Chronos Wealth Management
Clearwater, FLfiles as Chronos Wealth Management, LLC
$225m in 38 US stocks at the end of 30 June 2026. The top 10 are 62.5% of the money. It changed about 5.3% of the portfolio this quarter.
Value
$225m
Stocks
38
Top 10 share
62.5%
Turnover
5.3%
What changed this quarter
New
Bought for the first time this quarter.
- CaterpillarCAT0.1% of the fund
Added
Bought more of a stock they already held.
- Southern CompanySO3.8% of the fund+3%
- Antero ResourcesAR2.0% of the fund+9%
- NvidiaNVDA0.3% of the fund+3%
- Devon EnergyDVN0.3% of the fund+126%
Cut
Sold some of their stake.
- AlphabetGOOG8.3% of the fund-10%
- Procter & GamblePG2.0% of the fund-3%
- CSXCSX0.4% of the fund-3%
- Kinder MorganKMI0.2% of the fund-4%
- AlphabetGOOGL0.2% of the fund-2%
- Moody'sMCO0.2% of the fund-5%
Sold out
Sold their entire stake.
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $748,850
- Shares
- 1
Held
- First TR Exchange-Traded FDKNG
- Share
- 0.2%
- Value
- $356,025
- Shares
- 7,050
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Eli LillyLLY | 11.0% | $25m | 20,586 | Held |
| AlphabetGOOG | 8.3% | $19m | 53,071 | -10% |
| AppleAAPL | 7.3% | $16m | 56,782 | Held |
| JPMorgan ChaseJPM | 5.8% | $13m | 39,794 | Held |
| Amazon.comAMZN | 5.8% | $13m | 54,412 | Held |
| ASML Holding NVASML | 5.7% | $13m | 6,475 | Held |
| MicrosoftMSFT | 5.3% | $12m | 32,175 | Held |
| Berkshire HathawayBRK-B | 4.9% | $11m | 22,193 | Held |
| VisaV | 4.6% | $10m | 30,473 | Held |
| Southern CompanySO | 3.8% | $9m | 90,154 | +3% |
| Johnson & JohnsonJNJ | 3.6% | $8m | 32,017 | Held |
| Home DepotHD | 3.2% | $7m | 20,598 | Held |
| RTXRTX | 3.0% | $7m | 35,944 | Held |
| UnitedHealth GroupUNH | 3.0% | $7m | 16,130 | Held |
| Costco WholesaleCOST | 2.9% | $7m | 7,031 | Held |
| Digital Realty TrustDLR | 2.7% | $6m | 33,942 | Held |
| Lockheed MartinLMT | 2.6% | $6m | 11,399 | Held |
| Illinois Tool WorksITW | 2.5% | $6m | 21,069 | Held |
| StrykerSYK | 2.5% | $6m | 17,964 | Held |
| PNC Financial Services GroupPNC | 2.3% | $5m | 20,673 | Held |
| Procter & GamblePG | 2.0% | $5m | 31,169 | -3% |
| Antero ResourcesAR | 2.0% | $4m | 127,000 | +9% |
| BlackRockBLK | 1.4% | $3m | 3,297 | Held |
| Xcel EnergyXEL | 0.4% | $922,005 | 11,482 | Held |
| CSXCSX | 0.4% | $902,357 | 18,985 | -3% |
| NvidiaNVDA | 0.3% | $751,338 | 3,755 | +3% |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $748,850 | 1 | Held |
| Devon EnergyDVN | 0.3% | $673,516 | 16,300 | +126% |
| MoogMOG-A | 0.3% | $656,952 | 1,550 | Held |
| US BancorpUSB | 0.3% | $602,188 | 9,970 | Held |
| Kinder MorganKMI | 0.2% | $549,884 | 17,200 | -4% |
| AlphabetGOOGL | 0.2% | $434,205 | 1,215 | -2% |
| Moody'sMCO | 0.2% | $430,274 | 950 | -5% |
| Phillips 66PSX | 0.2% | $398,789 | 2,359 | Held |
| American Electric PowerAEP | 0.2% | $383,068 | 2,800 | Held |
| First TR Exchange-Traded FDKNG | 0.2% | $356,025 | 7,050 | Held |
| AbbVieABBV | 0.1% | $311,027 | 1,236 | Held |
| CaterpillarCAT | 0.1% | $244,927 | 230 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.7% since 30 June 2025.
Where the money is
Health care20.2%
Financial services19.5%
Industrials14.6%
Technology13.0%
Retail & consumer9.0%
Media & telecom8.5%
Everyday goods4.9%
Utilities4.4%
Real estate2.7%
Energy2.7%
Other0.5%
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.