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Chaney Capital Management, Inc.

Q4 2024 · 13F-HR

Chaney Capital Management, Inc.holdings as filed

Filed 2025-01-28 · accession 0002012041-25-000002

$211.4M
Reported value
37
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908736VUGVANGUARD INDEX FDS$45.9M21.7%111,911CommonNONE
922908744VTVVANGUARD INDEX FDS$41.9M19.8%247,685CommonNONE
464287226AGGISHARES TR$25.4M12.0%262,503CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$14.4M6.79%374,142CommonNONE
46090E103QQQINVESCO QQQ TR$14.3M6.75%27,908CommonNONE
594918104MSFTMICROSOFT CORP$9.7M4.60%23,061CommonNONE
037833100AAPLAPPLE INC$8.9M4.21%35,538CommonNONE
02079K305GOOGLALPHABET INC$8.0M3.77%42,042CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$6.9M3.25%242,672CommonNONE
023135106AMZNAMAZON COM INC$6.5M3.07%29,613CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$6.2M2.96%48,961CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.88%8,781CommonNONE
464288307IMCGISHARES TR$3.3M1.55%43,248CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.3M1.08%30,730CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$1.4M0.67%93,840CommonNONE
02079K107GOOGALPHABET INC$1.1M0.53%5,926CommonNONE
115236101BROBROWN & BROWN INC$1.1M0.52%10,864CommonNONE
49456B101KMIKINDER MORGAN INC DEL$1.1M0.52%40,000CommonNONE
88160R101TSLATESLA INC$1.0M0.49%2,557CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.49%1,121CommonNONE
67066G104NVDANVIDIA CORPORATION$976,9730.46%7,275CommonNONE
855244109SBUXSTARBUCKS CORP$885,0150.42%9,699CommonNONE
097023105BABOEING CO$508,0670.24%2,870CommonNONE
79466L302CRMSALESFORCE INC$464,3840.22%1,389CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$443,5550.21%2,265CommonNONE
G5960L103MDTMEDTRONIC PLC$383,4240.18%4,800CommonNONE
718172109PMPHILIP MORRIS INTL INC$364,4200.17%3,028CommonNONE
922908363VOOVANGUARD INDEX FDS$345,3430.16%641CommonNONE
17275R102CSCOCISCO SYS INC$343,1230.16%5,796CommonNONE
852234103XYZBLOCK INC$337,4100.16%3,970CommonNONE
92204A702VGTVANGUARD WORLD FD$330,9280.16%532CommonNONE
922908769VTIVANGUARD INDEX FDS$315,8930.15%1,090CommonNONE
778296103ROSTROSS STORES INC$301,4810.14%1,993CommonNONE
478160104JNJJOHNSON & JOHNSON$287,7690.14%1,990CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$254,7220.12%2,020CommonNONE
704326107PAYXPAYCHEX INC$225,7340.11%1,610CommonNONE
335834107FNWBFIRST NORTHWEST BANCORP$133,1750.06%13,056CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.