Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chancellor Financial Group WB LP (CIK 2059742) reported $141.3M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($19.6M, 13.85%), MSFT ($10.7M, 7.56%), IVV ($7.6M, 5.38%), NVDA ($6.1M, 4.34%), AMZN ($5.0M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $19.6M | 13.85% | 77,103 | Added |
| 2 | MSFT | MICROSOFT CORP | $10.7M | 7.56% | 28,870 | Trimmed |
| 3 | IVV | ISHARES TR | $7.6M | 5.38% | 11,631 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $6.1M | 4.34% | 35,189 | Added |
| 5 | AMZN | AMAZON COM INC | $5.0M | 3.56% | 24,162 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $4.4M | 3.13% | 15,384 | Trimmed |
| 7 | JNJ | JOHNSON & JOHNSON | $3.9M | 2.76% | 15,926 | Added |
| 8 | NEE | NEXTERA ENERGY INC | $3.8M | 2.66% | 40,494 | Added |
| 9 | V | VISA INC | $2.9M | 2.06% | 9,637 | Trimmed |
| 10 | C | CITIGROUP INC | $2.6M | 1.87% | 23,323 | Added |
| 11 | GOOG | ALPHABET INC | $2.4M | 1.71% | 8,424 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.68% | 8,065 | Trimmed |
| 13 | AVGO | BROADCOM INC | $2.1M | 1.51% | 6,872 | Added |
| 14 | CAT | CATERPILLAR INC | $2.0M | 1.44% | 2,873 | Added |
| 15 | CMI | CUMMINS INC | $2.0M | 1.39% | 3,657 | Hold |
| 16 | BF/B | BROWN FORMAN CORP | $1.8M | 1.27% | 67,655 | Added |
| 17 | PEP | PEPSICO INC | $1.8M | 1.25% | 11,398 | Trimmed |
| 18 | BAC | BANK AMERICA CORP | $1.7M | 1.21% | 35,037 | Trimmed |
| 19 | PPL | PPL CORP | $1.5M | 1.07% | 39,624 | Added |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 1.06% | 1,498 | Added |
| 21 | C-PLCL | CITIGROUP INC | $1.3M | 0.95% | 246 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $1.3M | 0.92% | 9,006 | Added |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.89% | 2,628 | Hold |
| 24 | ABBV | ABBVIE INC | $1.2M | 0.84% | 5,437 | Added |
| 25 | DE | DEERE & CO | $1.2M | 0.83% | 2,089 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31