Chung Wu Investment Group, LLC
Long book
$116.1M
Q1 2026
Positions
259
Top-10 weight
48%
concentration
Last quarter
+19.4%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsChung Wu Investment Group, LLC is an institutional manager, running a $116.1M US long book across 259 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES CORE S&P 500 ETF, NEOS S&P 500 HIGH INCOME ETF, SS SPDR DOW JONES INDUS AVG, NEOS NASDAQ-100 HIGH INC ETF, MICROSOFT CORP.
Over the last 6 quarters its long book ran on average 0.7pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.8%
Q1 2025
+8.0%
Q2 2025
+8.2%
Q3 2025
+2.1%
Q4 2025
-0.7%
Q1 2026
+19.4%
Sector allocation
Technology 34%
Industrials 17%
Financials 15%
Utilities 10%
Energy 9%
Healthcare 4%
Services media 4%
Consumer discretionary 3%
Long book by quarter
What does Chung Wu own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 16.2K | $6.0M | 5.2% | -3.5% |
| AAPL APPLE INC | Technology | 20.3K | $5.1M | 4.4% | -2.9% |
| JPM JPMORGAN CHASE & CO | Financials | 15.4K | $4.5M | 3.9% | -5.4% |
| MU MICRON TECHNOLOGY INC | Technology | 10.1K | $3.4M | 2.9% | +10.8% |
| NVDA NVIDIA CORP | Technology | 16.7K | $2.9M | 2.5% | -0.3% |
| AM ANTERO MIDSTREAM CORP | Utilities | 125.0K | $2.9M | 2.5% | -1.5% |
| XOM EXXON MOBIL CORP | Energy | 15.4K | $2.6M | 2.2% | +2.9% |
| MTZ MASTEC INC | Industrials | 6.7K | $2.2M | 1.9% | -3.6% |
| GEV GE VERNOVA INC | Industrials | 2.4K | $2.1M | 1.8% | -5.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 1.9K | $1.6M | 1.4% | -12.2% |
| AAOI APPLIED OPTOELECTRONICS INC | Technology | 18.7K | $1.6M | 1.4% | -14.7% |
| ABBV ABBVIE INC | Healthcare | 6.9K | $1.5M | 1.3% | -16.8% |
| MS MORGAN STANLEY | Financials | 9.0K | $1.5M | 1.3% | -7.5% |
| LITE LUMENTUM HOLDINGS INC | Technology | 2.0K | $1.4M | 1.2% | -15.8% |
| V VISA INC-CLASS A SHARES | Services media | 4.3K | $1.3M | 1.1% | -3.3% |
| CVX CHEVRON CORP | Energy | 5.6K | $1.2M | 1.0% | +55.2% |
| GE GENERAL ELECTRIC | Industrials | 3.8K | $1.1M | 0.9% | +2.6% |
| HD HOME DEPOT INC | Consumer discretionary | 3.2K | $1.1M | 0.9% | -1.3% |
| MA MASTERCARD INC - A | Services media | 2.1K | $1.0M | 0.9% | -4.3% |
| ALLY ALLY FINANCIAL INC | Financials | 25.6K | $1.0M | 0.9% | -26.5% |
| UNH UNITEDHEALTH GROUP INC | Financials | 3.5K | $948K | 0.8% | -30.9% |
| PAA PLAINS ALL AMER PIPELINE LP | Energy | 39.5K | $882K | 0.8% | Held |
| VST VISTRA CORP | Utilities | 5.5K | $824K | 0.7% | -11.2% |
| CCJ CAMECO CORP | Materials | 6.7K | $731K | 0.6% | +3.1% |
| GOOG ALPHABET INC-CL C | Technology | 2.4K | $680K | 0.6% | +172.4% |
| ET ENERGY TRANSFER LP | Utilities | 34.1K | $658K | 0.6% | -4.2% |
| SOLS SOLSTICE ADV MATERIALS INC | Materials | 8.4K | $640K | 0.6% | Held |
| EOG EOG RESOURCES INC | Energy | 4.2K | $607K | 0.5% | -9.3% |
| VIK VIKING HOLDINGS LTD | Industrials | 7.7K | $566K | 0.5% | -7.1% |
| BE BLOOM ENERGY CORP- A | Industrials | 4.2K | $562K | 0.5% | New |
| ETR ENTERGY CORP | Utilities | 4.7K | $528K | 0.5% | Held |
| SCCO SOUTHERN COPPER CORP | Materials | 2.9K | $503K | 0.4% | +800.3% |
| OKE ONEOK INC | Utilities | 5.5K | $502K | 0.4% | -53.8% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.2K | $494K | 0.4% | +94.1% |
| MPLX MPLX LP | Energy | 8.5K | $485K | 0.4% | Held |
| KRMN KARMAN HOLDINGS INC | Industrials | 5.8K | $467K | 0.4% | New |
| STLD STEEL DYNAMICS INC | Industrials | 2.5K | $450K | 0.4% | New |
| ZIM ZIM INTEGRATED SHIPPING SERV | Industrials | 16.9K | $445K | 0.4% | +1026.7% |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | Technology | 2.0K | $395K | 0.3% | +25.0% |
| KMI KINDER MORGAN INC | Utilities | 11.8K | $394K | 0.3% | -2.5% |
| BAC BANK OF AMERICA CORP | Financials | 8.0K | $388K | 0.3% | Held |
| KGS KODIAK GAS SERVICES INC | Utilities | 6.5K | $379K | 0.3% | New |
| CAT CATERPILLAR INC | Industrials | 520 | $368K | 0.3% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 350 | $349K | 0.3% | Held |
| EXPE EXPEDIA GROUP INC | Industrials | 1.5K | $346K | 0.3% | Held |
| WMT WALMART INC | Consumer discretionary | 2.7K | $340K | 0.3% | Held |
| RDDT REDDIT INC-CL A | Technology | 2.5K | $337K | 0.3% | New |
| HWM HOWMET AEROSPACE INC | Industrials | 1.4K | $323K | 0.3% | -39.1% |
| CF CF INDUSTRIES HOLDINGS INC | Other | 2.4K | $312K | 0.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 530 | $303K | 0.3% | -65.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 12, 2026 | 259 | $116.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 263 | $122.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 255 | $120.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 248 | $95.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 68 | $83.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 77 | $99.3M | canonical | SEC ↗ |
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