Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CHB Investment Group, LLC (CIK 1933274) reported $196.1M across 69 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: BIV ($13.2M, 6.74%), LQD ($12.6M, 6.41%), ANGL ($8.7M, 4.44%), VCIT ($6.6M, 3.36%), NRG ($4.1M, 2.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $13.2M | 6.74% | 170,970 | Trimmed |
| 2 | LQD | ISHARES TR | $12.6M | 6.41% | 114,723 | Trimmed |
| 3 | ANGL | VANECK ETF TRUST | $8.7M | 4.44% | 297,549 | Trimmed |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $6.6M | 3.36% | 79,443 | Trimmed |
| 5 | NRG | NRG ENERGY INC | $4.1M | 2.08% | 25,453 | New |
| 6 | AFL | AFLAC INC | $3.9M | 2.01% | 37,294 | New |
| 7 | TMUS | T-MOBILE US INC | $3.9M | 2.00% | 16,458 | New |
| 8 | SYK | STRYKER CORPORATION | $3.9M | 1.97% | 9,746 | New |
| 9 | BSX | BOSTON SCIENTIFIC CORP | $3.8M | 1.96% | 35,783 | Added |
| 10 | WRB | BERKLEY W R CORP | $3.8M | 1.96% | 52,345 | Added |
| 11 | ORLY | OREILLY AUTOMOTIVE INC | $3.8M | 1.95% | 42,413 | New |
| 12 | BR | BROADRIDGE FINL SOLUTIONS IN | $3.8M | 1.94% | 15,672 | New |
| 13 | MSI | MOTOROLA SOLUTIONS INC | $3.8M | 1.94% | 9,060 | Added |
| 14 | DRI | DARDEN RESTAURANTS INC | $3.8M | 1.94% | 17,448 | New |
| 15 | NOW | SERVICENOW INC | $3.8M | 1.92% | 3,660 | Added |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | $3.8M | 1.92% | 12,236 | New |
| 17 | ROL | ROLLINS INC | $3.8M | 1.92% | 66,889 | New |
| 18 | GRMN | GARMIN LTD | $3.8M | 1.92% | 17,999 | New |
| 19 | WMT | WALMART INC | $3.8M | 1.91% | 38,383 | New |
| 20 | CBOE | CBOE GLOBAL MKTS INC | $3.7M | 1.90% | 16,012 | Added |
| 21 | BRO | BROWN & BROWN INC | $3.6M | 1.86% | 32,818 | Added |
| 22 | V | VISA INC | $3.6M | 1.82% | 10,072 | New |
| 23 | RSG | REPUBLIC SVCS INC | $3.5M | 1.81% | 14,365 | Added |
| 24 | HIG | HARTFORD INSURANCE GROUP INC | $3.6M | 1.81% | 28,033 | Added |
| 25 | AZO | AUTOZONE INC | $3.5M | 1.79% | 945 | New |
Source: SEC Form 13F filings · as of 2025-06-30