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CIK: 0001933274
Total reported value
$196.1M
$196.1M
74 檔
23.2%
During the Q4 2024 filing period, CHB Investment Group, LLC (CIK: 0001933274) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $196.1M across 74 reported positions.
During Q4 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 | 6.90% | — | +3.95% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 6.80% | — | +3.94% | |
| 3 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 4.73% | — | +2.20% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.44% | — | +2.32% | |
| 5 | AXON | Axon Enterprise Inc | Stock-Industrials | 2.86% | — | -2.51% | |
| 6 | NOW | Servicenow Inc | Stock-Tech | 2.01% | — | -2.27% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 1.96% | — | -2.20% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.75% | — | +4.47% | |
| 9 | MSI | Motorola Solutions Inc | Stock-Tech | 1.73% | — | -1.43% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.67% | — | +182.33% | |
| 11 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.67% | — | -0.44% | |
| 12 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.66% | — | +3.88% | |
| 13 | ALL | Allstate CORP | Stock-Financials | 1.66% | — | -1.13% | |
| 14 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.64% | — | -2.05% | |
| 15 | BRO | Brown & Brown Inc | Stock-Financials | 1.63% | — | -1.28% | |
| 16 | WRB | Wr Berkley CORP | Stock-Financials | 1.60% | — | -0.76% | |
| 17 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.59% | — | -1.51% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.58% | — | -0.10% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | — | -0.60% | |
| 20 | PGR | Progressive CORP | Stock-Financials | 1.58% | — | -1.12% | |
| 21 | HUBB | Hubbell Inc | Stock-Industrials | 1.57% | — | -1.62% | |
| 22 | HIG | Hartford Insurance Group Inc | Stock-Financials | 1.56% | — | -1.11% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.54% | — | -11.26% | |
| 24 | RSG | Republic Services Inc | Stock-Industrials | 1.52% | — | -0.12% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | — | -0.53% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | — | -0.55% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | — | — | |
| 28 | VMC | Vulcan Materials Co | Stock-Materials | 1.46% | — | -0.07% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 1.43% | — | +0.07% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 1.43% | — | +0.57% | |
| 31 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.42% | — | -2.58% | |
| 32 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.42% | — | -1.17% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 1.41% | — | -6.67% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.41% | — | +190.36% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 1.38% | — | +0.17% | |
| 36 | PCAR | Paccar Inc | Stock-Industrials | 1.38% | — | +0.05% | |
| 37 | MLM | Martin Marietta Materials | Stock-Materials | 1.35% | — | -0.10% | |
| 38 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 1.32% | — | -0.03% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | — | -0.13% | |
| 40 | NDSN | Nordson CORP | Stock-Industrials | 1.30% | — | -0.44% | |
| 41 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.30% | — | -7.45% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.23% | — | -5.81% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | — | -7.96% | |
| 44 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.18% | — | +0.46% | |
| 45 | CI | THE Cigna Group | Stock-Healthcare | 1.16% | — | +0.29% | |
| 46 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 1.11% | — | +8.35% | |
| 47 | IOO | Ishares Global 100 ETF | ETF-Other | 1.08% | — | -11.19% | |
| 48 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.04% | — | +11.36% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | — | -7.42% | |
| 50 | TOK | Ishares Msci Kokusai ETF | ETF-Other | 1.03% | — | +1.75% |
According to official SEC Form 13F filings, CHB Investment Group, LLC reported a total U.S. public equity portfolio value of $196.1M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 23.2% of total reported equity market value during Q4 2024.
During Q4 2024, CHB Investment Group, LLC's top holdings by market value included BIV (6.9%)、LQD (6.8%)、ANGL (4.7%). The largest single position, BIV, represented 6.9% of total portfolio value.
In Q4 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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