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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  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TECX TECTONIC THERAPEUTIC INCORPORATED Healthcare 800.0 $28K 0.02% NEW $34.38 +3.6%
42 IGV ISHARES TR EXPANDED TECH 300.0 $27K 0.02% NEW $90.60 +20.9%
43 PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF 510.0 $26K 0.02% NEW $50.95 +6.6%
44 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) Consumer Defensive 300.0 $25K 0.02% NEW $82.40 -2.8%
45 MHD BLACKROCK MUNIHOLDINGS FD INCORPORATED Financial Services 1,871.0 $22K 0.01% NEW $11.90 -4.2%
46 VKQ INVESCO MUNICIPAL TRUST Financial Services 2,000.0 $20K 0.01% NEW $10.04 -2.6%
47 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 150.0 $17K 0.01% NEW $112.50 +17.6%
48 ABRDN ASIA PACIFIC INCOME FUND COM NEW 1,000.0 $15K 0.01% NEW $14.71
49 NVTS NAVITAS SEMICONDUCTOR CORPORATION Technology 600.0 $11K 0.01% NEW $17.92 -35.9%
50 HXL HEXCEL CORPORATION NEW Industrials 100.0 $10K 0.01% NEW $100.06 -5.2%
51 AMCOR PLC COM NEW (JERSEY) 200.0 $9K 0.01% NEW $43.35
52 SMCX DEFIANCE DAILY TARGET 2X LONG SMCI ETF 700.0 $6K 0.00% NEW $8.92 +32.8%
53 ENVX ENOVIX CORPORATION Industrials 1,000.0 $6K 0.00% NEW $6.07 -44.6%
54 LXEO LEXEO THERAPEUTICS INCORPORATED Healthcare 1,000.0 $5K 0.00% NEW $4.66 +4.4%
55 EGHT 8X8 INCORPORATED NEW Technology 2,000.0 $3K 0.00% NEW $1.71 +16.4%
56 ALOY REALLOYS INCORPORATED Basic Materials 200.0 $3K 0.00% NEW $14.45 -28.0%
57 MSTX DEFIANCE DAILY TARGET 2X LONG MSTR ETF 200.0 $1K 0.00% NEW $7.44 +86.4%
Page 3 of 3  ·  57 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%