Chaney Capital Management

LYNNWOOD, WAfiles as Chaney Capital Management, Inc.

$318m in 45 US stocks at the end of 30 June 2026. The top 10 are 88.0% of the money. It changed about 6.3% of the portfolio this quarter.

Value
$318m
Stocks
45
Top 10 share
88.0%
Turnover
6.3%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Invesco QQQ TRQQQ
    10.3% of the fund
    +41%
  • Invesco Exch Traded FD TR IIIDHQ
    5.7% of the fund
    +5%
  • Ishares TRIMCG
    1.9% of the fund
    +5%
  • Cisco SystemsCSCO
    0.3% of the fund
    +2%
  • Advanced Micro DevicesAMD
    0.2% of the fund
    +5%
  • Vanguard Index FDSVOO
    0.2% of the fund
    +14%
  • VisaV
    0.1% of the fund
    +3%
  • AmgenAMGN
    0.1% of the fund
    +4%

Cut

Sold some of their stake.

  • Vanguard Index FDSVUG
    15.9% of the fund
    -16%
  • AlphabetGOOGL
    4.4% of the fund
    -2%
  • Vanguard Whitehall FDSVYM
    1.9% of the fund
    -9%

Sold out

Sold their entire stake.

Holdings

  • Ishares TRAGG
    Share
    17.9%
    Value
    $57m
    Shares
    574,238

    Held

  • Vanguard Index FDSVTV
    Share
    17.6%
    Value
    $56m
    Shares
    257,338

    Held

  • Vanguard Index FDSVUG
    Share
    15.9%
    Value
    $51m
    Shares
    587,146

    -16%

  • Invesco QQQ TRQQQ
    Share
    10.3%
    Value
    $33m
    Shares
    44,333

    +41%

  • Spdr Index SHS FDSSPEM
    Share
    7.0%
    Value
    $22m
    Shares
    429,538

    Held

  • Invesco Exch Traded FD TR IIIDHQ
    Share
    5.7%
    Value
    $18m
    Shares
    411,887

    +5%

  • AlphabetGOOGL
    Share
    4.4%
    Value
    $14m
    Shares
    39,060

    -2%

  • AppleAAPL
    Share
    3.4%
    Value
    $11m
    Shares
    37,821

    Held

  • MicrosoftMSFT
    Share
    3.3%
    Value
    $10m
    Shares
    28,142

    Held

  • Amazon.comAMZN
    Share
    2.5%
    Value
    $8m
    Shares
    33,932

    Held

  • Ishares TRIMCG
    Share
    1.9%
    Value
    $6m
    Shares
    62,511

    +5%

  • Vanguard Whitehall FDSVYM
    Share
    1.9%
    Value
    $6m
    Shares
    38,068

    -9%

  • Berkshire HathawayBRK-B
    Share
    1.4%
    Value
    $4m
    Shares
    8,886

    Held

  • Charles SchwabSCHW
    Share
    0.9%
    Value
    $3m
    Shares
    31,840

    Held

  • NvidiaNVDA
    Share
    0.7%
    Value
    $2m
    Shares
    10,882

    Held

  • Costco WholesaleCOST
    Share
    0.5%
    Value
    $2m
    Shares
    1,635

    Held

  • Blue Owl CapitalOBDC
    Share
    0.4%
    Value
    $1m
    Shares
    119,805

    Held

  • Meta PlatformsMETA
    Share
    0.4%
    Value
    $1m
    Shares
    2,214

    Held

  • AlphabetGOOG
    Share
    0.3%
    Value
    $1m
    Shares
    2,895

    Held

  • TeslaTSLA
    Share
    0.3%
    Value
    $926,161
    Shares
    2,202

    Held

  • Cisco SystemsCSCO
    Share
    0.3%
    Value
    $833,496
    Shares
    7,096

    +2%

  • Advanced Micro DevicesAMD
    Share
    0.2%
    Value
    $787,133
    Shares
    1,355

    +5%

  • Brown & BrownBRO
    Share
    0.2%
    Value
    $696,926
    Shares
    10,864

    Held

  • Vanguard World FDVGT
    Share
    0.2%
    Value
    $644,775
    Shares
    5,395

    Held

  • Micron TechnologyMU
    Share
    0.2%
    Value
    $601,387
    Shares
    521

    New

  • StarbucksSBUX
    Share
    0.2%
    Value
    $568,074
    Shares
    5,559

    Held

  • BoeingBA
    Share
    0.2%
    Value
    $530,825
    Shares
    2,452

    Held

  • Vanguard Specialized FundsVIG
    Share
    0.2%
    Value
    $486,254
    Shares
    2,055

    Held

  • Vanguard Index FDSVOO
    Share
    0.2%
    Value
    $478,020
    Shares
    696

    +14%

  • Johnson & JohnsonJNJ
    Share
    0.1%
    Value
    $467,455
    Shares
    1,841

    Held

  • VisaV
    Share
    0.1%
    Value
    $452,879
    Shares
    1,320

    +3%

  • Vanguard Index FDSVTI
    Share
    0.1%
    Value
    $403,344
    Shares
    1,090

    Held

  • MedtronicMDT
    Share
    0.1%
    Value
    $386,378
    Shares
    4,939

    Held

  • Ross StoresROST
    Share
    0.1%
    Value
    $336,090
    Shares
    1,579

    Held

  • AmgenAMGN
    Share
    0.1%
    Value
    $319,390
    Shares
    882

    +4%

  • Applied MaterialsAMAT
    Share
    <0.1%
    Value
    $307,275
    Shares
    425

    New

  • BlockXYZ
    Share
    <0.1%
    Value
    $301,720
    Shares
    3,970

    Held

  • NetflixNFLX
    Share
    <0.1%
    Value
    $282,673
    Shares
    3,959

    New

  • CaterpillarCAT
    Share
    <0.1%
    Value
    $272,614
    Shares
    256

    New

  • Fidelity Covington TrustFTEC
    Share
    <0.1%
    Value
    $255,049
    Shares
    893

    New

  • JPMorgan ChaseJPM
    Share
    <0.1%
    Value
    $239,933
    Shares
    733

    Held

  • Flexshares TRQDF
    Share
    <0.1%
    Value
    $228,667
    Shares
    2,543

    Held

  • CrowdStrike HoldingsCRWD
    Share
    <0.1%
    Value
    $211,390
    Shares
    277

    New

  • WalmartWMT
    Share
    <0.1%
    Value
    $202,396
    Shares
    1,787

    Held

  • First Northwest BancorpFNWB
    Share
    <0.1%
    Value
    $142,221
    Shares
    13,156

    Held

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 24.8% since 30 June 2025.

Where the money is

Technology8.3%
Media & telecom5.2%
Retail & consumer3.1%
Financial services2.9%
Everyday goods0.5%
Health care0.4%
Industrials0.3%
Other79.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.