CI
| |
CHB Investment Group, LLC13F | |
| CHB Investment Group, LLC | |
| Last update 2025-07-15 | 69 Stocks (14 new) |
| Value $196.00 Mil | Turnover 27 % |
CHB Investment Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 170,970 | 13,220.0 | -1.17% | 6.740 | -0.08% | 0.060 | +2.32% | +4.79% | 23,145.5 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 114,723 | 12,580.0 | -3.03% | 6.420 | -0.21% | 0.040 | +3.49% | +4.16% | 27,211.4 | ||
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 297,549 | 8,710.0 | -2.55% | 4.440 | -0.12% | 0.290 | +5.78% | +5.12% | 2,951.5 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 79,443 | 6,590.0 | -1.24% | 3.360 | -0.04% | 0.010 | +3.73% | +5.21% | 53,364.2 | ||
NRG | NRG Energy Inc | 25,453 | 4,090.0 | New Holding | 2.090 | +2.09% | 0.010 | +57.97% | +79.44% | 31,389.2 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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AFL | Aflac Inc | 37,294 | 3,930.0 | New Holding | 2.000 | +2.00% | 0.010 | -4.59% | +0.58% | 55,627.0 | Insurance | |
TMUS | T-Mobile US Inc | 16,458 | 3,920.0 | New Holding | 2.000 | +2.00% | 0.000 | -9.47% | +6.73% | 265,614.7 | Telecommunication Services | |
SYK | Stryker Corp | 9,746 | 3,860.0 | New Holding | 1.970 | +1.97% | 0.000 | +12.51% | +11.85% | 153,221.4 | Medical Devices & Instruments | |
WRB | WR Berkley Corp | 52,345 | 3,850.0 | +3.54% | 1.960 | +0.07% | 0.010 | -3.00% | +18.23% | 26,006.8 | Insurance | |
BSX | Boston Scientific Corp | 35,783 | 3,840.0 | +4.27% | 1.960 | +0.08% | 0.000 | +8.94% | +20.64% | 159,425.1 | Medical Devices & Instruments |
CHB Investment Group, LLC's Historical Top Holdings Breakdowns
CHB Investment Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AXON | Axon Enterprise Inc | 2025-06-30 | Sold Out Sold Out | -2.42% | 497.13 ($677.98) 827.94 | $705.22 | 4.02% | Sold Out | 0 | -8,666 | |
NRG | NRG Energy Inc | 2025-06-30 | New Buy New Buy | +2.09% | 83.61 ($131.21) 162.67 | $160.43 | 22.27% | New holding | 25,453 | 25,453 | |
FI | Fiserv Inc | 2025-06-30 | Sold Out Sold Out | -2.04% | 159.13 ($181.98) 226.15 | $143.00 | -21.42% | Sold Out | 0 | -17,404 | |
AFL | Aflac Inc | 2025-06-30 | New Buy New Buy | +2.00% | 99.77 ($105.17) 112.45 | $102.85 | -2.21% | New holding | 37,294 | 37,294 | |
TMUS | T-Mobile US Inc | 2025-06-30 | New Buy New Buy | +2.00% | 220.99 ($244.5) 268.54 | $233.93 | -4.32% | New holding | 16,458 | 16,458 | |
SYK | Stryker Corp | 2025-06-30 | New Buy New Buy | +1.97% | 337.37 ($374.07) 395.63 | $400.93 | 7.18% | New holding | 9,746 | 9,746 | |
ORLY | O'Reilly Automotive Inc | 2025-06-30 | New Buy New Buy | +1.95% | 87.68 ($91.25) 96.13 | $95.42 | 4.57% | New holding | 42,413 | 42,413 | |
BR | Broadridge Financial Solutions Inc | 2025-06-30 | New Buy New Buy | +1.94% | 217.22 ($237.73) 246.25 | $242.64 | 2.07% | New holding | 15,672 | 15,672 | |
DRI | Darden Restaurants Inc | 2025-06-30 | New Buy New Buy | +1.94% | 186.58 ($207.55) 225.78 | $208.51 | 0.46% | New holding | 17,448 | 17,448 | |
ADP | Automatic Data Processing Inc | 2025-06-30 | New Buy New Buy | +1.92% | 276.76 ($307.13) 326.81 | $304.23 | -0.94% | New holding | 12,236 | 12,236 |
CHB Investment Group, LLC Total Holding History ($B)
CHB Investment Group, LLC's Asset Allocation
CHB Investment Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CHB Investment Group, LLC's Hypothetical Growth since 2025-06-30
CHB Investment Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CHB Investment Group, LLC's Holdings Heat Map
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CHB Investment Group, LLC's Holdings Bubble Chart
CHB Investment Group, LLC News
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