Chancellor Financial Group WB LP
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2059742
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$161.5M
Holdings
149
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (38.3% 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.
AI Fund Analysis
Stable
$AAPL14.2% weight
Held 6 quarters
$MSFT7.1% weight
Held 6 quarters
ISHARES TR - CORE S&P500 E
5.0% weight
Held 6 quarters
$NVDA4.2% weight
Held 6 quarters
$AMZN3.8% weight
Held 6 quarters
$NEE5 quarters accumulating
$ABBV5 quarters accumulating
$BTO5 quarters accumulating
$ADM5 quarters accumulating
$PM5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$22.9M79,018 sh - 79.8#31
Quality
$11.5M30,780 sh ISHARES TR - CORE S&P500 ETF
—Quality
$8.1M10,881 sh- 85.9
Quality
$6.8M33,896 sh - 68.7
Quality
$6.1M25,622 sh - 78.2
Quality
$5.8M16,225 sh - 69.0
Quality
$4.2M16,373 sh - 64.6
Quality
$3.6M40,505 sh - 82.9
Quality
$3.3M9,672 sh - 65.0
Quality
$3.2M23,190 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $22.9M | 79,018 |
| MICROSOFT CORP$MSFT | 79.8#31 | $11.5M | 30,780 |
| ISHARES TR - CORE S&P500 ETF | — | $8.1M | 10,881 |
| NVIDIA CORP$NVDA | 85.9 | $6.8M | 33,896 |
| AMAZON COM INC$AMZN | 68.7 | $6.1M | 25,622 |
 Alphabet Inc.$GOOG | 78.2 | $5.8M | 16,225 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $4.2M | 16,373 |
| NEXTERA ENERGY INC$NEE | 64.6 | $3.6M | 40,505 |
 VISA INC.$V | 82.9 | $3.3M | 9,672 |
 CITIGROUP INC$C | 65.0 | $3.2M | 23,190 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Chancellor Financial Group WB LP's 149 positions.
Showing top 10 of 149 holdings.
Sector Allocation
Technology
$61.8M
Other
$25.7M
Financials
$17.6M
Industrials
$13.4M
Consumer Discretionary
$11.9M
Healthcare
$10.4M
Consumer Staples
$8.4M
Utilities
$5.9M
Full Holdings — Chancellor Financial Group WB LP (Q2 2026)
All 149 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $22.9M | 14.2% | +2% | 76.4 |
| 2 | $MSFT | MICROSOFT CORP | $11.5M | 7.1% | +7% | 79.8 |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $8.1M | 5.0% | -6% | — |
| 4 | $NVDA | NVIDIA CORP | $6.8M | 4.2% | -4% | 85.9 |
| 5 | $AMZN | AMAZON COM INC | $6.1M | 3.8% | +6% | 68.7 |
| 6 | $GOOG | Alphabet Inc. | $5.8M | 3.6% | +5% | 78.2 |
| 7 | $JNJ | JOHNSON & JOHNSON | $4.2M | 2.6% | +3% | 69 |
| 8 | $NEE | NEXTERA ENERGY INC | $3.6M | 2.2% | +0% | 64.6 |
| 9 | $V | VISA INC. | $3.3M | 2.0% | +0% | 82.9 |
| 10 | $C | CITIGROUP INC | $3.2M | 2.0% | -1% | 65 |
| 11 |  $GOOGL | Alphabet Inc. | $2.9M | 1.8% | -2% | 78.2 |
| 12 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 1.8% | +9% | 70.7 |
| 13 |  $CMI | CUMMINS INC | $2.6M | 1.6% | +0% | 58.1 |
| 14 |  $AVGO | Broadcom Inc. | $2.4M | 1.5% | -6% | 84.5 |
| 15 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.0M | 1.3% | +1% | 67.6 |
| 16 |  $BF-A | BROWN FORMAN CORP | $1.8M | 1.1% | +0% | 56.6 |
| 17 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 1.1% | +2% | 62.7 |
| 18 |  $PEP | PEPSICO INC | $1.7M | 1.1% | +11% | 63.4 |
| 19 |  $PG | PROCTER & GAMBLE Co | $1.6M | 1.0% | +19% | 64.6 |
| 20 |  $CAT | CATERPILLAR INC | $1.5M | 0.9% | -50% | 66.5 |
| 21 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.4M | 0.9% | +72% | — |
| 22 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.9% | +0% | 66.2 |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.8% | +4% | 73.8 |
| 24 | $ABBV | AbbVie Inc. | $1.4M | 0.8% | +0% | 72.6 |
| 25 |  $DE | DEERE & CO | $1.3M | 0.8% | -0% | 55.4 |
| 26 |  $PPL | PPL Corp | $1.3M | 0.8% | -11% | 55.7 |
| 27 | $BTO | JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | $1.2M | 0.8% | +1% | — |
| 28 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.8% | +1% | 73.8 |
| 29 |  $GEV | GE Vernova Inc. | $1.2M | 0.7% | +0% | 81.1 |
| 30 |  $HEI | HEICO CORP | $1.2M | 0.7% | +0% | 75.6 |
| 31 |  $LLY | ELI LILLY & Co | $1.1M | 0.7% | +2% | 87.5 |
| 32 | $ADM | Archer-Daniels-Midland Co | $1.0M | 0.6% | +0% | 50.7 |
| 33 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.0M | 0.6% | -4% | — |
| 34 |  $MA | Mastercard Inc | $1.0M | 0.6% | -0% | 85.1 |
| 35 |  $META | Meta Platforms, Inc. | $997,117 | 0.6% | +32% | 79.6 |
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | $972,885 | 0.6% | -14% | — |
| 37 |  $WMT | Walmart Inc. | $939,247 | 0.6% | +66% | 60.2 |
| 38 |  $VZ | VERIZON COMMUNICATIONS INC | $884,315 | 0.6% | +1% | 65.8 |
| 39 |  $MCD | MCDONALDS CORP | $874,979 | 0.5% | +13% | 69 |
| 40 |  $MRK | Merck & Co., Inc. | $838,653 | 0.5% | +10% | 59.9 |
| 41 |  $WM | WASTE MANAGEMENT INC | $828,310 | 0.5% | +10% | 67.6 |
| 42 |  $XOM.R34088 | EXXON MOBIL CORP | $802,940 | 0.5% | -4% | 57.9 |
| 43 |  $EOS | Eaton Vance Enhanced Equity Income Fund II | $784,917 | 0.5% | +2% | — |
| 44 |  $CVX | CHEVRON CORP | $776,432 | 0.5% | +2% | 62.8 |
| 45 |  $RS | RELIANCE, INC. | $747,200 | 0.5% | +0% | 50.9 |
| 46 |  $PWR | QUANTA SERVICES, INC. | $711,400 | 0.4% | +0% | 72.1 |
| 47 |  $AMD | ADVANCED MICRO DEVICES INC | $692,445 | 0.4% | +9% | 79.8 |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $669,527 | 0.4% | +19% | 70.3 |
| 49 |  $HD | HOME DEPOT, INC. | $665,658 | 0.4% | +4% | 60.3 |
| 50 | $PM | Philip Morris International Inc. | $664,036 | 0.4% | +1% | 75.9 |
| 51 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $663,937 | 0.4% | +42% | 70 |
| 52 |  $TSLA | Tesla, Inc. | $656,136 | 0.4% | +1% | 53.9 |
| 53 |  $DIS | Walt Disney Co | $654,263 | 0.4% | -8% | 60.1 |
| 54 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $631,527 | 0.4% | +10% | — |
| 55 |  $YUM | YUM BRANDS INC | $626,723 | 0.4% | +0% | 73.7 |
| 56 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $612,685 | 0.4% | +1% | — |
| 57 |  $QCOM | QUALCOMM INC/DE | $590,065 | 0.4% | -20% | 70.5 |
| 58 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $583,479 | 0.4% | NEW | — |
| 59 |  $COHR | COHERENT CORP. | $556,203 | 0.3% | +0% | 58.5 |
| 60 |  $DHR | DANAHER CORP /DE/ | $544,963 | 0.3% | +0% | 64.8 |
| 61 | — | ISHARES TR - RUSSELL 2000 ETF | $538,760 | 0.3% | -8% | — |
| 62 |  $BA | BOEING CO | $526,239 | 0.3% | -17% | 61.6 |
| 63 | — | ISHARES TR - CORE S&P MCP ETF | $510,710 | 0.3% | -8% | — |
| 64 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | $507,498 | 0.3% | +2% | — |
| 65 |  $GLW | CORNING INC /NY | $505,962 | 0.3% | +0% | 73.7 |
| 66 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $505,636 | 0.3% | +27% | — |
| 67 |  $MO | ALTRIA GROUP, INC. | $503,565 | 0.3% | +5% | 67.4 |
| 68 | — | ISHARES TR - ISHARES BIOTECH | $494,316 | 0.3% | +0% | — |
| 69 |  $TFC | TRUIST FINANCIAL CORP | $492,222 | 0.3% | -0% | 76.4 |
| 70 |  $AME | AMETEK INC/ | $483,880 | 0.3% | +0% | 69.7 |
| 71 |  $RTX | RTX Corp | $482,831 | 0.3% | +2% | 73.2 |
| 72 |  $ET | Energy Transfer LP | $472,207 | 0.3% | +6% | 64.4 |
| 73 |  $GRC | GORMAN RUPP CO | $458,700 | 0.3% | +0% | 56.6 |
| 74 |  $MDLZ | Mondelez International, Inc. | $439,978 | 0.3% | -2% | 56.4 |
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $438,387 | 0.3% | NEW | — |
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $432,128 | 0.3% | +16% | — |
| 77 |  $KMB | KIMBERLY CLARK CORP | $426,484 | 0.3% | +20% | 58.7 |
| 78 |  $KO | COCA COLA CO | $426,083 | 0.3% | +2% | 69.5 |
| 79 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $413,627 | 0.3% | +0% | — |
| 80 |  $TTEC | TTEC Holdings, Inc. | $396,905 | 0.3% | +87% | 28.5 |
| 81 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $392,768 | 0.2% | +7% | — |
| 82 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $391,562 | 0.2% | +0% | 65.1 |
| 83 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $391,455 | 0.2% | +0% | — |
| 84 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $389,274 | 0.2% | +63% | 73.7 |
| 85 |  $UBER | Uber Technologies, Inc | $384,468 | 0.2% | +14% | 73.5 |
| 86 | — | ISHARES TR - CORE S&P SCP ETF | $375,895 | 0.2% | -5% | — |
| 87 |  $UNP | UNION PACIFIC CORP | $372,640 | 0.2% | +2% | 69.7 |
| 88 |  $FBIN | Fortune Brands Innovations, Inc. | $367,830 | 0.2% | +0% | 49.2 |
| 89 |  $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | $365,536 | 0.2% | +20% | — |
| 90 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $359,417 | 0.2% | +500% | — |
| 91 | — | ISHARES TR - MSCI USA MMENTM | $358,943 | 0.2% | +0% | — |
| 92 | — | ISHARES TR - MSCI USA MIN ETF | $349,475 | 0.2% | +0% | — |
| 93 | — | PACER FDS TR - US CASH COWS 100 | $348,009 | 0.2% | +9% | — |
| 94 |  $ABT | ABBOTT LABORATORIES | $345,372 | 0.2% | -16% | 65.5 |
| 95 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $344,073 | 0.2% | +0% | 59.1 |
| 96 |  $MU | MICRON TECHNOLOGY INC | $341,670 | 0.2% | NEW | 86.2 |
| 97 | — | SPDR SERIES TRUST - ST STR SP AERO | $337,710 | 0.2% | -28% | — |
| 98 | — | ISHARES TR - MSCI USA QLT FCT | $336,600 | 0.2% | +1% | — |
| 99 |  $AMT | AMERICAN TOWER CORP /MA/ | $334,501 | 0.2% | +0% | 66.3 |
| 100 |  $CCNE | CNB FINANCIAL CORP/PA | $333,860 | 0.2% | +0% | 66.3 |
| 101 |  $BMY | BRISTOL MYERS SQUIBB CO | $333,748 | 0.2% | +2% | 70.4 |
| 102 |  $AMAT | APPLIED MATERIALS INC /DE | $327,519 | 0.2% | NEW | 72.3 |
| 103 |  $T | AT&T INC. | $321,841 | 0.2% | -1% | 65.7 |
| 104 |  $COF | CAPITAL ONE FINANCIAL CORP | $318,330 | 0.2% | NEW | 62.4 |
| 105 |  $BLK | BlackRock, Inc. | $313,469 | 0.2% | +3% | 70 |
| 106 |  $TJX | TJX COMPANIES INC /DE/ | $313,302 | 0.2% | +0% | 68.7 |
| 107 |  $AXON | AXON ENTERPRISE, INC. | $311,139 | 0.2% | NEW | 56.6 |
| 108 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $310,426 | 0.2% | +0% | 61.4 |
| 109 | — | ISHARES TR - RUS MID CAP ETF | $301,804 | 0.2% | +0% | — |
| 110 | — | ISHARES TR - CORE US AGGBD ET | $295,588 | 0.2% | -5% | — |
| 111 |  $LRCX | LAM RESEARCH CORP | $294,664 | 0.2% | NEW | 79.4 |
| 112 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $291,464 | 0.2% | NEW | — |
| 113 |  $SPG | SIMON PROPERTY GROUP INC. | $290,745 | 0.2% | +9% | 76.7 |
| 114 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $287,216 | 0.2% | NEW | — |
| 115 |  $WT | WisdomTree, Inc. | $278,131 | 0.2% | -14% | 59.9 |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $276,289 | 0.2% | NEW | — |
| 117 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $276,152 | 0.2% | NEW | — |
| 118 |  $AMGN | AMGEN INC | $263,623 | 0.2% | +8% | 79.2 |
| 119 |  $MSCI | MSCI Inc. | $261,539 | 0.2% | +0% | 75.7 |
| 120 |  $ADP | AUTOMATIC DATA PROCESSING INC | $260,230 | 0.2% | -5% | 69.8 |
| 121 | — | SPDR SERIES TRUST - ST STR SP DIV | $259,771 | 0.2% | +3% | — |
| 122 |  $LOW | LOWES COMPANIES INC | $253,287 | 0.2% | +3% | 60.8 |
| 123 |  $ADI | ANALOG DEVICES INC | $251,409 | 0.2% | NEW | 79.2 |
| 124 | — | VANGUARD INDEX FDS - GROWTH ETF | $247,820 | 0.1% | NEW | — |
| 125 |  $PCAR | PACCAR INC | $242,455 | 0.1% | +0% | 56.5 |
| 126 |  $IVZ | Invesco Ltd. | $240,686 | 0.1% | -22% | — |
| 127 |  $CB | Chubb Ltd | $236,814 | 0.1% | -3% | — |
| 128 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $234,975 | 0.1% | NEW | — |
| 129 |  $APD | Air Products & Chemicals, Inc. | $230,146 | 0.1% | +2% | 46.4 |
| 130 |  $WFC | WELLS FARGO & COMPANY/MN | $228,995 | 0.1% | +0% | 61.8 |
| 131 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $227,474 | 0.1% | -4% | 66.5 |
| 132 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $226,074 | 0.1% | -9% | — |
| 133 | — | SPDR SERIES TRUST - ST STR SP500DIV | $224,134 | 0.1% | -2% | — |
| 134 |  $UPS | UNITED PARCEL SERVICE INC | $216,935 | 0.1% | NEW | 58.6 |
| 135 |  $EPAC | ENERPAC TOOL GROUP CORP | $216,056 | 0.1% | +0% | 55.6 |
| 136 |  $NVO | NOVO NORDISK A S | $215,730 | 0.1% | NEW | — |
| 137 | — | VANGUARD STAR FDS - VG TL INTL STK F | $213,966 | 0.1% | NEW | — |
| 138 | $IVZ | Invesco Ltd. | $212,712 | 0.1% | NEW | — |
| 139 |  $SPY | SPDR S&P 500 ETF TRUST | $211,420 | 0.1% | NEW | — |
| 140 |  $SJM | J M SMUCKER Co | $209,250 | 0.1% | -23% | 59.1 |
| 141 |  $DUK | Duke Energy CORP | $206,684 | 0.1% | +0% | 56.4 |
| 142 |  $LDOS | Leidos Holdings, Inc. | $206,043 | 0.1% | +0% | 65.4 |
| 143 |  $LMT | LOCKHEED MARTIN CORP | $205,233 | 0.1% | +20% | 65.6 |
| 144 | — | ISHARES TR - SELECT DIVID ETF | $204,579 | 0.1% | NEW | — |
| 145 |  $USB | US BANCORP \DE\ | $201,720 | 0.1% | NEW | 65.3 |
| 146 |  $AON | Aon plc | $200,341 | 0.1% | -6% | — |
| 147 |  $GAB | GABELLI EQUITY TRUST INC | $115,030 | 0.1% | +2% | — |
| 148 |  $KEEL | Keel Infrastructure Corp. | $98,906 | 0.1% | NEW | 17.9 |
| 149 |  $EPM | EVOLUTION PETROLEUM CORP | $53,734 | 0.0% | +0% | 36.8 |
New Positions (21)
SCHWAB STRATEGIC TR - US DIVIDEND EQ$583,479
SELECT SECTOR SPDR TR - ST STR TECHN ETF$438,387
$MU MICRON TECHNOLOGY INC$341,670$AMAT APPLIED MATERIALS INC /DE$327,519$COF CAPITAL ONE FINANCIAL CORP$318,330$AXON AXON ENTERPRISE, INC.$311,139$LRCX LAM RESEARCH CORP$294,664 SELECT SECTOR SPDR TR - ST STR ENERG ETF$291,464
SELECT SECTOR SPDR TR - ST STR SVC ETF$287,216
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$276,289
$NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND$276,152$ADI ANALOG DEVICES INC$251,409 VANGUARD INDEX FDS - GROWTH ETF$247,820
SELECT SECTOR SPDR TR - ST STR CARE ETF$234,975
$UPS UNITED PARCEL SERVICE INC$216,935Exited Positions (13)
$CCALL CITIGROUP INC
$CI Cigna Group NUVEEN PA INVT QUALITY MUN F
$AMZNCALL AMAZON COM INC
$B BARRICK MINING CORP
$HON HONEYWELL INTERNATIONAL INC
$DVN DEVON ENERGY CORP/DE
$TMUS T-Mobile US, Inc.
$OKE ONEOK INC /NEW/
$CME CME GROUP INC.
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC BITFARMS LTD
GABELLI EQUITY TR INC
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