Chancellor Financial Group WB LP
CIK
2059742
City
WILKES-BARRE
State / Country
PA
Top Portfolio Positions
111 positions ·
$118,769,974 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
77,103 | $19,567,970 | 16.48% | |
| MSFT |
Microsoft Corp
Technology
|
28,870 | $10,686,807 | 9.00% | |
| NVDA |
Nvidia Corp
Technology
|
35,189 | $6,136,961 | 5.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
24,162 | $5,032,219 | 4.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,384 | $4,423,823 | 3.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
15,926 | $3,892,951 | 3.28% | |
| NEE |
Nextera Energy Inc
Utilities
|
40,494 | $3,761,082 | 3.17% | |
| V |
Visa Inc.
Financial Services
|
9,637 | $2,912,686 | 2.45% | |
| C |
Citigroup Inc
Financial Services
|
23,323 | $2,645,061 | 2.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,065 | $2,372,400 | 2.00% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BTO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,119,036 | 31,197 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,087,059 | 30,988 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,110,702 | 30,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,086,579 | 30,677 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,041,037 | 30,520 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,200,219 | 33,629 | Shares | Sole | 2025-03-19 | |
| No 13F history on record for this holder in this stock. | ||||||