Chancellor Financial Group WB LP
SEC Form 13F institutional filer · CIK 0002059742
13F-HR · 98 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
53.1%
Chancellor Financial Group WB LP — $128M AUM allocation strategy
Chancellor Financial Group WB LP files SEC Form 13F and reports $128M of long US equity value across 98 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.2%, followed by Financials 7.6% and Communication Services 5.4%.
The top 10 holdings account for 53% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Chancellor Financial Group WB LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$128M
total across 98 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
53% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +2.66K sh · +$69.9K+$BA +1.16K sh · +$200K+$UBER +840 sh · +$22.9K
Biggest trims (shares)
−$BMY −5.3K sh · −$248K−$PEP −2.83K sh · −$273K−$AMZN −1.64K sh · −$924K
Exited to nil (held last quarter, gone now)
$IYY ($478K last qtr)$PFE ($378K last qtr)$CRM ($341K last qtr)$ORCL ($320K last qtr)$SPY ($308K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals15.3%—
- Systems Software8.4%—
- Semiconductors6.5%—
- Interactive Media & Services5.4%—
- Diversified Banks5.3%—
- Broadline Retail4.0%—
- Construction Machinery & Heavy Transportation Equipment3.1%—
- Pharmaceuticals3.1%—
- Other holdings49.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 77.1K | $19.6M | +199 | 15.3% |
| $MSFT | Microsoft Corporation | 28.9K | $10.7M | -1.19K | 8.4% |
| $NVDA | NVIDIA Corporation | 35.2K | $6.14M | +2.66K | 4.8% |
| $AMZN | Amazon.com Inc | 24.2K | $5.03M | -1.64K | 3.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 15.4K | $4.42M | -85 | 3.5% |
| $JNJ | Johnson & Johnson | 15.9K | $3.89M | +55 | 3.1% |
| $NEE | NextEra Energy Inc | 40.5K | $3.76M | +24 | 2.9% |
| $V | Visa Inc | 9.64K | $2.91M | -68 | 2.3% |
| $C | Citigroup Inc | 23.3K | $2.65M | +415 | 2.1% |
…and 89 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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