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Showing Q2 2025 data
CHB Investment Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CHB Investment Group, LLC
•CIK: 1933274•Filing: Q2 2025
**CHB Investment Group, LLC** manages $196M across a diversified portfolio of 69 positions. The fund exhibits notable concentration in fixed income and credit, with top holdings including BIV at $13.2M and LQD at $12.6M. Further significant allocations are visible in ANGL ($8.7M) and VCIT ($6.6M). This positioning suggests a tactical focus on navigating current interest rate and credit cycle dynamics.
Total AUM
$196.1M
QoQ Performance
+4.2%
Positions
53
Top 10 Concentration
32.9%
Latest Filing
Q2 2025
Top Holdings Allocation
BIV
LQD
BIV6.7%
LQD6.4%
ANGL4.4%
VCIT3.4%
NRA2.1%
AFL2.0%
TMUS2.0%
SYK2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.8%
Financial3.7%
Consumer3.6%
Communication2.0%
ETF1.2%
Healthcare1.1%
Energy0.9%
Technology0.4%
🚪 Exited Positionssold since Q1 2025
+14 more exited positions
Changes from Q1 2025
NEW14 new positions
↑22 increased
↓27 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024