Chancellor Financial Group WB LP
Sector Allocation
- Technology36.5%$58.9M
- Other15.9%$25.7M
- Financials10.9%$17.6M
- Industrials9.1%$14.7M
- Healthcare7.0%$11.4M
- Consumer Staples6.6%$10.7M
- Consumer Discretionary6.3%$10.2M
- Utilities3.6%$5.9M
- Energy1.7%$2.8M
- Communication Services1.1%$1.9M
AUM History
13fpro.ai/research/fund/chancellor-financial-group-wb-lp-2059742
Conviction and streaks
Stable · top 10 = 46.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$22.9MMSFT
$11.5M- ISHARES$8.1M
NVDA
$6.8MAMZN
$6.1MGOOGL
$5.8MJNJ
$4.2MNEE
$3.6MV
$3.3MC
$3.2MGOOG
$2.9MJPM
$2.9MCMI
$2.6MAVGO
$2.4MBAC
$2.0MBF-A
$1.8MUNH
$1.8MPEP
$1.7MPG
$1.6MCAT
$1.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/chancellor-financial-group-wb-lp-2059742
Chancellor Financial Group WB LP 13F holdings — Q2 2026
$161.5M portfolio (+14.3% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
$22.9M
14.2% of stocks
+2%This quarter+11.6%Since filed6+ qtrsHeld$11.5M
7.1% of stocks
+7%This quarter+5.2%Since filed6+ qtrsHeld- 3
ISHARES TR - CORE S&P500 ETF
$8.1M
5.0% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
4.2% of stocks
-4%This quarter-0.7%Since filed6+ qtrsHeld$6.1M
3.8% of stocks
+6%This quarter-10.4%Since filed6+ qtrsHeld$5.8M
3.6% of stocks
+5%This quarter-11.7%Since filed6+ qtrsHeld$4.2M
2.6% of stocks
+3%This quarter+1.7%Since filed6+ qtrsHeld$3.6M
2.2% of stocks
+0.0%This quarter-3.1%Since filed6+ qtrsHeld$3.3M
2.0% of stocks
+0.4%This quarter+11.9%Since filed6+ qtrsHeld$3.2M
2.0% of stocks
-0.6%This quarter-10.5%Since filed6+ qtrsHeld
All holdings — Chancellor Financial Group WB LP (Q2 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $2.9M | 1.8% | 8,265 | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $2.9M | 1.8% | 8,754 | +9% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CUMMINS INC | Industrials | $2.6M | 1.6% | 3,658 | +0.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Broadcom Inc. | Technology | $2.4M | 1.5% | 6,447 | -6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BANK OF AMERICA CORP /DE/ | Financials | $2.0M | 1.3% | 35K | +0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BROWN FORMAN CORP | Consumer Staples | $1.8M | 1.1% | 68K | +0.0% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | UNITEDHEALTH GROUP INC | Healthcare | $1.8M | 1.1% | 4,320 | +2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | PEPSICO INC | Consumer Staples | $1.7M | 1.1% | 13K | +11% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 1.0% | 11K | +19% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CATERPILLAR INC | Industrials | $1.5M | 0.9% | 1,433 | -50% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $1.4M | 0.9% | 3,840 | +72% | — | — | 13F |
| 22 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.9% | 1,498 | — | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $1.4M | 0.8% | 2,743 | +4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | AbbVie Inc. | Healthcare | $1.4M | 0.8% | 5,451 | +0.3% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | DEERE & CO | Industrials | $1.3M | 0.8% | 2,087 | -0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PPL | PPL Corp | Utilities | $1.3M | 0.8% | 35K | -11% | |||
| 27 | $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | Other | $1.2M | 0.8% | 31K | +0.5% | |||
| 28 | $GE | GENERAL ELECTRIC CO | Industrials | $1.2M | 0.8% | 3,288 | +0.8% | |||
| 29 | $GEV | GE Vernova Inc. | Industrials | $1.2M | 0.7% | 1,016 | — | |||
| 30 | $HEI | HEICO CORP | Industrials | $1.2M | 0.7% | 3,273 | — | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.7% | 918 | +2% | |||
| 32 | $ADM | Archer-Daniels-Midland Co | Consumer Staples | $1.0M | 0.6% | 14K | +0.1% | |||
| 33 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.0M | 0.6% | 4,274 | -4% | |||
| 34 | $MA | Mastercard Inc | Financials | $1.0M | 0.6% | 1,968 | -0.3% | |||
| 35 | $META | Meta Platforms, Inc. | Technology | $997K | 0.6% | 1,770 | +32% | |||
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | — | $973K | 0.6% | 7,074 | -14% | |||
| 37 | $WMT | Walmart Inc. | Consumer Staples | $939K | 0.6% | 8,293 | +66% | |||
| 38 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $884K | 0.6% | 21K | +1% | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $875K | 0.5% | 3,237 | +13% | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $839K | 0.5% | 6,526 | +10% | |||
| 41 | $WM | WASTE MANAGEMENT INC | Utilities | $828K | 0.5% | 3,716 | +10% | |||
| 42 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $803K | 0.5% | 5,873 | -4% | |||
| 43 | $EOS | Eaton Vance Enhanced Equity Income Fund II | Other | $785K | 0.5% | 36K | +2% | |||
| 44 | $CVX | CHEVRON CORP | Energy | $776K | 0.5% | 4,684 | +2% | |||
| 45 | $RS | RELIANCE, INC. | Consumer Discretionary | $747K | 0.5% | 2,000 | — | |||
| 46 | $PWR | QUANTA SERVICES, INC. | Industrials | $711K | 0.4% | 988 | — | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $692K | 0.4% | 1,192 | +9% | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $670K | 0.4% | 5,700 | +19% | |||
| 49 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $666K | 0.4% | 1,887 | +4% | |||
| 50 | $PM | Philip Morris International Inc. | Consumer Staples | $664K | 0.4% | 3,671 | +1% | |||
| 51 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $664K | 0.4% | 2,361 | +42% | |||
| 52 | $TSLA | Tesla, Inc. | Consumer Discretionary | $656K | 0.4% | 1,560 | +1% | |||
| 53 | $DIS | Walt Disney Co | Communication Services | $654K | 0.4% | 6,798 | -8% | |||
| 54 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | — | $632K | 0.4% | 3,749 | +10% | |||
| 55 | $YUM | YUM BRANDS INC | Consumer Discretionary | $627K | 0.4% | 3,920 | +0.0% | |||
| 56 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $613K | 0.4% | 832 | +1.0% | |||
| 57 | $QCOM | QUALCOMM INC/DE | Technology | $590K | 0.4% | 3,193 | -20% | |||
| 58 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $583K | 0.4% | 18K | New | |||
| 59 | $COHR | COHERENT CORP. | Technology | $556K | 0.3% | 1,410 | — | |||
| 60 | $DHR | DANAHER CORP /DE/ | Healthcare | $545K | 0.3% | 2,861 | — | |||
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | — | $539K | 0.3% | 1,793 | -8% | |||
| 62 | $BA | BOEING CO | Industrials | $526K | 0.3% | 2,431 | -17% | |||
| 63 | — | ISHARES TR - CORE S&P MCP ETF | — | $511K | 0.3% | 6,623 | -8% | |||
| 64 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | — | $507K | 0.3% | 37K | +2% | |||
| 65 | $GLW | CORNING INC /NY | Materials | $506K | 0.3% | 1,981 | +0.1% | |||
| 66 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $506K | 0.3% | 771 | +27% | |||
| 67 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $504K | 0.3% | 6,999 | +5% | |||
| 68 | — | ISHARES TR - ISHARES BIOTECH | — | $494K | 0.3% | 2,599 | — | |||
| 69 | $TFC | TRUIST FINANCIAL CORP | Financials | $492K | 0.3% | 9,880 | -0.2% | |||
| 70 | $AME | AMETEK INC/ | Industrials | $484K | 0.3% | 2,000 | — | |||
| 71 | $RTX | RTX Corp | Industrials | $483K | 0.3% | 2,545 | +2% | |||
| 72 | $ET | Energy Transfer LP | Energy | $472K | 0.3% | 25K | +6% | |||
| 73 | $GRC | GORMAN RUPP CO | Industrials | $459K | 0.3% | 5,000 | — | |||
| 74 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $440K | 0.3% | 7,607 | -2% | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $438K | 0.3% | 2,301 | New | |||
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $432K | 0.3% | 629 | +16% | |||
| 77 | $KMB | KIMBERLY CLARK CORP | Materials | $426K | 0.3% | 3,885 | +20% | |||
| 78 | $KO | COCA COLA CO | Consumer Staples | $426K | 0.3% | 5,243 | +2% | |||
| 79 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $414K | 0.3% | 3,469 | +0.2% | |||
| 80 | $TTEC | TTEC Holdings, Inc. | Industrials | $397K | 0.3% | 205K | +87% | |||
| 81 | $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | — | $393K | 0.2% | 14K | +7% | |||
| 82 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $392K | 0.2% | 781 | — | |||
| 83 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $391K | 0.2% | 820 | +0.2% | |||
| 84 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $389K | 0.2% | 1,581 | +63% | |||
| 85 | $UBER | Uber Technologies, Inc | Technology | $384K | 0.2% | 5,328 | +14% | |||
| 86 | — | ISHARES TR - CORE S&P SCP ETF | — | $376K | 0.2% | 2,535 | -5% | |||
| 87 | $UNP | UNION PACIFIC CORP | Industrials | $373K | 0.2% | 1,370 | +2% | |||
| 88 | $FBIN | Fortune Brands Innovations, Inc. | Industrials | $368K | 0.2% | 6,700 | — | |||
| 89 | $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | Other | $366K | 0.2% | 12K | +20% | |||
| 90 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | — | $359K | 0.2% | 4,350 | +500% | |||
| 91 | — | ISHARES TR - MSCI USA MMENTM | — | $359K | 0.2% | 1,047 | — | |||
| 92 | — | ISHARES TR - MSCI USA MIN ETF | — | $349K | 0.2% | 3,623 | — | |||
| 93 | — | PACER FDS TR - US CASH COWS 100 | — | $348K | 0.2% | 5,595 | +9% | |||
| 94 | $ABT | ABBOTT LABORATORIES | Healthcare | $345K | 0.2% | 3,806 | -16% | |||
| 95 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $344K | 0.2% | 15K | — | |||
| 96 | $MU | MICRON TECHNOLOGY INC | Technology | $342K | 0.2% | 296 | New | |||
| 97 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $338K | 0.2% | 1,190 | -28% | |||
| 98 | — | ISHARES TR - MSCI USA QLT FCT | — | $337K | 0.2% | 1,534 | +1% | |||
| 99 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $335K | 0.2% | 2,045 | — | |||
| 100 | $CCNE | CNB FINANCIAL CORP/PA | Financials | $334K | 0.2% | 9,904 | +0.0% | |||
| 101 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $334K | 0.2% | 5,792 | +2% | |||
| 102 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $328K | 0.2% | 453 | New | |||
| 103 | $T | AT&T INC. | Communication Services | $322K | 0.2% | 16K | -0.6% | |||
| 104 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $318K | 0.2% | 1,587 | New | |||
| 105 | $BLK | BlackRock, Inc. | Financials | $313K | 0.2% | 326 | +3% | |||
| 106 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $313K | 0.2% | 2,068 | — | |||
| 107 | $AXON | AXON ENTERPRISE, INC. | Industrials | $311K | 0.2% | 555 | New | |||
| 108 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $310K | 0.2% | 8,445 | — | |||
| 109 | — | ISHARES TR - RUS MID CAP ETF | — | $302K | 0.2% | 2,736 | +0.0% | |||
| 110 | — | ISHARES TR - CORE US AGGBD ET | — | $296K | 0.2% | 2,986 | -5% | |||
| 111 | $LRCX | LAM RESEARCH CORP | Technology | $295K | 0.2% | 680 | New | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $291K | 0.2% | 5,488 | New | |||
| 113 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $291K | 0.2% | 1,300 | +9% | |||
| 114 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $287K | 0.2% | 2,681 | New | |||
| 115 | $WT | WisdomTree, Inc. | Financials | $278K | 0.2% | 4,879 | -14% | |||
| 116 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $276K | 0.2% | 3,075 | New | |||
| 117 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Other | $276K | 0.2% | 26K | New | |||
| 118 | $AMGN | AMGEN INC | Healthcare | $264K | 0.2% | 728 | +8% | |||
| 119 | $MSCI | MSCI Inc. | Financials | $262K | 0.2% | 467 | — | |||
| 120 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $260K | 0.2% | 1,162 | -5% | |||
| 121 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $260K | 0.2% | 1,707 | +3% | |||
| 122 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $253K | 0.2% | 1,149 | +3% | |||
| 123 | $ADI | ANALOG DEVICES INC | Technology | $251K | 0.2% | 633 | New | |||
| 124 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $248K | 0.1% | 2,877 | New | |||
| 125 | $PCAR | PACCAR INC | Industrials | $242K | 0.1% | 2,018 | — | |||
| 126 | $IVZ | Invesco Ltd. | Financials | $241K | 0.1% | 1,363 | -22% | |||
| 127 | $CB | Chubb Ltd | Financials | $237K | 0.1% | 695 | -3% | |||
| 128 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $235K | 0.1% | 1,481 | New | |||
| 129 | $APD | Air Products & Chemicals, Inc. | Materials | $230K | 0.1% | 785 | +2% | |||
| 130 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $229K | 0.1% | 2,771 | — | |||
| 131 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $227K | 0.1% | 1,661 | -4% | |||
| 132 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $226K | 0.1% | 9,168 | -9% | |||
| 133 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $224K | 0.1% | 4,698 | -2% | |||
| 134 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $217K | 0.1% | 2,018 | New | |||
| 135 | $EPAC | ENERPAC TOOL GROUP CORP | Industrials | $216K | 0.1% | 6,025 | — | |||
| 136 | $NVO | NOVO NORDISK A S | Healthcare | $216K | 0.1% | 4,500 | New | |||
| 137 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $214K | 0.1% | 2,503 | New | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $213K | 0.1% | 1,000 | New | |||
| 139 | $SPY | SPDR S&P 500 ETF TRUST | — | $211K | 0.1% | 283 | New | |||
| 140 | $SJM | J M SMUCKER Co | Consumer Staples | $209K | 0.1% | 1,860 | -23% | |||
| 141 | $DUK | Duke Energy CORP | Utilities | $207K | 0.1% | 1,633 | +0.3% | |||
| 142 | $LDOS | Leidos Holdings, Inc. | Technology | $206K | 0.1% | 2,001 | +0.1% | |||
| 143 | $LMT | LOCKHEED MARTIN CORP | Industrials | $205K | 0.1% | 403 | +20% | |||
| 144 | — | ISHARES TR - SELECT DIVID ETF | — | $205K | 0.1% | 1,309 | New | |||
| 145 | $USB | US BANCORP \DE\ | Financials | $202K | 0.1% | 3,340 | New | |||
| 146 | $AON | Aon plc | Financials | $200K | 0.1% | 604 | -6% | |||
| 147 | $GAB | GABELLI EQUITY TRUST INC | — | $115K | 0.1% | 20K | +2% | |||
| 148 | $KEEL | Keel Infrastructure Corp. | Financials | $99K | 0.1% | 17K | New | |||
| 149 | $EPM | EVOLUTION PETROLEUM CORP | Energy | $54K | 0.0% | 15K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 71 added to, 33 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$583K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR TECHN ETF$438K
first bought this quarter
$MUMICRON TECHNOLOGY INC$342K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$328K
first bought this quarter
$COFCAPITAL ONE FINANCIAL CORP$318K
first bought this quarter
$AXONAXON ENTERPRISE, INC.$311K
first bought this quarter
+15 more in the Excel export
Added to (71)
now $11.5M · held 6+ qtrs
- VANGUARD INDEX FDS - TOTAL STK MKT+72%
now $1.4M
now $22.9M · held 6+ qtrs
$WMTWalmart Inc.+66%
now $939K · held 6+ qtrs
now $6.1M · held 6+ qtrs
now $5.8M · held 6+ qtrs
+65 more in the Excel export
Holdings by quarter
Every 13F Chancellor Financial Group WB LP has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Chancellor Financial Group WB?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Chancellor Financial Group WB's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.2%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 13% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Chancellor Financial Group WB LP disclosed 149 positions worth $161.5M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 14.2% of the equity portfolio, followed by $MSFT. During the quarter the fund opened 21 new positions and exited 13 and a full exit from $C. The portfolio is most concentrated in Technology (36.5% of disclosed assets). All figures are sourced directly from Chancellor Financial Group WB LP’s Form 13F-HR filing with the SEC under CIK 2059742.
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AI-Powered Hedge Fund Analysis: Chancellor Financial Group WB LP
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Every holding in Chancellor Financial Group WB LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.