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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 1 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 574,238.0 $56.8M 17.87% NEW $98.98 -2.2%
2 VTV VANGUARD INDEX FDS 257,338.0 $56.1M 17.63% NEW $217.93 +2.8%
3 VUG VANGUARD INDEX FDS 587,146.0 $50.6M 15.90% NEW $86.14 +1.4%
4 QQQ INVESCO QQQ TR Financial Services 44,333.0 $32.6M 10.26% NEW $736.41 -3.9%
5 SPEM SPDR INDEX SHS FDS 429,538.0 $22.2M 6.99% NEW $51.78 +1.7%
6 IDHQ INVESCO EXCH TRADED FD TR II 411,887.0 $18.0M 5.66% NEW $43.71 +2.4%
7 GOOGL ALPHABET INC Communication Services 39,060.0 $14.0M 4.39% NEW $357.37 -6.3%
8 AAPL APPLE INC Technology 37,821.0 $10.9M 3.44% NEW $289.36 +12.4%
9 MSFT MICROSOFT CORP Technology 28,142.0 $10.5M 3.30% NEW $373.02 +34.3%
10 AMZN AMAZON COM INC Consumer Cyclical 33,932.0 $8.1M 2.54% NEW $238.34 +7.0%
11 IMCG ISHARES TR 62,511.0 $6.1M 1.93% NEW $98.30 -3.1%
12 VYM VANGUARD WHITEHALL FDS 38,068.0 $6.0M 1.89% NEW $158.03 +3.3%
13 BERKSHIRE HATHAWAY INC DEL 8,886.0 $4.4M 1.40% NEW $500.39
14 SCHW SCHWAB CHARLES CORP Financial Services 31,840.0 $2.9M 0.92% NEW $92.27 +17.4%
15 NVDA NVIDIA CORPORATION Technology 10,882.0 $2.2M 0.69% NEW $200.09 +8.7%
16 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,635.0 $1.5M 0.48% NEW $935.72 +0.5%
17 BLUE OWL CAPITAL CORPORATION 119,805.0 $1.3M 0.41% NEW $10.87
18 META META PLATFORMS INC Communication Services 2,214.0 $1.2M 0.39% NEW $563.31 +2.7%
19 GOOG ALPHABET INC 2,895.0 $1.0M 0.32% NEW $353.33
20 TSLA TESLA INC Consumer Cyclical 2,202.0 $926K 0.29% NEW $420.60 -15.3%
Page 1 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%