CHB Investment Group, LLC

CIK

1933274

Location

NEW HOPE, PA

Portfolio Value

Small $101,786,725

Diversification

Diversified

Filing Date

Global Rank

#5,394 / 7,998 ▼ 75 · as of Jun 2025

Top Industry

Insurance - Property & Casualty 10.6%

3Y Alpha vs SPY

-18.6%

Period ended 1 year ago

Filed Jul 15, 2025 · 12mo

4 quarters · since Sep 2024

Clone Performance

Nov 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-2.8%

SPY

+27.9%

Annualised alpha

-17.8%

Max drawdown

−11.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

4.0%

−0.7 pts

Top 5

19.3%

−0.5 pts

Top 10

38.1%

+0.7 pts

HHI

346

Diversified+40

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Financial Services	32.3%	$32,856,085	10
Consumer Cyclical	17.9%	$18,256,805	5
Technology	16.2%	$16,484,025	7
Healthcare	13.2%	$13,389,244	6
Consumer Defensive	6.9%	$7,036,719	2
Industrials	4.8%	$4,902,439	6
Communication Services	4.1%	$4,195,496	2
Utilities	4.0%	$4,087,242	1
Unclassified	0.6%	$578,670	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BRO	Brown & Brown, Inc.	+3,458	32,818	$3,638,531
TJX	Tjx Companies Inc /De/	+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
CBOE	Cboe Global Markets, Inc.	+944	16,012	$3,734,158
PGR	Progressive Corp/Oh/	+826	12,976	$3,462,775
BRK-B	Berkshire Hathaway Inc	+680	7,105	$3,451,395
RSG	Republic Services, Inc.	+425	14,365	$3,542,552
COST	Costco Wholesale Corp /New	+284	3,317	$3,283,630
NOW	ServiceNow, Inc.	+170	3,660	$752,554
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
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMGN	Amgen Inc	−5,031	5,385	$1,503,545
IBM	International Business Machines Corp	−300	866	$255,279
ABT	Abbott Laboratories	−86	2,005	$272,700
GOOGL	Alphabet Inc.	−31	1,556	$274,213
UPS	United Parcel Service Inc	−1	2,679	$270,418
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
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

19 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $101,786,725 total · as of Jun 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NRG	Nrg Energy, Inc. Utilities	NEW	25,453	NEW	$4,087,242	NEW	4.02%
AFL	Aflac Inc Financial Services	NEW	37,294	NEW	$3,933,025	NEW	3.86%
TMUS	T-Mobile US, Inc. Communication Services	NEW	16,458	NEW	$3,921,283	NEW	3.85%
SYK	Stryker Corp Healthcare	NEW	9,746	NEW	$3,855,809	NEW	3.79%
WRB	Berkley W R Corp Financial Services	Added	52,345	+1,788	$3,845,787	+6.9%	3.78%
BSX	Boston Scientific Corp Healthcare	Added	35,783	+1,466	$3,843,452	+11.0%	3.78%
ORLY	O Reilly Automotive Inc Consumer Cyclical	NEW	42,413	NEW	$3,822,683	NEW	3.76%
MSI	Motorola Solutions, Inc. Technology	Added	9,060	+2,143	$3,809,367	+25.8%	3.74%
BR	Broadridge Financial Solutions, Inc. Technology	NEW	15,672	NEW	$3,808,766	NEW	3.74%
DRI	Darden Restaurants Inc Consumer Cyclical	NEW	17,448	NEW	$3,803,140	NEW	3.74%
ROL	Rollins Inc Consumer Cyclical	NEW	66,889	NEW	$3,773,877	NEW	3.71%
ADP	Automatic Data Processing Inc Technology	NEW	12,236	NEW	$3,773,582	NEW	3.71%
GRMN	Garmin Ltd Technology	NEW	17,999	NEW	$3,756,751	NEW	3.69%
WMT	Walmart Inc. Consumer Defensive	NEW	38,383	NEW	$3,753,089	NEW	3.69%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	16,012	+944	$3,734,158	+9.5%	3.67%
BRO	Brown & Brown, Inc. Financial Services	Added	32,818	+3,458	$3,638,531	−0.4%	3.57%
V	Visa Inc. Financial Services	NEW	10,072	NEW	$3,576,063	NEW	3.51%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	28,033	+1,550	$3,556,546	+8.5%	3.49%
RSG	Republic Services, Inc. Industrials	Added	14,365	+425	$3,542,552	+4.9%	3.48%
AZO	Autozone Inc Consumer Cyclical	NEW	945	NEW	$3,508,057	NEW	3.45%
MCK	Mckesson Corp Healthcare	Added	4,771	+128	$3,496,093	+11.9%	3.43%
PGR	Progressive Corp/Oh/ Financial Services	Added	12,976	+826	$3,462,775	+0.7%	3.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,105	+680	$3,451,395	+0.9%	3.39%
ALL	Allstate Corp Financial Services	Added	17,092	+1,249	$3,440,790	+4.9%	3.38%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	27,120	+2,829	$3,349,048	+13.2%	3.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,317	+284	$3,283,630	+14.5%	3.23%
AMGN	Amgen Inc Healthcare	Reduced	5,385	-5,031	$1,503,545	−53.7%	1.48%
NOW	ServiceNow, Inc. Technology	Added	3,660	+170	$752,554	+35.4%	0.74%
QQQ	Invesco Qqq Trust, Series 1	Added	1,049	+92	$578,670	+28.9%	0.57%
ABBV	AbbVie Inc. Healthcare	Held	2,250	0	$417,645	−11.4%	0.41%
EME	EMCOR Group, Inc. Industrials	Held	657	0	$351,422	+44.7%	0.35%
ORCL	Oracle Corp Technology	Added	1,499	+53	$327,726	+62.1%	0.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,556	-31	$274,213	+11.7%	0.27%
UNP	Union Pacific Corp Industrials	Held	1,190	0	$273,795	−2.6%	0.27%
ABT	Abbott Laboratories Healthcare	Reduced	2,005	-86	$272,700	−1.7%	0.27%
UPS	United Parcel Service Inc Industrials	Reduced	2,679	-1	$270,418	−8.3%	0.27%
IBM	International Business Machines Corp Technology	Reduced	866	-300	$255,279	−12.0%	0.25%
NSC	Norfolk Southern Corp Industrials	Held	928	0	$237,540	+8.1%	0.23%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Held	2,860	0	$226,712	+12.9%	0.22%
COF	Capital One Financial Corp Financial Services	NEW	1,020	NEW	$217,015	NEW	0.21%