Chaney-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OBDC",
  "GOOGL",
  "BRO",
  null,
  null,
  "MDT",
  "MSFT",
  "PAYX",
  "AAPL",
  "NVDA",
  "ROST",
  null,
  "SBUX",
  "SCHW",
  "LXRX",
  "VIG",
  "VYM",
  "FNWB",
  null,
  "AMZN",
  "VGT",
  "VUG",
  "VOO",
  "VTV",
  "CRM",
  "BRK-B",
  "BA",
  null,
  "CSCO",
  "COST",
  "QQQ",
  "GOOG",
  "JNJ",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 35
Total Value: 224466388
Accession Number: 0002012041-25-000006
Form Type: 13F-HR
CIK: chaney-capital-management
Manager Name: Chaney-Capital-Management

Data Enrichment

86% identified

30 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $224.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Tesla, Inc.

TSLA|88160R101

Shares:2.4K

Value:$621.2K

% of Portfolio:0.3% ($621.2K/$224.5M)

BOEING CO

BA|097023105

Shares:2.9K

Value:$489.6K

% of Portfolio:0.2% ($489.6K/$224.5M)

Medtronic plc

MDT|G5960L103

Shares:4.8K

Value:$431.3K

% of Portfolio:0.2% ($431.3K/$224.5M)

921908844

VIG|921908844

Shares:2.2K

Value:$418.0K

% of Portfolio:0.2% ($418.0K/$224.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.8K

Value:$357.7K

% of Portfolio:0.2% ($357.7K/$224.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.2K

Value:$333.6K

% of Portfolio:0.1% ($333.6K/$224.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.0K

Value:$330.3K

% of Portfolio:0.1% ($330.3K/$224.5M)

922908363

VOO|922908363

Shares:641

Value:$329.4K

% of Portfolio:0.1% ($329.4K/$224.5M)

922908769

VTI|922908769

Shares:1.1K

Value:$299.6K

% of Portfolio:0.1% ($299.6K/$224.5M)

92204A702

VGT|92204A702

Shares:532

Value:$288.7K

% of Portfolio:0.1% ($288.7K/$224.5M)

ROSS STORES, INC.

ROST|778296103

Shares:2.0K

Value:$254.7K

% of Portfolio:0.1% ($254.7K/$224.5M)

PAYCHEX INC

PAYX|704326107

Shares:1.6K

Value:$248.4K

% of Portfolio:0.1% ($248.4K/$224.5M)

852234103

Shares:4.0K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$224.5M)

First Northwest Bancorp

FNWB|335834107

Shares:13.1K

Value:$132.7K

% of Portfolio:0.1% ($132.7K/$224.5M)

LEXICON PHARMACEUTICALS, INC.

LXRX|528872302

Shares:11.2K

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$224.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	2.4K	QoQ -6.25% (-160) YoY -23.34% (-730)	All Managers (Combined)	$621.2K	0.3% ($621.2K/$224.5M)	QoQ -39.84% (-$411.4K) YoY +13.00% (-$71.5K)
BOEING CO(BAcusip097023105)	2.9K	QoQ 0.00% (-0) YoY +5.82% (-158)	All Managers (Combined)	$489.6K	0.2% ($489.6K/$224.5M)	QoQ -3.64% (-$18.5K) YoY -6.47% (-$33.9K)
Medtronic plc(MDTcusipG5960L103)	4.8K	QoQ 0.00% (+0) YoY NEW(+4.8K)	All Managers (Combined)	$431.3K	0.2% ($431.3K/$224.5M)	QoQ +12.49% (+$47.9K) YoY NEW(+$431.3K)
(VIGcusip921908844)	2.2K	QoQ -4.85% (-110) YoY -7.31% (-170)	All Managers (Combined)	$418.0K	0.2% ($418.0K/$224.5M)	QoQ -5.75% (-$25.5K) YoY -1.53% (-$6.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$357.7K	0.2% ($357.7K/$224.5M)	QoQ +4.23% (+$14.5K) YoY +23.64% (+$68.4K)
Salesforce, Inc.(CRMcusip79466L302)	1.2K	QoQ -10.51% (-146) YoY -30.67% (-550)	All Managers (Combined)	$333.6K	0.1% ($333.6K/$224.5M)	QoQ -28.16% (-$130.8K) YoY -38.22% (-$206.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.0K	QoQ +0.10% (+2) YoY NEW(+2.0K)	All Managers (Combined)	$330.3K	0.1% ($330.3K/$224.5M)	QoQ +14.78% (+$42.6K) YoY NEW(+$330.3K)
(VOOcusip922908363)	641	QoQ 0.00% (-0) YoY NEW(+641)	All Managers (Combined)	$329.4K	0.1% ($329.4K/$224.5M)	QoQ -4.60% (-$15.9K) YoY NEW(+$329.4K)
(VTIcusip922908769)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$299.6K	0.1% ($299.6K/$224.5M)	QoQ -5.16% (-$16.3K) YoY NEW(+$299.6K)
(VGTcusip92204A702)	532	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$288.7K	0.1% ($288.7K/$224.5M)	QoQ -12.76% (-$42.2K) YoY +3.47% (+$9.7K)
ROSS STORES, INC.(ROSTcusip778296103)	2.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$254.7K	0.1% ($254.7K/$224.5M)	QoQ -15.52% (-$46.8K) YoY -12.92% (-$37.8K)
PAYCHEX INC(PAYXcusip704326107)	1.6K	QoQ 0.00% (+0) YoY -18.80% (-373)	All Managers (Combined)	$248.4K	0.1% ($248.4K/$224.5M)	QoQ +10.02% (+$22.6K) YoY +1.97% (-$4.8K)
(cusip852234103)✕	4.0K	QoQ 0.00% (-0) YoY NEW(+4.0K)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$224.5M)	QoQ -36.07% (-$121.7K) YoY NEW(+$215.7K)
First Northwest Bancorp(FNWBcusip335834107)	13.1K	QoQ 0.00% (-0) YoY +0.32% (-42)	All Managers (Combined)	$132.7K	0.1% ($132.7K/$224.5M)	QoQ -0.39% (-$522) YoY -34.86% (-$71.0K)
LEXICON PHARMACEUTICALS, INC.(LXRXcusip528872302)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$224.5M)	QoQ NEW(+$5.1K) YoY NEW(+$5.1K)