1y return+20.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $122 against $127 in the S&P 500.2
Chancellor Financial Group WB LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $22.9M | 14.2% | +2.5% |
| MSFTMicrosoft Corp | $11.5M | 7.1% | +6.6% |
| IVVIshares Tr | $8.1M | 5.0% | −6.4% |
| NVDANvidia Corporation | $6.8M | 4.2% | −3.7% |
| AMZNAmazon Com Inc | $6.1M | 3.8% | +6.0% |
| GOOGLAlphabet Inc | $5.8M | 3.6% | +5.5% |
| JNJJohnson & Johnson | $4.2M | 2.6% | +2.8% |
| NEENextera Energy Inc | $3.6M | 2.2% | |
| VVisa Inc | $3.3M | 2.1% | |
| CCitigroup Inc | $3.2M | 2.0% | |
| GOOGAlphabet Inc | $2.9M | 1.8% | −1.9% |
| JPMJpmorgan Chase & Co | $2.9M | 1.8% | +8.5% |
| CMICummins Inc | $2.6M | 1.6% | |
| AVGOBroadcom Inc | $2.4M | 1.5% | −6.2% |
| BACBank Of Amer Corp | $2.0M | 1.2% | |
| BF/BBrown Forman Corp | $1.8M | 1.1% | |
| UNHUnitedhealth Group Inc | $1.8M | 1.1% | +1.8% |
| PEPPepsico Inc | $1.7M | 1.1% | +10.6% |
| PGProcter & Gamble Co | $1.6M | 1.0% | +19.0% |
| CATCaterpillar Inc | $1.5M | 0.9% | −50.1% |
| VTIVanguard Index Fds | $1.4M | 0.9% | +72.4% |
| COSTCostco Wholesale Corporation | $1.4M | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del | $1.4M | 0.8% | +4.4% |
| ABBVAbbvie Inc | $1.4M | 0.8% | |
| DEDeere & Co | $1.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $1.2M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.5M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $1.2M |
| CMICummins Inc | December 31, 2024 | +104.6% | $2.6M |
| CCitigroup Inc | December 31, 2024 | +98.8% | $3.2M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $5.8M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $2.9M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $4.2M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $2.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $1.1M |
Sold off last quarter
- CIThe Cigna Group was $433K
- XNQPXNuveen Pa Invt Quality Mun F was $265K
- BBarrick Mng Corp was $227K
- Honeywell Intl IncCUSIP 438516106 was $226K
- DVNDevon Energy Corp New was $224K
- TMUST-mobile Us Inc was $221K
- Oneok Inc NewCUSIP 682680103 was $210K
- CMECme Group Inc was $208K
- PEGPublic Svc Enterprise Group was $205K
- Bitfarms LtdCUSIP 09173B107 was $34K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.4% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chancellor Financial Group WB LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2059742&type=13F-HR&dateb=&owner=include&count=40CIK 2059742
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2059742/000195175726001198/Filed August 10, 2026 · accession 0001951757-26-001198