Chung Wu Investment Group, LLC

CIK

2054278

Location

SUGAR LAND, TX

Portfolio Value

Small $109,128,952

Diversification

Diversified

Filing Date

Global Rank

#5,976 / 8,700 ▲ 1677

Top Industry

Semiconductors 17.1%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

7 quarters · since Dec 2024

Portfolio Concentration

210 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.8%

−0.6 pts

Top 5

33.4%

−3.9 pts

Top 10

47.4%

−4.5 pts

HHI

345

Diversified−60

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.5%	$37,616,977	38
Financial Services	16.6%	$18,095,226	38
Industrials	14.1%	$15,350,015	27
Unclassified	11.0%	$11,976,116	4
Energy	8.7%	$9,508,147	20
Healthcare	5.9%	$6,426,176	26
Consumer Cyclical	2.5%	$2,715,777	15
Basic Materials	2.2%	$2,416,431	9
Communication Services	1.5%	$1,651,836	8
Real Estate	1.4%	$1,476,966	10
Utilities	1.0%	$1,079,929	7
Consumer Defensive	0.7%	$815,356	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
STM	STMicroelectronics N.V.	+4,500	4,700	$351,983
NAD	Nuveen Quality Municipal Income Fund	+3,400	9,400	$113,928
UNH	Unitedhealth Group Inc	+1,833	5,338	$2,218,632
BA	Boeing Co	+1,510	1,610	$348,516
SEI	Solaris Energy Infrastructure, Inc.	+1,100	6,100	$490,806
BE	Bloom Energy Corp	+950	5,100	$1,543,770
STLD	Steel Dynamics Inc	+740	3,240	$743,450
SNDK	Sandisk Corp	+616	851	$1,934,944
NVDA	Nvidia Corp	+425	17,171	$3,435,745
QQQ	Invesco Qqq Trust, Series 1	+400	1,200	$883,680
DIA	Spdr Dow Jones Industrial Average ETF Trust	+330	15,435	$8,063,089
KO	Coca Cola Co	+300	900	$73,143
HWM	Howmet Aerospace Inc.	+300	1,700	$457,062
RGTI	Rigetti Computing, Inc.	+250	350	$6,762
DY	Dycom Industries Inc	+220	1,100	$556,149
AMD	Advanced Micro Devices Inc	+200	575	$334,023
VIK	Viking Holdings Ltd	+200	7,900	$826,893
GLW	Corning Inc /Ny	+190	1,290	$329,504
MS	Morgan Stanley	+130	9,105	$1,903,309
GE	General Electric Co	+125	3,950	$1,476,233
CVNA	Carvana Co.	+120	150	$9,873
CARR	CARRIER GLOBAL Corp	+100	300	$22,005
META	Meta Platforms, Inc.	+100	630	$354,872
SOLS	Solstice Advanced Materials Inc.	+100	8,506	$753,631
GEV	GE Vernova Inc.	+78	2,451	$2,879,581
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZIM	ZIM Integrated Shipping Services Ltd.	−15,400	1,500	$39,000
EOS	Eaton Vance Enhanced Equity Income Fund II	−9,500	147,810	$3,257,732
AAOI	Applied Optoelectronics, Inc.	−5,860	12,840	$1,902,374
CCJ	Cameco Corp	−5,130	1,600	$162,976
PAA	Plains All American Pipeline LP	−4,200	35,279	$785,310
CVX	Chevron Corp	−3,600	2,020	$334,835
FLR	Fluor Corp	−3,000	3,346	$175,296
GOOGL	Alphabet Inc.	−2,350	600	$214,422
AM	Antero Midstream Corp	−2,100	122,900	$2,795,975
SPG	Simon Property Group Inc.	−1,250	6,200	$1,386,630
PVLA	Palvella Therapeutics, Inc.	−1,200	1,100	$168,102
HON	Honeywell International Inc	−1,143	1,043	$233,527
ET	Energy Transfer LP	−1,000	33,081	$632,508
AAPL	Apple Inc.	−1,000	19,264	$5,574,231
ALLY	Ally Financial Inc.	−950	24,640	$1,132,208
SRRK	Scholar Rock Holding Corp	−700	3,500	$192,500
RDDT	Reddit, Inc.	−700	1,800	$312,444
KMI	Kinder Morgan, Inc.	−250	11,500	$367,655
ABBV	AbbVie Inc.	−250	6,695	$1,684,729
XOM	ExxonMobil Holdings Corp	−200	15,177	$2,074,999
LITE	Lumentum Holdings Inc.	−200	1,820	$1,561,669
STAG	STAG Industrial, Inc.	−150	150	$5,709
HD	Home Depot, Inc.	−130	3,110	$1,096,834
MSFT	Microsoft Corp	−120	16,054	$5,988,463
OKE	Oneok Inc /New/	−100	5,450	$473,823
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	15,480	$2,644,912
AZN	Astrazeneca PLC	3,475	$658,929
ASML	Asml Holding NV	300	$596,831
AMAT	Applied Materials Inc /De	800	$578,400
C	Citigroup Inc	4,000	$559,840
FTAI	FTAI Aviation Ltd.	2,020	$546,470
CLS	Celestica Inc	1,380	$503,424
ONTO	Onto Innovation Inc.	1,280	$484,416
LLY	ELI LILLY & Co	400	$479,772
ASTS	AST SpaceMobile, Inc.	4,980	$442,522
DELL	Dell Technologies Inc.	900	$388,314
HONA	Honeywell Aerospace Inc.	1,443	$318,614
WPM	Wheaton Precious Metals Corp.	2,700	$303,264
RVMD	Revolution Medicines, Inc.	1,500	$280,920
AVGO	Broadcom Inc.	700	$264,425
VIAV	Viavi Solutions Inc.	4,800	$229,200
APP	AppLovin Corp	400	$206,092
HPE	Hewlett Packard Enterprise Co	3,800	$171,418
SEPN	Septerna, Inc.	4,800	$160,752
EQ	Equillium, Inc.	16,500	$52,800
WYFI	WhiteFiber, Inc.	1,200	$46,620
VMO	Invesco Municipal Opportunity Trust	3,000	$29,610
TECX	Tectonic Therapeutic, Inc.	800	$27,504
BUD	Anheuser-Busch InBev SA/NV	300	$24,720
MHD	Blackrock Muniholdings Fund, Inc.	1,871	$22,264
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	266,606	$13,201,927
AAXJ	iShares MSCI All Country Asia ex Japan ETF	25,407	$11,890,881
ANEW	ProShares MSCI Transformational Changes ETF	26,850	$1,253,200
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	13,440	$943,432
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	14,915	$828,080
VST	Vistra Corp.	5,480	$823,808
AAPW	Roundhill AAPL WeeklyPay ETF	22,900	$537,234
KRMN	Karman Holdings Inc.	5,830	$466,691
KGS	Kodiak Gas Services, Inc.	6,500	$379,080
EXPE	Expedia Group, Inc.	1,500	$346,335
AFK	VanEck Africa Index ETF	2,920	$314,145
CF	CF Industries Holdings, Inc.	2,400	$311,616
AMZA	InfraCap MLP ETF	15,300	$311,508
AIPO	Defiance AI & Power Infrastructure ETF	23,600	$306,328
BKF	iShares MSCI BIC ETF	5,500	$280,200
SYM	Symbotic Inc.	5,200	$276,640
HUBS	Hubspot Inc	1,000	$244,100
CRDO	Credo Technology Group Holding Ltd	2,500	$234,675
NFLX	Netflix Inc	2,400	$230,760
VLO	Valero Energy Corp/Tx	830	$205,076
LB	LandBridge Co LLC	2,900	$200,245
NTRA	Natera, Inc.	1,000	$199,990
DNTH	Dianthus Therapeutics, Inc. /DE/	2,300	$193,016
AIEQ	Amplify AI Powered Equity ETF	5,000	$148,600
BNDW	Vanguard Total World Bond ETF	1,743	$144,233
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

210 tracked positions · $109,128,952 total · filing declares 283 positions · $152,089,297 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 210 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MU	Micron Technology Inc Technology	Added	10,180	+60	$11,750,672	+243.7%	10.77%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	15,435	+330	$8,063,089	+15.2%	7.39%
MSFT	Microsoft Corp Technology	Reduced	16,054	-120	$5,988,463	+0.0%	5.49%
AAPL	Apple Inc. Technology	Reduced	19,264	-1,000	$5,574,231	+8.4%	5.11%
JPM	Jpmorgan Chase & Co Financial Services	Held	15,437	0	$5,052,993	+11.3%	4.63%
NVDA	Nvidia Corp Technology	Added	17,171	+425	$3,435,745	+17.6%	3.15%
EOS	Eaton Vance Enhanced Equity Income Fund II Financial Services	Reduced	147,810	-9,500	$3,257,732	+1.2%	2.99%
SPY	Spdr S&P 500 ETF Trust	Held	3,880	0	$2,897,467	+14.8%	2.66%
GEV	GE Vernova Inc. Industrials	Added	2,451	+78	$2,879,581	+39.0%	2.64%
MTZ	Mastec Inc Industrials	Added	6,765	+30	$2,814,645	+29.9%	2.58%
AM	Antero Midstream Corp Energy	Reduced	122,900	-2,100	$2,795,975	−1.9%	2.56%
SPCX	Space Exploration Technologies Corp Industrials	NEW	15,480	NEW	$2,644,912	NEW	2.42%
UNH	Unitedhealth Group Inc Healthcare	Added	5,338	+1,833	$2,218,632	+133.9%	2.03%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,177	-200	$2,074,999	−20.5%	1.90%
SNDK	Sandisk Corp Technology	Added	851	+616	$1,934,944	+1196.0%	1.77%
MS	Morgan Stanley Financial Services	Added	9,105	+130	$1,903,309	+28.9%	1.74%
AAOI	Applied Optoelectronics, Inc. Technology	Reduced	12,840	-5,860	$1,902,374	+20.3%	1.74%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,785	-90	$1,805,295	+13.8%	1.65%
ABBV	AbbVie Inc. Healthcare	Reduced	6,695	-250	$1,684,729	+11.5%	1.54%
LITE	Lumentum Holdings Inc. Technology	Reduced	1,820	-200	$1,561,669	+10.0%	1.43%
BE	Bloom Energy Corp Industrials	Added	5,100	+950	$1,543,770	+174.6%	1.41%
V	Visa Inc. Financial Services	Held	4,330	0	$1,485,579	+13.5%	1.36%
GE	General Electric Co Industrials	Added	3,950	+125	$1,476,233	+36.0%	1.35%
SPG	Simon Property Group Inc. Real Estate	Reduced	6,200	-1,250	$1,386,630	−0.2%	1.27%
ALLY	Ally Financial Inc. Financial Services	Reduced	24,640	-950	$1,132,208	+12.8%	1.04%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,110	-130	$1,096,834	+2.9%	1.01%
MA	Mastercard Inc Financial Services	Reduced	2,075	-20	$1,065,720	+1.8%	0.98%
QQQ	Invesco Qqq Trust, Series 1	Added	1,200	+400	$883,680	+91.4%	0.81%
VIK	Viking Holdings Ltd Consumer Cyclical	Added	7,900	+200	$826,893	+46.1%	0.76%
PAA	Plains All American Pipeline LP Energy	Reduced	35,279	-4,200	$785,310	−10.9%	0.72%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Added	8,506	+100	$753,631	+17.7%	0.69%
STLD	Steel Dynamics Inc Basic Materials	Added	3,240	+740	$743,450	+65.2%	0.68%
AZN	Astrazeneca PLC Healthcare	NEW	3,475	NEW	$658,929	NEW	0.60%
ET	Energy Transfer LP Energy	Reduced	33,081	-1,000	$632,508	−3.8%	0.58%
ASML	Asml Holding NV Technology	NEW	300	NEW	$596,831	NEW	0.55%
AMAT	Applied Materials Inc /De Technology	NEW	800	NEW	$578,400	NEW	0.53%
C	Citigroup Inc Financial Services	NEW	4,000	NEW	$559,840	NEW	0.51%
DY	Dycom Industries Inc Industrials	Added	1,100	+220	$556,149	+86.5%	0.51%
CAT	Caterpillar Inc Industrials	Held	520	0	$553,748	+50.3%	0.51%
FTAI	FTAI Aviation Ltd. Industrials	NEW	2,020	NEW	$546,470	NEW	0.50%
EOG	Eog Resources Inc Energy	Held	4,198	0	$544,606	−10.3%	0.50%
ETR	Entergy Corp /De/ Utilities	Held	4,703	0	$540,186	+2.2%	0.49%
SCCO	Southern Copper Corp/ Basic Materials	Added	2,997	+71	$522,257	+3.7%	0.48%
CLS	Celestica Inc Technology	NEW	1,380	NEW	$503,424	NEW	0.46%
TTWO	Take Two Interactive Software Inc Communication Services	Held	2,000	0	$499,960	+26.6%	0.46%
SEI	Solaris Energy Infrastructure, Inc. Energy	Added	6,100	+1,100	$490,806	+73.7%	0.45%
ONTO	Onto Innovation Inc. Technology	NEW	1,280	NEW	$484,416	NEW	0.44%
LLY	ELI LILLY & Co Healthcare	NEW	400	NEW	$479,772	NEW	0.44%
MPLX	Mplx LP Energy	Held	8,500	0	$478,805	−1.3%	0.44%
OKE	Oneok Inc /New/ Energy	Reduced	5,450	-100	$473,823	−5.5%	0.43%

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.