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 1 of 2 · 33 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VST	VISTRA CORPORATION	Utilities	5,480	$824K	0.71%	SOLD
2	HON	HONEYWELL INTERNATIONAL INCORPORATED	Industrials	2,186	$494K	0.43%	SOLD
3	KRMN	KARMAN HLDGS INCORPORATED COMMON STOCK	Industrials	5,830	$467K	0.40%	SOLD
4	KGS	KODIAK GAS SVCS INCORPORATED	Energy	6,500	$379K	0.33%	SOLD
5	EXPE	EXPEDIA GROUP INCORPORATED COM NEW	Consumer Cyclical	1,500	$346K	0.30%	SOLD
6	CF	CF INDUSTRIES HOLD	Basic Materials	2,400	$312K	0.27%	SOLD
7	SYM	SYMBOTIC INCORPORATED CLASS A COM	Industrials	5,200	$277K	0.24%	SOLD
8	HUBS	HUBSPOT INCORPORATED	Technology	1,000	$244K	0.21%	SOLD
9	CRDO	CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES	Technology	2,500	$235K	0.20%	SOLD
10	NFLX	NETFLIX INCORPORATED.	Communication Services	2,400	$231K	0.20%	SOLD
11	VLO	VALERO ENERGY CORPORATION	Energy	830	$205K	0.18%	SOLD
12	—	LANDBRIDGE COMPANY LLC CLASS A	—	2,900	$200K	0.17%	SOLD
13	NTRA	NATERA INCORPORATED	Healthcare	1,000	$200K	0.17%	SOLD
14	RING	ISHARES INCORPORATED MSCI GBL GOLD MN	—	2,500	$197K	0.17%	SOLD
15	DNTH	DIANTHUS THERAPEUTICS INCORPORATED	Healthcare	2,300	$193K	0.17%	SOLD
16	SILJ	AMPLIFY JUNIOR SILVER MINERS ETF	—	5,000	$149K	0.13%	SOLD
17	—	EXPAND ENERGY CORPORATION	—	1,200	$132K	0.11%	SOLD
18	TSLL	DIREXION DAILY TSLA BULL 2X SHARES	—	8,000	$97K	0.08%	SOLD
19	DXYZ	DESTINY TECH100 INCORPORATED COM SHS	—	3,000	$80K	0.07%	SOLD
20	VALE	VALE S A SPONSORED ADS (BRAZIL)	Basic Materials	3,500	$56K	0.05%	SOLD

Page 1 of 2 · 33 positions

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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%