Institutional Manager · CIK 0001933274
CHB Investment Group, LLC
NEW HOPE, PA · File #028-24391
Latest AUM
$196,096
Positions
69
Top-10 Concentration
34.9%
Filings
4
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937819 | 170,970 | $13,223 | 7.15% |
| 2 | ISHARES TR | 464287242 | 114,723 | $12,575 | 6.80% |
| 3 | VANECK ETF TRUST | 92189F437 | 297,549 | $8,712 | 4.71% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C870 | 79,443 | $6,587 | 3.56% |
| 5 | NRG ENERGY INC | NRG | 25,453 | $4,087 | 2.21% |
| 6 | AFLAC INC | AFL | 37,294 | $3,933 | 2.13% |
| 7 | T-MOBILE US INC | TMUSZ | 16,458 | $3,921 | 2.12% |
| 8 | STRYKER CORPORATION | SYK | 9,746 | $3,856 | 2.08% |
| 9 | BERKLEY W R CORP | WRB-PH | 52,345 | $3,846 | 2.08% |
| 10 | BOSTON SCIENTIFIC CORP | BSX | 35,783 | $3,843 | 2.08% |
| 11 | OREILLY AUTOMOTIVE INC | 67103H107 | 42,413 | $3,823 | 2.07% |
| 12 | MOTOROLA SOLUTIONS INC | MSI | 9,060 | $3,809 | 2.06% |
| 13 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 15,672 | $3,809 | 2.06% |
| 14 | DARDEN RESTAURANTS INC | DRI | 17,448 | $3,803 | 2.06% |
| 15 | AUTOMATIC DATA PROCESSING IN | ADP | 12,236 | $3,774 | 2.04% |
| 16 | ROLLINS INC | ROL | 66,889 | $3,774 | 2.04% |
| 17 | SERVICENOW INC | NOW | 3,660 | $3,763 | 2.03% |
| 18 | GARMIN LTD | GRMN | 17,999 | $3,757 | 2.03% |
| 19 | WALMART INC | WMT | 38,383 | $3,753 | 2.03% |
| 20 | CBOE GLOBAL MKTS INC | 12503M108 | 16,012 | $3,734 | 2.02% |