Chaney Capital Management, Inc.

Q1 2026 13F-HR Holdings

Location
Lynnwood, WA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$283,663
Net value change ($000)
-6,111 (-2.1%)
New positions
3
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IDHQ 1,162 9.1%
VTV 913 1.8%
AAPL 511 5.6%
COST 425 35.0%
NVDA 395 26.6%
IMCG 341 7.9%
CVX 239 NEW
WMT 222 NEW
XOM 204 NEW
SPEM 202 1.0%
Top Reduces (Value $000, Stocks/ETFs)
VUG -4,158 -7.5%
MSFT -2,550 -19.8%
GOOGL -1,371 -10.7%
QQQ -446 -2.4%
TSLA -388 -31.8%
AGG -302 -0.5%
CRM -279 -100.0%
BRK-B -234 -5.3%
VYM -227 -3.5%
SBUX -170 -25.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type