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Michael Casey

Chancellor Financial Group Wb Lp

Assets Managed
$141.286M
Holdings
140
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
-4.27%(2Q avg: -0.07%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chancellor Financial Group Wb Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Chancellor Financial Group Wb Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.286M in assets, with a quarterly growth rate of -4.27% and a 2-quarter average growth rate of -0.07%. The portfolio is managed by Michael Casey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.26%
13.85%
$19.568M
77,103 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.96%
7.57%
$10.687M
28,870 shares@ $370.18 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.24%
5.38%
$7.597M
11,631 shares@ $653.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.18%
4.35%
$6.137M
35,189 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.37%
3.57%
$5.032M
24,162 shares@ $208.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.54%
3.14%
$4.424M
15,384 shares@ $287.56 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 0.35%
2.76%
$3.893M
15,926 shares@ $244.45 avg price
NEE
Nextera Energy Inc
Recent Activity
Increased 0.06%
2.67%
$3.761M
40,494 shares@ $92.89 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.7%
2.07%
$2.913M
9,637 shares@ $302.25 avg price
C
Citigroup Inc
Recent Activity
Increased 1.82%
1.88%
$2.645M
23,323 shares@ $113.41 avg price

1-10 of 140