CHB Investment Group, LLC

Est. AUM

$196.1M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	INTERMED TERM	$13.2M	170970	6.74%	SOLE
2	ISHARES TR	IBOXX INV CP ETF	$12.6M	114723	6.41%	SOLE
3	VANECK ETF TRUST	FALLEN ANGEL HG	$8.7M	297549	4.44%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.6M	79443	3.36%	SOLE
5	NRG ENERGY INC	COM NEW	$4.1M	25453	2.08%	SOLE
6	AFLAC INC	COM	$3.9M	37294	2.01%	SOLE
7	T-MOBILE US INC	COM	$3.9M	16458	2.00%	SOLE
8	STRYKER CORPORATION	COM	$3.9M	9746	1.97%	SOLE
9	BERKLEY W R CORP	COM	$3.8M	52345	1.96%	SOLE
10	BOSTON SCIENTIFIC CORP	COM	$3.8M	35783	1.96%	SOLE
11	OREILLY AUTOMOTIVE INC	COM	$3.8M	42413	1.95%	SOLE
12	MOTOROLA SOLUTIONS INC	COM NEW	$3.8M	9060	1.94%	SOLE
13	BROADRIDGE FINL SOLUTIONS IN	COM	$3.8M	15672	1.94%	SOLE
14	DARDEN RESTAURANTS INC	COM	$3.8M	17448	1.94%	SOLE
15	AUTOMATIC DATA PROCESSING IN	COM	$3.8M	12236	1.92%	SOLE
16	ROLLINS INC	COM	$3.8M	66889	1.92%	SOLE
17	SERVICENOW INC	COM	$3.8M	3660	1.92%	SOLE
18	GARMIN LTD	SHS	$3.8M	17999	1.92%	SOLE
19	WALMART INC	COM	$3.8M	38383	1.91%	SOLE
20	CBOE GLOBAL MKTS INC	COM	$3.7M	16012	1.90%	SOLE
21	BROWN & BROWN INC	COM	$3.6M	32818	1.86%	SOLE
22	VISA INC	COM CL A	$3.6M	10072	1.82%	SOLE
23	HARTFORD INSURANCE GROUP INC	COM	$3.6M	28033	1.81%	SOLE
24	REPUBLIC SVCS INC	COM	$3.5M	14365	1.81%	SOLE
25	ISHARES TR	0-5 YR TIPS ETF	$3.5M	34116	1.79%	SOLE
26	AUTOZONE INC	COM	$3.5M	945	1.79%	SOLE
27	MCKESSON CORP	COM	$3.5M	4771	1.78%	SOLE
28	PROGRESSIVE CORP	COM	$3.5M	12976	1.77%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.5M	7105	1.76%	SOLE
30	ALLSTATE CORP	COM	$3.4M	17092	1.75%	SOLE
31	TJX COS INC NEW	COM	$3.3M	27120	1.71%	SOLE
32	COSTCO WHSL CORP NEW	COM	$3.3M	3317	1.67%	SOLE
33	ISHARES TR	AGENCY BOND ETF	$3.2M	29015	1.62%	SOLE
34	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.1M	128938	1.57%	SOLE
35	ISHARES TR	RUS TP200 GR ETF	$2.9M	11821	1.49%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2.7M	25038	1.38%	SOLE
37	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$2.6M	23802	1.33%	SOLE
38	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	96186	1.30%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$2.5M	22966	1.29%	SOLE
40	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.3M	3985	1.15%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.3M	22983	1.15%	SOLE
42	PIMCO ETF TR	25YR+ ZERO U S	$2.2M	32257	1.10%	SOLE
43	PIMCO ETF TR	15+ YR US TIPS	$2.1M	40240	1.08%	SOLE
44	ISHARES TR	GLOBAL 100 ETF	$2.0M	18933	1.04%	SOLE
45	ISHARES TR	MSCI KOKUSAI ETF	$1.9M	15201	0.98%	SOLE
46	SPDR SERIES TRUST	GLB DOW ETF	$1.9M	12622	0.97%	SOLE
47	EXXON MOBIL CORP	COM	$1.9M	17196	0.95%	SOLE
48	VANGUARD INDEX FDS	MID CAP ETF	$1.8M	6598	0.94%	SOLE
49	AMGEN INC	COM	$1.5M	5385	0.77%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P SMCP VLU MNT	$1.4M	26725	0.71%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.