CHB Investment Group, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 85.2%; sector active share 37.1% against the combined 13F book's sector weights.
Over time 4 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
69 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.4% | $88,984,142 |
| Financial Services | 17.3% | $33,894,265 |
| Technology | 9.9% | $19,494,243 |
| Consumer Cyclical | 9.3% | $18,256,805 |
| Healthcare | 6.8% | $13,389,244 |
| Consumer Defensive | 3.6% | $7,036,719 |
| Industrials | 2.5% | $4,902,439 |
| Communication Services | 2.1% | $4,195,496 |
| Utilities | 2.1% | $4,087,242 |
| Energy | 0.9% | $1,853,728 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRO | Brown & Brown, Inc. | +3,458 | 32,818 | $3,638,531 | |
| TJX | Tjx Companies Inc | +2,829 | 27,120 | $3,349,048 | |
| MSI | Motorola Solutions, Inc. | +2,143 | 9,060 | $3,809,367 | |
| WRB | Berkley W R Corp | +1,788 | 52,345 | $3,845,787 | |
| HIG | Hartford Insurance Group, Inc. | +1,550 | 28,033 | $3,556,546 | |
| BSX | Boston Scientific Corp | +1,466 | 35,783 | $3,843,452 | |
| ALL | Allstate Corp | +1,249 | 17,092 | $3,440,790 | |
| LTPZ | PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund | +1,246 | 40,240 | $2,111,392 | |
| CBOE | Cboe Global Markets, Inc. | +944 | 16,012 | $3,734,158 | |
| PGR | Progressive Corp | +826 | 12,976 | $3,462,775 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +693 | 96,186 | $2,548,929 | |
| BRK-B | Berkshire Hathaway Inc | +680 | 7,105 | $3,451,395 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +505 | 34,116 | $3,510,877 | |
| RSG | Republic Services, Inc. | +425 | 14,365 | $3,542,552 | |
| ZROZ | PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund | +350 | 32,257 | $2,163,476 | |
| COST | Costco Wholesale Corp | +284 | 3,317 | $3,283,630 | |
| — | +200 | 11,821 | $2,913,994 | ||
| NOW | ServiceNow, Inc. | +170 | 3,660 | $3,762,772 | |
| MCK | Mckesson Corp | +128 | 4,771 | $3,496,093 | |
| QQQ | Invesco Qqq Trust, Series 1 | +92 | 1,049 | $578,670 | |
| ORCL | Oracle Corp | +53 | 1,499 | $327,726 | |
| VOO | VANGUARD 500 INDEX FUND | +19 | 3,985 | $2,263,599 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ANGL | VanEck Fallen Angel High Yield Bond ETF | −7,788 | 297,549 | $8,712,234 | |
| AMGN | Amgen Inc | −5,031 | 5,385 | $1,503,545 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | −3,586 | 114,723 | $12,574,788 | |
| BIV | Vanguard Bond Index Funds | −2,023 | 170,970 | $13,222,819 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −1,953 | 46,295 | $1,298,574 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | −999 | 79,443 | $6,587,413 | |
| TOK | iShares MSCI Kokusai ETF | −632 | 15,201 | $1,914,869 | |
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | −545 | 23,802 | $2,599,178 | |
| IJR | iShares Core S&P Small-Cap ETF | −434 | 9,365 | $1,023,500 | |
| FLTR | VanEck IG Floating Rate ETF | −377 | 12,391 | $315,970 | |
| XSVM | Victory Portfolios II | −338 | 26,725 | $1,389,432 | |
| IBM | International Business Machines Corp | −300 | 866 | $255,279 | |
| RWJ | Invesco Ltd. | −220 | 23,982 | $1,038,180 | |
| IOO | iShares Global 100 ETF | −183 | 18,933 | $2,041,166 | |
| XMHQ | Victory Portfolios II | −173 | 22,983 | $2,257,849 | |
| VB | Vanguard Index Funds | −147 | 5,584 | $1,323,296 | |
| URTH | iShares MSCI World ETF | −117 | 7,594 | $1,286,271 | |
| SCHB | Schwab U.S. Broad Market ETF | −90 | 128,938 | $3,072,592 | |
| ABT | Abbott Laboratories | −86 | 2,005 | $272,700 | |
| DGT | State Street(R) SPDR(R) Global Dow ETF | −67 | 12,622 | $1,901,378 | |
| VO | VANGUARD MID-CAP INDEX FUND | −52 | 6,598 | $1,846,318 | |
| GOOGL | Alphabet Inc. | −31 | 1,556 | $274,213 | |
| SPGP | Victory Portfolios II | −24 | 25,038 | $2,696,592 | |
| AGZ | iShares Agency Bond ETF | −15 | 29,015 | $3,182,945 | |
| DIVS | Guinness Atkinson Dividend Builder ETF | −11 | 36,396 | $1,120,450 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NRG | Nrg Energy, Inc. | 25,453 | $4,087,242 | |
| AFL | Aflac Inc | 37,294 | $3,933,025 | |
| TMUS | T-Mobile US, Inc. | 16,458 | $3,921,283 | |
| SYK | Stryker Corp | 9,746 | $3,855,809 | |
| ORLY | O Reilly Automotive Inc | 42,413 | $3,822,683 | |
| BR | Broadridge Financial Solutions, Inc. | 15,672 | $3,808,766 | |
| DRI | Darden Restaurants Inc | 17,448 | $3,803,140 | |
| ROL | Rollins Inc | 66,889 | $3,773,877 | |
| ADP | Automatic Data Processing Inc | 12,236 | $3,773,582 | |
| GRMN | Garmin Ltd | 17,999 | $3,756,751 | |
| WMT | Walmart Inc. | 38,383 | $3,753,089 | |
| V | Visa Inc. | 10,072 | $3,576,063 | |
| AZO | Autozone Inc | 945 | $3,508,057 | |
| COF | Capital One Financial Corp | 1,020 | $217,015 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AXON | Axon Enterprise, Inc. | 8,666 | $4,557,882 | |
| FISV | Fiserv Inc | 17,404 | $3,843,325 | |
| COR | Cencora, Inc. | 11,408 | $3,172,450 | |
| WM | Waste Management Inc | 13,129 | $3,039,494 | |
| LLY | ELI LILLY & Co | 3,164 | $2,613,179 | |
| CI | Cigna Group | 7,870 | $2,589,230 | |
| ACGL | Arch Capital Group Ltd. | 26,764 | $2,574,161 | |
| IRM | Iron Mountain Inc | 29,175 | $2,510,217 | |
| LDOS | Leidos Holdings, Inc. | 18,443 | $2,488,698 | |
| MSFT | Microsoft Corp | 6,602 | $2,478,324 | |
| VMC | Vulcan Materials CO | 10,560 | $2,463,648 | |
| DPZ | Dominos Pizza Inc | 5,284 | $2,427,733 | |
| PCAR | Paccar Inc | 24,681 | $2,403,188 | |
| NDSN | Nordson Corp | 11,629 | $2,345,801 | |
| MLM | Martin Marietta Materials Inc | 4,879 | $2,332,796 | |
| HUBB | Hubbell Inc | 6,976 | $2,308,428 | |
| REGN | Regeneron Pharmaceuticals, Inc. | 2,597 | $1,647,095 | |
| JNJ | Johnson & Johnson | 3,602 | $597,355 | |
| JPM | Jpmorgan Chase & Co | 878 | $215,373 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BIV |
Vanguard Bond Index Funds
|
Reduced | 170,970 | $13,222,819 | 6.74% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Reduced | 114,723 | $12,574,788 | 6.41% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Reduced | 297,549 | $8,712,234 | 4.44% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Reduced | 79,443 | $6,587,413 | 3.36% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
NEW | 25,453 | $4,087,242 | 2.08% | |
| AFL |
Aflac Inc
Financial Services
|
NEW | 37,294 | $3,933,025 | 2.01% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
NEW | 16,458 | $3,921,283 | 2.00% | |
| SYK |
Stryker Corp
Healthcare
|
NEW | 9,746 | $3,855,809 | 1.97% | |
| WRB |
Berkley W R Corp
Financial Services
|
Added | 52,345 | $3,845,787 | 1.96% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 35,783 | $3,843,452 | 1.96% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
NEW | 42,413 | $3,822,683 | 1.95% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 9,060 | $3,809,367 | 1.94% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 15,672 | $3,808,766 | 1.94% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
NEW | 17,448 | $3,803,140 | 1.94% | |
| ROL |
Rollins Inc
Consumer Cyclical
|
NEW | 66,889 | $3,773,877 | 1.92% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 12,236 | $3,773,582 | 1.92% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 3,660 | $3,762,772 | 1.92% | |
| GRMN |
Garmin Ltd
Technology
|
NEW | 17,999 | $3,756,751 | 1.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 38,383 | $3,753,089 | 1.91% | |
| CBOE |
Cboe Global Markets, Inc.
Financial Services
|
Added | 16,012 | $3,734,158 | 1.90% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Added | 32,818 | $3,638,531 | 1.86% | |
| V |
Visa Inc.
Financial Services
|
NEW | 10,072 | $3,576,063 | 1.82% | |
| HIG |
Hartford Insurance Group, Inc.
Financial Services
|
Added | 28,033 | $3,556,546 | 1.81% | |
| RSG |
Republic Services, Inc.
Industrials
|
Added | 14,365 | $3,542,552 | 1.81% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Added | 34,116 | $3,510,877 | 1.79% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
NEW | 945 | $3,508,057 | 1.79% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 4,771 | $3,496,093 | 1.78% | |
| PGR |
Progressive Corp
Financial Services
|
Added | 12,976 | $3,462,775 | 1.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,105 | $3,451,395 | 1.76% | |
| ALL |
Allstate Corp
Financial Services
|
Added | 17,092 | $3,440,790 | 1.75% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 27,120 | $3,349,048 | 1.71% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 3,317 | $3,283,630 | 1.67% | |
| AGZ |
iShares Agency Bond ETF
|
Reduced | 29,015 | $3,182,945 | 1.62% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Reduced | 128,938 | $3,072,592 | 1.57% | |
|
|
Added | 11,821 | $2,913,994 | 1.49% | ||
| SPGP |
Victory Portfolios II
|
Reduced | 25,038 | $2,696,592 | 1.38% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
Reduced | 23,802 | $2,599,178 | 1.33% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 96,186 | $2,548,929 | 1.30% | |
| EQWL |
Victory Portfolios II
|
Reduced | 22,966 | $2,525,571 | 1.29% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,985 | $2,263,599 | 1.15% | |
| XMHQ |
Victory Portfolios II
|
Reduced | 22,983 | $2,257,849 | 1.15% | |
| ZROZ |
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
|
Added | 32,257 | $2,163,476 | 1.10% | |
| LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
|
Added | 40,240 | $2,111,392 | 1.08% | |
| IOO |
iShares Global 100 ETF
|
Reduced | 18,933 | $2,041,166 | 1.04% | |
| TOK |
iShares MSCI Kokusai ETF
|
Reduced | 15,201 | $1,914,869 | 0.98% | |
| DGT |
State Street(R) SPDR(R) Global Dow ETF
|
Reduced | 12,622 | $1,901,378 | 0.97% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 17,196 | $1,853,728 | 0.95% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Reduced | 6,598 | $1,846,318 | 0.94% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 5,385 | $1,503,545 | 0.77% | |
| XSVM |
Victory Portfolios II
|
Reduced | 26,725 | $1,389,432 | 0.71% |
Showing the top 50 of 69 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.