Chb Investment Group, LLC Top Holdings and 13F Report (2025) About Chb Investment Group, LLCInvestment ActivityChb Investment Group, LLC has $196.10 thousand in total holdings as of June 30, 2025.Chb Investment Group, LLC owns shares of 69 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 27.37% of the portfolio was purchased this quarter.About 25.18% of the portfolio was sold this quarter.This quarter, Chb Investment Group, LLC has purchased 74 new stocks and bought additional shares in 22 stocks.Chb Investment Group, LLC sold shares of 27 stocks and completely divested from 19 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $13,223iShares iBoxx $ Investment Grade Corporate Bond ETF $12,575VanEck Fallen Angel High Yield Bond ETF $8,712Vanguard Intermediate-Term Corporate Bond ETF $6,587NRG Energy $4,087 Largest New Holdings this Quarter 629377508 - NRG Energy $4,087 Holding001055102 - Aflac $3,933 Holding872590104 - T-Mobile US $3,921 Holding863667101 - Stryker $3,856 Holding67103H107 - O'Reilly Automotive $3,823 Holding Largest Purchases this Quarter NRG Energy 25,453 shares (about $4.09K)Aflac 37,294 shares (about $3.93K)T-Mobile US 16,458 shares (about $3.92K)Stryker 9,746 shares (about $3.86K)O'Reilly Automotive 42,413 shares (about $3.82K) Largest Sales this Quarter Amgen 5,031 shares (about $1.41K)iShares iBoxx $ Investment Grade Corporate Bond ETF 3,586 shares (about $393.07)VanEck Fallen Angel High Yield Bond ETF 7,788 shares (about $228.03)Vanguard Intermediate-Term Bond ETF 2,023 shares (about $156.46)International Business Machines 300 shares (about $88.34) Sector Allocation Over TimeMap of 500 Largest Holdings ofChb Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$13,223$156 ▼-1.2%170,9706.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,575$393 ▼-3.0%114,7236.4%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$8,712$228 ▼-2.6%297,5494.4%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$6,587$83 ▼-1.2%79,4433.4%ETFNRGNRG Energy$4,087$4,087 ▲New Holding25,4532.1%UtilitiesAFLAflac$3,933$3,933 ▲New Holding37,2942.0%FinanceTMUST-Mobile US$3,921$3,921 ▲New Holding16,4582.0%Computer and TechnologySYKStryker$3,856$3,856 ▲New Holding9,7462.0%MedicalWRBW.R. Berkley$3,846$131 ▲3.5%52,3452.0%FinanceBSXBoston Scientific$3,843$157 ▲4.3%35,7832.0%MedicalORLYO'Reilly Automotive$3,823$3,823 ▲New Holding42,4131.9%Retail/WholesaleMSIMotorola Solutions$3,809$901 ▲31.0%9,0601.9%Computer and TechnologyBRBroadridge Financial Solutions$3,809$3,809 ▲New Holding15,6721.9%Computer and TechnologyDRIDarden Restaurants$3,803$3,803 ▲New Holding17,4481.9%Retail/WholesaleADPAutomatic Data Processing$3,774$3,774 ▲New Holding12,2361.9%Computer and TechnologyROLRollins$3,774$3,774 ▲New Holding66,8891.9%ConstructionNOWServiceNow$3,763$175 ▲4.9%3,6601.9%Computer and TechnologyGRMNGarmin$3,757$3,757 ▲New Holding17,9991.9%Computer and TechnologyWMTWalmart$3,753$3,753 ▲New Holding38,3831.9%Retail/WholesaleCBOECboe Global Markets$3,734$220 ▲6.3%16,0121.9%Financial ServicesBROBrown & Brown$3,639$383 ▲11.8%32,8181.9%FinanceVVisa$3,576$3,576 ▲New Holding10,0721.8%Business ServicesHIGThe Hartford Insurance Group$3,557$197 ▲5.9%28,0331.8%FinanceRSGRepublic Services$3,542$105 ▲3.0%14,3651.8%Business ServicesSTIPiShares 0-5 Year TIPS Bond ETF$3,511$52 ▲1.5%34,1161.8%ETFAZOAutoZone$3,508$3,508 ▲New Holding9451.8%Retail/WholesaleMCKMcKesson$3,496$94 ▲2.8%4,7711.8%MedicalPGRProgressive$3,463$220 ▲6.8%12,9761.8%FinanceBRK.BBerkshire Hathaway$3,451$330 ▲10.6%7,1051.8%FinanceALLAllstate$3,441$251 ▲7.9%17,0921.8%FinanceTJXTJX Companies$3,349$349 ▲11.6%27,1201.7%Retail/WholesaleCOSTCostco Wholesale$3,284$281 ▲9.4%3,3171.7%Retail/WholesaleAGZiShares Agency Bond ETF$3,183$2 ▼-0.1%29,0151.6%FinanceSCHBSchwab US Broad Market ETF$3,073$2 ▼-0.1%128,9381.6%ETFIWYiShares Russell Top 200 Growth ETF$2,914$49 ▲1.7%11,8211.5%ETFSPGPInvesco S&P 500 GARP ETF$2,697$3 ▼-0.1%25,0381.4%ETFVONGVanguard Russell 1000 Growth ETF$2,599$60 ▼-2.2%23,8021.3%ETFSCHDSchwab US Dividend Equity ETF$2,549$18 ▲0.7%96,1861.3%ETFEQWLInvesco S&P 100 Equal Weight ETF$2,526$1 ▼0.0%22,9661.3%ETFVOOVanguard S&P 500 ETF$2,264$11 ▲0.5%3,9851.2%ETFXMHQInvesco S&P MidCap Quality ETF$2,258$17 ▼-0.7%22,9831.2%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$2,164$23 ▲1.1%32,2571.1%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$2,111$65 ▲3.2%40,2401.1%ETFIOOiShares Global 100 ETF$2,041$20 ▼-1.0%18,9331.0%ETFTOKiShares MSCI Kokusai ETF$1,915$80 ▼-4.0%15,2011.0%ETFDGTSPDR Global Dow ETF$1,901$10 ▼-0.5%12,6221.0%ETFXOMExxon Mobil$1,8540.0%17,1960.9%EnergyVOVanguard Mid-Cap ETF$1,846$15 ▼-0.8%6,5980.9%ETFAMGNAmgen$1,504$1,405 ▼-48.3%5,3850.8%MedicalXSVMInvesco S&P SmallCap Value with Momentum ETF$1,389$18 ▼-1.2%26,7250.7%MiscellaneousVBVanguard Small-Cap ETF$1,323$35 ▼-2.6%5,5840.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,299$55 ▼-4.0%46,2950.7%ETFURTHiShares MSCI World ETF$1,286$20 ▼-1.5%7,5940.7%ETFDIVSSmartETFs Dividend Builder ETF$1,120$0 ▼0.0%36,3960.6%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$1,038$10 ▼-0.9%23,9820.5%ETFIJRiShares Core S&P Small-Cap ETF$1,023$47 ▼-4.4%9,3650.5%ETFQQQInvesco QQQ$579$51 ▲9.6%1,0490.3%FinanceABBVAbbVie$4180.0%2,2500.2%MedicalEMEEMCOR Group$3510.0%6570.2%ConstructionORCLOracle$328$12 ▲3.7%1,4990.2%Computer and TechnologyFLTRVanEck IG Floating Rate ETF$316$10 ▼-3.0%12,3910.2%ETFUNPUnion Pacific$2740.0%1,1900.1%TransportationGOOGLAlphabet$274$5 ▼-2.0%1,5560.1%Computer and TechnologyABTAbbott Laboratories$273$12 ▼-4.1%2,0050.1%MedicalUPSUnited Parcel Service$270$0 ▼0.0%2,6790.1%TransportationIBMInternational Business Machines$255$88 ▼-25.7%8660.1%Computer and TechnologyNSCNorfolk Southern$2380.0%9280.1%TransportationCPCanadian Pacific Kansas City$2270.0%2,8600.1%TransportationCOFCapital One Financial$217$217 ▲New Holding1,0200.1%FinanceAXONAxon Enterprise$0$4,558 ▼-100.0%00.0%AerospaceFIFiserv$0$3,843 ▼-100.0%00.0%Business ServicesCORCencora$0$3,172 ▼-100.0%00.0%MedicalWMWaste Management$0$3,040 ▼-100.0%00.0%Business ServicesLLYEli Lilly and Company$0$2,613 ▼-100.0%00.0%MedicalCICigna Group$0$2,589 ▼-100.0%00.0%MedicalACGLArch Capital Group$0$2,574 ▼-100.0%00.0%FinanceIRMIron Mountain$0$2,510 ▼-100.0%00.0%Business ServicesLDOSLeidos$0$2,489 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$2,478 ▼-100.0%00.0%Computer and TechnologyVMCVulcan Materials$0$2,464 ▼-100.0%00.0%ConstructionDOMINOS PIZZA INC$0$2,428 ▼-100.0%00.0%COMPCARPACCAR$0$2,403 ▼-100.0%00.0%Auto/Tires/TrucksNDSNNordson$0$2,346 ▼-100.0%00.0%IndustrialsMLMMartin Marietta Materials$0$2,333 ▼-100.0%00.0%ConstructionHUBBHubbell$0$2,308 ▼-100.0%00.0%IndustrialsREGNRegeneron Pharmaceuticals$0$1,647 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$597 ▼-100.0%00.0%MedicalJPMJPMorgan Chase & Co.$0$215 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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