Chancellor Financial Group WB LP

Est. AUM

$141.3M

13F long equity, this entity only

Positions

140

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$19.6M	77103	13.85%	SOLE
2	MICROSOFT CORP	COM	$10.7M	28870	7.56%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$7.6M	11631	5.38%	SOLE
4	NVIDIA CORPORATION	COM	$6.1M	35189	4.34%	SOLE
5	AMAZON COM INC	COM	$5.0M	24162	3.56%	SOLE
6	ALPHABET INC	CAP STK CL A	$4.4M	15384	3.13%	SOLE
7	JOHNSON & JOHNSON	COM	$3.9M	15926	2.76%	SOLE
8	NEXTERA ENERGY INC	COM	$3.8M	40494	2.66%	SOLE
9	VISA INC	COM CL A	$2.9M	9637	2.06%	SOLE
10	CITIGROUP INC	COM NEW	$2.6M	23323	1.87%	SOLE
11	ALPHABET INC	CAP STK CL C	$2.4M	8424	1.71%	SOLE
12	JPMORGAN CHASE & CO	COM	$2.4M	8065	1.68%	SOLE
13	BROADCOM INC	COM	$2.1M	6872	1.51%	SOLE
14	CATERPILLAR INC	COM	$2.0M	2873	1.44%	SOLE
15	CUMMINS INC	COM	$2.0M	3657	1.39%	SOLE
16	BROWN FORMAN CORP	CL B	$1.8M	67655	1.27%	SOLE
17	PEPSICO INC	COM	$1.8M	11398	1.25%	SOLE
18	BANK AMERICA CORP	COM	$1.7M	35037	1.21%	SOLE
19	PPL CORP	COM	$1.5M	39624	1.07%	SOLE
20	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1498	1.06%	SOLE
21	CITIGROUP INCCALL	CALL	$1.3M	246	0.95%	SOLE
22	PROCTER & GAMBLE CO	COM	$1.3M	9006	0.92%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.3M	2628	0.89%	SOLE
24	ABBVIE INC	COM	$1.2M	5437	0.84%	SOLE
25	DEERE & CO	COM	$1.2M	2089	0.83%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$1.1M	4243	0.81%	SOLE
27	HANCOCK JOHN FINL OPPTYS	SH BEN INT NEW	$1.1M	31197	0.79%	SOLE
28	EXXON MOBIL CORP	COM	$1.0M	6103	0.73%	SOLE
29	VERIZON COMMUNICATIONS INC	COM	$1.0M	20599	0.73%	SOLE
30	MASTERCARD INCORPORATED	CL A	$986K	1974	0.70%	SOLE
31	ARCHER DANIELS MIDLAND CO	COM	$983K	13520	0.70%	SOLE
32	CHEVRON CORPORATION	COM	$954K	4610	0.68%	SOLE
33	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$953K	4433	0.67%	SOLE
34	GE AEROSPACE	COM NEW	$926K	3263	0.66%	SOLE
35	ISHARES TR	S&P 500 GRWT ETF	$926K	8185	0.66%	SOLE
36	HEICO CORP NEW	COM	$897K	3273	0.63%	SOLE
37	MCDONALDS CORP	COM	$890K	2863	0.63%	SOLE
38	GE VERNOVA INC	COM	$887K	1016	0.63%	SOLE
39	ELI LILLY & CO	COM	$831K	903	0.59%	SOLE
40	WASTE MGMT INC DEL	COM	$774K	3368	0.55%	SOLE
41	META PLATFORMS INC	CL A	$770K	1345	0.54%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$715K	2228	0.51%	SOLE
43	EATON VANCE ENHANCED EQUITY	COM	$714K	34879	0.51%	SOLE
44	DISNEY WALT CO	COM	$714K	7404	0.51%	SOLE
45	MERCK & CO INC	COM	$712K	5919	0.50%	SOLE
46	WALMART INC	COM	$622K	5009	0.44%	SOLE
47	YUM BRANDS INC	COM	$609K	3919	0.43%	SOLE
48	RELIANCE INC	COM	$608K	2000	0.43%	SOLE
49	PHILIP MORRIS INTL INC	COM	$600K	3627	0.42%	SOLE
50	HOME DEPOT INC	COM	$595K	1808	0.42%	SOLE

1–50 of 140

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.