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Chaney Capital Management, Inc. Top Holdings and 13F Report (2025)

About Chaney Capital Management, Inc.

Investment Activity

  • Chaney Capital Management, Inc. has $211.35 million in total holdings as of December 31, 2024.
  • Chaney Capital Management, Inc. owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 14.00% of the portfolio was purchased this quarter.
  • About 0.43% of the portfolio was sold this quarter.
  • This quarter, Chaney Capital Management, Inc. has purchased 36 new stocks and bought additional shares in 10 stocks.
  • Chaney Capital Management, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
262,503 shares (about $25.44M)
SPDR Portfolio Emerging Markets ETF
50,043 shares (about $1.92M)
iShares Morningstar Mid-Cap Growth ETF
6,785 shares (about $512.47K)
Costco Wholesale
100 shares (about $91.60K)

Largest Sales this Quarter

Vanguard Growth ETF
364 shares (about $149.40K)
Salesforce
425 shares (about $142.09K)
Invesco QQQ
254 shares (about $129.85K)
Apple
484 shares (about $121.20K)
Tesla
205 shares (about $82.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChaney Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$45,932,751$149,400 -0.3%111,91121.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$41,933,071$61,795 -0.1%247,68519.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$25,436,541$25,436,541 New Holding262,50312.0%Finance
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$14,355,829$1,920,150 15.4%374,1426.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,267,293$129,851 -0.9%27,9086.8%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$9,720,212$77,978 0.8%23,0614.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$8,899,448$121,204 -1.3%35,5384.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,958,498$379 0.0%42,0423.8%Computer and Technology
IDHQ
Invesco S&P International Developed Quality ETF
$6,872,471$1,509,994 28.2%242,6723.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,496,796$37,077 0.6%29,6133.1%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,246,934$71,068 -1.1%48,9613.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,980,252$58,020 -1.4%8,7811.9%Finance
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$3,266,521$512,471 18.6%43,2481.5%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,274,331$518 0.0%30,7301.1%Finance
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$1,418,8610.0%93,8400.7%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,128,5030.0%5,9260.5%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,108,3450.0%10,8640.5%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$1,096,0000.0%40,0000.5%Oils/Energy
Tesla, Inc. stock logo
TSLA
Tesla
$1,032,619$82,787 -7.4%2,5570.5%Auto/Tires/Trucks
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,026,878$91,604 9.8%1,1210.5%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$976,973$20,009 -2.0%7,2750.5%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$885,015$66,064 -6.9%9,6990.4%Retail/Wholesale
The Boeing Company stock logo
BA
Boeing
$508,067$10,268 2.1%2,8700.2%Aerospace
Salesforce, Inc. stock logo
CRM
Salesforce
$464,384$142,090 -23.4%1,3890.2%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$443,5550.0%2,2650.2%ETF
Medtronic plc stock logo
MDT
Medtronic
$383,4240.0%4,8000.2%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$364,4200.0%3,0280.2%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$345,3430.0%6410.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$343,1230.0%5,7960.2%Computer and Technology
BLOCK INC
$337,4100.0%3,9700.2%CL A
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$330,9280.0%5320.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$315,8930.0%1,0900.1%ETF
Ross Stores, Inc. stock logo
ROST
Ross Stores
$301,4810.0%1,9930.1%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$287,769$289 0.1%1,9900.1%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$254,7220.0%2,0200.1%Transportation
Paychex, Inc. stock logo
PAYX
Paychex
$225,7340.0%1,6100.1%Business Services
First Northwest Bancorp stock logo
FNWB
First Northwest Bancorp
$133,1750.0%13,0560.1%Finance

Showing largest 100 holdings. View all holdings.
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