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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 2 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 1,785.0 $1.8M 1.19% -90.0 -4.8% $1011.37 +2.2%
22 ABBV ABBVIE INCORPORATED Healthcare 6,695.0 $1.7M 1.11% -250.0 -3.6% $251.64 +1.5%
23 LITE LUMENTUM HLDGS INCORPORATED Technology 1,820.0 $1.6M 1.03% -200.0 -9.9% $858.06 +4.3%
24 BE BLOOM ENERGY CORPORATION COM CLASS A Industrials 5,100.0 $1.5M 1.01% +950.0 +22.9% $302.70 -30.4%
25 USD PROSHARES ULTRA SEMICONDUCTORS 14,370.0 $1.5M 0.98% +410.0 +2.9% $104.26 -20.6%
26 V VISA INCORPORATED COM CLASS A Financial Services 4,330.0 $1.5M 0.98% $343.09 +11.2%
27 GE GE AEROSPACE COM NEW Industrials 3,950.0 $1.5M 0.97% +125.0 +3.3% $373.73 -8.3%
28 SPG SIMON PROPERTY GROUP INCORPORATED NEW REIT Real Estate 6,200.0 $1.4M 0.91% -1K -16.8% $223.65 -4.1%
29 ALLY ALLY FINL INCORPORATED Financial Services 24,640.0 $1.1M 0.74% -950.0 -3.7% $45.95 -8.2%
30 HD HOME DEPOT INCORPORATED Consumer Cyclical 3,110.0 $1.1M 0.72% -130.0 -4.0% $352.68 -6.4%
31 MA MASTERCARD INCORPORATED CLASS A Financial Services 2,075.0 $1.1M 0.70% -20.0 -0.9% $513.60 +15.9%
32 IYY ISHARES TR DOW JONES US ETF 5,220.0 $952K 0.63% -2K -27.7% $182.28 +2.8%
33 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 15,415.0 $947K 0.62% +500.0 +3.4% $61.46 -2.1%
34 QQQ INVESCO QQQ TRUST Financial Services 1,200.0 $884K 0.58% +400.0 +50.0% $736.40 -2.7%
35 NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF 67,240.0 $836K 0.55% +44K +184.9% $12.44 +0.3%
36 VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) 7,900.0 $827K 0.54% +200.0 +2.6% $104.67
37 PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN Energy 35,279.0 $785K 0.52% -4K -10.6% $22.26 +14.5%
38 SOLS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS Basic Materials 8,506.0 $754K 0.50% +100.0 +1.2% $88.60 -28.3%
39 STLD STEEL DYNAMICS INCORPORATED Basic Materials 3,240.0 $743K 0.49% +740.0 +29.6% $229.46 +2.3%
40 SPUU DIREXION DAILY S&P 500 BULL 2X SHARES 3,400.0 $733K 0.48% -2K -32.8% $215.61 +5.0%
Page 2 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%