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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Financials
11.2%$21,890
Technology
7.7%$15,103
Healthcare
6.7%$13,117
Utilities
2.1%$4,087
Energy
0.9%$1,854
Industrials
0.6%$1,122

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS921937819170,970$13,2237.15%
2ISHARES TR464287242114,723$12,5756.80%
3VANECK ETF TRUST92189F437297,549$8,7124.71%
4VANGUARD SCOTTSDALE FDS92206C87079,443$6,5873.56%
5NRG ENERGY INCNRG25,453$4,0872.21%
6AFLAC INCAFL37,294$3,9332.13%
7T-MOBILE US INCTMUSZ16,458$3,9212.12%
8STRYKER CORPORATIONSYK9,746$3,8562.08%
9BERKLEY W R CORPWRB-PH52,345$3,8462.08%
10BOSTON SCIENTIFIC CORPBSX35,783$3,8432.08%
11OREILLY AUTOMOTIVE INC67103H10742,413$3,8232.07%
12MOTOROLA SOLUTIONS INCMSI9,060$3,8092.06%
13BROADRIDGE FINL SOLUTIONS IN11133T10315,672$3,8092.06%
14DARDEN RESTAURANTS INCDRI17,448$3,8032.06%
15AUTOMATIC DATA PROCESSING INADP12,236$3,7742.04%
16ROLLINS INCROL66,889$3,7742.04%
17SERVICENOW INCNOW3,660$3,7632.03%
18GARMIN LTDGRMN17,999$3,7572.03%
19WALMART INCWMT38,383$3,7532.03%
20CBOE GLOBAL MKTS INC12503M10816,012$3,7342.02%