Chaney Capital Management, Inc.

CIK

2012041

Location

LYNNWOOD, WA

Portfolio Value

Small $100,150,681

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,170 / 8,700 ▼ 758

Top Industry

Internet Content & Information 24.2%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

11 quarters · since Dec 2023

Portfolio Concentration

32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.6%

+6.9 pts

Top 5

77.0%

+4.5 pts

Top 10

89.4%

−2.1 pts

HHI

1,625

Moderately concentrated+89

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	33.1%	$33,133,075	2
Technology	26.6%	$26,661,189	9
Communication Services	16.5%	$16,511,558	3
Financial Services	10.2%	$10,218,572	7
Consumer Cyclical	9.9%	$9,917,677	4
Consumer Defensive	1.7%	$1,731,888	2
Healthcare	1.2%	$1,173,324	3
Industrials	0.8%	$803,398	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+12,928	44,333	$32,646,821
MSFT	Microsoft Corp	+224	28,142	$10,497,528
CSCO	Cisco Systems, Inc.	+149	7,096	$833,496
BRK-B	Berkshire Hathaway Inc	+138	8,886	$4,446,465
SCHW	Schwab Charles Corp	+133	31,840	$2,937,876
NVDA	Nvidia Corp	+109	10,882	$2,177,379
AMD	Advanced Micro Devices Inc	+65	1,355	$787,133
V	Visa Inc.	+36	1,320	$452,878
AMGN	Amgen Inc	+36	882	$319,389
JNJ	Johnson & Johnson	+2	1,841	$467,558
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−920	41,955	$14,981,762
AAPL	Apple Inc.	−350	37,821	$10,943,884
TSLA	Tesla, Inc.	−33	2,202	$926,161
META	Meta Platforms, Inc.	−28	2,214	$1,247,124
AMZN	Amazon Com Inc	−14	33,932	$8,087,352
SBUX	Starbucks Corp	−13	5,559	$568,074
COST	Costco Wholesale Corp /New	−10	1,635	$1,529,493
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	521	$601,385
AMAT	Applied Materials Inc /De	425	$307,275
NFLX	Netflix Inc	3,959	$282,672
CAT	Caterpillar Inc	256	$272,614
CRWD	CrowdStrike Holdings, Inc.	277	$211,389
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	635,175	$61,838,048
VB	Vanguard Morningstar Small-Cap ETF	380,092	$60,509,047
CWI	State Street SPDR MSCI ACWI ex-US ETF	430,119	$20,176,882
IVZ	Invesco Ltd.	393,759	$13,927,255
VIGI	Vanguard International Dividend Appreciation ETF	41,721	$6,178,880
CVX	Chevron Corp	1,155	$238,969
XOM	ExxonMobil Holdings Corp	1,201	$203,761
BNDC	FlexShares Core Select Bond Fund	2,543	$201,125
EDV	Vanguard World Funds Extended Duration ETF	674	$58,782
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

32 tracked positions · $100,150,681 total · filing declares 45 positions · $318,063,871 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	44,333	+12,928	$32,646,821	+80.1%	32.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,955	-920	$14,981,762	+21.5%	14.96%
AAPL	Apple Inc. Technology	Reduced	37,821	-350	$10,943,884	+13.0%	10.93%
MSFT	Microsoft Corp Technology	Added	28,142	+224	$10,497,528	+1.6%	10.48%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	33,932	-14	$8,087,352	+14.4%	8.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,886	+138	$4,446,465	+6.1%	4.44%
SCHW	Schwab Charles Corp Financial Services	Added	31,840	+133	$2,937,876	−1.4%	2.93%
NVDA	Nvidia Corp Technology	Added	10,882	+109	$2,177,379	+15.9%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,635	-10	$1,529,493	−6.7%	1.53%
OBDC	Blue Owl Capital Corp Financial Services	Held	119,805	0	$1,302,280	−1.7%	1.30%
META	Meta Platforms, Inc. Communication Services	Reduced	2,214	-28	$1,247,124	−2.8%	1.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,202	-33	$926,161	+11.5%	0.92%
CSCO	Cisco Systems, Inc. Technology	Added	7,096	+149	$833,496	+54.6%	0.83%
AMD	Advanced Micro Devices Inc Technology	Added	1,355	+65	$787,133	+199.9%	0.79%
BRO	Brown & Brown, Inc. Financial Services	Held	10,864	0	$696,925	−1.6%	0.70%
MU	Micron Technology Inc Technology	NEW	521	NEW	$601,385	NEW	0.60%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	5,559	-13	$568,074	+13.8%	0.57%
BA	Boeing Co Industrials	Held	2,452	0	$530,784	+8.8%	0.53%
VIG	Vanguard Dividend Appreciation ETF	Held	2,055	0	$486,254	+10.0%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	1,841	+2	$467,558	+4.0%	0.47%
V	Visa Inc. Financial Services	Added	1,320	+36	$452,878	+16.7%	0.45%
MDT	Medtronic plc Healthcare	Held	4,939	0	$386,377	−9.7%	0.39%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	1,579	0	$336,090	−1.7%	0.34%
AMGN	Amgen Inc Healthcare	Added	882	+36	$319,389	+7.3%	0.32%
AMAT	Applied Materials Inc /De Technology	NEW	425	NEW	$307,275	NEW	0.31%
XYZ	Block, Inc. Technology	Held	3,970	0	$301,720	+26.3%	0.30%
NFLX	Netflix Inc Communication Services	NEW	3,959	NEW	$282,672	NEW	0.28%
CAT	Caterpillar Inc Industrials	NEW	256	NEW	$272,614	NEW	0.27%
JPM	Jpmorgan Chase & Co Financial Services	Held	733	0	$239,932	+11.3%	0.24%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	277	NEW	$211,389	NEW	0.21%
WMT	Walmart Inc. Consumer Defensive	Held	1,787	0	$202,395	−8.9%	0.20%
FNWB	First Northwest Bancorp Financial Services	Held	13,156	0	$142,216	+24.5%	0.14%

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.