Chb-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "BRO",
  "CP.TO",
  "WRB",
  "BSX",
  null,
  null,
  null,
  null,
  "UNP",
  "HUBB",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "HIG",
  "PCAR",
  "IJR",
  "ORCL",
  "IRM",
  "PGR",
  "LDOS",
  "AMGN",
  "REGN",
  "NOW",
  "RSG",
  "IBM",
  "CI",
  "TJX",
  "UPS",
  "BIV",
  "VO",
  null,
  "VCIT",
  null,
  "EME",
  null,
  null,
  "ACGL",
  "AXON",
  "FI",
  "WM",
  null,
  "MSI",
  "SCHB",
  null,
  "VB",
  "VOO",
  "SCHD",
  null,
  "NSC",
  "NDSN",
  null,
  "MCK",
  null,
  "BRK-B",
  "CBOE",
  "COST",
  "DPZ",
  "VMC",
  "QQQ",
  "XOM",
  "JNJ",
  "LLY",
  "MLM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 74
Total Value: 188121
Accession Number: 0001933274-25-000004
Form Type: 13F-HR
CIK: chb-investment-group
Manager Name: Chb-Investment-Group

Data Enrichment

73% identified

54 identified20 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $188.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 4

Sort by:

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.6K

Value:$597.0K

% of Portfolio:317.3% ($597.0K/$188.1K)

AbbVie Inc.

ABBV|00287Y109

Shares:2.3K

Value:$471.0K

% of Portfolio:250.4% ($471.0K/$188.1K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:957

Value:$449.0K

% of Portfolio:238.7% ($449.0K/$188.1K)

92189F486

Shares:12.8K

Value:$326.0K

% of Portfolio:173.3% ($326.0K/$188.1K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.7K

Value:$295.0K

% of Portfolio:156.8% ($295.0K/$188.1K)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.2K

Value:$290.0K

% of Portfolio:154.2% ($290.0K/$188.1K)

UNION PACIFIC CORP

UNP|907818108

Shares:1.2K

Value:$281.0K

% of Portfolio:149.4% ($281.0K/$188.1K)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.1K

Value:$277.0K

% of Portfolio:147.2% ($277.0K/$188.1K)

Alphabet Inc.

GOOGL|02079K305

Shares:1.6K

Value:$245.0K

% of Portfolio:130.2% ($245.0K/$188.1K)

EMCOR Group, Inc.

EME|29084Q100

Shares:657

Value:$243.0K

% of Portfolio:129.2% ($243.0K/$188.1K)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:928

Value:$220.0K

% of Portfolio:116.9% ($220.0K/$188.1K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:878

Value:$215.0K

% of Portfolio:114.3% ($215.0K/$188.1K)

ORACLE CORP

ORCL|68389X105

Shares:1.4K

Value:$202.0K

% of Portfolio:107.4% ($202.0K/$188.1K)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:2.9K

Value:$201.0K

% of Portfolio:106.8% ($201.0K/$188.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	3.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$597.0K	317.3% ($597.0K/$188.1K)	QoQ +14.58% (+$0) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	2.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$471.0K	250.4% ($471.0K/$188.1K)	QoQ +17.75% (+$0) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	957	QoQ -1.03% (-10) YoY-	All Managers (Combined)	$449.0K	238.7% ($449.0K/$188.1K)	QoQ -9.10% (-$0) YoY-
(cusip92189F486)✕	12.8K	QoQ -0.24% (-31) YoY-	All Managers (Combined)	$326.0K	173.3% ($326.0K/$188.1K)	QoQ 0.00% (-$0) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$295.0K	156.8% ($295.0K/$188.1K)	QoQ -12.72% (-$0) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$290.0K	154.2% ($290.0K/$188.1K)	QoQ +13.28% (+$0) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$281.0K	149.4% ($281.0K/$188.1K)	QoQ +3.69% (+$0) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	2.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$277.0K	147.2% ($277.0K/$188.1K)	QoQ +16.87% (+$0) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	1.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$245.0K	130.2% ($245.0K/$188.1K)	QoQ -18.33% (-$0) YoY-
EMCOR Group, Inc.(EMEcusip29084Q100)	657	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$243.0K	129.2% ($243.0K/$188.1K)	QoQ -18.45% (-$0) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	928	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$220.0K	116.9% ($220.0K/$188.1K)	QoQ +0.91% (+$0) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	878	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$215.0K	114.3% ($215.0K/$188.1K)	QoQ +2.38% (+$0) YoY-
ORACLE CORP(ORCLcusip68389X105)	1.4K	QoQ +0.20% (-3) YoY-	All Managers (Combined)	$202.0K	107.4% ($202.0K/$188.1K)	QoQ -15.83% (-$0) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	2.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$201.0K	106.8% ($201.0K/$188.1K)	QoQ -2.89% (-$0) YoY-