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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SANDISK CORPORATION 235.0 $149K 0.13% +120.0 +104.3% $635.34
22 REMX VANECK RARE EARTH AND STRATEGIC METALS 1,640.0 $144K 0.12% +240.0 +17.1% $88.00 +3.0%
23 AXP AMERICAN EXPRESS COMPANY Financial Services 201.0 $61K 0.05% +50.0 +33.1% $302.48 +13.3%
24 EWH ISHARES INCORPORATED MSCI HONG KG ETF 2,600.0 $60K 0.05% +900.0 +52.9% $23.09 -8.4%
25 NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) 450.0 $47K 0.04% +350.0 +350.0% $103.76
26 BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) Basic Materials 600.0 $44K 0.04% +332.0 +123.9% $72.74 +11.0%
27 MUU DIREXION DAILY MU BULL 2X SHARES 180.0 $22K 0.02% +60.0 +50.0% $120.38 +649.4%
28 PGR PROGRESSIVE CORPORATION Financial Services 70.0 $14K 0.01% +20.0 +40.0% $198.24 +11.2%
29 CARR CARRIER GLOBAL CORPORATION Industrials 200.0 $11K 0.01% +50.0 +33.3% $56.31 +31.5%
Page 2 of 2  ·  29 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%