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Portfolio (Quarterly) Guide ↗

Chung Wu Investment Group, LLC

· CIK 0002054278
13F Portfolio $152M AUM 283 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 45 Added 41 Reduced 33 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DY DYCOM INDUSTRIES INCORPORATED Industrials 1,100.0 $556K 0.37% +220.0 +25.0% $505.59 -41.8%
22 SCCO SOUTHERN COPPER CORPORATION Basic Materials 2,997.0 $522K 0.34% +71.0 +2.4% $174.26 +20.4%
23 SEI SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A Energy 6,100.0 $491K 0.32% +1K +22.0% $80.46 -38.0%
24 HWM HOWMET AEROSPACE INCORPORATED Industrials 1,700.0 $457K 0.30% +300.0 +21.4% $268.86 -1.5%
25 META META PLATFORMS INCORPORATED CLASS A Communication Services 630.0 $355K 0.23% +100.0 +18.9% $563.29 +2.6%
26 STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) Technology 4,700.0 $352K 0.23% +4K +2250.0% $74.89 -34.1%
27 BA BOEING COMPANY Industrials 1,610.0 $349K 0.23% +2K +1510.0% $216.47 -3.1%
28 AMD ADVANCED MICRO DEVICES INCORPORATED Technology 575.0 $334K 0.22% +200.0 +53.3% $580.91 -19.9%
29 GLW CORNING INCORPORATED Technology 1,290.0 $330K 0.22% +190.0 +17.3% $255.43 -41.7%
30 EEM ISHARES TR MSCI EMG MKT ETF 4,370.0 $299K 0.20% +4K +992.5% $68.41 -1.9%
31 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 350.0 $240K 0.16% +200.0 +133.3% $686.81 +3.0%
32 MUU DIREXION DAILY MU BULL 2X SHARES 210.0 $220K 0.14% +30.0 +16.7% $1048.73 -97.2%
33 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 600.0 $214K 0.14% +20.0 +3.5% $357.37 -3.0%
34 AMDL GRANITESHARES 2X LONG AMD DAILY ETF 2,100.0 $174K 0.11% +1K +200.0% $82.75 -42.5%
35 NAD NUVEEN QUALITY MUNCP INCOME FD Financial Services 9,400.0 $114K 0.07% +3K +56.7% $12.12 -3.5%
36 DDM PROSHARES ULTRA DOW30 1,600.0 $105K 0.07% +100.0 +6.7% $65.53 +3.9%
37 MRK MERCK & COMPANY INCORPORATED Healthcare 650.0 $84K 0.06% +50.0 +8.3% $128.50 +15.4%
38 KO COCA COLA COMPANY Consumer Defensive 900.0 $73K 0.05% +300.0 +50.0% $81.27 +10.3%
39 IWM ISHARES TR RUSSELL 2000 ETF 190.0 $57K 0.04% +150.0 +375.0% $300.45 -1.6%
40 QTUM DEFIANCE QUANTUM ETF 170.0 $28K 0.02% +70.0 +70.0% $165.38 -10.4%
Page 2 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.4%
Financial Services 28.8%
Energy 9.1%
Industrials 8.4%
Healthcare 6.2%
Utilities 3.3%
Basic Materials 2.3%
Consumer Cyclical 1.8%
Real Estate 1.4%
Communication Services 1.4%