Sponsored

The Analysis of Chaney Capital Management, Inc.'s Holdings & P&L

Currently, Chaney Capital Management, Inc. holds 41 types of securities in its portfolio with a total value $283.7M. In the most recent quarter, they have increased their positions in VUG (+3.7K shares, valued at $1.6M), AAPL (+4.4K shares, valued at $1.1M), IDHQ (+30.6K shares, valued at $1.1M); decreased their positions in VTV (-2.4K shares, valued at $461.3K), VYM (-2.9K shares, valued at $431.4K), N/A (-1.1K shares, valued at $326.4K); initiated new positions in CVX (+1.2K shares, valued at $239.0K), WMT (+1.8K shares, valued at $222.1K), XOM (+1.2K shares, valued at $203.8K).

1M P&L

+8.7M+3.36%

3M P&L

-254.9M-48.83%

HY P&L

-254.4M-48.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A208.1M

82.5%

2Software - Infrastructure13.1M

5.2%

3Consumer Electronics9.2M

3.6%

Top Industries by Stock Count

1N/A11 stocks

33.3%

2Semiconductors2 stocks

6.1%

3Drug Manufacturers - General2 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR575.9K shares0.08%2026-03-312026-05-11

VTV VANGUARD INDEX FDS261.3K shares-0.89%2026-03-312026-05-11

VUG VANGUARD INDEX FDS117.1K shares3.29%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS430.1K shares0.79%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR31.4K shares3.87%2026-03-312026-05-11

IDHQ INVESCO EXCH TRADED FD TR II393.8K shares8.43%2026-03-312026-05-11

ALPHABET INC ALPHABET INC39.9K shares-2.76%2026-03-312026-05-11

MSFT MICROSOFT CORP27.9K shares4.79%2026-03-312026-05-11

Sponsored

AAPL APPLE INC38.2K shares13.10%2026-03-312026-05-11

AMZN AMAZON COM INC33.9K shares13.35%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS41.7K shares-6.53%2026-03-312026-05-11

IMCG ISHARES TR59.3K shares9.32%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.7K shares-0.65%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP31.7K shares0.72%2026-03-312026-05-11

NVDA NVIDIA CORPORATION10.8K shares35.36%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.6K shares16.83%2026-03-312026-05-11

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION119.8K shares0.81%2026-03-312026-05-11

META META PLATFORMS INC2.2K shares3.89%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.9K shares8.84%2026-03-312026-05-11

TSLA TESLA INC2.2K shares-17.53%2026-03-312026-05-11

BRO BROWN & BROWN INC10.9K shares0.00%2026-03-312026-05-11

CSCO CISCO SYS INC6.9K shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP5.6K shares-29.86%2026-03-312026-05-11

BA BOEING CO2.5K shares-2.31%2026-03-312026-05-11

Sponsored

VGT VANGUARD WORLD FD674 shares0.00%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.8K shares3.08%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC4.9K shares2.90%2026-03-312026-05-11

V VISA INC1.3K shares0.00%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS610 shares-4.84%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-11

ROST ROSS STORES INC1.6K shares-11.94%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC846 shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC1.3K shares31.23%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-11

XYZ BLOCK INC4.0K shares0.00%2026-03-312026-05-11

WMT WALMART INC1.8K sharesnew addition2026-03-312026-05-11

JPM JPMORGAN CHASE & CO733 shares-0.81%2026-03-312026-05-11

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-11

QDF FLEXSHARES TR2.5K shares0.00%2026-03-312026-05-11

Sponsored

FNWB FIRST NORTHWEST BANCORP13.2K shares0.00%2026-03-312026-05-11

AGG

ISHARES TR

0.08%

Shares575.9K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-0.89%

Shares261.3K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

3.29%

Shares117.1K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

0.79%

Shares430.1K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

3.87%

Shares31.4K

Event2026-03-31

Filed2026-05-11

IDHQ

INVESCO EXCH TRADED FD TR II

8.43%

Shares393.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-2.76%

Shares39.9K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

4.79%

Shares27.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

13.10%

Shares38.2K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

13.35%

Shares33.9K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-6.53%

Shares41.7K

Event2026-03-31

Filed2026-05-11

IMCG

ISHARES TR

9.32%

Shares59.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-0.65%

Shares8.7K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

0.72%

Shares31.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

35.36%

Shares10.8K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

16.83%

Shares1.6K

Event2026-03-31

Filed2026-05-11

OBDC

BLUE OWL CAPITAL CORPORATION

0.81%

Shares119.8K

Event2026-03-31

Filed2026-05-11