Chaney Capital Management, Inc.

CIK

2012041

Location

LYNNWOOD, WA

Portfolio Value

Micro $76,465,579

Diversification

Diversified

Filing Date

Global Rank

#6,222 / 8,622 ▲ 68 · as of Mar 2026

Top Industry

Internet Content & Information 21.9%

3Y Alpha vs SPY

-1.5%

Period ended 4 months ago

Filed May 11, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.4%

SPY

+52.7%

Annualised alpha

-0.7%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

28 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.7%

+0.6 pts

Top 5

74.2%

−1.0 pts

Top 10

89.9%

−0.1 pts

HHI

1,283

Diversified−32

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.0%	$22,940,990	6
Unclassified	23.7%	$18,126,337	1
Communication Services	16.7%	$12,765,848	2
Financial Services	13.0%	$9,923,237	7
Consumer Cyclical	11.4%	$8,742,047	4
Consumer Defensive	2.4%	$1,861,215	2
Healthcare	1.5%	$1,175,154	3
Industrials	0.6%	$488,021	1
Energy	0.6%	$442,730	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+4,420	38,171	$9,687,418
AMZN	Amazon Com Inc	+3,998	33,946	$7,069,933
NVDA	Nvidia Corp	+2,814	10,773	$1,878,811
MSFT	Microsoft Corp	+1,275	27,918	$10,334,406
QQQ	Invesco Qqq Trust, Series 1	+1,171	31,405	$18,126,337
OBDC	Blue Owl Capital Corp	+965	119,805	$1,325,043
AMD	Advanced Micro Devices Inc	+307	1,290	$262,424
COST	Costco Wholesale Corp /New	+237	1,645	$1,639,127
SCHW	Schwab Charles Corp	+227	31,707	$2,979,823
MDT	Medtronic plc	+139	4,939	$427,964
META	Meta Platforms, Inc.	+84	2,242	$1,282,715
JNJ	Johnson & Johnson	+55	1,839	$449,525
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
SBUX	Starbucks Corp	−2,372	5,572	$499,195
GOOGL	Alphabet Inc.	−1,135	39,933	$11,483,133
TSLA	Tesla, Inc.	−475	2,235	$830,861
ROST	Ross Stores, Inc.	−214	1,579	$342,058
BA	Boeing Co	−58	2,452	$488,021
BRK-B	Berkshire Hathaway Inc	−57	8,748	$4,192,041
JPM	Jpmorgan Chase & Co	−6	733	$215,619
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,155	$238,969
WMT	Walmart Inc.	1,787	$222,088
XOM	ExxonMobil Holdings Corp	1,201	$203,761
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	1,055	$279,480
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 tracked positions · $76,465,579 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	31,405	+1,171	$18,126,337	−2.4%	23.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	39,933	-1,135	$11,483,133	−10.7%	15.02%
MSFT	Microsoft Corp Technology	Added	27,918	+1,275	$10,334,406	−19.8%	13.52%
AAPL	Apple Inc. Technology	Added	38,171	+4,420	$9,687,418	+5.6%	12.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,946	+3,998	$7,069,933	+2.3%	9.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	8,748	-57	$4,192,041	−5.3%	5.48%
SCHW	Schwab Charles Corp Financial Services	Added	31,707	+227	$2,979,823	−5.3%	3.90%
NVDA	Nvidia Corp Technology	Added	10,773	+2,814	$1,878,811	+26.6%	2.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,645	+237	$1,639,127	+35.0%	2.14%
OBDC	Blue Owl Capital Corp Financial Services	Added	119,805	+965	$1,325,043	−10.3%	1.73%
META	Meta Platforms, Inc. Communication Services	Added	2,242	+84	$1,282,715	−10.0%	1.68%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,235	-475	$830,861	−31.8%	1.09%
BRO	Brown & Brown, Inc. Financial Services	Held	10,864	0	$708,441	−18.2%	0.93%
CSCO	Cisco Systems, Inc. Technology	Held	6,947	0	$539,017	+0.7%	0.70%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,572	-2,372	$499,195	−25.4%	0.65%
BA	Boeing Co Industrials	Reduced	2,452	-58	$488,021	−10.5%	0.64%
JNJ	Johnson & Johnson Healthcare	Added	1,839	+55	$449,525	+21.8%	0.59%
MDT	Medtronic plc Healthcare	Added	4,939	+139	$427,964	−7.2%	0.56%
V	Visa Inc. Financial Services	Held	1,284	0	$388,076	−13.8%	0.51%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	1,579	-214	$342,058	+5.9%	0.45%
AMGN	Amgen Inc Healthcare	Held	846	0	$297,665	+7.5%	0.39%
AMD	Advanced Micro Devices Inc Technology	Added	1,290	+307	$262,424	+24.7%	0.34%
CVX	Chevron Corp Energy	NEW	1,155	NEW	$238,969	NEW	0.31%
XYZ	Block, Inc. Technology	Held	3,970	0	$238,914	−7.5%	0.31%
WMT	Walmart Inc. Consumer Defensive	NEW	1,787	NEW	$222,088	NEW	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	733	-6	$215,619	−9.4%	0.28%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,201	NEW	$203,761	NEW	0.27%
FNWB	First Northwest Bancorp Financial Services	Held	13,156	0	$114,194	−7.5%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.