Filed: 4/17/2025ACC: 0001933274-25-000004
📋 What this filing means
CHB INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 74 equity positions with a total reported market value of $188.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
74
Positions
$188.1K
Total AUM (reported)
1.88M
Total Shares
Allocation by class
COM$90.7K48.2%
INTERMED TERM$13.2K7.0%
IBOXX INV CP ETF$12.9K6.8%
FALLEN ANGEL HG$8.8K4.7%
INT-TERM CORP$6.6K3.5%
0-5 YR TIPS ETF$3.5K1.8%
CL B NEW$3.4K1.8%
Portfolio Concentration
Top 3$34.9K18.6%
4–10$29.2K15.5%
11–25$47.6K25.3%
Rest$76.4K40.6%
Top 3 weight
18.6%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 1.88M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole74
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings74
Rows:
VANGUARD BD INDEX FDS
SOLEShares172.99K
TypeSH
Market value$13.2K
7.04%
Sole
0.00
Shared
0.00
None
172.99K
ISHARES TR
SOLEShares118.31K
TypeSH
Market value$12.9K
6.84%
Sole
0.00
Shared
0.00
None
118.31K
VANECK ETF TRUST
SOLEShares305.34K
TypeSH
Market value$8.8K
4.68%
Sole
0.00
Shared
0.00
None
305.34K
VANGUARD SCOTTSDALE FDS
SOLEShares80.44K
TypeSH
Market value$6.6K
3.50%
Sole
0.00
Shared
0.00
None
80.44K
AXON ENTERPRISE INC
SOLEShares8.67K
TypeSH
Market value$4.6K
2.42%
Sole
0.00
Shared
0.00
None
8.67K
FISERV INC
SOLEShares17.40K
TypeSH
Market value$3.8K
2.04%
Sole
0.00
Shared
0.00
None
17.40K
BROWN & BROWN INC
SOLEShares29.36K
TypeSH
Market value$3.7K
1.94%
Sole
0.00
Shared
0.00
None
29.36K
BERKLEY W R CORP
SOLEShares50.56K
TypeSH
Market value$3.6K
1.91%
Sole
0.00
Shared
0.00
None
50.56K
ISHARES TR
SOLEShares33.61K
TypeSH
Market value$3.5K
1.85%
Sole
0.00
Shared
0.00
None
33.61K
BOSTON SCIENTIFIC CORP
SOLEShares34.32K
TypeSH
Market value$3.5K
1.84%
Sole
0.00
Shared
0.00
None
34.32K
PROGRESSIVE CORP
SOLEShares12.15K
TypeSH
Market value$3.4K
1.83%
Sole
0.00
Shared
0.00
None
12.15K
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.42K
TypeSH
Market value$3.4K
1.82%
Sole
0.00
Shared
0.00
None
6.42K
CBOE GLOBAL MKTS INC
SOLEShares15.07K
TypeSH
Market value$3.4K
1.81%
Sole
0.00
Shared
0.00
None
15.07K
REPUBLIC SVCS INC
SOLEShares13.94K
TypeSH
Market value$3.4K
1.79%
Sole
0.00
Shared
0.00
None
13.94K
ALLSTATE CORP
SOLEShares15.84K
TypeSH
Market value$3.3K
1.74%
Sole
0.00
Shared
0.00
None
15.84K
HARTFORD INSURANCE GROUP INC
SOLEShares26.48K
TypeSH
Market value$3.3K
1.74%
Sole
0.00
Shared
0.00
None
26.48K
AMGEN INC
SOLEShares10.42K
TypeSH
Market value$3.2K
1.72%
Sole
0.00
Shared
0.00
None
10.42K
ISHARES TR
SOLEShares29.03K
TypeSH
Market value$3.2K
1.69%
Sole
0.00
Shared
0.00
None
29.03K
CENCORA INC
SOLEShares11.41K
TypeSH
Market value$3.2K
1.69%
Sole
0.00
Shared
0.00
None
11.41K
MCKESSON CORP
SOLEShares4.64K
TypeSH
Market value$3.1K
1.66%
Sole
0.00
Shared
0.00
None
4.64K
WASTE MGMT INC DEL
SOLEShares13.13K
TypeSH
Market value$3.0K
1.62%
Sole
0.00
Shared
0.00
None
13.13K
MOTOROLA SOLUTIONS INC
SOLEShares6.92K
TypeSH
Market value$3.0K
1.61%
Sole
0.00
Shared
0.00
None
6.92K
TJX COS INC NEW
SOLEShares24.29K
TypeSH
Market value$3.0K
1.57%
Sole
0.00
Shared
0.00
None
24.29K
COSTCO WHSL CORP NEW
SOLEShares3.03K
TypeSH
Market value$2.9K
1.53%
Sole
0.00
Shared
0.00
None
3.03K
SERVICENOW INC
SOLEShares3.49K
TypeSH
Market value$2.8K
1.48%
Sole
0.00
Shared
0.00
None
3.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 172.99K | SH | $13.2K 7.04% | 0.00 | 0.00 | 172.99K |
ISHARES TRSOLE | IBOXX INV CP ETF | 118.31K | SH | $12.9K 6.84% | 0.00 | 0.00 | 118.31K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 305.34K | SH | $8.8K 4.68% | 0.00 | 0.00 | 305.34K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 80.44K | SH | $6.6K 3.50% | 0.00 | 0.00 | 80.44K |
AXON ENTERPRISE INCSOLE | COM | 8.67K | SH | $4.6K 2.42% | 0.00 | 0.00 | 8.67K |
FISERV INCSOLE | COM | 17.40K | SH | $3.8K 2.04% | 0.00 | 0.00 | 17.40K |
BROWN & BROWN INCSOLE | COM | 29.36K | SH | $3.7K 1.94% | 0.00 | 0.00 | 29.36K |
BERKLEY W R CORPSOLE | COM | 50.56K | SH | $3.6K 1.91% | 0.00 | 0.00 | 50.56K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 33.61K | SH | $3.5K 1.85% | 0.00 | 0.00 | 33.61K |
BOSTON SCIENTIFIC CORPSOLE | COM | 34.32K | SH | $3.5K 1.84% | 0.00 | 0.00 | 34.32K |
PROGRESSIVE CORPSOLE | COM | 12.15K | SH | $3.4K 1.83% | 0.00 | 0.00 | 12.15K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.42K | SH | $3.4K 1.82% | 0.00 | 0.00 | 6.42K |
CBOE GLOBAL MKTS INCSOLE | COM | 15.07K | SH | $3.4K 1.81% | 0.00 | 0.00 | 15.07K |
REPUBLIC SVCS INCSOLE | COM | 13.94K | SH | $3.4K 1.79% | 0.00 | 0.00 | 13.94K |
ALLSTATE CORPSOLE | COM | 15.84K | SH | $3.3K 1.74% | 0.00 | 0.00 | 15.84K |
HARTFORD INSURANCE GROUP INCSOLE | COM | 26.48K | SH | $3.3K 1.74% | 0.00 | 0.00 | 26.48K |
AMGEN INCSOLE | COM | 10.42K | SH | $3.2K 1.72% | 0.00 | 0.00 | 10.42K |
ISHARES TRSOLE | AGENCY BOND ETF | 29.03K | SH | $3.2K 1.69% | 0.00 | 0.00 | 29.03K |
CENCORA INCSOLE | COM | 11.41K | SH | $3.2K 1.69% | 0.00 | 0.00 | 11.41K |
MCKESSON CORPSOLE | COM | 4.64K | SH | $3.1K 1.66% | 0.00 | 0.00 | 4.64K |
WASTE MGMT INC DELSOLE | COM | 13.13K | SH | $3.0K 1.62% | 0.00 | 0.00 | 13.13K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 6.92K | SH | $3.0K 1.61% | 0.00 | 0.00 | 6.92K |
TJX COS INC NEWSOLE | COM | 24.29K | SH | $3.0K 1.57% | 0.00 | 0.00 | 24.29K |
COSTCO WHSL CORP NEWSOLE | COM | 3.03K | SH | $2.9K 1.53% | 0.00 | 0.00 | 3.03K |
SERVICENOW INCSOLE | COM | 3.49K | SH | $2.8K 1.48% | 0.00 | 0.00 | 3.49K |
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