Portfolio (Quarterly) Guide ↗

Chung Wu Investment Group, LLC

· CIK 0002054278

13F Portfolio $116M AUM 259 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 40 New 29 Added 66 Reduced 43 Exited

Page 1 of 3 · 43 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SIL	GLOBAL X SILVER MINERS ETF	—	10,400	$869K	0.71%	SOLD
2	KTOS	KRATOS DEFENSE & SEC SOLUTIONS COM NEW	Industrials	9,760	$741K	0.61%	SOLD
3	APP	APPLOVIN CORPORATION COM CLASS A	Technology	1,080	$728K	0.59%	SOLD
4	—	ASTRAZENECA PLC SPONSORED ADR	—	6,950	$639K	0.52%	SOLD
5	DAL	DELTA AIR LINES INCORPORATED DEL COM NEW	Industrials	9,020	$626K	0.51%	SOLD
6	LLY	ELI LILLY & COMPANY	Healthcare	400	$430K	0.35%	SOLD
7	WGS	GENEDX HOLDINGS CORPORATION COM CLASS A	Healthcare	3,300	$429K	0.35%	SOLD
8	AVAV	AEROVIRONMENT INCORPORATED	Industrials	1,500	$363K	0.30%	SOLD
9	NVO	NOVO-NORDISK A S ADR (DENMARK)	Healthcare	6,000	$305K	0.25%	SOLD
10	WPM	WHEATON PRECIOUS METALS CORPORATION (CANADA)	Basic Materials	2,130	$250K	0.20%	SOLD
11	NVDL	GRANITESHARES 2X LONG NVDA DAILY ETF	—	2,500	$220K	0.18%	SOLD
12	PDD	PDD HOLDINGS INCORPORATED SPONSORED ADS	Consumer Cyclical	1,800	$204K	0.17%	SOLD
13	INSM	INSMED INCORPORATED COM PAR $.01	Healthcare	1,020	$178K	0.14%	SOLD
14	MDLN	MEDLINE INCORPORATED COM CLASS A	Healthcare	3,700	$155K	0.13%	SOLD
15	WBD	WARNER BROS DISCOVERY INCORPORATED COM SER A	Communication Services	5,000	$144K	0.12%	SOLD
16	GWRE	GUIDEWIRE SOFTWARE INCORPORATED	Technology	700	$141K	0.12%	SOLD
17	AXGN	AXOGEN INCORPORATED	Healthcare	4,000	$131K	0.11%	SOLD
18	—	REV GROUP INCORPORATED	—	2,000	$122K	0.10%	SOLD
19	VOR	VOR BIOPHARMA INCORPORATED COM NEW	Healthcare	8,300	$109K	0.09%	SOLD
20	MRVL	MARVELL TECHNOLOGY INCORPORATED	Technology	700	$59K	0.05%	SOLD

Page 1 of 3 · 43 positions

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Sector Allocation

Financial Services 31.0%

Technology 26.1%

Energy 14.6%

Industrials 9.0%

Healthcare 4.6%

Utilities 4.2%

Communication Services 2.7%

Consumer Cyclical 2.6%

Basic Materials 2.5%

Real Estate 1.8%