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CHUNG WU INVESTMENT GROUP, LLC 13F portfolio summary

CHUNG WU INVESTMENT GROUP, LLC of CHUNG WU INVESTMENT GROUP, LLC has 256 current stock holdings with a reported portfolio value of $116.1M. The portfolio 1 year return is +14.75%. Top holdings include PAA (0.00%), AB (0.00%), FBND (0.00%), BIP (0.00%), PFFA (0.00%).

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CHUNG WU INVESTMENT GROUP, LLC

CHUNG WU INVESTMENT GROUP, LLC
Latest filing: 2026-03-31

CHUNG WU INVESTMENT GROUP, LLC runs CHUNG WU INVESTMENT GROUP, LLC and currently holds 256 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $116.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHUNG WU INVESTMENT GROUP, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHUNG WU INVESTMENT GROUP, LLC's portfolio at CHUNG WU INVESTMENT GROUP, LLC has delivered returns of +14.75%. Their 3-year annualized return is +10.70%. Looking at the 5-year horizon, CHUNG WU INVESTMENT GROUP, LLC has achieved +10.70% annualized returns at CHUNG WU INVESTMENT GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.75%
#0/1000
3 Year
+10.70%
#0/1000
5 Year
+10.70%
#0/1000

Portfolio Value

$116.09M

Alpha Score

10.4

#0 of 1000

Holdings

256

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change