BUSH INVESTMENT GROUP, LLC
CIK
1966640
Location
VALDOSTA, GA
Portfolio Value
Micro
$12,133,300
Diversification
Highly concentrated
Filing Date
Global Rank
#7,880
/ 8,420
▼ 330
Top Industry
Consumer Electronics
27.6%
3Y Alpha vs SPY
+0.6%
Period ended 6 months ago
Filed Mar 5, 2026 · 3mo
9 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.6%
SPY
+52.9%
Annualised alpha
+0.6%
Max drawdown
−15.8%
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
9 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
50.8%
+1.9 pts
Top 5
88.9%
−1.3 pts
Top 10
100.0%
0.0 pts
HHI
3,008
Highly concentrated+126
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 52.5% | $6,371,440 |
| Technology | 17.2% | $2,090,418 |
| Utilities | 11.3% | $1,365,639 |
| Financial Services | 10.1% | $1,228,287 |
| Consumer Cyclical | 6.2% | $752,901 |
| Industrials | 2.7% | $324,615 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GLD | Spdr Gold Trust | 522 | $206,873 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
9 positions ·
$12,133,300 total
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Reduced | 72,210 | $6,164,567 | 50.81% | |
| AAPL |
Apple Inc.
Technology
|
Held | 5,846 | $1,589,293 | 13.10% | |
| SO |
Southern Co
Utilities
|
Added | 15,661 | $1,365,639 | 11.26% | |
| AFL |
Aflac Inc
Financial Services
|
Added | 8,250 | $909,727 | 7.50% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 3,122 | $752,901 | 6.21% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,687 | $501,125 | 4.13% | |
| GPN |
Global Payments Inc
Industrials
|
Held | 4,194 | $324,615 | 2.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,792 | $318,560 | 2.63% | |
| GLD |
Spdr Gold Trust
|
NEW | 522 | $206,873 | 1.71% |