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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CARR CARRIER GLOBAL CORPORATION Industrials 300.0 $22K 0.01% +100.0 +50.0% $73.35 -19.9%
42 DTCR GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF 630.0 $19K 0.01% +300.0 +90.9% $30.37 -7.8%
43 CVNA CARVANA COMPANY CLASS A Consumer Cyclical 150.0 $10K 0.01% +120.0 +400.0% $65.82 +12.5%
44 RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK Technology 350.0 $7K 0.00% +250.0 +250.0% $19.32 -19.3%
45 MSTR STRATEGY INCORPORATED CLASS A NEW Technology 30.0 $3K 0.00% +15.0 +100.0% $86.93 +46.4%
Page 3 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%