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Portfolio (Quarterly) Guide ↗

Chaney Capital Management, Inc.

· CIK 0002012041
13F Portfolio $318M AUM 45 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 45 New
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 7,096.0 $833K 0.26% NEW $117.46 -6.6%
22 AMD ADVANCED MICRO DEVICES INC Technology 1,355.0 $787K 0.25% NEW $580.91 -20.9%
23 BRO BROWN & BROWN INC Financial Services 10,864.0 $697K 0.22% NEW $64.15 +12.3%
24 VGT VANGUARD WORLD FD 5,395.0 $645K 0.20% NEW $119.51 -0.5%
25 MU MICRON TECHNOLOGY INC Technology 521.0 $601K 0.19% NEW $1154.29 -19.1%
26 SBUX STARBUCKS CORP Consumer Cyclical 5,559.0 $568K 0.18% NEW $102.19 +3.9%
27 BA BOEING CO Industrials 2,452.0 $531K 0.17% NEW $216.49 -5.0%
28 VIG VANGUARD SPECIALIZED FUNDS 2,055.0 $486K 0.15% NEW $236.62 +1.9%
29 VOO VANGUARD INDEX FDS 696.0 $478K 0.15% NEW $686.81 +2.0%
30 JNJ JOHNSON & JOHNSON Healthcare 1,841.0 $467K 0.15% NEW $253.91 +6.8%
31 V VISA INC Financial Services 1,320.0 $453K 0.14% NEW $343.09 +8.6%
32 VTI VANGUARD INDEX FDS 1,090.0 $403K 0.13% NEW $370.04 +1.4%
33 MDT MEDTRONIC PLC Healthcare 4,939.0 $386K 0.12% NEW $78.23 +17.7%
34 ROST ROSS STORES INC Consumer Cyclical 1,579.0 $336K 0.11% NEW $212.85 +7.7%
35 AMGN AMGEN INC Healthcare 882.0 $319K 0.10% NEW $362.12 +21.0%
36 AMAT APPLIED MATLS INC Technology 425.0 $307K 0.10% NEW $723.00 -38.9%
37 BLOCK INC 3,970.0 $302K 0.10% NEW $76.00
38 NFLX NETFLIX INC. Communication Services 3,959.0 $283K 0.09% NEW $71.40 +13.2%
39 CAT CATERPILLAR INC Industrials 256.0 $273K 0.09% NEW $1064.90 -26.8%
40 FTEC FIDELITY COVINGTON TRUST 893.0 $255K 0.08% NEW $285.61 -0.7%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.1%
Technology 28.5%
Communication Services 16.7%
Consumer Cyclical 10.7%
Consumer Defensive 1.9%
Healthcare 1.3%
Industrials 0.9%