Chb Investment Group, LLC Portfolio Holdings

Chb Investment Group, LLC

  • $196 Million
  • Q2 2025

Chb Investment Group, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $13.2M, Ishares Iboxx $ Investment Gra with a value of $12.6M, Vaneck ETF Tr Fallen Angel Hig with a value of $8.71M, Vanguard Intermediate Term Cor with a value of $6.59M, and Nrg Energy, Inc. with a value of $4.09M.

Examining the 13F form we can see an increase of $7.98M in the current position value, from $188M to 196M.

Chb Investment Group, LLC is based out at New Hope, PA

Below you can find more details about Chb Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $87 Million
Financial Services: $32.9 Million
Consumer Cyclical: $18.3 Million
Technology: $15.7 Million
Healthcare: $13.4 Million
Industrials: $8.45 Million
Consumer Defensive: $7.04 Million
Communication Services: $4.2 Million
Other: $5.94 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.85B
$3.82 Million 1.95% of portfolio
42,413
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $196 Million
  • Prior Value $188 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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