Institutional Fund
Chancellor Financial Group Wb LP
Wilkes-Barre, PACIK 20597426 filings on record
Portfolio Value
$139.68M
Q1 2026
Holdings
138
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-4.4%
from $146.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc14.0%
- Microsoft Corp7.7%
- Ishares Tr5.4%
- Nvidia Corporation4.4%
- Amazon Com Inc3.6%
- Alphabet Inc3.2%
- Other61.7%
Portfolio Holdings
138 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 77.1K | $19.57M | 14.0% | +199 | Added |
| 2 | Microsoft Corp | 28.9K | $10.69M | 7.7% | −1.2K | Reduced |
| 3 | Ishares Tr | 11.6K | $7.60M | 5.4% | +473 | Added |
| 4 | Nvidia Corporation | 35.2K | $6.14M | 4.4% | +2.7K | Added |
| 5 | Amazon Com Inc | 24.2K | $5.03M | 3.6% | −1.6K | Reduced |
| 6 | Alphabet Inc | 15.4K | $4.42M | 3.2% | −85 | Reduced |
| 7 | Johnson & Johnson | 15.9K | $3.89M | 2.8% | +55 | Added |
| 8 | Nextera Energy Inc | 40.5K | $3.76M | 2.7% | +24 | Added |
| 9 | Visa Inc | 9.6K | $2.91M | 2.1% | −68 | Reduced |
| 10 | Citigroup Inc | 23.3K | $2.65M | 1.9% | +415 | Added |
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