Chancellor Financial Group WB LP
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 49.3%; sector active share 9.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.2% | $50,422,839 |
| Unclassified | 14.1% | $22,774,130 |
| Financial Services | 12.7% | $20,480,200 |
| Industrials | 9.2% | $14,884,316 |
| Communication Services | 7.2% | $11,576,086 |
| Healthcare | 7.0% | $11,360,096 |
| Consumer Defensive | 6.9% | $11,126,900 |
| Consumer Cyclical | 5.9% | $9,496,679 |
| Utilities | 3.1% | $5,047,745 |
| Energy | 1.7% | $2,759,827 |
| Basic Materials | 0.6% | $977,346 |
| Real Estate | 0.4% | $625,245 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TTEC | TTEC Holdings, Inc. | +95,000 | 204,590 | $396,904 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +3,625 | 4,350 | $359,397 | |
| WMT | Walmart Inc. | +3,284 | 8,293 | $939,265 | |
| QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | +2,005 | 12,128 | $365,537 | |
| AAPL | Apple Inc. | +1,915 | 79,018 | $22,864,648 | |
| MSFT | Microsoft Corp | +1,910 | 30,780 | $11,481,555 | |
| PG | PROCTER & GAMBLE Co | +1,715 | 10,721 | $1,572,127 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +1,612 | 3,840 | $1,420,953 | |
| AMZN | Amazon Com Inc | +1,460 | 25,622 | $6,106,747 | |
| ET | Energy Transfer LP | +1,400 | 24,697 | $472,207 | |
| PEP | Pepsico Inc | +1,211 | 12,609 | $1,707,258 | |
| BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | +932 | 13,539 | $392,766 | |
| CSCO | Cisco Systems, Inc. | +927 | 5,700 | $669,522 | |
| GOOGL | Alphabet Inc. | +841 | 16,225 | $5,798,328 | |
| CHY | Calamos Convertible & High Income Fund | +785 | 37,261 | $507,494 | |
| EOS | Eaton Vance Enhanced Equity Income Fund II | +734 | 35,613 | $784,910 | |
| IBM | International Business Machines Corp | +694 | 2,361 | $663,936 | |
| JPM | Jpmorgan Chase & Co | +689 | 8,754 | $2,865,446 | |
| UBER | Uber Technologies, Inc | +649 | 5,328 | $384,468 | |
| KMB | Kimberly Clark Corp | +641 | 3,885 | $426,456 | |
| PNC | Pnc Financial Services Group, Inc. | +609 | 1,581 | $389,273 | |
| MRK | Merck & Co., Inc. | +607 | 6,526 | $838,591 | |
| COWZ | Pacer US Cash Cows 100 ETF | +460 | 5,595 | $348,009 | |
| JNJ | Johnson & Johnson | +447 | 16,373 | $4,158,250 | |
| META | Meta Platforms, Inc. | +425 | 1,770 | $997,023 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PPL | PPL Corp | −4,248 | 35,376 | $1,285,917 | |
| CAT | Caterpillar Inc | −1,440 | 1,433 | $1,526,001 | |
| NVDA | Nvidia Corp | −1,293 | 33,896 | $6,782,250 | |
| IVW | iShares S&P 500 Growth ETF | −1,111 | 7,074 | $972,887 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | −911 | 9,168 | $226,082 | |
| HEDJ | WisdomTree Europe Hedged Equity Fund | −817 | 4,879 | $278,103 | |
| QCOM | Qualcomm Inc | −785 | 3,193 | $590,034 | |
| IVV | iShares Core S&P 500 ETF | −750 | 10,881 | $8,148,672 | |
| ABT | Abbott Laboratories | −699 | 3,806 | $345,356 | |
| DIS | Walt Disney Co | −606 | 6,798 | $654,307 | |
| IJH | iShares Core S&P Mid-Cap ETF | −574 | 6,623 | $510,699 | |
| SJM | J M SMUCKER Co | −570 | 1,860 | $209,250 | |
| BA | Boeing Co | −506 | 2,431 | $526,238 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | −470 | 1,190 | $337,710 | |
| AVGO | Broadcom Inc. | −425 | 6,447 | $2,435,354 | |
| PPA | Victory Portfolios II | −374 | 1,363 | $240,773 | |
| XOM | ExxonMobil Holdings Corp | −230 | 5,873 | $802,956 | |
| MDLZ | Mondelez International, Inc. | −177 | 7,607 | $439,988 | |
| GOOG | Alphabet Inc. | −159 | 8,265 | $2,920,272 | |
| VIG | Vanguard Specialized Funds | −159 | 4,274 | $1,011,313 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −151 | 2,986 | $295,554 | |
| IJR | iShares Core S&P Small-Cap ETF | −147 | 2,535 | $375,965 | |
| IWM | iShares Russell 2000 ETF | −146 | 1,793 | $538,706 | |
| C | Citigroup Inc | −133 | 23,190 | $3,245,672 | |
| — | −100 | 4,698 | $224,141 | ||
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | 18,400 | $583,464 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 2,301 | $438,386 | |
| MU | Micron Technology Inc | 296 | $341,669 | |
| AMAT | Applied Materials Inc | 453 | $327,519 | |
| COF | Capital One Financial Corp | 1,587 | $318,383 | |
| AXON | Axon Enterprise, Inc. | 555 | $311,138 | |
| LRCX | Lam Research Corp | 680 | $294,664 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | 5,488 | $291,467 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | 2,681 | $287,215 | |
| — | 3,075 | $276,288 | ||
| NMZ | Nuveen Municipal High Income Opportunity Fund | 26,126 | $276,151 | |
| ADI | Analog Devices Inc | 633 | $251,408 | |
| VUG | VANGUARD GROWTH INDEX FUND | 2,877 | $247,824 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | 1,481 | $234,975 | |
| UPS | United Parcel Service Inc | 2,018 | $216,935 | |
| NVO | Novo Nordisk A S | 4,500 | $215,730 | |
| VXUS | Vanguard Total International Stock ETF | 2,503 | $213,981 | |
| RSP | Victory Portfolios II | 1,000 | $212,770 | |
| SPY | Spdr S&P 500 ETF Trust | 283 | $211,335 | |
| DVY | iShares Select Dividend ETF | 1,309 | $204,596 | |
| USB | US Bancorp De | 3,340 | $201,736 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CI | Cigna Group | 1,623 | $432,935 | |
| NQP | NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME FUND | 22,218 | $265,061 | |
| B | Barrick Mining Corp | 5,575 | $227,404 | |
| HON | Honeywell International Inc | 998 | $225,577 | |
| DVN | Devon Energy Corp | 4,445 | $223,672 | |
| TMUS | T-Mobile US, Inc. | 1,053 | $221,161 | |
| OKE | Oneok Inc | 2,328 | $210,427 | |
| CME | Cme Group Inc. | 703 | $207,631 | |
| PEG | Public Service Enterprise Group Inc | 2,527 | $204,560 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 79,018 | $22,864,648 | 14.15% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 30,780 | $11,481,555 | 7.11% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 10,881 | $8,148,672 | 5.04% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 33,896 | $6,782,250 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 25,622 | $6,106,747 | 3.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,225 | $5,798,328 | 3.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 16,373 | $4,158,250 | 2.57% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 40,505 | $3,555,123 | 2.20% | |
| V |
Visa Inc.
Financial Services
|
Added | 9,672 | $3,318,366 | 2.05% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 23,190 | $3,245,672 | 2.01% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 8,265 | $2,920,272 | 1.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 8,754 | $2,865,446 | 1.77% | |
| CMI |
Cummins Inc
Industrials
|
Added | 3,658 | $2,608,922 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 6,447 | $2,435,354 | 1.51% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 35,318 | $2,012,419 | 1.25% | |
| BF-B |
Brown Forman Corp
Consumer Defensive
|
Added | 67,668 | $1,803,352 | 1.12% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 4,320 | $1,795,521 | 1.11% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 12,609 | $1,707,258 | 1.06% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 10,721 | $1,572,127 | 0.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,433 | $1,526,001 | 0.94% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 3,840 | $1,420,953 | 0.88% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 1,498 | $1,401,334 | 0.87% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,743 | $1,372,569 | 0.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,451 | $1,371,689 | 0.85% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,087 | $1,323,846 | 0.82% | |
| PPL |
PPL Corp
Utilities
|
Reduced | 35,376 | $1,285,917 | 0.80% | |
| BTO |
John Hancock Financial Opportunities Fund
Financial Services
|
Added | 31,366 | $1,236,447 | 0.77% | |
| GE |
General Electric Co
Industrials
|
Added | 3,288 | $1,228,824 | 0.76% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,016 | $1,193,657 | 0.74% | |
| HEI |
Heico Corp
Industrials
|
Held | 3,273 | $1,165,809 | 0.72% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 918 | $1,101,076 | 0.68% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Added | 13,535 | $1,034,074 | 0.64% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 4,274 | $1,011,313 | 0.63% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,968 | $1,010,764 | 0.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,770 | $997,023 | 0.62% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 7,074 | $972,887 | 0.60% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,293 | $939,265 | 0.58% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 20,886 | $884,313 | 0.55% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 3,237 | $874,993 | 0.54% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,526 | $838,591 | 0.52% | |
| WM |
Waste Management Inc
Industrials
|
Added | 3,716 | $828,222 | 0.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 5,873 | $802,956 | 0.50% | |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
Added | 35,613 | $784,910 | 0.49% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,684 | $776,419 | 0.48% | |
| RS |
Reliance, Inc.
Basic Materials
|
Held | 2,000 | $747,200 | 0.46% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Held | 988 | $711,399 | 0.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,192 | $692,444 | 0.43% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,700 | $669,522 | 0.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,887 | $665,507 | 0.41% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 3,671 | $664,120 | 0.41% |
Showing the top 50 of 149 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.