CHB Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), CHB Investment Group, LLC reported 69 stock positions worth $196.1 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 6.7% of the portfolio, followed by Ishr Ibx Usd Invgd CB ETF-Ui (LQD, 6.4%) and Vaneck Fallen Angel High YLD (ANGL, 4.4%). Compared with Q1 2025, it opened 14 new positions, sold out of 19, added to 22 and reduced 27. The biggest buy was a new position in NRG Energy (NRG) and the biggest sale an exit from Axon Enterprise (AXON).
- Most Recent 13F
- Q2 2025
- Location
- NEW HOPE, PA
- CIK
- 0001933274
- Portfolio Value
- $196.1M (Q2 2025)
- SEC Filing
- 0001933274-25-000005 ↗ filed Jul 15, 2025
Holdings Value
Holdings 69 stocks · $196.1M
| BIV Vanguard Intermediate-Term B | 6.74% | 170,970 | $13.2M | Reduce -1.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 6.41% | 114,723 | $12.6M | Reduce -3.0% |
| ANGL Vaneck Fallen Angel High YLD | 4.44% | 297,549 | $8.7M | Reduce -2.5% |
| VCIT Vanguard Int-Term Corporate | 3.36% | 79,443 | $6.6M | Reduce -1.2% |
| NRG NRG Energy Inc. | 2.08% | 25,453 | $4.1M | New |
| AFL Aflac Inc. | 2.01% | 37,294 | $3.9M | New |
| TMUS T-Mobile US Inc. | 2.00% | 16,458 | $3.9M | New |
| SYK Stryker Corp. | 1.97% | 9,746 | $3.9M | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.96% | 52,345 | $3.8M | Add +3.5% |
| BSX Boston Scientific Corp. | 1.96% | 35,783 | $3.8M | Add +4.3% |
| ORLY O'reilly Automotive Inc. | 1.95% | 42,413 | $3.8M | New |
| BR Broadridge Financial Solutio | 1.94% | 15,672 | $3.8M | New |
| MSI Motorola Solutions Inc. | 1.94% | 9,060 | $3.8M | Add +31.0% |
| DRI Darden Restaurants Inc. | 1.94% | 17,448 | $3.8M | New |
| ADP Automatic Data Processing | 1.92% | 12,236 | $3.8M | New |
| ROL Rollins Inc. | 1.92% | 66,889 | $3.8M | New |
| NOW ServiceNow Inc. | 1.92% | 3,660 | $3.8M | Add +4.9% |
| GRMN Garmin Ltd. | 1.92% | 17,999 | $3.8M | New |
| WMT Walmart Inc. | 1.91% | 38,383 | $3.8M | New |
| CBOE Cboe Global Markets Inc. | 1.90% | 16,012 | $3.7M | Add +6.3% |
| BRO Brown & Brown Inc. | 1.86% | 32,818 | $3.6M | Add +11.8% |
| V Visa Inc. Class A | 1.82% | 10,072 | $3.6M | New |
| HIG Hartford Insurance Group Inc. | 1.81% | 28,033 | $3.6M | Add +5.8% |
| RSG Republic Services Inc. | 1.81% | 14,365 | $3.5M | Add +3.0% |
| STIP iShares 0-5 Year Tips Bond E | 1.79% | 34,116 | $3.5M | Add +1.5% |
| AZO AutoZone Inc. | 1.79% | 945 | $3.5M | New |
| MCK McKesson Corp. | 1.78% | 4,771 | $3.5M | Add +2.8% |
| PGR Progressive Corp. | 1.77% | 12,976 | $3.5M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 7,105 | $3.5M | Add +10.6% |
| ALL Allstate Corp. | 1.75% | 17,092 | $3.4M | Add +7.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.71% | 27,120 | $3.3M | Add +11.7% |
| COST Costco Wholesale Corp. | 1.67% | 3,317 | $3.3M | Add +9.4% |
| AGZ iShares Agency Bond ETF | 1.62% | 29,015 | $3.2M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 1.57% | 128,938 | $3.1M | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 1.49% | 11,821 | $2.9M | Add +1.7% |
| SPGP Invesco S&P 500 Garp ETF | 1.38% | 25,038 | $2.7M | Reduce -0.1% |
| VONG Vanguard Russell 1000 Growth | 1.33% | 23,802 | $2.6M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 1.30% | 96,186 | $2.5M | Add +0.7% |
| EQWL Invesco S&P 100 Equal Weight | 1.29% | 22,966 | $2.5M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 1.15% | 3,985 | $2.3M | Add +0.5% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.15% | 22,983 | $2.3M | Reduce -0.8% |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | 1.10% | 32,257 | $2.2M | Add +1.1% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.08% | 40,240 | $2.1M | Add +3.2% |
| IOO iShares Global 100 ETF | 1.04% | 18,933 | $2.0M | Reduce -1.0% |
| TOK iShares MSCI Kokusai ETF | 0.98% | 15,201 | $1.9M | Reduce -4.0% |
| DGT SS SPDR Global Dow ETF | 0.97% | 12,622 | $1.9M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.95% | 17,196 | $1.9M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.94% | 6,598 | $1.8M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.77% | 5,385 | $1.5M | Reduce -48.3% |
| XSVM Invesco S&P Smallcap Value W | 0.71% | 26,725 | $1.4M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 5,584 | $1.3M | Reduce -2.6% |
| SCHM Schwab US Mid Cap ETF | 0.66% | 46,295 | $1.3M | Reduce -4.0% |
| URTH iShares MSCI World ETF | 0.66% | 7,594 | $1.3M | Reduce -1.5% |
| DIVS Guinness Atkinson DVD BL-Usd | 0.57% | 36,396 | $1.1M | Reduce -0.0% |
| RWJ Invesco S&P Smallcap 600 | 0.53% | 23,982 | $1.0M | Reduce -0.9% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 9,365 | $1.0M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,049 | $579K | Add +9.6% |
| ABBV Abbvie Inc. | 0.21% | 2,250 | $418K | No change |
| EME Emcor Group Inc. | 0.18% | 657 | $351K | No change |
| ORCL Oracle Corp. | 0.17% | 1,499 | $328K | Add +3.7% |
| FLTR Vaneck Ig Floating Rate ETF | 0.16% | 12,391 | $316K | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,556 | $274K | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.14% | 1,190 | $274K | No change |
| ABT Abbott Laboratories | 0.14% | 2,005 | $273K | Reduce -4.1% |
| UPS United Parcel Service Class B | 0.14% | 2,679 | $270K | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 866 | $255K | Reduce -25.7% |
| NSC Norfolk Southern Corp. | 0.12% | 928 | $238K | No change |
| CP Canadian Pacific Kansas City | 0.12% | 2,860 | $227K | No change |
| COF Capital One Financial Corp. | 0.11% | 1,020 | $217K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −2.42 |
| FISV Fiserv Inc. | Sold out | 0.00% | −2.04 |
| COR Cencora Inc. | Sold out | 0.00% | −1.69 |
| WM Waste Management Inc. | Sold out | 0.00% | −1.62 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.39 |
| CI The Cigna Group | Sold out | 0.00% | −1.38 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −1.37 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −1.33 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −1.32 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −1.32 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −1.31 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −1.29 |
| PCAR Paccar Inc. | Sold out | 0.00% | −1.28 |
| NDSN Nordson Corp. | Sold out | 0.00% | −1.25 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −1.24 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −1.23 |
| AMGN Amgen Inc. | Reduce -48.3% | 0.77% | −0.96 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.88 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -3.0% | 6.41% | −0.42 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.32 |
| BIV Vanguard Intermediate-Term B | Reduce -1.2% | 6.74% | −0.30 |
| ANGL Vaneck Fallen Angel High YLD | Reduce -2.5% | 4.44% | −0.24 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.2% | 3.36% | −0.14 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.11 |
| AGZ iShares Agency Bond ETF | Reduce -0.1% | 1.62% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -25.7% | 0.13% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.4% | 0.52% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.0% | 0.14% | −0.02 |
| XSVM Invesco S&P Smallcap Value W | Reduce -1.3% | 0.71% | −0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -3.0% | 0.16% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.0% | 0.66% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.1% | 0.14% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.6% | 0.67% | −0.00 |
| RWJ Invesco S&P Smallcap 600 | Reduce -0.9% | 0.53% | +0.01 |
| DIVS Guinness Atkinson DVD BL-Usd | Reduce -0.0% | 0.57% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.14% | +0.01 |
| TOK iShares MSCI Kokusai ETF | Reduce -4.0% | 0.98% | +0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -0.8% | 1.15% | +0.03 |
| DGT SS SPDR Global Dow ETF | Reduce -0.5% | 0.97% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.8% | 0.94% | +0.03 |
| URTH iShares MSCI World ETF | Reduce -1.5% | 0.66% | +0.03 |
| EQWL Invesco S&P 100 Equal Weight | Reduce -0.0% | 1.29% | +0.03 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -0.1% | 1.38% | +0.04 |
| IOO iShares Global 100 ETF | Reduce -1.0% | 1.04% | +0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -0.1% | 1.57% | +0.09 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.2% | 1.33% | +0.12 |
Portfolio Buys Q1 2025 → Q2 2025
| NRG NRG Energy Inc. | New | 2.08% | +2.08 |
| AFL Aflac Inc. | New | 2.01% | +2.01 |
| TMUS T-Mobile US Inc. | New | 2.00% | +2.00 |
| SYK Stryker Corp. | New | 1.97% | +1.97 |
| ORLY O'reilly Automotive Inc. | New | 1.95% | +1.95 |
| BR Broadridge Financial Solutio | New | 1.94% | +1.94 |
| DRI Darden Restaurants Inc. | New | 1.94% | +1.94 |
| ADP Automatic Data Processing | New | 1.92% | +1.92 |
| ROL Rollins Inc. | New | 1.92% | +1.92 |
| GRMN Garmin Ltd. | New | 1.92% | +1.92 |
| WMT Walmart Inc. | New | 1.91% | +1.91 |
| V Visa Inc. Class A | New | 1.82% | +1.82 |
| AZO AutoZone Inc. | New | 1.79% | +1.79 |
| NOW ServiceNow Inc. | Add +4.9% | 1.92% | +0.44 |
| MSI Motorola Solutions Inc. | Add +31.0% | 1.94% | +0.33 |
| IWY iShares Russell Top 200 Grow | Add +1.7% | 1.49% | +0.18 |
| COST Costco Wholesale Corp. | Add +9.4% | 1.67% | +0.15 |
| TJX TJX Companies Inc. | Add +11.7% | 1.71% | +0.13 |
| MCK McKesson Corp. | Add +2.8% | 1.78% | +0.12 |
| BSX Boston Scientific Corp. | Add +4.3% | 1.96% | +0.12 |
| COF Capital One Financial Corp. | New | 0.11% | +0.11 |
| CBOE Cboe Global Markets Inc. | Add +6.3% | 1.90% | +0.09 |
| HIG Hartford Insurance Group Inc. | Add +5.8% | 1.81% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 1.15% | +0.07 |
| ORCL Oracle Corp. | Add +3.7% | 0.17% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.6% | 0.30% | +0.06 |
| WRB WR Berkley Corp. | Add +3.5% | 1.96% | +0.05 |
| RSG Republic Services Inc. | Add +3.0% | 1.81% | +0.01 |
| ALL Allstate Corp. | Add +7.9% | 1.75% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.5% | 1.79% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.6% | 1.76% | −0.06 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +3.2% | 1.08% | −0.06 |
| PGR Progressive Corp. | Add +6.8% | 1.77% | −0.06 |
| BRO Brown & Brown Inc. | Add +11.8% | 1.86% | −0.09 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +1.1% | 1.10% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 1.30% | −0.12 |