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CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$152M
1-Year Est. Return
78.53%
This Fund
S&P 500
This Quarter
Est. Return
+44.71%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$152M
AUM Growth
+$36M
(+31%)
Cap. Flow
+$9.38M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
47.11%
Holding
315
New
56
Increased
45
Reduced
43
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPCX
SpaceX
SPCX
|
+$2.63M |
| 2 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$1.24M |
| 3 |
SNDK
Sandisk
SNDK
|
+$879K |
| 4 |
NEOS S&P 500 High Income ETF
SPYI
|
+$747K |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
+$699K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applied Optoelectronics
AAOI
|
+$953K |
| 2 |
Vistra
VST
|
+$824K |
| 3 |
Chevron
CVX
|
+$670K |
| 4 |
Cameco
CCJ
|
+$575K |
| 5 |
KRMN
Karman Holdings
KRMN
|
+$467K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.21% |
| 2 | Technology | 24.73% |
| 3 | Industrials | 10.09% |
| 4 | Financials | 9.33% |
| 5 | Energy | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Symbotic
SYM
$5.4B
| – | – |
-5,200
| Closed | -$277K |
|
302
Direxion Daily TSLA Bull 2X ETF
TSLL
$4.05B
| – | – |
-8,000
| Closed | -$97.2K |
|
303
GraniteShares 2x Long TSLA Daily ETF
TSLR
$83.1M
| – | – |
-650
| Closed | -$13.4K |
|
304
ProShares Ultra Bloomberg Crude Oil
UCO
$444M
| – | – |
-1,300
| Closed | -$51.1K |
|
305
Vale
VALE
$65.2B
| – | – |
-3,500
| Closed | -$55.7K |
|
306
Valero Energy
VLO
$107B
| – | – |
-830
| Closed | -$205K |
|
|
307
Vistra
VST
$48.4B
| – | – |
-5,480
| Closed | -$824K |
|
308
Zillow
ZG
$8.1B
| – | – |
-80
| Closed | -$3.31K |
|
|
DXYZ
309
Destiny Tech100
DXYZ
$983M
| – | – |
-3,000
| Closed | -$80.3K |
|
|
INR
310
Infinity Natural Resources
INR
$293M
| – | – |
-600
| Closed | -$10.6K |
|
|
LB
311
LandBridge Co
LB
$2.45B
| – | – |
-2,900
| Closed | -$200K |
|
|
NBIS
312
Nebius Group N.V.
NBIS
$57.3B
| – | – |
-450
| Closed | -$46.7K |
|
|
EXE
313
Expand Energy Corp
EXE
$22.9B
| – | – |
-1,200
| Closed | -$132K |
|
|
KRMN
314
Karman Holdings
KRMN
$5.37B
| – | – |
-5,830
| Closed | -$467K |
|
|
RONB
315
Baron First Principles ETF
RONB
$371M
| – | – |
-500
| Closed | -$11.4K |
|
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Chung Wu Investment Group's Q2 2026 Portfolio in Review
As of Q2 2026, Chung Wu Investment Group held 315 positions worth $152M, up 31% from $116M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Chung Wu Investment Group deployed $9.38M of net new capital in Q2 2026, opening 56 new positions and adding to 45 existing holdings. Its largest new stake was SpaceX: 15,480 shares worth $2.64M.
By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, down from 39% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Applied Optoelectronics, an estimated $953K trimmed.
- Chung Wu Investment Group's largest Q2 2026 buy was SpaceX: 15,480 shares worth $2.64M.
- Chung Wu Investment Group added most to NEOS Nasdaq 100 High Income ETF in Q2 2026, an estimated $1.24M increase.
- Chung Wu Investment Group's biggest Q2 2026 reduction was Applied Optoelectronics, cutting an estimated $953K.
- Chung Wu Investment Group fully exited Vistra in Q2 2026, selling an estimated $824K.
- Chung Wu Investment Group's ten largest holdings make up 47% of its $152M portfolio in Q2 2026.
- Chung Wu Investment Group opened 56 new positions and closed 32 in Q2 2026.
- Chung Wu Investment Group's portfolio value rose 31% quarter-over-quarter to $152M.
Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.