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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VST VISTRA CORPORATION Utilities 5,480.0 $824K 0.71% -690.0 -11.2% $150.33 +8.0%
22 USD PROSHARES ULTRA SEMICONDUCTORS 13,960.0 $669K 0.58% -4K -23.3% $47.95 +105.7%
23 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 34,081.0 $658K 0.57% -1K -4.2% $19.30 -0.4%
24 EOG EOG RES INCORPORATED Energy 4,198.0 $607K 0.52% -430.0 -9.3% $144.57 -6.7%
25 VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) 7,700.0 $566K 0.49% -590.0 -7.1% $73.48
26 OKE ONEOK INCORPORATED NEW Energy 5,550.0 $502K 0.43% -6K -53.8% $90.39 -3.8%
27 KMI KINDER MORGAN INCORPORATED DEL Energy 11,750.0 $394K 0.34% -300.0 -2.5% $33.53 -3.0%
28 TQQQ PROSHARES TR ULTRAPRO QQQ 8,350.0 $348K 0.30% -9K -51.6% $41.68 +79.0%
29 HWM HOWMET AEROSPACE INCORPORATED Industrials 1,400.0 $323K 0.28% -900.0 -39.1% $230.46 +19.4%
30 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 15,300.0 $312K 0.27% -2K -12.6% $20.36 +3.1%
31 META META PLATFORMS INCORPORATED CLASS A Communication Services 530.0 $303K 0.26% -1K -65.4% $572.13 -1.7%
32 PVLA PALVELLA THERAPEUTICS INCORPORATED NEW Healthcare 2,300.0 $287K 0.25% -300.0 -11.5% $124.65 -4.6%
33 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) Technology 750.0 $253K 0.22% -50.0 -6.2% $337.95 +29.1%
34 DUK DUKE ENERGY CORPORATION NEW COM NEW Utilities 1,790.0 $234K 0.20% -228.0 -11.3% $130.94 -4.5%
35 NFLX NETFLIX INCORPORATED. Communication Services 2,400.0 $231K 0.20% -4K -59.3% $96.15 -24.4%
36 ROK ROCKWELL AUTOMATION INCORPORATED Industrials 530.0 $190K 0.16% -1K -69.1% $358.88 +27.2%
37 SSO PROSHARES ULTRA S&P500 3,040.0 $158K 0.14% -1K -26.6% $51.88 +26.0%
38 AMZN AMAZON COM INCORPORATED Consumer Cyclical 500.0 $104K 0.09% -3K -85.6% $208.27 +12.3%
39 TSLL DIREXION DAILY TSLA BULL 2X SHARES 8,000.0 $97K 0.08% -18K -69.2% $12.15 -4.1%
40 MMKT TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF 800.0 $80K 0.07% -200.0 -20.0% $100.23 -0.0%
Page 2 of 4  ·  66 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%