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CIK: 0001933274
Total reported value
$196.1M
$196.1M
73 檔
22.6%
According to the latest 13F quarterly dataset, CHB Investment Group, LLC managed an equity portfolio of $196.1M at the end of Q3 2024, spanning 73 distinct U.S. exchange-listed positions.
During Q3 2024, CHB Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.80% | — | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.76% | — | — | |
| 3 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 4.64% | — | — | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.42% | — | — | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.92% | — | — | |
| 6 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.85% | — | — | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 1.78% | — | — | |
| 8 | FISV | Fiserv Inc | Stock-Other | 1.71% | — | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.70% | — | — | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 1.70% | — | — | |
| 11 | MSI | Motorola Solutions Inc | Stock-Tech | 1.67% | — | — | |
| 12 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.66% | — | — | |
| 13 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.66% | — | — | |
| 14 | PGR | Progressive CORP | Stock-Financials | 1.65% | — | — | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.65% | — | — | |
| 16 | BRO | Brown & Brown Inc | Stock-Financials | 1.64% | — | — | |
| 17 | ALL | Allstate CORP | Stock-Financials | 1.61% | — | — | |
| 18 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.60% | — | — | |
| 19 | NDSN | Nordson CORP | Stock-Industrials | 1.60% | — | — | |
| 20 | HUBB | Hubbell Inc | Stock-Industrials | 1.60% | — | — | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.59% | — | — | |
| 22 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.59% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | — | — | |
| 24 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.57% | — | — | |
| 25 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.54% | — | — | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 1.53% | — | — | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.51% | — | — | |
| 28 | RSG | Republic Services Inc | Stock-Industrials | 1.49% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | — | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | — | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.46% | — | — | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 1.44% | — | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | — | — | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.43% | — | — | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 1.42% | — | — | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.40% | — | — | |
| 37 | VMC | Vulcan Materials Co | Stock-Materials | 1.39% | — | — | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.38% | — | — | |
| 39 | MLM | Martin Marietta Materials | Stock-Materials | 1.37% | — | — | |
| 40 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.37% | — | — | |
| 41 | COR | Cencora Inc | Stock-Healthcare | 1.35% | — | — | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.32% | — | — | |
| 43 | PCAR | Paccar Inc | Stock-Industrials | 1.27% | — | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | — | — | |
| 45 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 1.20% | — | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 1.20% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | — | — | |
| 48 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.18% | — | — | |
| 49 | IOO | Ishares Global 100 ETF | ETF-Other | 1.17% | — | — | |
| 50 | DGT | Ss Spdr Global Dow ETF | ETF-Other | 1.05% | — | — |
According to official SEC Form 13F filings, CHB Investment Group, LLC reported a total U.S. public equity portfolio value of $196.1M across 73 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BIV, LQD, ANGL) accounted for 22.6% of total reported equity market value during Q3 2024.
During Q3 2024, CHB Investment Group, LLC's top holdings by market value included BIV (6.8%)、LQD (6.8%)、ANGL (4.6%). The largest single position, BIV, represented 6.8% of total portfolio value.
In Q3 2024, CHB Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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