Chaney Capital Management, Inc.

CIK 0002012041 · Q1 2026

13F Equity AUM

$283.7M

-2.1% QoQ

Positions

+2 QoQ

AUM Rank

#6,067

Top 49%

Skill Alpha (FF)

+1.7%/yr^ns

No Clear Edge

Rank #1,260 · Top 15%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 69.8%Top 10: 88.3%Top 20: 97.4%

AGG20.1%

VTV18.1%

VUG18.0%

SPEM7.1%

NDQ6.4%

IDHQ4.9%

GOOGL4.0%

MSFT3.6%

AAPL3.4%

AMZN2.5%

Others (31)11.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.6%

Technology8.1%

Communication Services4.8%

Consumer Cyclical3.1%

Other1.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 41Median: 0.25%Avg: 2.44%

0–0.5%

25(4.1%)

0.5–1%

2(1.2%)

1–3%

5(8.8%)

3–5%

4(16.0%)

5%+

5(69.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 41Unique: 0vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

JPMORGAN CHASE & CO

0.8%

BANK OF AMERICA CORP /DE/

0.8%

FMR LLC

1.3%

BlackRock, Inc.

0.9%

STATE STREET CORP

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased18Decreased10Exited1

New Positions

WMT0.1%

+2K

CHV0.1%

+1K

XOM0.1%

+1K

Increased

IDHQ4.9%

+31K(+8%)

IMCG1.6%

+5K(+9%)

AAPL3.4%

+4K(+13%)

AMZN2.5%

+4K(+13%)

VUG18.0%

+4K(+3%)

SPEM7.1%

+3K(+1%)

NVDA0.7%

+3K(+35%)

MSFT3.6%

+1K(+5%)

NDQ6.4%

+1K(+4%)

OBDC0.5%

+965(+1%)

Decreased

VYM2.2%

-2,913(-7%)

SBUX0.2%

-2,372(-30%)

VTV18.1%

-2,351(-1%)

GOOGL4.0%

-1,135(-3%)

TSLA0.3%

-475(-18%)

ROST0.1%

-214(-12%)

BA0.2%

-58(-2%)

BRK/B1.5%

-57(-1%)

VOO0.1%

-31(-5%)

JPM0.1%

-6(-1%)

Exited

CRM

-1,055

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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