Chaney Capital Management, Inc.

CIK: 0002012041Latest portfolio: $289.8M · Q4 2025

Holdings

39

Total Value

$289.8M

New Positions

2

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
AGGISHARES TR
575,381$57.5M19.83%+18K
2
VUGVANGUARD INDEX FDS
113,332$55.3M19.08%-1,816
3
VTVVANGUARD INDEX FDS
263,681$50.4M17.38%+3K
4
SPEMSPDR INDEX SHS FDS
426,734$20.0M6.89%+997
5
NDQINVESCO QQQ TR
30,234$18.6M6.41%+57
6
MSFTMICROSOFT CORP
26,643$12.9M4.45%-71
7
GOOGLALPHABET INC
41,068$12.9M4.44%-745
8
IDHQINVESCO EXCH TRADED FD TR II
363,144$12.8M4.40%+14K
9
AAPLAPPLE INC
33,751$9.2M3.17%-802
10
AMZNAMAZON COM INC
29,948$6.9M2.39%+163
11
VYMVANGUARD WHITEHALL FDS
44,634$6.4M2.21%-479
12
BRK/BBERKSHIRE HATHAWAY INC DEL
8,805$4.4M1.53%+55
13
IMCGISHARES TR
54,252$4.3M1.49%+1K
14
SCHWSCHWAB CHARLES CORP
31,480$3.1M1.09%+294
15
NVDANVIDIA CORPORATION
7,959$1.5M0.51%+163
16
OBDCBLUE OWL CAPITAL CORPORATION
118,840$1.5M0.51%
17
METAMETA PLATFORMS INC
2,158$1.4M0.49%
18
TSLATESLA INC
2,710$1.2M0.42%+70
19
COSTCOSTCO WHSL CORP NEW
1,408$1.2M0.42%+1
20
BROBROWN & BROWN INC
10,864$865K0.30%
21
GOOGALPHABET INC
2,703$848K0.29%+3
22
SBUXSTARBUCKS CORP
7,944$668K0.23%-216
23
BABOEING CO
2,510$545K0.19%-416
24
CSCOCISCO SYS INC
6,947$535K0.18%+370
25
VGTVANGUARD WORLD FD
674$508K0.18%

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
AGG575K+18K
IDHQ363K+14K
VTV264K+3K
IMCG54K+1K
SPEM427K+997
CSCO7K+370
SCHW31K+294
AMZN30K+163
NVDA8K+163
V1K+86

Decreased Positions

NameSharesChange
VUG113K-1816
AAPL34K-802
GOOGL41K-745
VYM45K-479
BA3K-416
SBUX8K-216
VIG2K-100
CRM1K-75
MSFT27K-71

Sector Breakdown

Financial Services0.0% ($5.746955290503601e+58T)
Technology0.0% ($1288491751484535.5T)
Consumer Cyclical0.0% ($69121.2T)
Communication Services0.0% ($128.5T)
Healthcare0.0% ($461.4B)
Unknown0.0% ($185.7B)
Consumer Defensive0.0% ($1.2M)
Industrials0.0% ($545K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$289.8M39
Q3 2025Nov 12, 2025$282.0B38
Q2 2025Aug 12, 2025$254.9B35
Q1 2025Apr 28, 2025$224.5B35

Fund Information

CIK0002012041
Most Recent FilingJan 27, 2026
Number of Filings4

Chaney Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $289.8M across 39 holdings. The largest position is ISHARES TR (AGG), representing 19.8% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.