☆Chaney Capital Management, Inc.
Quality Q
0.822
AUM ($M)
318
Positions
45
Turnover
0.06
Top-10 wt
88%
Herfindahl
0.113
History (qtrs)
6
Excess Return
—
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Holdings · 47 positions · portfolio value $318M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AGG funds › | ISHARES TR | TRIM | — | 17.9% | -2.3% | 56.8 | 574,238 | -1,631 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 17.6% | -0.4% | 56.1 | 257,338 | -3,992 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 15.9% | -2.1% | 50.6 | 587,146 | +470,084 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 10.3% | +3.9% | 32.6 | 44,333 | +12,928 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 7.0% | -0.1% | 22.2 | 429,538 | -581 | 5 | — |
| ☆IDHQ funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 5.7% | +0.8% | 18.0 | 411,887 | +18,128 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 4.4% | +0.3% | 14.0 | 39,060 | -873 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.4% | +0.0% | 10.9 | 37,821 | -350 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 3.3% | -0.3% | 10.5 | 28,142 | +224 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 2.5% | +0.1% | 8.1 | 33,932 | -14 | 5 | — |
| ☆IMCG funds › | ISHARES TR | ADD | — | 1.9% | +0.3% | 6.1 | 62,511 | +3,205 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 1.9% | -0.3% | 6.0 | 38,068 | -3,653 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.4% | -0.1% | 4.4 | 8,886 | +138 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.9% | -0.1% | 2.9 | 31,840 | +133 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.7% | +0.0% | 2.2 | 10,882 | +109 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.5% | -0.1% | 1.5 | 1,635 | -10 | 5 | — |
| ☆OBDC funds › | BLUE OWL CAPITAL CORPORATION | HOLD | — | 0.4% | -0.1% | 1.3 | 119,805 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.4% | -0.1% | 1.2 | 2,214 | -28 | 4 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.3% | +0.0% | 1.0 | 2,895 | -47 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.3% | -0.0% | 0.9 | 2,202 | -33 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.3% | +0.1% | 0.8 | 7,096 | +149 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.2% | +0.2% | 0.8 | 1,355 | +65 | 3 | — |
| ☆BRO funds › | BROWN & BROWN INC | HOLD | — | 0.2% | -0.0% | 0.7 | 10,864 | +0 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.2% | +0.0% | 0.6 | 5,395 | +4,721 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.6 | 521 | +521 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.2% | +0.0% | 0.6 | 5,559 | -13 | 5 | — |
| ☆BA funds › | BOEING CO | HOLD | — | 0.2% | -0.0% | 0.5 | 2,452 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.2% | -0.0% | 0.5 | 2,055 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.5 | 696 | +86 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 0.5 | 1,841 | +2 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,320 | +36 | 4 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.4 | 1,090 | +0 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.1% | -0.0% | 0.4 | 4,939 | +0 | 5 | — |
| ☆ROST funds › | ROSS STORES INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,579 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.1% | -0.0% | 0.3 | 882 | +36 | 4 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.3 | 425 | +425 | 1 | — |
| ☆XYZ funds › | BLOCK INC | HOLD | — | 0.1% | +0.0% | 0.3 | 3,970 | +0 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | NEW | — | 0.1% | +0.1% | 0.3 | 3,959 | +3,959 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.3 | 256 | +256 | 1 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 893 | +893 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 0.1% | -0.0% | 0.2 | 733 | +0 | 4 | — |
| ☆QDF funds › | FLEXSHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 2,543 | +0 | 3 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.2 | 277 | +277 | 1 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.2 | 1,787 | +0 | 2 | — |
| ☆FNWB funds › | FIRST NORTHWEST BANCORP | HOLD | — | 0.0% | +0.0% | 0.1 | 13,156 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,201 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,155 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 318 | 45 | 0.06 | 88% | 0.113 | 0.821 | — | in |
| 2026Q1 | 284 | 41 | 0.03 | 88% | 0.123 | 0.854 | — | in |
| 2025Q4 | 290 | 39 | 0.02 | 88% | 0.123 | 0.847 | — | in |
| 2025Q3 | 282 | 38 | 0.02 | 88% | 0.125 | 0.839 | — | in |
| 2025Q2 | 255 | 35 | 0.04 | 89% | 0.128 | 0.836 | — | entered |
| 2025Q1 | 224 | 35 | 0.00 | 88% | 0.127 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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