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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KO COCA COLA COMPANY Consumer Defensive 900.0 $73K 0.05% +300.0 +50.0% $81.27 +10.3%
142 NEA NUVEEN AMT FREE QLTY MUN INCME Financial Services 6,000.0 $70K 0.05% $11.74 -4.3%
143 AXP AMERICAN EXPRESS COMPANY Financial Services 201.0 $68K 0.04% $338.25 -1.5%
144 IEFA ISHARES TR CORE MSCI EAFE 700.0 $68K 0.04% NEW $96.58 +4.0%
145 TDG TRANSDIGM GROUP INCORPORATED Industrials 50.0 $67K 0.04% $1332.04 -11.0%
146 TYRA TYRA BIOSCIENCES INCORPORATED Healthcare 2,000.0 $64K 0.04% $31.94 -21.9%
147 NSC NORFOLK SOUTHN CORPORATION Industrials 200.0 $63K 0.04% $314.59 +10.8%
148 CQP CHENIERE ENERGY PARTNERS L P COM UNIT Energy 1,000.0 $61K 0.04% $60.95 +13.1%
149 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 316.0 $60K 0.04% $190.52 -2.5%
150 SO SOUTHERN COMPANY Utilities 600.0 $57K 0.04% $95.71 -7.8%
151 IWM ISHARES TR RUSSELL 2000 ETF 190.0 $57K 0.04% +150.0 +375.0% $300.45 -1.6%
152 LEIDOS HOLDINGS INCORPORATED 550.0 $57K 0.04% $102.97
153 INTC INTEL CORPORATION Technology 400.0 $56K 0.04% $139.63 -35.9%
154 VZ VERIZON COMMUNICATIONS INCORPORATED Communication Services 1,300.0 $55K 0.04% $42.34 +18.3%
155 ETG EATON VANCE TX ADV GLBL DIV FD Financial Services 2,300.0 $54K 0.04% $23.54 +3.7%
156 EQ EQUILLIUM INCORPORATED Healthcare 16,500.0 $53K 0.04% NEW $3.20 -25.3%
157 KNTK KINETIK HOLDINGS INCORPORATED COM NEW CLASS A Energy 1,040.0 $50K 0.03% $48.34 +11.3%
158 BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) Basic Materials 600.0 $50K 0.03% $83.31 +14.2%
159 WYFI WHITEFIBER INCORPORATED SHS (CAYMAN ISLANDS) Technology 1,200.0 $47K 0.03% NEW $38.85 -54.3%
160 FBND FIDELITY TOTAL BOND ETF 1,000.0 $45K 0.03% $45.49 -1.6%
Page 8 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%