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 2 of 3 · 43 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	ITB	ISHARES TR US HOME CONS ETF	—	500	$48K	0.04%	SOLD
22	MSB	MESABI TR CTF BEN INT	Financial Services	1,000	$39K	0.03%	SOLD
23	FXI	ISHARES TR CHINA LG-CAP ETF	—	1,000	$38K	0.03%	SOLD
24	IGV	ISHARES TR EXPANDED TECH	—	250	$26K	0.02%	SOLD
25	EMC	GLOBAL X FDS EMERGING MARKETS GREAT CONS	—	800	$25K	0.02%	SOLD
26	BBIO	BRIDGEBIO PHARMA INCORPORATED	Healthcare	300	$23K	0.02%	SOLD
27	WDC	WESTERN DIGITAL CORPORATION	Technology	100	$17K	0.01%	SOLD
28	XHB	STATE STREET SPDR S&P HOMEBUILDERS ETF	—	150	$15K	0.01%	SOLD
29	STWD	STARWOOD PROPERTY TR INCORPORATED REIT	Real Estate	700	$13K	0.01%	SOLD
30	ADAMM	ADAMAS TRUST INCORPORATED. REIT	Financial Services	1,500	$11K	0.01%	SOLD
31	IFRX	INFLARX NV (NETHERLANDS)	Healthcare	9,000	$9K	0.01%	SOLD
32	CRWV	COREWEAVE INCORPORATED COM CLASS A	Technology	100	$7K	0.01%	SOLD
33	VNOM	VIPER ENERGY INCORPORATED CLASS A	Energy	164	$6K	0.01%	SOLD
34	FSCO	FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK	Financial Services	900	$6K	0.01%	SOLD
35	PG	PROCTER AND GAMBLE COMPANY	Consumer Defensive	39	$6K	0.01%	SOLD
36	MSFU	DIREXION DAILY MSFT BULL 2X SHARES	—	100	$4K	0.00%	SOLD
37	—	TWO HBRS INVT CORPORATION REIT	—	375	$4K	0.00%	SOLD
38	EOSE	EOS ENERGY ENTERPRISES INCORPORATED COM CLASS A	Industrials	230	$3K	0.00%	SOLD
39	—	AMCOR PLC ORD (JERSEY)	—	300	$3K	0.00%	SOLD
40	SSSS	SURO CAPITAL CORPORATION COM NEW	Financial Services	200	$2K	0.00%	SOLD

Page 2 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%