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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 11 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLG INVESCO S&P 500 TOP 50 ETF 200.0 $11K 0.01% $54.55 +10.6%
202 BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT (BERMUDA) Utilities 300.0 $11K 0.01% $36.12 +1.6%
203 STAG STAG INDUSTRIAL INCORPORATED REIT Real Estate 300.0 $11K 0.01% $36.06 +7.7%
204 QTUM DEFIANCE QUANTUM ETF 100.0 $11K 0.01% NEW $107.30 +49.9%
205 INFINITY NAT RES INCORPORATED COM CLASS A 600.0 $11K 0.01% -2K -76.9% $17.61
206 KYN KAYNE ANDERSON ENERGY INFRSTR Financial Services 719.0 $10K 0.01% $14.28 -5.2%
207 IRM IRON MTN INCORPORATED DEL REIT Real Estate 100.0 $10K 0.01% $102.14 +28.9%
208 IJK ISHARES TR S&P MC 400GR ETF 100.0 $10K 0.01% $100.62 +15.0%
209 IWM ISHARES TR RUSSELL 2000 ETF 40.0 $10K 0.01% $248.00 +20.6%
210 PANW PALO ALTO NETWORKS INCORPORATED Technology 60.0 $10K 0.01% -2K -96.4% $160.32 +79.3%
211 CVNA CARVANA COMPANY CLASS A Consumer Cyclical 30.0 $9K 0.01% $314.37 -78.9%
212 TRFK PACER FDS TR DATA & DIGITAL REVOLUTION ETF 150.0 $9K 0.01% $62.24 +65.2%
213 IJT ISHARES TR S&P SML 600 GWT 62.0 $9K 0.01% $144.71 +20.3%
214 TSHA TAYSHA GENE THERAPIES INCORPORATED COM SHS Healthcare 2,000.0 $9K 0.01% -2K -50.0% $4.47 +56.4%
215 NOG NORTHERN OIL & GAS INCORPORATED Energy 300.0 $9K 0.01% $29.23 -35.3%
216 AMDL GRANITESHARES 2X LONG AMD DAILY ETF 700.0 $9K 0.01% $12.21 +446.0%
217 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 78.0 $8K 0.01% $108.97 +6.9%
218 QQQU DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES 200.0 $8K 0.01% $42.39 +19.0%
219 DTCR GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF 330.0 $8K 0.01% NEW $23.96 +30.0%
220 EFC ELLINGTON FINANCIAL INCORPORATED REIT Real Estate 600.0 $7K 0.01% $11.85 +15.5%
Page 11 of 13  ·  259 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
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%