Bush-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CAT",
  "LOW",
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  "IVW",
  null,
  "EFG",
  null,
  null,
  "VGSH",
  "IEMG",
  "AAPL",
  "NVDA",
  null,
  null,
  "SPLG",
  null,
  "GPN",
  "AFL",
  null,
  null,
  "IVE",
  null,
  null,
  "SCHF",
  "SO",
  null,
  null,
  "BAC",
  null,
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 35
Total Value: 132733360
Accession Number: 0001966640-25-000003
Form Type: 13F-HR
CIK: bush-investment-group
Manager Name: Bush-Investment-Group

Data Enrichment

54% identified

19 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $132.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 2

Sort by:

SOUTHERN CO

SO|842587107

Shares:11.7K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$132.7M)

46434G103

IEMG|46434G103

Shares:19.4K

Value:$1.0M

% of Portfolio:0.8% ($1.0M/$132.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:4.0K

Value:$939.9K

% of Portfolio:0.7% ($939.9K/$132.7M)

46138E339

Shares:9.9K

Value:$916.0K

% of Portfolio:0.7% ($916.0K/$132.7M)

AFLAC INC

AFL|001055102

Shares:8.1K

Value:$902.5K

% of Portfolio:0.7% ($902.5K/$132.7M)

09789C812

Shares:19.1K

Value:$888.8K

% of Portfolio:0.7% ($888.8K/$132.7M)

46137V233

Shares:19.1K

Value:$878.0K

% of Portfolio:0.7% ($878.0K/$132.7M)

092528603

Shares:12.6K

Value:$661.5K

% of Portfolio:0.5% ($661.5K/$132.7M)

46434V803

HEFA|46434V803

Shares:13.4K

Value:$485.4K

% of Portfolio:0.4% ($485.4K/$132.7M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:4.3K

Value:$418.0K

% of Portfolio:0.3% ($418.0K/$132.7M)

92206C102

VGSH|92206C102

Shares:5.9K

Value:$344.9K

% of Portfolio:0.3% ($344.9K/$132.7M)

NVIDIA CORP

NVDA|67066G104

Shares:2.5K

Value:$271.0K

% of Portfolio:0.2% ($271.0K/$132.7M)

464288281

Shares:2.8K

Value:$255.5K

% of Portfolio:0.2% ($255.5K/$132.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.8K

Value:$241.7K

% of Portfolio:0.2% ($241.7K/$132.7M)

CATERPILLAR INC

CAT|149123101

Shares:630

Value:$207.8K

% of Portfolio:0.2% ($207.8K/$132.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	11.7K	QoQ +1.21% (+141) YoY +1.21% (+141)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$132.7M)	QoQ +13.05% (+$124.6K) YoY +29.72% (+$247.3K)
(IEMGcusip46434G103)	19.4K	QoQ +73.14% (+8.2K) YoY +155.39% (+11.8K)	All Managers (Combined)	$1.0M	0.8% ($1.0M/$132.7M)	QoQ +78.93% (+$461.7K) YoY +167.12% (+$654.8K)
LOWES COMPANIES INC(LOWcusip548661107)	4.0K	QoQ +10.35% (+378) YoY -24.51% (-1.3K)	All Managers (Combined)	$939.9K	0.7% ($939.9K/$132.7M)	QoQ +4.28% (+$38.6K) YoY -30.88% (-$420.1K)
(cusip46138E339)✕	9.9K	QoQ +3.98% (+379) YoY NEW(+9.9K)	All Managers (Combined)	$916.0K	0.7% ($916.0K/$132.7M)	QoQ +1.26% (+$11.5K) YoY NEW(+$916.0K)
AFLAC INC(AFLcusip001055102)	8.1K	QoQ +0.53% (+43) YoY +2.01% (+160)	All Managers (Combined)	$902.5K	0.7% ($902.5K/$132.7M)	QoQ +8.05% (+$67.3K) YoY +32.09% (+$219.3K)
(cusip09789C812)✕	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$888.8K	0.7% ($888.8K/$132.7M)	QoQ NEW(+$888.8K) YoY NEW(+$888.8K)
(cusip46137V233)✕	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$878.0K	0.7% ($878.0K/$132.7M)	QoQ NEW(+$878.0K) YoY NEW(+$878.0K)
(cusip092528603)✕	12.6K	QoQ +4.13% (+502) YoY +85.32% (+5.8K)	All Managers (Combined)	$661.5K	0.5% ($661.5K/$132.7M)	QoQ +4.86% (+$30.7K) YoY +85.04% (+$304.0K)
(HEFAcusip46434V803)	13.4K	QoQ NEW(+13.4K) YoY -36.82% (-7.8K)	All Managers (Combined)	$485.4K	0.4% ($485.4K/$132.7M)	QoQ NEW(+$485.4K) YoY -34.27% (-$253.1K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	4.3K	QoQ -0.02% (-1) YoY NEW(+4.3K)	All Managers (Combined)	$418.0K	0.3% ($418.0K/$132.7M)	QoQ -12.63% (-$60.5K) YoY NEW(+$418.0K)
(VGSHcusip92206C102)	5.9K	QoQ -7.24% (-459) YoY -76.19% (-18.8K)	All Managers (Combined)	$344.9K	0.3% ($344.9K/$132.7M)	QoQ -6.43% (-$23.7K) YoY -75.94% (-$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	2.5K	QoQ -0.79% (-20) YoY NEW(+2.5K)	All Managers (Combined)	$271.0K	0.2% ($271.0K/$132.7M)	QoQ -19.93% (-$67.5K) YoY NEW(+$271.0K)
(cusip464288281)✕	2.8K	QoQ NEW(+2.8K) YoY +16.76% (+405)	All Managers (Combined)	$255.5K	0.2% ($255.5K/$132.7M)	QoQ NEW(+$255.5K) YoY +17.92% (+$38.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.8K	QoQ -3.97% (-240) YoY NEW(+5.8K)	All Managers (Combined)	$241.7K	0.2% ($241.7K/$132.7M)	QoQ -8.82% (-$23.4K) YoY NEW(+$241.7K)
CATERPILLAR INC(CATcusip149123101)	630	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$207.8K	0.2% ($207.8K/$132.7M)	QoQ -9.08% (-$20.8K) YoY -9.99% (-$23.1K)