Chaney Capital Management, Inc.
Long book
$283.7M
Q1 2026
Positions
41
Top-10 weight
88%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsChaney Capital Management, Inc. is a wealth-management firm allocating client money, specialised in technology (63% of the long book), running a $283.7M US long book across 41 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES CORE U.S. AGGREGATE, VANGUARD VALUE ETF, VANGUARD GROWTH ETF, STATE STREET SP PTF EM ETF, INVESCO QQQ TRUST SERIES 1.
Over the last 9 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.7%
Q2 2024
+4.4%
Q3 2024
+2.9%
Q4 2024
-3.3%
Q1 2025
+9.0%
Q2 2025
+7.2%
Q3 2025
+2.7%
Q4 2025
-3.9%
Q1 2026
+12.6%
Sector allocation
Technology 62%
Consumer discretionary 17%
Financials 14%
Other 2%
Industrials 2%
Healthcare 2%
Energy 1%
Services media 1%
Long book by quarter
What does Chaney Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 39.9K | $11.5M | 4.0% | -2.8% |
| MSFT MICROSOFT CORP | Technology | 27.9K | $10.3M | 3.6% | +4.8% |
| AAPL APPLE INC | Technology | 38.2K | $9.7M | 3.4% | +13.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 33.9K | $7.1M | 2.5% | +13.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 8.7K | $4.2M | 1.5% | -0.6% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 31.7K | $3.0M | 1.1% | +0.7% |
| NVDA NVIDIA CORP | Technology | 10.8K | $1.9M | 0.7% | +35.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.6K | $1.6M | 0.6% | +16.8% |
| OBDC BLUE OWL CAPITAL CORP | — | 119.8K | $1.3M | 0.5% | +0.8% |
| META META PLATFORMS INC-CLASS A | Technology | 2.2K | $1.3M | 0.5% | +3.9% |
| GOOG ALPHABET INC-CL C | Technology | 2.9K | $844K | 0.3% | +8.8% |
| TSLA TESLA INC | Industrials | 2.2K | $831K | 0.3% | -17.5% |
| BRO BROWN & BROWN INC | Financials | 10.9K | $708K | 0.2% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 6.9K | $539K | 0.2% | Held |
| SBUX STARBUCKS CORP | Consumer discretionary | 5.6K | $499K | 0.2% | -29.9% |
| BA BOEING CO/THE | Industrials | 2.5K | $488K | 0.2% | -2.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.8K | $450K | 0.2% | +3.1% |
| MDT MEDTRONIC PLC | Healthcare | 4.9K | $428K | 0.2% | +2.9% |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $388K | 0.1% | Held |
| ROST ROSS STORES INC | Consumer discretionary | 1.6K | $342K | 0.1% | -11.9% |
| AMGN AMGEN INC | Healthcare | 846 | $298K | 0.1% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 1.3K | $262K | 0.1% | +31.2% |
| CVX CHEVRON CORP | Energy | 1.2K | $239K | 0.1% | New |
| XYZ BLOCK INC | Technology | 4.0K | $239K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 1.8K | $222K | 0.1% | New |
| JPM JPMORGAN CHASE & CO | Financials | 733 | $216K | 0.1% | -0.8% |
| XOM EXXON MOBIL CORP | Energy | 1.2K | $204K | 0.1% | New |
| FNWB FIRST NORTHWEST BANCORP | Financials | 13.2K | $114K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 41 | $283.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 39 | $289.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 38 | $282.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 35 | $254.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 35 | $224.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 37 | $211.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 36 | $178.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 18, 2024 | 36 | $150.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 22, 2024 | 31 | $124.4M | canonical | SEC ↗ |