Institutional
Chaney Capital Management, Inc.
CIK 0002012041
$283.7M
Reported AUM
41
Positions
Q1 2026
Period
2026-05-11
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $98.17 | -0.50% | 5.32% | -1.36% | $57.2M | 20.15% | +488 | +0.1% |
| 2 | VTV | VANGUARD INDEX FDS | $212.02 | -1.36% | 25.17% | 71.24% | $51.3M | 18.08% | −2,351 | −0.9% |
| 3 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | 22.71% | 78.84% | $51.1M | 18.03% | +3,730 | +3.3% |
| 4 | SPEM | SPDR INDEX SHS FDS | $50.53 | -4.04% | 23.98% | 35.82% | $20.2M | 7.11% | +3,385 | +0.8% |
| 5 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $18.1M | 6.39% | +1,171 | +3.9% |
| 6 | IDHQ | INVESCO EXCH TRADED FD TR II | $40.27 | 2.26% | 23.67% | 41.16% | $13.9M | 4.91% | +30,615 | +8.4% |
| 7 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $11.5M | 4.05% | −1,135 | −2.8% |
| 8 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $10.3M | 3.64% | +1,275 | +4.8% |
| 9 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $9.7M | 3.42% | +4,420 | +13.1% |
| 10 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $7.1M | 2.49% | +3,998 | +13.3% |
| 11 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | 24.39% | 72.68% | $6.2M | 2.18% | −2,913 | −6.5% |
| 12 | IMCG | ISHARES TR | $93.00 | 0.55% | 18.40% | 36.63% | $4.7M | 1.65% | +5,054 | +9.3% |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $4.2M | 1.48% | −57 | −0.6% |
| 14 | SCHW | SCHWAB CHARLES CORP | $88.84 | 0.95% | 1.95% | 39.71% | $3.0M | 1.05% | +227 | +0.7% |
| 15 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $1.9M | 0.66% | +2,814 | +35.4% |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | -3.70% | 138.72% | $1.6M | 0.58% | +237 | +16.8% |
| 17 | OBDC | BLUE OWL CAPITAL CORPORATION | $11.02 | -2.48% | -14.76% | 29.46% | $1.3M | 0.47% | +965 | +0.8% |
| 18 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $1.3M | 0.45% | +84 | +3.9% |
| 19 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $844K | 0.30% | +239 | +8.8% |
| 20 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $831K | 0.29% | −475 | −17.5% |
| 21 | BRO | BROWN & BROWN INC | $57.98 | -1.49% | -46.29% | 12.06% | $708K | 0.25% | — | HELD |
| 22 | CSCO | CISCO SYS INC | $121.64 | -6.43% | 88.37% | 153.46% | $539K | 0.19% | — | HELD |
| 23 | SBUX | STARBUCKS CORP | $95.29 | 1.22% | 9.11% | -11.82% | $499K | 0.18% | −2,372 | −29.9% |
| 24 | BA | BOEING CO | $215.45 | -0.91% | 2.21% | -4.87% | $488K | 0.17% | −58 | −2.3% |
| 25 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | 47.86% | 130.97% | $471K | 0.17% | — | HELD |
| 26 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $450K | 0.16% | +55 | +3.1% |
| 27 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | 18.28% | 59.52% | $442K | 0.16% | — | HELD |
| 28 | MDT | MEDTRONIC PLC | $81.67 | -0.32% | -3.63% | -27.91% | $428K | 0.15% | +139 | +2.9% |
| 29 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $388K | 0.14% | — | HELD |
| 30 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $365K | 0.13% | −31 | −4.8% |
| 31 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | — | — | $350K | 0.12% | — | HELD |
| 32 | ROST | ROSS STORES INC | $230.37 | -1.15% | — | — | $342K | 0.12% | −214 | −11.9% |
| 33 | AMGN | AMGEN INC | $349.58 | 1.15% | — | — | $298K | 0.10% | — | HELD |
| 34 | AMD | ADVANCED MICRO DEVICES INC | $466.38 | -10.86% | — | — | $262K | 0.09% | +307 | +31.2% |
| 35 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $239K | 0.08% | +1,155 | NEW |
| 36 | XYZ | BLOCK INC | $68.15 | -3.87% | — | — | $239K | 0.08% | — | HELD |
| 37 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $222K | 0.08% | +1,787 | NEW |
| 38 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $216K | 0.08% | −6 | −0.8% |
| 39 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $204K | 0.07% | +1,201 | NEW |
| 40 | QDF | FLEXSHARES TR | $87.77 | -2.02% | — | — | $201K | 0.07% | — | HELD |
| 41 | FNWB | FIRST NORTHWEST BANCORP | $10.55 | 2.23% | — | — | $114K | 0.04% | — | HELD |
| 42 | CRM | SALESFORCE INC | $185.66 | -1.64% | — | — | — | — | −1,055 | EXITED |
Source: SEC EDGAR · accession 0002012041-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.