Chung Wu Investment Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054278
Institutional-grade research for retail investors
Sector Allocation
- Other38.2%$58.0M
- Technology28.5%$43.3M
- Financials9.4%$14.3M
- Energy8.4%$12.7M
- Industrials5.4%$8.2M
- Healthcare4.7%$7.2M
- Materials1.7%$2.6M
- Consumer Discretionary1.3%$1.9M
- Real Estate1.0%$1.5M
- Utilities0.7%$1.1M
AUM History
13fpro.ai/research/fund/chung-wu-investment-group-llc-2054278
Conviction and streaks
Stable · top 10 = 47.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$11.9M
MU
$11.8M- NEOS$8.3M
- NEOS$8.3M
- STATE$8.1M
MSFT
$6.0MAAPL
$5.6MJPM
$5.1MNVDA
$3.4MEOS
$3.3MSPY
$2.9MGEV
$2.9MMTZ
$2.8MAM
$2.8M
SPCX$2.6MUNH
$2.2MXOM.R34088
$2.1MSNDK
$1.9MMS
$1.9MAAOI
$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/chung-wu-investment-group-llc-2054278
Chung Wu Investment Group, LLC 13F holdings — Q2 2026
$152.1M portfolio (+31.0% QoQ) · 283 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
- 1
ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF
$11.9M
7.8% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
7.7% of stocks
+0.6%This quarter+9.8%Since filed5 qtrsHeld- 3
NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI
$8.3M
5.5% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH
$8.3M
5.5% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1
$8.1M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
3.9% of stocks
-0.7%This quarter+14.6%Since filed7+ qtrsHeld$5.6M
3.7% of stocks
-5%This quarter+11.3%Since filed7+ qtrsHeld$5.1M
3.3% of stocks
No changeThis quarter-5.0%Since filed7+ qtrsHeld$3.4M
2.3% of stocks
+3%This quarter+7.6%Since filed7+ qtrsHeld$3.3M
2.1% of stocks
-6%This quarter-3.6%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF - CORE S&P500 ETF | $11.9M | 7.8% | -0.4% | — | — | — | — | |
| 2 | $11.8M | 7.7% | +0.6% | +9.8% | 5 qtrs | 89.7#1 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI | $8.3M | 5.5% | +10% | — | — | — | — | |
| 4 | NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH | $8.3M | 5.5% | +18% | — | — | — | — | |
| 5 | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1 | $8.1M | 5.3% | +2% | — | — | — | — | |
| 6 | $6.0M | 3.9% | -0.7% | +14.6% | 7+ qtrs | 79.8#32 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $5.6M | 3.7% | -5% | +11.3% | 7+ qtrsTrimmed 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $5.1M | 3.3% | No change | -5.0% | 7+ qtrs | 71.9#171 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $3.4M | 2.3% | +3% | +7.6% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $3.3M | 2.1% | -6% | -3.6% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Chung Wu Investment Group, LLC (Q2 2026)
283 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.9M | 1.9% | 3,880 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GE Vernova Inc. | Industrials | $2.9M | 1.9% | 2,451 | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MASTEC INC | Energy | $2.8M | 1.9% | 6,765 | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Antero Midstream Corp | Energy | $2.8M | 1.8% | 123K | -2% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.6M | 1.7% | 15K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
| 16 | UNITEDHEALTH GROUP INC | Healthcare | $2.2M | 1.5% | 5,338 | +52% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $2.1M | 1.4% | 15K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Sandisk Corp | Technology | $1.9M | 1.3% | 851 | +262% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MORGAN STANLEY | Financials | $1.9M | 1.3% | 9,105 | +1% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED OPTOELECTRONICS, INC. | Technology | $1.9M | 1.3% | 13K | -31% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $1.8M | 1.2% | 1,785 | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AbbVie Inc. | Healthcare | $1.7M | 1.1% | 6,695 | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Lumentum Holdings Inc. | Technology | $1.6M | 1.0% | 1,820 | -10% | 4 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Bloom Energy Corp | Technology | $1.5M | 1.0% | 5,100 | +23% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | PROSHARES ULTRA SEMICONDUCTORS - PSHS ULT SEMICDTetf/fund | — | $1.5M | 1.0% | 14K | +3% | — | — | 13F |
| 26 | $V | VISA INC. | Financials | $1.5M | 1.0% | 4,330 | — | |||
| 27 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 1.0% | 3,950 | +3% | |||
| 28 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.4M | 0.9% | 6,200 | -17% | |||
| 29 | $ALLY | Ally Financial Inc. | Financials | $1.1M | 0.7% | 25K | -4% | |||
| 30 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.7% | 3,110 | -4% | |||
| 31 | $MA | Mastercard Inc | Financials | $1.1M | 0.7% | 2,075 | -1.0% | |||
| 32 | — | ISHARES TR DOW JONES US ETF - DOW JONES US ETF | — | $952K | 0.6% | 5,220 | -28% | |||
| 33 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - NASDAQ EQT PREM | — | $947K | 0.6% | 15K | +3% | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $884K | 0.6% | 1,200 | +50% | |||
| 35 | — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF - YIELDMAX NVDA | — | $836K | 0.6% | 67K | +185% | |||
| 36 | $VIK | Viking Holdings Ltd | Industrials | $827K | 0.5% | 7,900 | +3% | |||
| 37 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $785K | 0.5% | 35K | -11% | |||
| 38 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $754K | 0.5% | 8,506 | +1% | |||
| 39 | $STLD | STEEL DYNAMICS INC | Materials | $743K | 0.5% | 3,240 | +30% | |||
| 40 | — | DIREXION DAILY S&P 500 BULL 2X SHARES - DAILY 500 2X ETF | — | $733K | 0.5% | 3,400 | -33% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $731K | 0.5% | 2,070 | -13% | |||
| 42 | — | ROUNDHILL TSLA WEEKLYPAY ETF - TSLA WEEKL ETF | — | $661K | 0.4% | 28K | +21% | |||
| 43 | $AZN | ASTRAZENECA PLC | Healthcare | $659K | 0.4% | 3,475 | New | |||
| 44 | $ET | Energy Transfer LP | Energy | $633K | 0.4% | 33K | -3% | |||
| 45 | — | VANECK JUNIOR GOLD MINERS ETF - JUNIOR GOLD MINE | — | $597K | 0.4% | 6,080 | New | |||
| 46 | $ASML | ASML HOLDING NV | Technology | $597K | 0.4% | 300 | New | |||
| 47 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $578K | 0.4% | 800 | New | |||
| 48 | $C | CITIGROUP INC | Financials | $560K | 0.4% | 4,000 | New | |||
| 49 | $DY | DYCOM INDUSTRIES INC | Energy | $556K | 0.4% | 1,100 | +25% | |||
| 50 | $CAT | CATERPILLAR INC | Industrials | $554K | 0.4% | 520 | — | |||
| 51 | $FTAI | FTAI Aviation Ltd. | Industrials | $546K | 0.4% | 2,020 | New | |||
| 52 | $EOG | EOG RESOURCES INC | Energy | $545K | 0.4% | 4,198 | — | |||
| 53 | $ETR | ENTERGY CORP /DE/ | Utilities | $540K | 0.4% | 4,703 | — | |||
| 54 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $522K | 0.3% | 2,997 | +2% | |||
| 55 | — | STATE STREET SPDR S&P BIOTECH ETF - ST STR SP BIOT | — | $522K | 0.3% | 3,300 | New | |||
| 56 | $CLS | CELESTICA INC | Technology | $503K | 0.3% | 1,380 | New | |||
| 57 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $500K | 0.3% | 2,000 | — | |||
| 58 | — | TRADR 2X LONG SNDK DAILY ETF - TRAD 2X SNDK ETF | — | $496K | 0.3% | 12K | New | |||
| 59 | $SEI | Solaris Energy Infrastructure, Inc. | Energy | $491K | 0.3% | 6,100 | +22% | |||
| 60 | $ONTO | ONTO INNOVATION INC. | Technology | $484K | 0.3% | 1,280 | New | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $480K | 0.3% | 400 | New | |||
| 62 | $MPLX | MPLX LP | Energy | $479K | 0.3% | 8,500 | — | |||
| 63 | $OKE | ONEOK INC /NEW/ | Energy | $474K | 0.3% | 5,450 | -2% | |||
| 64 | $HWM | Howmet Aerospace Inc. | Materials | $457K | 0.3% | 1,700 | +21% | |||
| 65 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $453K | 0.3% | 7,950 | — | |||
| 66 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $443K | 0.3% | 4,980 | New | |||
| 67 | — | NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF - BOOSTED NASDAQ | — | $436K | 0.3% | 8,200 | New | |||
| 68 | — | NEOS BOOSTED S&P 500 HIGH INCOME ETF - BOOSTED S&P 500 | — | $428K | 0.3% | 8,600 | New | |||
| 69 | — | GRANITESHARES 2X LONG TSM DAILY ETF - 2X LO TSM DA ETF | — | $424K | 0.3% | 4,600 | New | |||
| 70 | $DELL | Dell Technologies Inc. | Technology | $388K | 0.3% | 900 | New | |||
| 71 | — | ISHARES INCORPORATED MSCI STH KOR ETF - MSCI STH KOR ETF | — | $384K | 0.3% | 1,900 | New | |||
| 72 | — | PROSHARES TR ULTRAPRO QQQ - ULTRAPRO QQQ | — | $369K | 0.2% | 4,550 | -46% | |||
| 73 | $KMI | KINDER MORGAN, INC. | Energy | $368K | 0.2% | 12K | -2% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $358K | 0.2% | 750 | — | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $355K | 0.2% | 630 | +19% | |||
| 76 | $STM | STMicroelectronics N.V. | Technology | $352K | 0.2% | 4,700 | +2250% | |||
| 77 | $BA | BOEING CO | Industrials | $349K | 0.2% | 1,610 | +1510% | |||
| 78 | $CVX | CHEVRON CORP | Energy | $335K | 0.2% | 2,020 | -64% | |||
| 79 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $334K | 0.2% | 575 | +53% | |||
| 80 | $GLW | CORNING INC /NY | Materials | $330K | 0.2% | 1,290 | +17% | |||
| 81 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $327K | 0.2% | 350 | — | |||
| 82 | $HONA | Honeywell Aerospace Inc. | Industrials | $319K | 0.2% | 1,443 | New | |||
| 83 | $RDDT | Reddit, Inc. | Technology | $312K | 0.2% | 1,800 | -28% | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $310K | 0.2% | 2,734 | — | |||
| 85 | $WPM | Wheaton Precious Metals Corp. | Materials | $303K | 0.2% | 2,700 | New | |||
| 86 | — | ISHARES TR MSCI EMG MKT ETF - MSCI EMG MKT ETF | — | $299K | 0.2% | 4,370 | +993% | |||
| 87 | $RVMD | Revolution Medicines, Inc. | Healthcare | $281K | 0.2% | 1,500 | New | |||
| 88 | — | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF - VIRTUS INFRCAP | — | $272K | 0.2% | 13K | -14% | |||
| 89 | $AVGO | Broadcom Inc. | Technology | $264K | 0.2% | 700 | New | |||
| 90 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | — | $240K | 0.2% | 350 | +133% | |||
| 91 | — | ISHARES TR US AER DEF ETF - US AER DEF ETF | — | $235K | 0.1% | 970 | -13% | |||
| 92 | — | ROUNDHILL MEMORY ETF - MEMORY ETF | — | $235K | 0.1% | 3,180 | New | |||
| 93 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $234K | 0.1% | 1,043 | -52% | |||
| 94 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $229K | 0.1% | 4,800 | New | |||
| 95 | $DUK | Duke Energy CORP | Utilities | $227K | 0.1% | 1,790 | — | |||
| 96 | $RACE | Ferrari N.V. | Consumer Discretionary | $223K | 0.1% | 600 | — | |||
| 97 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $223K | 0.1% | 450 | -15% | |||
| 98 | — | DIREXION DAILY MU BULL 2X SHARES - DLY MU BULL 2X | — | $220K | 0.1% | 210 | +17% | |||
| 99 | $GOOGL | Alphabet Inc. | Technology | $214K | 0.1% | 600 | +3% | |||
| 100 | $NEE | NEXTERA ENERGY INC | Utilities | $211K | 0.1% | 2,400 | — | |||
| 101 | $APP | AppLovin Corp | Technology | $206K | 0.1% | 400 | New | |||
| 102 | — | PROSHARES ULTRA S&P500 - PSHS ULT S&P 500 | — | $205K | 0.1% | 3,040 | — | |||
| 103 | $HCXY | Hercules Capital, Inc. | Other | $205K | 0.1% | 13K | — | |||
| 104 | $RTX | RTX Corp | Industrials | $201K | 0.1% | 1,060 | — | |||
| 105 | — | VANGUARD VALUE ETF - VALUE ETF | — | $194K | 0.1% | 890 | New | |||
| 106 | $SRRK | Scholar Rock Holding Corp | Healthcare | $193K | 0.1% | 3,500 | -17% | |||
| 107 | — | VANGUARD GROWTH ETF - GROWTH ETF | — | $187K | 0.1% | 2,172 | New | |||
| 108 | $FLR | FLUOR CORP | Industrials | $175K | 0.1% | 3,346 | -47% | |||
| 109 | — | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL - ULSHT BLOOMB OIL | — | $175K | 0.1% | 5,000 | New | |||
| 110 | — | ISHARES HIGH YIELD MUNI ACTIVE ETF - ISH HIG MUN ETF | — | $174K | 0.1% | 3,500 | New | |||
| 111 | — | GRANITESHARES 2X LONG AMD DAILY ETF - GRANITE 2X LONG | — | $174K | 0.1% | 2,100 | +200% | |||
| 112 | $HPE | Hewlett Packard Enterprise Co | Technology | $171K | 0.1% | 3,800 | New | |||
| 113 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $171K | 0.1% | 775 | -11% | |||
| 114 | $PVLA | PALVELLA THERAPEUTICS, INC. | Healthcare | $168K | 0.1% | 1,100 | -52% | |||
| 115 | $CCJ | CAMECO CORP | Materials | $163K | 0.1% | 1,600 | -76% | |||
| 116 | $SEPN | Septerna, Inc. | Healthcare | $161K | 0.1% | 4,800 | New | |||
| 117 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $150K | 0.1% | 300 | — | |||
| 118 | — | VANECK RARE EARTH AND STRATEGIC METALS - RARE EAR STR ETF | — | $145K | 0.1% | 1,640 | — | |||
| 119 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - INT-TERM CORP | — | $144K | 0.1% | 1,743 | — | |||
| 120 | — | VANECK URANIUM AND NUCLEAR ETF - URANI NUCLE ETF | — | $143K | 0.1% | 1,230 | — | |||
| 121 | $GLD | SPDR GOLD TRUST | Financials | $132K | 0.1% | 358 | — | |||
| 122 | $IVZ | Invesco Ltd. | Financials | $129K | 0.1% | 1,240 | — | |||
| 123 | $TSLA | Tesla, Inc. | Consumer Discretionary | $126K | 0.1% | 300 | — | |||
| 124 | $SLF | SUN LIFE FINANCIAL INC | Financials | $122K | 0.1% | 1,553 | — | |||
| 125 | $SUN | Sunoco LP | Energy | $122K | 0.1% | 1,800 | — | |||
| 126 | $AMZN | AMAZON COM INC | Consumer Discretionary | $119K | 0.1% | 500 | — | |||
| 127 | $NAD | Nuveen Quality Municipal Income Fund | Other | $114K | 0.1% | 9,400 | +57% | |||
| 128 | $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | Other | $111K | 0.1% | 10K | — | |||
| 129 | — | TRADR 2X LONG AAOI DAILY ETF - TRADR 2X LONG | — | $111K | 0.1% | 3,500 | New | |||
| 130 | $CI | Cigna Group | Healthcare | $110K | 0.1% | 400 | — | |||
| 131 | $CSCO | CISCO SYSTEMS, INC. | Technology | $109K | 0.1% | 931 | — | |||
| 132 | — | PROSHARES ULTRA DOW30 - PSHS ULTRA DOW30 | — | $105K | 0.1% | 1,600 | +7% | |||
| 133 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - EQUITY PREMIUM | — | $104K | 0.1% | 1,850 | -45% | |||
| 134 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $103K | 0.1% | 680 | — | |||
| 135 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $92K | 0.1% | 2,500 | — | |||
| 136 | $J | JACOBS SOLUTIONS INC. | Industrials | $88K | 0.1% | 702 | — | |||
| 137 | $MRK | Merck & Co., Inc. | Healthcare | $84K | 0.1% | 650 | +8% | |||
| 138 | — | ISHARES RUSSELL 1000 ETF - RUS 1000 ETF | — | $82K | 0.1% | 200 | New | |||
| 139 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $81K | 0.1% | 7,000 | — | |||
| 140 | $NVG | Nuveen AMT-Free Municipal Credit Income Fund | Other | $77K | 0.1% | 6,000 | — | |||
| 141 | $KO | COCA COLA CO | Consumer Staples | $73K | 0.1% | 900 | +50% | |||
| 142 | — | NUVEEN AMT FREE QLTY MUN INCME - COM | — | $70K | 0.1% | 6,000 | — | |||
| 143 | $AXP | AMERICAN EXPRESS CO | Financials | $68K | 0.0% | 201 | — | |||
| 144 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | — | $68K | 0.0% | 700 | New | |||
| 145 | $TDG | TransDigm Group INC | Industrials | $67K | 0.0% | 50 | — | |||
| 146 | $TYRA | Tyra Biosciences, Inc. | Healthcare | $64K | 0.0% | 2,000 | — | |||
| 147 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $63K | 0.0% | 200 | — | |||
| 148 | $CQP | Cheniere Energy Partners, L.P. | Energy | $61K | 0.0% | 1,000 | — | |||
| 149 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | — | $60K | 0.0% | 316 | — | |||
| 150 | $SO | SOUTHERN CO | Utilities | $57K | 0.0% | 600 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 56 new, 46 added to, 43 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (56)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.6M
first bought this quarter
$AZNASTRAZENECA PLC$659K
first bought this quarter
$ASMLASML HOLDING NV$597K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$578K
first bought this quarter
$CCITIGROUP INC$560K
first bought this quarter
$FTAIFTAI Aviation Ltd.$546K
first bought this quarter
+50 more in the Excel export
Added to (46)
now $1.9M · held 3 qtrs, 3 adds in a row
- NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH+18%
now $8.3M
now $2.2M · held 7+ qtrs
- NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI+10%
now $8.3M
- YIELDMAX NVDA OPTION INCOME STRATEGY ETF - YIELDMAX NVDA+185%
now $836K
$STMSTMicroelectronics N.V.+2250%
now $352K · held 5 qtrs
+40 more in the Excel export
Trimmed (43)
now $1.9M · held 5 qtrs, 2 trims in a row
$CVXCHEVRON CORP-64%
now $335K · held 6 qtrs
$CCJCAMECO CORP-76%
now $163K · held 5 qtrs
$ZIMZIM Integrated Shipping Services Ltd.-91%
now $39K · held 5 qtrs
- ISHARES TR DOW JONES US ETF - DOW JONES US ETF-28%
now $952K
- DIREXION DAILY S&P 500 BULL 2X SHARES - DAILY 500 2X ETF-33%
now $733K
+37 more in the Excel export
Holdings by quarter
Every 13F Chung Wu Investment Group, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Chung Wu Investment Group's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 38% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Chung Wu Investment Group, LLC disclosed 283 positions worth $152.1M in its Form 13F-HR for Q2 2026, followed by $MU. During the quarter the fund opened 56 new positions and exited 32 — including a new stake in $SPCX and a full exit from $VST. The portfolio is most concentrated in Other (38.2% of disclosed assets). All figures are sourced directly from Chung Wu Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 2054278.
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AI-Powered Hedge Fund Analysis: Chung Wu Investment Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Chung Wu Investment Group, LLC (SEC CIK: 2054278), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Chung Wu Investment Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.