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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 $254.92 million in total holdings as of June 30, 2025.
  • Chaney Capital Management, Inc. owns shares of 35 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 5.04% of the portfolio was purchased this quarter.
  • About 0.51% of the portfolio was sold this quarter.
  • This quarter, Chaney Capital Management, Inc. has purchased 35 new stocks and bought additional shares in 16 stocks.
  • Chaney Capital Management, Inc. sold shares of 8 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

64110L106 - Netflix
$243,722 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
70,630 shares (about $7.01M)
Vanguard Growth ETF
2,545 shares (about $1.12M)
Invesco QQQ
1,780 shares (about $981.92K)
Vanguard Value ETF
5,032 shares (about $889.36K)

Largest Sales this Quarter

Alphabet
2,020 shares (about $358.37K)
Apple
1,548 shares (about $317.60K)
Vanguard High Dividend Yield ETF
2,007 shares (about $267.55K)
Alphabet
959 shares (about $169.00K)
Starbucks
712 shares (about $65.24K)

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
$51,238,189$7,006,496 15.8%516,51420.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$50,778,995$1,115,728 2.2%115,82819.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$45,067,463$889,356 2.0%254,99317.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$17,784,584$379,317 2.2%416,1117.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,471,916$981,916 6.3%29,8606.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$13,118,451$736,153 5.9%26,3745.1%Computer and Technology
IDHQ
Invesco S&P International Developed Quality ETF
$10,712,597$998,008 10.3%324,8214.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,338,712$169,004 -2.3%41,6432.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$6,969,015$317,603 -4.4%33,9672.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,463,888$13,163 0.2%29,4632.5%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,090,001$267,553 -4.2%45,6832.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,408,363$43,234 1.0%9,0751.7%Finance
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$4,076,968$344,187 9.2%50,8161.6%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,815,592$2,646 0.1%30,8591.1%Finance
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$1,446,0460.0%100,8400.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,213,854$52,453 4.5%7,6830.5%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,204,4920.0%10,8640.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,048,196$61,367 -5.5%1,0590.4%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$788,114$26,683 3.5%2,4810.3%Auto/Tires/Trucks
Starbucks Corporation stock logo
SBUX
Starbucks
$752,304$65,242 -8.0%8,2100.3%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$601,809$419 0.1%2,8720.2%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$490,715$358,367 -42.2%2,7660.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$441,0640.0%2,1550.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$428,005$25,879 6.4%6,1690.2%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$418,4160.0%4,8000.2%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$364,1350.0%6410.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$353,0550.0%5320.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$331,2840.0%1,0900.1%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$308,140$30,814 -9.1%1,1300.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$289,332$14,971 -4.9%1,8940.1%Medical
BLOCK INC
$269,6820.0%3,9700.1%CL A
Ross Stores, Inc. stock logo
ROST
Ross Stores
$254,2670.0%1,9930.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$243,722$243,722 New Holding1820.1%Consumer Discretionary
Paychex, Inc. stock logo
PAYX
Paychex
$234,1700.0%1,6100.1%Computer and Technology
First Northwest Bancorp stock logo
FNWB
First Northwest Bancorp
$101,304$770 0.8%13,1560.0%Finance
Lexicon Pharmaceuticals, Inc. stock logo
LXRX
Lexicon Pharmaceuticals
$0$5,146 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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