Chancellor Financial Group WB LP
CIK: 0002059742SEC EDGAR →
Portfolio Value
$147.0M
Holdings
137
As of
Q4 2025
New Positions
5
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 76,904 | $20.0M | 13.61% |
| 2 | MICROSOFT CORP | 30,061 | $14.0M | 9.52% |
| 3 | ISHARES TR | 11,158 | $7.0M | 4.76% |
| 4 | NVIDIA CORPORATION | 32,531 | $6.0M | 4.08% |
| 5 | AMAZON COM INC | 25,806 | $5.0M | 3.40% |
| 6 | ALPHABET INC | 15,469 | $4.0M | 2.72% |
| 7 | NEXTERA ENERGY INC | 40,470 | $3.0M | 2.04% |
| 8 | JOHNSON & JOHNSON | 15,871 | $3.0M | 2.04% |
| 9 | VISA INC | 9,705 | $3.0M | 2.04% |
| 10 | ALPHABET INC | 8,290 | $2.0M | 1.36% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 25 | $43.0M | 47.3% |
| Financial Services | 41 | $16.0M | 17.6% |
| Communication Services | 6 | $6.0M | 6.6% |
| Consumer Cyclical | 7 | $5.0M | 5.5% |
| Healthcare | 12 | $5.0M | 5.5% |
| Utilities | 3 | $4.0M | 4.4% |
| Consumer Defensive | 9 | $4.0M | 4.4% |
| Unknown | 7 | $4.0M | 4.4% |
| Industrials | 16 | $4.0M | 4.4% |
| Basic Materials | 2 | $0 | 0.0% |
| Energy | 7 | $0 | 0.0% |
| Real Estate | 2 | $0 | 0.0% |