StockDriftsStockDriftsTop 50 Chb Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 6.74% | 171.0K | $13K | -1.17%(-2.02K) | $73.25 | 2025-06-30 | |
| LQD | ISHARES TR | 6.41% | 114.7K | $13K | -3.03%(-3.59K) | $105.15 | 2025-06-30 | |
| ANGL | VANECK ETF TRUST | 4.44% | 297.5K | $9K | -2.55%(-7.79K) | $27.40 | 2025-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.36% | 79.4K | $7K | -1.24%(-999) | $78.28 | 2025-06-30 | |
| NRG | NRG ENERGY INC | 2.08% | 25.5K | $4K | new | $156.42 | 2025-06-30 | |
| AFL | AFLAC INC | 2.01% | 37.3K | $4K | new | $104.80 | 2025-06-30 | |
| TMUS | T-MOBILE US INC | 2% | 16.5K | $4K | new | $241.50 | 2025-06-30 | |
| SYK | STRYKER CORPORATION | 1.97% | 9.7K | $4K | new | $384.39 | 2025-06-30 | |
| WRB | BERKLEY W R CORP | 1.96% | 52.3K | $4K | +3.54%(+1.79K) | $59.05 | 2025-06-30 | |
| BSX | BOSTON SCIENTIFIC CORP | 1.96% | 35.8K | $4K | +4.27%(+1.47K) | $88.12 | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.11% |
Chb Investment Group, Llc reports $196.10K in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are BIV (6.7%), LQD (6.4%) and ANGL (4.4%). The top 20 holdings account for 52.19% of reported assets. Its disclosed equity book has returned +2.03% cumulatively over 3 quarters. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chb Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1933274). View Chb Investment Group, Llc’s 13F filings on SEC