Chung Wu Investment Group, LLC
Filing Date
Global Rank
#6,057
/ 8,622
▲ 55
· as of Mar 2026
Top Industry
Semiconductors
9.4%
3Y Alpha vs SPY
+0.2%
Period ended 4 months ago
Filed May 12, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+20.9%
SPY
+23.3%
Annualised alpha
-1.5%
Max drawdown
−21.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
201 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.3%
−0.8 pts
Top 5
30.9%
−3.0 pts
Top 10
47.6%
−0.4 pts
HHI
314
Diversified−26
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.0% | $21,906,683 |
| Financial Services | 18.8% | $15,846,432 |
| Energy | 14.8% | $12,508,721 |
| Unclassified | 12.0% | $10,135,590 |
| Industrials | 11.3% | $9,574,944 |
| Healthcare | 4.6% | $3,841,873 |
| Consumer Cyclical | 3.3% | $2,752,263 |
| Basic Materials | 2.4% | $2,052,168 |
| Utilities | 2.3% | $1,917,766 |
| Communication Services | 1.9% | $1,577,546 |
| Real Estate | 1.8% | $1,487,143 |
| Consumer Defensive | 0.9% | $788,878 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ZIM | ZIM Integrated Shipping Services Ltd. | +15,400 | 16,900 | $445,315 | |
| FLR | Fluor Corp | +3,000 | 6,346 | $296,040 | |
| SCCO | Southern Copper Corp/ | +2,601 | 2,926 | $503,447 | |
| CVX | Chevron Corp | +2,000 | 5,620 | $1,162,778 | |
| HON | Honeywell International Inc | +1,060 | 2,186 | $494,101 | |
| SEI | Solaris Energy Infrastructure, Inc. | +1,000 | 5,000 | $282,550 | |
| MU | Micron Technology Inc | +985 | 10,120 | $3,418,940 | |
| XOM | ExxonMobil Holdings Corp | +440 | 15,377 | $2,608,861 | |
| TTWO | Take Two Interactive Software Inc | +400 | 2,000 | $395,000 | |
| NBIS | Nebius Group N.V. | +350 | 450 | $46,692 | |
| BHP | BHP Group Ltd | +332 | 600 | $43,644 | |
| CCJ | Cameco Corp | +200 | 6,730 | $730,945 | |
| SNDK | Sandisk Corp | +120 | 235 | $149,304 | |
| GE | General Electric Co | +96 | 3,825 | $1,085,420 | |
| CARR | CARRIER GLOBAL Corp | +50 | 200 | $11,262 | |
| AXP | American Express Co | +50 | 201 | $60,798 | |
| VLO | Valero Energy Corp/Tx | +40 | 830 | $205,076 | |
| PGR | Progressive Corp/Oh/ | +20 | 70 | $13,876 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ALLY | Ally Financial Inc. | −9,250 | 25,590 | $1,003,895 | |
| JOBY | Joby Aviation, Inc. | −8,800 | 200 | $1,652 | |
| OKE | Oneok Inc /New/ | −6,460 | 5,550 | $501,664 | |
| NFLX | Netflix Inc | −3,500 | 2,400 | $230,760 | |
| AAOI | Applied Optoelectronics, Inc. | −3,210 | 18,700 | $1,581,833 | |
| AMZN | Amazon Com Inc | −2,980 | 500 | $104,135 | |
| PLTR | Palantir Technologies Inc. | −2,500 | 100 | $14,628 | |
| INR | Infinity Natural Resources, Inc. | −2,000 | 600 | $10,566 | |
| VERU | Veru Inc. | −2,000 | 1,000 | $2,210 | |
| TSHA | Taysha Gene Therapies, Inc. | −2,000 | 2,000 | $8,940 | |
| AM | Antero Midstream Corp | −1,900 | 125,000 | $2,850,000 | |
| PANW | Palo Alto Networks Inc | −1,600 | 60 | $9,619 | |
| UNH | Unitedhealth Group Inc | −1,570 | 3,505 | $948,417 | |
| ET | Energy Transfer LP | −1,480 | 34,081 | $657,763 | |
| ABBV | AbbVie Inc. | −1,400 | 6,945 | $1,510,468 | |
| AMD | Advanced Micro Devices Inc | −1,320 | 375 | $76,286 | |
| NSC | Norfolk Southern Corp | −1,300 | 200 | $57,400 | |
| EOS | Eaton Vance Enhanced Equity Income Fund II | −1,300 | 157,310 | $3,218,562 | |
| BX | Blackstone Inc. | −1,290 | 200 | $22,998 | |
| ROK | Rockwell Automation, Inc | −1,185 | 530 | $190,206 | |
| PBR | Petrobras - Petroleo Brasileiro SA | −1,000 | 2,000 | $41,500 | |
| META | Meta Platforms, Inc. | −1,000 | 530 | $303,228 | |
| HWM | Howmet Aerospace Inc. | −900 | 1,400 | $322,644 | |
| JPM | Jpmorgan Chase & Co | −880 | 15,437 | $4,540,947 | |
| DYN | Dyne Therapeutics, Inc. | −800 | 2,000 | $36,260 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BE | Bloom Energy Corp | 4,150 | $562,283 | |
| KRMN | Karman Holdings Inc. | 5,830 | $466,691 | |
| STLD | Steel Dynamics Inc | 2,500 | $450,000 | |
| KGS | Kodiak Gas Services, Inc. | 6,500 | $379,080 | |
| CAT | Caterpillar Inc | 520 | $368,399 | |
| RDDT | Reddit, Inc. | 2,500 | $336,625 | |
| CF | CF Industries Holdings, Inc. | 2,400 | $311,616 | |
| DY | Dycom Industries Inc | 880 | $298,161 | |
| SYM | Symbotic Inc. | 5,200 | $276,640 | |
| HUBS | Hubspot Inc | 1,000 | $244,100 | |
| CRDO | Credo Technology Group Holding Ltd | 2,500 | $234,675 | |
| SRRK | Scholar Rock Holding Corp | 4,200 | $206,472 | |
| RACE | Ferrari N.V. | 600 | $203,070 | |
| LB | LandBridge Co LLC | 2,900 | $200,245 | |
| DNTH | Dianthus Therapeutics, Inc. /DE/ | 2,300 | $193,016 | |
| GLW | Corning Inc /Ny | 1,100 | $149,567 | |
| EXE | EXPAND ENERGY Corp | 1,200 | $131,736 | |
| DXYZ | Destiny Tech100 Inc. | 3,000 | $80,340 | |
| LMT | Lockheed Martin Corp | 80 | $48,351 | |
| VIR | Vir Biotechnology, Inc. | 3,410 | $30,553 | |
| BA | Boeing Co | 100 | $19,903 | |
| FANG | Diamondback Energy, Inc. | 100 | $19,779 | |
| ABEV | Ambev S.A. | 6,000 | $17,520 | |
| FN | Fabrinet | 25 | $13,038 | |
| CCIF | Carlyle Credit Income Fund | 2,000 | $6,420 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KTOS | Kratos Defense & Security Solutions, Inc. | 9,760 | $740,881 | |
| APP | AppLovin Corp | 1,080 | $727,725 | |
| DAL | Delta Air Lines, Inc. | 9,020 | $625,988 | |
| LLY | ELI LILLY & Co | 400 | $429,872 | |
| WGS | GeneDx Holdings Corp. | 3,300 | $429,198 | |
| AVAV | AeroVironment Inc | 1,500 | $362,835 | |
| NVO | Novo Nordisk A S | 6,000 | $305,280 | |
| WPM | Wheaton Precious Metals Corp. | 2,130 | $250,317 | |
| PDD | PDD Holdings Inc. | 1,800 | $204,102 | |
| INSM | INSMED Inc | 1,020 | $177,520 | |
| MDLN | Medline Inc. | 3,700 | $155,400 | |
| WBD | Warner Bros. Discovery, Inc. | 5,000 | $144,100 | |
| GWRE | Guidewire Software, Inc. | 700 | $140,707 | |
| AXGN | Axogen, Inc. | 4,000 | $130,920 | |
| VOR | Vor Biopharma Inc. | 8,300 | $108,564 | |
| MRVL | Marvell Technology, Inc. | 700 | $59,486 | |
| MSB | Mesabi Trust | 1,000 | $38,520 | |
| BBIO | BridgeBio Pharma, Inc. | 300 | $22,947 | |
| WDC | Western Digital Corp | 100 | $17,227 | |
| STWD | Starwood Property Trust, Inc. | 700 | $12,607 | |
| ADAM | Adamas Trust, Inc. | 1,500 | $10,950 | |
| IFRX | InflaRx N.V. | 9,000 | $9,090 | |
| CRWV | CoreWeave, Inc. | 100 | $7,161 | |
| VNOM | Viper Energy, Inc. | 164 | $6,335 | |
| FSCO | FS Credit Opportunities Corp. | 900 | $5,670 | |
| No positions match the current search. | ||||
201 tracked positions ·
$84,390,007 total
· filing declares
259 positions · $116,094,868
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 201 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 15,105 | $6,996,484 | 8.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 16,174 | $5,987,129 | 7.09% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 20,264 | $5,142,800 | 6.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 15,437 | $4,540,947 | 5.38% | |
| MU |
Micron Technology Inc
Technology
|
Added | 10,120 | $3,418,940 | 4.05% | |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
Reduced | 157,310 | $3,218,562 | 3.81% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 16,746 | $2,920,502 | 3.46% | |
| AM |
Antero Midstream Corp
Energy
|
Reduced | 125,000 | $2,850,000 | 3.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,377 | $2,608,861 | 3.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 3,880 | $2,523,319 | 2.99% | |
| MTZ |
Mastec Inc
Industrials
|
Reduced | 6,735 | $2,166,918 | 2.57% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,373 | $2,071,391 | 2.45% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,875 | $1,586,231 | 1.88% | |
| AAOI |
Applied Optoelectronics, Inc.
Technology
|
Reduced | 18,700 | $1,581,833 | 1.87% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 6,945 | $1,510,468 | 1.79% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 8,975 | $1,477,015 | 1.75% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 2,020 | $1,419,575 | 1.68% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Reduced | 7,450 | $1,389,648 | 1.65% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,330 | $1,308,699 | 1.55% | |
| CVX |
Chevron Corp
Energy
|
Added | 5,620 | $1,162,778 | 1.38% | |
| GE |
General Electric Co
Industrials
|
Added | 3,825 | $1,085,420 | 1.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,240 | $1,065,603 | 1.26% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,095 | $1,046,787 | 1.24% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
Reduced | 25,590 | $1,003,895 | 1.19% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 3,505 | $948,417 | 1.12% | |
| PAA |
Plains All American Pipeline LP
Energy
|
Held | 39,479 | $881,566 | 1.04% | |
| VST |
Vistra Corp.
Utilities
|
Reduced | 5,480 | $823,808 | 0.98% | |
| CCJ |
Cameco Corp
Energy
|
Added | 6,730 | $730,945 | 0.87% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 34,081 | $657,763 | 0.78% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Held | 8,406 | $640,200 | 0.76% | |
| EOG |
Eog Resources Inc
Energy
|
Reduced | 4,198 | $606,904 | 0.72% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
Reduced | 7,700 | $565,796 | 0.67% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 4,150 | $562,283 | 0.67% | |
| ETR |
Entergy Corp /De/
Utilities
|
Held | 4,703 | $528,429 | 0.63% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 2,926 | $503,447 | 0.60% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 5,550 | $501,664 | 0.59% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,186 | $494,101 | 0.59% | |
| MPLX |
Mplx LP
Energy
|
Held | 8,500 | $485,095 | 0.57% | |
| KRMN |
Karman Holdings Inc.
Industrials
|
NEW | 5,830 | $466,691 | 0.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 800 | $461,744 | 0.55% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
NEW | 2,500 | $450,000 | 0.53% | |
| ZIM |
ZIM Integrated Shipping Services Ltd.
Industrials
|
Added | 16,900 | $445,315 | 0.53% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Added | 2,000 | $395,000 | 0.47% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 11,750 | $393,977 | 0.47% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 7,950 | $387,562 | 0.46% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
NEW | 6,500 | $379,080 | 0.45% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 520 | $368,399 | 0.44% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 350 | $348,750 | 0.41% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Held | 1,500 | $346,335 | 0.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,734 | $339,781 | 0.40% |
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.