1y return+22.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $124 against $127 in the S&P 500.2
Chung Wu Investment Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr Core S&p500 Etf | $11.9M | 7.8% | |
| MUMicron Technology Incorporated | $11.8M | 7.7% | |
| SPYINeos S&p 500 High Income Etf | $8.3M | 5.5% | +9.9% |
| QQQINeos Nasdaq 100 High Income Etf | $8.3M | 5.5% | +18.3% |
| DIAState Street Spdr Dow Jones Industrial Average Etf | $8.1M | 5.3% | +2.2% |
| MSFTMicrosoft Corporation | $6.0M | 3.9% | |
| AAPLApple Incorporated | $5.6M | 3.7% | −4.9% |
| JPMJpmorgan Chase & Company | $5.1M | 3.3% | |
| NVDANvidia Corporation | $3.4M | 2.3% | +2.5% |
| EOSEaton Vance Enhanced Equity In | $3.3M | 2.1% | −6.0% |
| SPYState Street Spdr S&p 500 Etf Trust | $2.9M | 1.9% | |
| GEVGe Vernova Incorporated | $2.9M | 1.9% | +3.3% |
| MTZMastec Incorporated | $2.8M | 1.9% | |
| AMAntero Midstream Corporation | $2.8M | 1.8% | −1.7% |
| SPCXSpace Exploration Techn Corporation Class A Com Stk | $2.6M | 1.7% | New |
| UNHUnitedhealth Group Incorporated | $2.2M | 1.5% | +52.3% |
| Exxon Mobil CorporationCUSIP 30231G102 | $2.1M | 1.4% | −1.3% |
| SNDKSandisk Corporation | $1.9M | 1.3% | +262.1% |
| MSMorgan Stanley Com New | $1.9M | 1.3% | +1.4% |
| AAOIApplied Optoelectronics Incorporated | $1.9M | 1.3% | −31.3% |
| GSGoldman Sachs Group Incorporated | $1.8M | 1.2% | −4.8% |
| ABBVAbbvie Incorporated | $1.7M | 1.1% | −3.6% |
| LITELumentum Hldgs Incorporated | $1.6M | 1.0% | −9.9% |
| BEBloom Energy Corporation Com Class A | $1.5M | 1.0% | +22.9% |
| USDProshares Ultra Semiconductors | $1.5M | 1.0% | +2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAOIApplied Optoelectronics Incorporated | June 30, 2025 | +476.7% | $1.9M |
| LITELumentum Hldgs Incorporated | September 30, 2025 | +427.4% | $1.6M |
| GEVGe Vernova Incorporated | December 31, 2024 | +257.2% | $2.9M |
| MTZMastec Incorporated | December 31, 2024 | +205.6% | $2.8M |
| USDProshares Ultra Semiconductors | June 30, 2025 | +181.8% | $1.5M |
| Viking Holdings Limited Ord Shs (bermuda)CUSIP G93A5A101 | December 31, 2024 | +137.6% | $827K |
| GEGe Aerospace Com New | December 31, 2024 | +124.1% | $1.5M |
| BEBloom Energy Corporation Com Class A | March 31, 2026 | +123.4% | $1.5M |
| SOLSSolstice Advanced Matls Incorporated Com Shs | December 31, 2025 | +82.4% | $754K |
| GSGoldman Sachs Group Incorporated | December 31, 2024 | +76.6% | $1.8M |
Sold off last quarter
- VSTVistra Corporation was $824K
- Honeywell International IncorporatedCUSIP 438516106 was $494K
- KRMNKarman Hldgs Incorporated Common Stock was $467K
- KGSKodiak Gas Svcs Incorporated was $379K
- EXPEExpedia Group Incorporated Com New was $346K
- CFCf Industries Hold was $312K
- SYMSymbotic Incorporated Class A Com was $277K
- HUBSHubspot Incorporated was $244K
- Credo Technology Group Holding Ordinary SharesCUSIP G25457105 was $235K
- NFLXNetflix Incorporated. was $231K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +7.6% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Chung Wu Investment Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054278&type=13F-HR&dateb=&owner=include&count=40CIK 2054278
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054278/000205427826000003/Filed July 31, 2026 · accession 0002054278-26-000003