Chaney Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Lynnwood, WA
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$318,064
Net value change ($000)
+34,401 (12.1%)
New positions
6
Sold out positions
2
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 14,520 80.1%
VTV 4,809 9.4%
IDHQ 4,077 29.3%
GOOGL 2,476 21.6%
SPEM 2,064 10.2%
IMCG 1,473 31.5%
AAPL 1,257 13.0%
AMZN 1,017 14.4%
MU 601 NEW
AMD 525 200.4%
Top Reduces (Value $000, Stocks/ETFs)
VUG -555 -1.1%
AGG -329 -0.6%
CVX -239 -100.0%
XOM -204 -100.0%
VYM -163 -2.6%
COST -109 -6.7%
SCHW -42 -1.4%
MDT -42 -9.8%
META -36 -2.8%
OBDC -23 -1.7%
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