Chaney Capital Management, Inc.

Q4 2025 13F-HR Holdings

Location
Lynnwood, WA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$289,774
Net value change ($000)
+7,809 (2.8%)
New positions
2
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 2,689 26.5%
VTV 1,761 3.6%
AGG 1,597 2.9%
IDHQ 1,013 8.6%
QQQ 456 2.5%
AAPL 378 4.3%
AMZN 373 5.7%
AMD 211 NEW
QDF 206 NEW
GOOGL 190 28.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -952 -6.9%
NFLX -212 -100.0%
META -160 -10.1%
BRO -153 -15.0%
COST -89 -6.8%
BA -87 -13.8%
IMCG -72 -1.6%
OBDC -41 -2.7%
XYZ -29 -10.1%
SBUX -21 -3.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type