Chaney Capital Management, Inc.

CIK 0002012041 · Q2 2026

13F Equity AUM

$318.1M

+12.1% QoQ

Positions

+4 QoQ

AUM Rank

#6,382

Top 51%

Skill Alpha (FF)

+3.3%/yr^ns

No Clear Edge

Rank #991 · Top 12%

vs S&P -2.8%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 68.7%Top 10: 88.0%Top 20: 96.7%

AGG17.9%

VTV17.6%

VUG15.9%

NDQ10.3%

SPEM7.0%

IDHQ5.7%

GOOGL4.4%

AAPL3.4%

MSFT3.3%

AMZN2.5%

Others (35)12.0%

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

Sector Allocation

Financial Services82.1%

Technology8.4%

Communication Services5.2%

Consumer Cyclical3.1%

Other1.2%

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

Position Sizing

Positions: 45Median: 0.22%Avg: 2.22%

0–0.5%

30(5.2%)

0.5–1%

2(1.6%)

1–3%

4(7.8%)

3–5%

3(11.1%)

5%+

6(74.3%)

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

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Portfolio Overlap

Shared: 0Unique: 45vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New6Increased15Decreased12Exited2

New Positions

MU0.2%

+521

AMAT0.1%

+425

NFLX0.1%

+4K

CAT0.1%

+256

FTEC0.1%

+893

CRWD0.1%

+277

Increased

VUG15.9%

+470K(+402%)

IDHQ5.7%

+18K(+5%)

NDQ10.3%

+13K(+41%)

VGT0.2%

+5K(+700%)

IMCG1.9%

+3K(+5%)

MSFT3.3%

+224(+1%)

CSCO0.3%

+149(+2%)

BRK/B1.4%

+138(+2%)

SCHW0.9%

+133(+0%)

NVDA0.7%

+109(+1%)

Decreased

VTV17.6%

-3,992(-2%)

VYM1.9%

-3,653(-9%)

AGG17.9%

-1,631(-0%)

GOOGL4.4%

-873(-2%)

SPEM7.0%

-581(-0%)

AAPL3.4%

-350(-1%)

GOOG0.3%

-47(-2%)

TSLA0.3%

-33(-1%)

META0.4%

-28(-1%)

AMZN2.5%

-14(-0%)

Exited

CHV

-1,155

XOM

-1,201

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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