Chung Wu Investment Group, LLC
Filing Date
Global Rank
#6,045
/ 8,607
▲ 60
· as of Mar 2026
Top Industry
Semiconductors
9.4%
3Y Alpha vs SPY
-1.5%
Period ended 3 months ago
Filed May 12, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.9%
SPY
+25.6%
Annualised alpha
-1.8%
Max drawdown
−21.1%
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
201 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 | 11.4% | $9,599,040 |
| Healthcare | 4.6% | $3,841,873 |
| Consumer Cyclical | 3.3% | $2,744,718 |
| Basic Materials | 2.4% | $2,047,183 |
| 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 | $498,462 | |
| CVX | Chevron Corp | +2,000 | 5,620 | $1,162,778 | |
| HON | Honeywell International Inc | +1,060 | 2,186 | $518,197 | |
| 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 positions ·
$84,401,573 total
· 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% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,186 | $518,197 | 0.61% | |
| OKE |
Oneok Inc /New/
Energy
|
Reduced | 5,550 | $501,664 | 0.59% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 2,926 | $498,462 | 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% |