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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 1 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR CORE S&P500 ETF 15,868.0 $11.9M 7.81% $748.89 +3.2%
2 MU MICRON TECHNOLOGY INCORPORATED Technology 10,180.0 $11.8M 7.73% +60.0 +0.6% $1154.29 -19.2%
3 SPYI NEOS S&P 500 HIGH INCOME ETF 157,085.0 $8.3M 5.48% +14K +9.9% $53.09 +1.2%
4 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 146,296.0 $8.3M 5.46% +23K +18.2% $56.79 -4.0%
5 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 15,435.0 $8.1M 5.30% +330.0 +2.2% $522.39 +2.4%
6 MSFT MICROSOFT CORPORATION Technology 16,054.0 $6.0M 3.94% -120.0 -0.7% $373.02 +37.7%
7 AAPL APPLE INCORPORATED Technology 19,264.0 $5.6M 3.67% -1K -4.9% $289.36 +10.5%
8 JPM JPMORGAN CHASE & COMPANY Financial Services 15,437.0 $5.1M 3.32% $327.33 +9.3%
9 NVDA NVIDIA CORPORATION Technology 17,171.0 $3.4M 2.26% +425.0 +2.5% $200.09 +8.7%
10 EOS EATON VANCE ENHANCED EQUITY IN Financial Services 147,810.0 $3.3M 2.14% -10K -6.0% $22.04 -1.7%
11 SPY STATE STREET SPDR S&P 500 ETF TRUST Financial Services 3,880.0 $2.9M 1.91% $746.77 +3.0%
12 GEV GE VERNOVA INCORPORATED Utilities 2,451.0 $2.9M 1.89% +78.0 +3.3% $1174.86 -22.4%
13 MTZ MASTEC INCORPORATED Industrials 6,765.0 $2.8M 1.85% $416.06 -42.1%
14 AM ANTERO MIDSTREAM CORPORATION Energy 122,900.0 $2.8M 1.84% -2K -1.7% $22.75 -2.0%
15 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 15,480.0 $2.6M 1.74% NEW $170.86
16 UNH UNITEDHEALTH GROUP INCORPORATED Healthcare 5,338.0 $2.2M 1.46% +2K +52.3% $415.63 -5.5%
17 XOM EXXON MOBIL CORPORATION Energy 15,177.0 $2.1M 1.36% -200.0 -1.3% $136.72 +14.6%
18 SNDK SANDISK CORPORATION Technology 851.0 $1.9M 1.27% +616.0 +262.1% $2273.73 -34.7%
19 MS MORGAN STANLEY COM NEW Financial Services 9,105.0 $1.9M 1.25% +130.0 +1.4% $209.04 +2.7%
20 AAOI APPLIED OPTOELECTRONICS INCORPORATED Technology 12,840.0 $1.9M 1.25% -6K -31.3% $148.16 -28.3%
Page 1 of 15  ·  283 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%