§ 13F · FUND PROFILE
CHB Investment Group, LLC.
AUM · $196K (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 15, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 15, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 171K | $13K | 6.7% | −1% |
| 2 | LQD | ISHARES TR | 115K | $13K | 6.4% | −3% |
| 3 | ANGL | VANECK ETF TRUST | 298K | $9K | 4.4% | −3% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 79K | $7K | 3.4% | −1% |
| 5 | NRG | NRG ENERGY INC | 25K | $4K | 2.1% | NEW |
| 6 | AFL | AFLAC INC | 37K | $4K | 2.0% | NEW |
| 7 | TMUS | T-MOBILE US INC | 16K | $4K | 2.0% | NEW |
| 8 | SYK | STRYKER CORPORATION | 10K | $4K | 2.0% | NEW |
| 9 | WRB | BERKLEY W R CORP | 52K | $4K | 2.0% | +4% |
| 10 | BSX | BOSTON SCIENTIFIC CORP | 36K | $4K | 2.0% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHB SIGNAL
AC read
CHB Investment Group, LLC is a Other fund managing $196 thousand in assets. The fund runs a portfolio of 69 positions.
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