Chung Wu Investment Group, LLC

CIK 0002054278 · Q1 2026

13F Equity AUM

$116.1M

-5.1% QoQ

Positions

259

-3 QoQ

AUM Rank

#9,474

Top 76%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 31.5%Top 10: 48.1%Top 20: 65.2%

IVV9.0%

SPYI6.1%

DON6.0%

QQQI5.3%

MSFT5.2%

AAPL4.4%

JPM3.9%

MU2.9%

EOS2.8%

NVDA2.5%

Others (249)51.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services43.0%

Technology18.9%

Energy10.8%

Industrials6.4%

Fund6.0%

Utilities3.4%

Healthcare3.3%

Consumer Cyclical2.4%

Other5.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 259Median: 0.05%Avg: 0.39%

0–0.5%

220(19.8%)

0.5–1%

16(11.8%)

1–3%

16(28.6%)

3–5%

2(8.3%)

5%+

5(31.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 246Unique: 13vs 20 funds

3.4%Low

259

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.6%

BANK OF AMERICA CORP /DE/

4.9%

4.4%

6.7%

4.9%

5.1%

VANGUARD CAPITAL MANAGEMENT LLC

4.9%

GEODE CAPITAL MANAGEMENT, LLC

4.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.5%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New40Increased29Decreased67Exited43

New Positions

BE0.5%

+4K

TSLW0.5%

+23K

KRMN0.4%

+6K

STLD0.4%

+3K

KGS0.3%

+7K

CAT0.3%

+520

RDDT0.3%

+3K

CF0.3%

+2K

NVDY0.3%

+24K

DY0.3%

+880

Increased

SPYI6.1%

+23K(+20%)

ZIM0.4%

+15K(+1027%)

QQQI5.3%

+9K(+8%)

SPUU0.7%

+4K(+247%)

FLR0.3%

+3K(+90%)

JEPI0.2%

+3K(+738%)

SCCO0.4%

+3K(+800%)

IYY*1.0%

+2K(+38%)

CHV1.0%

+2K(+55%)

GOOG0.6%

+2K(+172%)

Decreased

TSLL0.1%

-18,000(-69%)

ALLY0.9%

-9,250(-27%)

GDXJ0.0%

-9,100(-99%)

TQQQ0.3%

-8,890(-52%)

JOBY-WT0.0%

-8,800(-98%)

OKE0.4%

-6,460(-54%)

DDM0.1%

-5,200(-78%)

USD0.6%

-4,240(-23%)

NFLX0.2%

-3,500(-59%)

AAOI1.4%

-3,210(-15%)

Exited

-10,400

-9,760

-1,080

-6,950

-9,020

-3,300

-400

-1,500

-6,000

-2,130

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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