Chaney Capital Management, Inc.

CIK

2012041

Location

LYNNWOOD, WA

Portfolio Value

Micro $76,465,579

Diversification

Diversified

Filing Date

Global Rank

#5,854 / 8,232 ▲ 197

Top Industry

Internet Content & Information 21.9%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed May 11, 2026 · 34d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.5%

SPY

+52.9%

Annualised alpha

-1.1%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

28 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	Exxon Mobil 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 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	Exxon Mobil 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%