CHB Investment Group, LLC
CIK: 0001933274SEC EDGAR →
Portfolio Value
$196.1M
Holdings
69
As of
Q2 2025
New Positions
14
Closed Positions
19
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 170,970 | $13.2M | 6.74% |
| 2 | ISHARES TR | 114,723 | $12.6M | 6.41% |
| 3 | VANECK ETF TRUST | 297,549 | $8.7M | 4.44% |
| 4 | VANGUARD SCOTTSDALE FDS | 79,443 | $6.6M | 3.36% |
| 5 | NRG ENERGY INC | 25,453 | $4.1M | 2.08% |
| 6 | AFLAC INC | 37,294 | $3.9M | 2.01% |
| 7 | T-MOBILE US INC | 16,458 | $3.9M | 2.00% |
| 8 | STRYKER CORPORATION | 9,746 | $3.9M | 1.97% |
| 9 | BERKLEY W R CORP | 52,345 | $3.8M | 1.96% |
| 10 | BOSTON SCIENTIFIC CORP | 35,783 | $3.8M | 1.96% |
Quarterly Changes
New Positions (14)
Closed Positions (19)
$4.6M · 9K shares
$3.8M · 17K shares
$3.2M · 11K shares
$3.0M · 13K shares
$2.6M · 3K shares
$2.6M · 8K shares
$2.6M · 27K shares
$2.5M · 29K shares
$2.5M · 18K shares
$2.5M · 7K shares
$2.5M · 11K shares
$2.4M · 5K shares
$2.4M · 25K shares
$2.3M · 12K shares
$2.3M · 5K shares
$2.3M · 7K shares
$1.6M · 3K shares
$597K · 4K shares
$215K · 878 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $115.4M | 58.9% |
| Consumer Cyclical | 5 | $18.3M | 9.3% |
| Technology | 6 | $15.7M | 8.0% |
| Healthcare | 6 | $13.4M | 6.8% |
| Unknown | 4 | $11.6M | 5.9% |
| Industrials | 7 | $8.7M | 4.4% |
| Consumer Defensive | 2 | $7.0M | 3.6% |
| Communication Services | 2 | $4.2M | 2.1% |
| Energy | 1 | $1.9M | 0.9% |