%47,6902.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,594,215$39,955 -0.7%29,4032.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,785,764$109,179 2.3%8,9862.1%Finance
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$3,323,352$234,148 7.6%46,5261.5%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,413,382$7,828 0.3%30,8301.1%Finance
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$1,478,314$102,620 7.5%100,8400.7%Finance
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,351,4820.0%10,8640.6%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,060,4520.0%1,1210.5%Retail/Wholesale
Starbucks Co. stock logo
SBUX
Starbucks
$875,199$76,219 -8.0%8,9220.4%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$796,712$8,237 1.0%7,3510.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$747,723$178,104 -19.2%4,7860.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$621,207$41,466 -6.3%2,3970.3%Auto/Tires/Trucks
The Boeing Company stock logo
BA
Boeing
$489,5530.0%2,8700.2%Aerospace
Medtronic plc stock logo
MDT
Medtronic
$431,3280.0%4,8000.2%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$418,048$21,339 -4.9%2,1550.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$357,6710.0%5,7960.2%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$333,571$39,181 -10.5%1,2430.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$330,328$332 0.1%1,9920.1%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$329,4410.0%6410.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$299,5760.0%1,0900.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$288,6830.0%5320.1%ETF
Ross Stores, Inc. stock logo
ROST
Ross Stores
$254,6850.0%1,9930.1%Retail/Wholesale
Paychex, Inc. stock logo
PAYX
Paychex
$248,3690.0%1,6100.1%Business Services
BLOCK INC
$215,6900.0%3,9700.1%CL A
First Northwest Bancorp stock logo
FNWB
First Northwest Bancorp
$132,6530.0%13,0560.1%Finance
Lexicon Pharmaceuticals, Inc. stock logo
LXRX
Lexicon Pharmaceuticals
$5,146$5,146 New Holding11,1670.0%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$0$1,096,000 -100.0%00.0%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$364,420 -100.0%00.0%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$0$254,722 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data