Chung Wu Investment Group, LLC

13F filer · CIK 0002054278

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$152MU.S. long equity reported on 13F

Positions21937 new · 27 closed

Net flow last quarter+$5.35MBuys minus sells

Top 10 positions weight34.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026219 positions
MUMicron Technology Inc	$11.8M	7.73%	0.00%	+0.6%	Q2 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$8.06M	5.30%	Not reported	+2.2%	Q4 2024
MSFTMicrosoft Corp	$5.99M	3.94%	0.00%	-0.7%	Q4 2024
AAPLApple Inc.	$5.57M	3.67%	0.00%	-4.9%	Q4 2024
JPMJPMorgan Chase & Co	$5.05M	3.32%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$3.44M	2.26%	0.00%	+2.5%	Q4 2024
EOSEaton Vance Enhanced Equity Income Fund II	$3.26M	2.14%	Not reported	-6.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.9M	1.91%	Not reported	Not reported	Q4 2024
GEVGE Vernova Inc.	$2.88M	1.89%	0.00%	+3.3%	Q4 2024
MTZMastec Inc	$2.81M	1.85%	0.01%	+0.5%	Q4 2024
AMAntero Midstream Corp	$2.8M	1.84%	0.03%	-1.7%	Q4 2024
SPCXSpace Exploration Technologies Corp	$2.64M	1.74%	Not reported	New	Q2 2026
UNHUnitedhealth Group Inc	$2.22M	1.46%	0.00%	+52.3%	Q4 2024
XOMExxonMobil Holdings Corp	$2.07M	1.36%	0.00%	-1.3%	Q4 2024
SNDKSandisk Corp	$1.93M	1.27%	0.00%	+262.1%	Q4 2025
MSMorgan Stanley	$1.9M	1.25%	0.00%	+1.5%	Q4 2024
AAOIApplied Optoelectronics, Inc.	$1.9M	1.25%	0.02%	-31.3%	Q4 2024
GSGoldman Sachs Group Inc	$1.81M	1.19%	0.00%	-4.8%	Q4 2024
ABBVAbbVie Inc.	$1.68M	1.11%	0.00%	-3.6%	Q4 2024
LITELumentum Holdings Inc.	$1.56M	1.03%	0.00%	-9.9%	Q3 2025
BEBloom Energy Corp	$1.54M	1.02%	0.00%	+22.9%	Q1 2026
VVisa Inc.	$1.49M	0.98%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.48M	0.97%	0.00%	+3.3%	Q4 2024
SPGSimon Property Group Inc.	$1.39M	0.91%	77.50%	-16.8%	Q4 2024
ALLYAlly Financial Inc.	$1.13M	0.74%	0.01%	-3.7%	Q2 2025
HDHome Depot, Inc.	$1.1M	0.72%	0.00%	-4.0%	Q4 2024
MAMastercard Inc	$1.07M	0.70%	0.00%	-1.0%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$884K	0.58%	Not reported	+50.0%	Q4 2024
VIKViking Holdings Ltd	$827K	0.54%	Not reported	+2.6%	Q4 2024
PAAPlains All American Pipeline LP	$785K	0.52%	0.01%	-10.6%	Q4 2024
SOLSSolstice Advanced Materials Inc.	$754K	0.50%	0.01%	+1.2%	Q4 2025
STLDSteel Dynamics Inc	$743K	0.49%	0.00%	+29.6%	Q1 2026
GOOGAlphabet Inc.	$731K	0.48%	Not reported	-12.7%	Q3 2025
AZNAstrazeneca PLC	$659K	0.43%	Not reported	Not reported	Q4 2024
ETEnergy Transfer LP	$633K	0.42%	0.00%	-2.9%	Q4 2024
ASMLAsml Holding NV	$597K	0.39%	0.00%	New	Q2 2026
AMATApplied Materials Inc	$578K	0.38%	0.00%	New	Q2 2026
CCitigroup Inc	$560K	0.37%	0.00%	New	Q2 2026
DYDycom Industries Inc	$556K	0.37%	0.00%	+25.0%	Q1 2026
CATCaterpillar Inc	$554K	0.36%	0.00%	Not reported	Q1 2026
FTAIFTAI Aviation Ltd.	$546K	0.36%	0.00%	New	Q2 2026
EOGEog Resources Inc	$545K	0.36%	0.00%	Not reported	Q4 2024
ETREntergy Corp	$540K	0.36%	0.00%	Not reported	Q3 2025
SCCOSouthern Copper Corp/	$522K	0.34%	0.00%	+1.4%	Q4 2025
CLSCelestica Inc	$503K	0.33%	0.00%	New	Q2 2026
TTWOTake Two Interactive Software Inc	$500K	0.33%	0.00%	Not reported	Q1 2025
SEISolaris Energy Infrastructure, Inc.	$491K	0.32%	Not reported	+22.0%	Q3 2025
ONTOOnto Innovation Inc.	$484K	0.32%	0.00%	New	Q2 2026
LLYELI LILLY & Co	$480K	0.32%	0.00%	Not reported	Q4 2025
MPLXMPLX LP	$479K	0.31%	0.00%	Not reported	Q4 2024

Q1 2026Reported May 12, 2026208 positions
DIASPDR Dow Jones Industrial Average ETF Trust	$7M	6.03%	Not reported	-1.7%	Q4 2024
MSFTMicrosoft Corp	$5.99M	5.16%	0.00%	-3.5%	Q4 2024
AAPLApple Inc.	$5.14M	4.43%	0.00%	-2.9%	Q4 2024
JPMJPMorgan Chase & Co	$4.54M	3.91%	0.00%	-5.4%	Q4 2024
MUMicron Technology Inc	$3.42M	2.94%	0.00%	+10.8%	Q2 2025
EOSEaton Vance Enhanced Equity Income Fund II	$3.22M	2.77%	Not reported	-0.8%	Q4 2024
NVDANvidia Corp	$2.92M	2.52%	0.00%	-0.3%	Q4 2024
AMAntero Midstream Corp	$2.85M	2.45%	0.03%	-1.5%	Q4 2024
XOMExxonMobil Holdings Corp	$2.61M	2.25%	0.00%	+3.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.52M	2.17%	Not reported	Not reported	Q4 2024
MTZMastec Inc	$2.17M	1.87%	0.01%	-3.6%	Q4 2024
GEVGE Vernova Inc.	$2.07M	1.78%	0.00%	-5.7%	Q4 2024
GSGoldman Sachs Group Inc	$1.59M	1.37%	0.00%	-12.2%	Q4 2024
AAOIApplied Optoelectronics, Inc.	$1.58M	1.36%	0.02%	-14.7%	Q4 2024
ABBVAbbVie Inc.	$1.51M	1.30%	0.00%	-16.8%	Q4 2024
MSMorgan Stanley	$1.48M	1.27%	0.00%	-7.5%	Q4 2024
LITELumentum Holdings Inc.	$1.42M	1.22%	0.00%	-15.8%	Q3 2025
SPGSimon Property Group Inc.	$1.39M	1.20%	93.13%	-1.3%	Q4 2024
VVisa Inc.	$1.31M	1.13%	0.00%	-3.4%	Q4 2024
CVXChevron Corp	$1.16M	1.00%	0.00%	+55.3%	Q1 2025
GEGeneral Electric Co	$1.09M	0.93%	0.00%	+2.6%	Q4 2024
HDHome Depot, Inc.	$1.07M	0.92%	0.00%	-1.3%	Q4 2024
MAMastercard Inc	$1.05M	0.90%	0.00%	-4.3%	Q4 2024
ALLYAlly Financial Inc.	$1M	0.86%	0.01%	-26.6%	Q2 2025
UNHUnitedhealth Group Inc	$948K	0.82%	0.00%	-30.9%	Q4 2024
PAAPlains All American Pipeline LP	$882K	0.76%	0.01%	Not reported	Q4 2024
VSTVistra Corp.	$824K	0.71%	0.00%	-11.2%	Q4 2024
CCJCameco Corp	$731K	0.63%	0.00%	+3.1%	Q2 2025
GOOGAlphabet Inc.	$680K	0.59%	Not reported	+172.4%	Q3 2025
ETEnergy Transfer LP	$658K	0.57%	0.00%	-4.2%	Q4 2024
SOLSSolstice Advanced Materials Inc.	$640K	0.55%	0.01%	Not reported	Q4 2025
EOGEog Resources Inc	$607K	0.52%	0.00%	-9.3%	Q4 2024
VIKViking Holdings Ltd	$566K	0.49%	Not reported	-7.1%	Q4 2024
BEBloom Energy Corp	$562K	0.48%	0.00%	New	Q1 2026
ETREntergy Corp	$528K	0.46%	0.00%	Not reported	Q3 2025
SCCOSouthern Copper Corp/	$503K	0.43%	0.00%	+793.2%	Q4 2025
OKEOneok Inc	$502K	0.43%	0.00%	-53.8%	Q4 2024
HONHoneywell International Inc	$494K	0.43%	0.00%	+94.1%	Q2 2025
MPLXMPLX LP	$485K	0.42%	0.00%	Not reported	Q4 2024
KRMNKarman Holdings Inc.	$467K	0.40%	0.00%	New	Q1 2026
QQQInvesco QQQ Trust, Series 1	$462K	0.40%	Not reported	Not reported	Q4 2024
STLDSteel Dynamics Inc	$450K	0.39%	0.00%	New	Q1 2026
ZIMZIM Integrated Shipping Services Ltd.	$445K	0.38%	0.01%	+1026.7%	Q2 2025
TTWOTake Two Interactive Software Inc	$395K	0.34%	0.00%	+25.0%	Q1 2025
KMIKinder Morgan, Inc.	$394K	0.34%	0.00%	-2.5%	Q4 2024
BACBank of America Corp	$388K	0.33%	0.00%	Not reported	Q4 2024
KGSKodiak Gas Services, Inc.	$379K	0.33%	0.01%	Not reported	Q2 2025
CATCaterpillar Inc	$368K	0.32%	0.00%	New	Q1 2026
COSTCostco Wholesale Corp	$349K	0.30%	0.00%	Not reported	Q4 2024
EXPEExpedia Group, Inc.	$346K	0.30%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 2, 2026213 positions
MSFTMicrosoft Corp	$8.1M	6.63%	0.00%	+1.2%	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$7.38M	6.04%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$5.67M	4.64%	0.00%	+1.1%	Q4 2024
JPMJPMorgan Chase & Co	$5.26M	4.30%	0.00%	+6.5%	Q4 2024
EOSEaton Vance Enhanced Equity Income Fund II	$3.71M	3.04%	Not reported	-1.3%	Q4 2024
NVDANvidia Corp	$3.13M	2.56%	0.00%	+5.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.65M	2.16%	Not reported	Not reported	Q4 2024
MUMicron Technology Inc	$2.61M	2.13%	0.00%	-4.8%	Q2 2025
AMAntero Midstream Corp	$2.26M	1.85%	0.03%	-1.9%	Q4 2024
ABBVAbbVie Inc.	$1.91M	1.56%	0.00%	+21.9%	Q4 2024
GSGoldman Sachs Group Inc	$1.88M	1.53%	0.00%	+2.6%	Q4 2024
XOMExxonMobil Holdings Corp	$1.8M	1.47%	0.00%	-0.7%	Q4 2024
MSMorgan Stanley	$1.72M	1.41%	0.00%	+0.5%	Q4 2024
UNHUnitedhealth Group Inc	$1.68M	1.37%	0.00%	-27.5%	Q4 2024
GEVGE Vernova Inc.	$1.65M	1.35%	0.00%	+11.2%	Q4 2024
ALLYAlly Financial Inc.	$1.58M	1.29%	0.01%	-10.4%	Q2 2025
VVisa Inc.	$1.57M	1.28%	0.00%	Not reported	Q4 2024
MTZMastec Inc	$1.52M	1.24%	0.01%	+5.6%	Q4 2024
SPGSimon Property Group Inc.	$1.4M	1.14%	94.38%	Not reported	Q4 2024
MAMastercard Inc	$1.25M	1.02%	0.00%	-1.4%	Q4 2024
GEGeneral Electric Co	$1.15M	0.94%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.13M	0.92%	0.00%	-2.7%	Q4 2024
METAMeta Platforms, Inc.	$1.01M	0.83%	Not reported	-12.6%	Q4 2024
VSTVistra Corp.	$995K	0.81%	0.00%	-18.4%	Q4 2024
LITELumentum Holdings Inc.	$885K	0.72%	0.00%	-7.7%	Q3 2025
OKEOneok Inc	$883K	0.72%	0.00%	-16.4%	Q4 2024
SILGolden Minerals Co	$869K	0.71%	Not reported	+3.0%	Q2 2025
AMZNAmazon Com Inc	$803K	0.66%	0.00%	-7.1%	Q4 2024
AAOIApplied Optoelectronics, Inc.	$774K	0.63%	0.03%	+4.3%	Q4 2024
KTOSKratos Defense & Security Solutions, Inc.	$741K	0.61%	0.01%	+18.2%	Q3 2025
APPAppLovin Corp	$728K	0.60%	0.00%	-5.3%	Q4 2024
PAAPlains All American Pipeline LP	$709K	0.58%	0.01%	+11.9%	Q4 2024
ROKRockwell Automation, Inc	$667K	0.55%	0.00%	New	Q4 2025
AZNAstrazeneca PLC	$639K	0.52%	Not reported	-1.4%	Q4 2024
DALDelta Air Lines, Inc.	$626K	0.51%	0.00%	+802.0%	Q4 2024
CCJCameco Corp	$597K	0.49%	0.00%	+71.8%	Q2 2025
VIKViking Holdings Ltd	$592K	0.48%	Not reported	+15.1%	Q4 2024
ETEnergy Transfer LP	$586K	0.48%	0.00%	-3.0%	Q4 2024
NFLXNetflix Inc	$553K	0.45%	0.00%	-19.7%	Q4 2024
CVXChevron Corp	$552K	0.45%	0.00%	-8.8%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$491K	0.40%	Not reported	+6.7%	Q4 2024
EOGEog Resources Inc	$486K	0.40%	0.00%	Not reported	Q4 2024
HWMHowmet Aerospace Inc.	$472K	0.39%	0.00%	+43.8%	Q1 2025
PLTRPalantir Technologies Inc.	$462K	0.38%	0.00%	-1.9%	Q4 2024
MPLXMPLX LP	$454K	0.37%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$437K	0.36%	0.00%	Not reported	Q4 2024
ETREntergy Corp	$435K	0.36%	0.00%	Not reported	Q3 2025
NSCNorfolk Southern Corp	$433K	0.35%	0.00%	Not reported	Q2 2025
LLYELI LILLY & Co	$430K	0.35%	0.00%	New	Q4 2025
WGSGeneDx Holdings Corp.	$429K	0.35%	0.01%	-8.3%	Q1 2025

Q3 2025Reported Nov 4, 2025207 positions
MSFTMicrosoft Corp	$8.58M	7.14%	0.00%	Not reported	Q4 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$7.13M	5.93%	Not reported	+2.1%	Q4 2024
AAPLApple Inc.	$5.25M	4.38%	0.00%	+12.6%	Q4 2024
JPMJPMorgan Chase & Co	$4.83M	4.02%	0.00%	Not reported	Q4 2024
EOSEaton Vance Enhanced Equity Income Fund II	$3.85M	3.20%	Not reported	-2.8%	Q4 2024
NVDANvidia Corp	$2.98M	2.48%	0.00%	+7.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$2.58M	2.15%	Not reported	+2.7%	Q4 2024
AMAntero Midstream Corp	$2.52M	2.09%	0.03%	-11.4%	Q4 2024
UNHUnitedhealth Group Inc	$2.42M	2.01%	0.00%	+280.2%	Q4 2024
XOMExxonMobil Holdings Corp	$1.7M	1.41%	0.00%	-1.6%	Q4 2024
GSGoldman Sachs Group Inc	$1.66M	1.38%	0.00%	+114.4%	Q4 2024
MUMicron Technology Inc	$1.61M	1.34%	0.00%	+9495.0%	Q2 2025
ABBVAbbVie Inc.	$1.58M	1.32%	0.00%	-0.3%	Q4 2024
MSMorgan Stanley	$1.54M	1.28%	0.00%	+643.1%	Q4 2024
VVisa Inc.	$1.53M	1.27%	0.00%	Not reported	Q4 2024
ALLYAlly Financial Inc.	$1.52M	1.27%	0.01%	+224.1%	Q2 2025
VSTVistra Corp.	$1.48M	1.23%	0.00%	+39.5%	Q4 2024
SPGSimon Property Group Inc.	$1.42M	1.18%	94.38%	Not reported	Q4 2024
MTZMastec Inc	$1.41M	1.17%	0.01%	+19.1%	Q4 2024
GEVGE Vernova Inc.	$1.39M	1.16%	0.00%	+19.0%	Q4 2024
HDHome Depot, Inc.	$1.37M	1.14%	0.00%	+0.3%	Q4 2024
METAMeta Platforms, Inc.	$1.29M	1.07%	Not reported	Not reported	Q4 2024
MAMastercard Inc	$1.26M	1.05%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.12M	0.93%	0.00%	+10.7%	Q4 2024
OKEOneok Inc	$1.05M	0.87%	0.00%	-22.1%	Q4 2024
NFLXNetflix Inc	$881K	0.73%	0.00%	+5.0%	Q4 2024
AMZNAmazon Com Inc	$823K	0.68%	0.00%	+7.2%	Q4 2024
APPAppLovin Corp	$819K	0.68%	0.00%	+11.8%	Q4 2024
KTOSKratos Defense & Security Solutions, Inc.	$755K	0.63%	0.00%	New	Q3 2025
SILGolden Minerals Co	$723K	0.60%	Not reported	-2.9%	Q2 2025
ETEnergy Transfer LP	$629K	0.52%	0.00%	-1.1%	Q4 2024
CVXChevron Corp	$617K	0.51%	0.00%	-17.6%	Q1 2025
PAAPlains All American Pipeline LP	$602K	0.50%	0.01%	-12.4%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$596K	0.50%	0.00%	New	Q3 2025
AAOIApplied Optoelectronics, Inc.	$545K	0.45%	0.03%	+56.7%	Q4 2024
AZNAstrazeneca PLC	$541K	0.45%	Not reported	Not reported	Q4 2024
EOGEog Resources Inc	$519K	0.43%	0.00%	-3.1%	Q4 2024
PLTRPalantir Technologies Inc.	$483K	0.40%	0.00%	-1.1%	Q4 2024
MSTRStrategy Inc	$480K	0.40%	Not reported	-8.9%	Q4 2024
BXBlackstone Inc.	$477K	0.40%	0.00%	-26.4%	Q4 2024
AVAVAeroVironment Inc	$472K	0.39%	0.00%	-37.5%	Q2 2025
TTWOTake Two Interactive Software Inc	$465K	0.39%	0.00%	+38.5%	Q1 2025
NSCNorfolk Southern Corp	$451K	0.38%	0.00%	+650.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$450K	0.37%	Not reported	+63.0%	Q4 2024
VIKViking Holdings Ltd	$448K	0.37%	Not reported	+1.4%	Q4 2024
ETREntergy Corp	$438K	0.36%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$430K	0.36%	0.00%	+2555.0%	Q4 2024
MPLXMPLX LP	$425K	0.35%	0.00%	Not reported	Q4 2024
LITELumentum Holdings Inc.	$423K	0.35%	0.00%	New	Q3 2025
MPMP Materials Corp. / DE	$419K	0.35%	0.00%	+52.4%	Q2 2025

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