Position in CHYM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$2,071,706
-$861,857 QoQ
Shares Held
110,609
-5.1% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHYM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $37,290,059 across 21 Software - Application names. CHYM ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
115,318 | $10,623,094 | |
| 2 | FICO |
Fair Isaac Corp
|
5,890 | $6,287,810 | |
| 3 | UBER |
Uber Technologies, Inc
|
76,839 | $5,527,029 | |
| 4 | CHYM |
Chime Financial, Inc.
This page
|
110,609 | $2,071,706 | |
| 5 | CRM |
Salesforce, Inc.
|
9,387 | $1,752,271 | |
| 6 | SHOP |
Shopify Inc.
|
14,440 | $1,712,872 | |
| 7 | DDOG |
Datadog, Inc.
|
13,538 | $1,598,160 | |
| 8 | ADBE |
Adobe Inc.
|
6,506 | $1,581,478 |
All Filings in CHYM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,071,706 | 110,609 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,933,563 | 116,550 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,642,846 | 81,450 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $215,687 | 6,250 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||