Titelia

Holdings of Chung Wu Investment Group, LLC

225 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.9 % of the equity sleeve

Sector breakdown

  • Technology 19.9 %
  • Funds 11.0 %
  • Financials 10.9 %
  • Industrials 7.7 %
  • Energy 4.6 %
  • Health care 3.0 %
  • Consumer discretionary 2.1 %
  • Utilities 1.9 %
  • Communication 1.9 %
  • Real estate 1.4 %
  • Materials 0.9 %
  • Consumer staples 0.8 %
  • Unattributed 33.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • TW 0.3 %
  • BR 0.1 %
  • AU 0.0 %
  • NL 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US21997.9M $99.57 %
2TW1253.5K $0.26 %
3BR3114.7K $0.12 %
4AU143.6K $0.04 %
5NL16.9K $0.01 %

Positions

RankCompanySharesValueWeight
201AAR Corp 404.4K $
202Alnylam Pharmaceuticals Inc 134.3K $
203Dynex Capital Inc 3334.2K $
204iShares S&P Mid-Cap 400 Value ETF 324.2K $
205Blackrock Inc 43.8K $
206ALLIANCEBERNSTEIN HOLDING LP 1003.7K $
207Trump Media & Technology Group Corp 4003.7K $
208CubeSmart 1003.7K $
209Lumen Technologies Inc 5003.5K $
210Ford Motor Co 3003.5K $
211Zillow Group Inc 803.3K $
212Occidental Petroleum Corp 503.3K $
213ServiceNow Inc 303.1K $
214KKR Real Estate Finance Trust Inc 5003.1K $
215Quantum Computing Inc 4002.7K $
216Alexandria Real Estate Equities, Inc. 502.3K $
217VERU INC 1,0002.2K $
218Strategy Inc 151.9K $
219Ramaco Resources Inc 1001.5K $
220Rigetti Computing Inc 1001.4K $
221Mobileye Global Inc 2001.4K $
222Kohl's Corp 2870 $
223SoundHound AI Inc 100687 $
224Granite Point Mortgage Trust Inc 284412 $
225New Fortress Energy Inc 500295 $