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Home > Institutional Investor > Chancellor Financial Group Wb Lp > Profile

Instuitional Investor - Chancellor Financial Group Wb Lp

Fund Profile
Filing Period:
Fund Name: Chancellor Financial Group Wb Lp
Portfolio Value $161,532,074
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 79,018 $22,864,691 14.15%
2.
Microsoft Corp
 MSFT 30,780 $11,481,698 7.11%
3.
Ishares Trust
 IEF 10,881 $8,148,866 5.04%
4.
Nvidia Corp
 NVDA 33,896 $6,782,151 4.2%
5.
Amazon Com Inc
 AMZN 25,622 $6,106,747 3.78%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.