Chung-Wu-Investment-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
68
Total Value
83661647
Accession Number
0001085146-25-002297
Form Type
13F-HR
Manager Name
Chung-Wu-Investment-Group
Data Enrichment
90% identified
61 identified7 unidentified

Holdings

68 positions • $83.7M total value
Manager:
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MASTEC INC
Shares:3.5K
Value:$412.0K
% of Portfolio:0.5% ($412.0K/$83.7M)
KINDER MORGAN, INC.
Shares:14.1K
Value:$400.8K
% of Portfolio:0.5% ($400.8K/$83.7M)
Arthur J. Gallagher & Co.
Shares:1.0K
Value:$356.3K
% of Portfolio:0.4% ($356.3K/$83.7M)
38149W630
Shares:7.9K
Value:$352.3K
% of Portfolio:0.4% ($352.3K/$83.7M)
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:1.7K
Value:$348.2K
% of Portfolio:0.4% ($348.2K/$83.7M)
BANK OF AMERICA CORP /DE/
Shares:8.0K
Value:$331.8K
% of Portfolio:0.4% ($331.8K/$83.7M)
COSTCO WHOLESALE CORP /NEW
Shares:350
Value:$331.0K
% of Portfolio:0.4% ($331.0K/$83.7M)
Tesla, Inc.
Shares:1.2K
Value:$313.6K
% of Portfolio:0.4% ($313.6K/$83.7M)
Palantir Technologies Inc.
Shares:3.5K
Value:$293.7K
% of Portfolio:0.4% ($293.7K/$83.7M)
DoorDash, Inc.
Shares:1.6K
Value:$292.4K
% of Portfolio:0.3% ($292.4K/$83.7M)
Hercules Capital, Inc.
Shares:15.2K
Value:$291.6K
% of Portfolio:0.3% ($291.6K/$83.7M)
Targa Resources Corp.
Shares:1.4K
Value:$280.7K
% of Portfolio:0.3% ($280.7K/$83.7M)
Viking Holdings Ltd
Shares:7.0K
Value:$278.3K
% of Portfolio:0.3% ($278.3K/$83.7M)
GeneDx Holdings Corp.
Shares:3.0K
Value:$270.1K
% of Portfolio:0.3% ($270.1K/$83.7M)
T-Mobile US, Inc.
Shares:1.0K
Value:$266.7K
% of Portfolio:0.3% ($266.7K/$83.7M)
Alibaba Group Holding Ltd
Shares:2.0K
Value:$264.5K
% of Portfolio:0.3% ($264.5K/$83.7M)
VERIZON COMMUNICATIONS INC
Shares:5.7K
Value:$257.6K
% of Portfolio:0.3% ($257.6K/$83.7M)
Philip Morris International Inc.
Shares:1.6K
Value:$254.0K
% of Portfolio:0.3% ($254.0K/$83.7M)
Expedia Group, Inc.
Shares:1.5K
Value:$252.2K
% of Portfolio:0.3% ($252.2K/$83.7M)
Duke Energy CORP
Shares:2.0K
Value:$246.1K
% of Portfolio:0.3% ($246.1K/$83.7M)