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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 12 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FN FABRINET SHS (CAYMAN ISLANDS) Technology 25.0 $14K 0.01% $562.08 -26.3%
222 TSHA TAYSHA GENE THERAPIES INCORPORATED COM SHS Healthcare 2,000.0 $14K 0.01% $6.81 -15.3%
223 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 40.0 $13K 0.01% $330.12 +12.0%
224 XLG INVESCO S&P 500 TOP 50 ETF 200.0 $12K 0.01% $61.23 +2.3%
225 IJK ISHARES TR S&P MC 400GR ETF 100.0 $12K 0.01% $117.50 -3.2%
226 AFL AFLAC INCORPORATED Financial Services 100.0 $12K 0.01% $117.25 -0.6%
227 PLTR PALANTIR TECHNOLOGIES INC Technology 100.0 $12K 0.01% $116.67 +59.7%
228 IJT ISHARES TR S&P SML 600 GWT 62.0 $11K 0.01% $178.60 -4.2%
229 BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT (BERMUDA) Utilities 300.0 $11K 0.01% $36.49 +4.4%
230 NVTS NAVITAS SEMICONDUCTOR CORPORATION Technology 600.0 $11K 0.01% NEW $17.92 -35.9%
231 QQQU DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES 200.0 $10K 0.01% $51.15 +13.2%
232 HXL HEXCEL CORPORATION NEW Industrials 100.0 $10K 0.01% NEW $100.06 -5.2%
233 KYN KAYNE ANDERSON ENERGY INFRSTR Financial Services 719.0 $10K 0.01% $13.83 +7.2%
234 CVNA CARVANA COMPANY CLASS A Consumer Cyclical 150.0 $10K 0.01% +120.0 +400.0% $65.82 +12.5%
235 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR 78.0 $9K 0.01% $117.28 -0.1%
236 AMCOR PLC COM NEW (JERSEY) 200.0 $9K 0.01% NEW $43.35
237 MRSH MARSH & MCLENNAN COMPANIES INCORPORATED Financial Services 51.0 $8K 0.01% -51.0 -50.0% $166.67 +15.6%
238 EFC ELLINGTON FINANCIAL INCORPORATED REIT Real Estate 600.0 $8K 0.01% $13.61 -0.3%
239 PRN INVESCO DWA INDUSTRIALS MOMENTUM ETF 30.0 $8K 0.01% $260.70 -23.6%
240 RGTI RIGETTI COMPUTING INCORPORATED COMMON STOCK Technology 350.0 $7K 0.00% +250.0 +250.0% $19.32 -19.3%
Page 12 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%