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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 11 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CVS CVS HEALTH CORPORATION Healthcare 200.0 $21K 0.01% $103.45 -10.0%
202 VKQ INVESCO MUNICIPAL TRUST Financial Services 2,000.0 $20K 0.01% NEW $10.04 -2.6%
203 MMKT TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF 200.0 $20K 0.01% -600.0 -75.0% $100.22 -0.0%
204 KDP KEURIG DR PEPPER INCORPORATED Consumer Defensive 600.0 $20K 0.01% $32.73 -1.7%
205 DTCR GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF 630.0 $19K 0.01% +300.0 +90.9% $30.37 -7.8%
206 EXPD EXPEDITORS INTERNATIONAL WASH INCORPORATED Industrials 116.0 $19K 0.01% $162.98 +17.2%
207 ABEV AMBEV SA SPONSORED ADR (BRAZIL) Consumer Defensive 6,000.0 $19K 0.01% $3.14 -8.9%
208 APLD APPLIED DIGITAL CORPORATION COM NEW Technology 500.0 $19K 0.01% $37.30 -32.1%
209 QCOM QUALCOMM INCORPORATED Technology 100.0 $18K 0.01% -100.0 -50.0% $184.79 -11.1%
210 MISL FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF 400.0 $18K 0.01% $45.77 -2.5%
211 FANG DIAMONDBACK ENERGY INCORPORATED Energy 100.0 $18K 0.01% $175.78 +12.5%
212 SKYY FIRST TRUST ISE CLOUD COMPUTING INDEX FUND 130.0 $17K 0.01% $134.56 +22.7%
213 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 300.0 $17K 0.01% $57.62 +15.6%
214 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 150.0 $17K 0.01% NEW $112.50 +17.6%
215 MCD MCDONALDS CORPORATION Consumer Cyclical 60.0 $16K 0.01% $270.32 -2.0%
216 TRFK PACER FDS TR DATA & DIGITAL REVOLUTION ETF 150.0 $16K 0.01% $106.70 -12.5%
217 COP CONOCOPHILLIPS Energy 150.0 $16K 0.01% $103.96 +25.4%
218 AMTM AMENTUM HOLDINGS INCORPORATED Industrials 744.0 $15K 0.01% $20.67 -1.7%
219 PGR PROGRESSIVE CORPORATION Financial Services 70.0 $15K 0.01% $218.46 +0.1%
220 ABRDN ASIA PACIFIC INCOME FUND COM NEW 1,000.0 $15K 0.01% NEW $14.71
Page 11 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%