CHB Investment Group, LLC

NEW HOPE, PA · CIK 1933274 · 13F filing filed 2025-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew Hope, PA

$196.1m reported value +4.2% vs Q1 2025

69positions

32.9%in top 10

14 new 22 added 27 reduced 19 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	170,970	$13.2m6.74%	6.74%	Reduced -2.0k	-2,023 -1.2%
2	ISHARES TR IBOXX INV CP ETF LQD	LQD	114,723	$12.6m6.41%	6.41%	Reduced -3.6k	-3,586 -3.0%
3	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	297,549	$8.7m4.44%	4.44%	Reduced -7.8k	-7,788 -2.5%
4	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	79,443	$6.6m3.36%	3.36%	Reduced -999	-999 -1.2%
5	NRG ENERGY INC COM NEW NRG	NRG	25,453	$4.1m2.08%	2.08%	New
6	AFLAC INC COM AFL	AFL	37,294	$3.9m2.01%	2.01%	New
7	T-MOBILE US INC COM TMUS	TMUS	16,458	$3.9m2.00%	2.00%	New
8	STRYKER CORPORATION COM SYK	SYK	9,746	$3.9m1.97%	1.97%	New
9	BERKLEY W R CORP COM WRB	WRB	52,345	$3.8m1.96%	1.96%	Added +1.8k	+1,788 3.5%
10	BOSTON SCIENTIFIC CORP COM BSX	BSX	35,783	$3.8m1.96%	1.96%	Added +1.5k	+1,466 4.3%
11	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	42,413	$3.8m1.95%	1.95%	New
12	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	15,672	$3.8m1.94%	1.94%	New
13	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	9,060	$3.8m1.94%	1.94%	Added +2.1k	+2,143 31.0%
14	DARDEN RESTAURANTS INC COM DRI	DRI	17,448	$3.8m1.94%	1.94%	New
15	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	12,236	$3.8m1.92%	1.92%	New
16	ROLLINS INC COM ROL	ROL	66,889	$3.8m1.92%	1.92%	New
17	SERVICENOW INC COM NOW	NOW	3,660	$3.8m1.92%	1.92%	Added +170	+170 4.9%
18	GARMIN LTD SHS GRMN	GRMN	17,999	$3.8m1.92%	1.92%	New
19	WALMART INC COM WMT	WMT	38,383	$3.8m1.91%	1.91%	New
20	CBOE GLOBAL MKTS INC COM CBOE	CBOE	16,012	$3.7m1.90%	1.90%	Added +944	+944 6.3%
21	BROWN & BROWN INC COM BRO	BRO	32,818	$3.6m1.86%	1.86%	Added +3.5k	+3,458 11.8%
22	VISA INC COM CL A V	V	10,072	$3.6m1.82%	1.82%	New
23	HARTFORD INSURANCE GROUP INC COM HIG	HIG	28,033	$3.6m1.81%	1.81%	Added +1.6k	+1,550 5.8%
24	REPUBLIC SVCS INC COM RSG	RSG	14,365	$3.5m1.81%	1.81%	Added +425	+425 3.0%
25	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	34,116	$3.5m1.79%	1.79%	Added +505	+505 1.5%
26	AUTOZONE INC COM AZO	AZO	945	$3.5m1.79%	1.79%	New
27	MCKESSON CORP COM MCK	MCK	4,771	$3.5m1.78%	1.78%	Added +128	+128 2.8%
28	PROGRESSIVE CORP COM PGR	PGR	12,976	$3.5m1.77%	1.77%	Added +826	+826 6.8%
29	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,105	$3.5m1.76%	1.76%	Added +680	+680 10.6%
30	ALLSTATE CORP COM ALL	ALL	17,092	$3.4m1.75%	1.75%	Added +1.2k	+1,249 7.9%
31	TJX COS INC NEW COM TJX	TJX	27,120	$3.3m1.71%	1.71%	Added +2.8k	+2,829 11.7%
32	COSTCO WHSL CORP NEW COM COST	COST	3,317	$3.3m1.67%	1.67%	Added +284	+284 9.4%
33	ISHARES TR AGENCY BOND ETF AGZ	AGZ	29,015	$3.2m1.62%	1.62%	Reduced -15	-15 -0.1%
34	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	128,938	$3.1m1.57%	1.57%	Reduced -90	-90 -0.1%
35	ISHARES TR RUS TP200 GR ETF IWY	IWY	11,821	$2.9m1.49%	1.49%	Added +200	+200 1.7%
36	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	25,038	$2.7m1.38%	1.38%	Reduced -24	-24 -0.1%
37	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	23,802	$2.6m1.33%	1.33%	Reduced -545	-545 -2.2%
38	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	96,186	$2.5m1.30%	1.30%	Added +693	+693 0.7%
39	INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH EQWL	EQWL	22,966	$2.5m1.29%	1.29%	Reduced -8	-8 -0.0%
40	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,985	$2.3m1.15%	1.15%	Added +19	+19 0.5%
41	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	22,983	$2.3m1.15%	1.15%	Reduced -173	-173 -0.8%
42	PIMCO ETF TR 25YR+ ZERO U S ZROZ	ZROZ	32,257	$2.2m1.10%	1.10%	Added +350	+350 1.1%
43	PIMCO ETF TR 15+ YR US TIPS LTPZ	LTPZ	40,240	$2.1m1.08%	1.08%	Added +1.2k	+1,246 3.2%
44	ISHARES TR GLOBAL 100 ETF IOO	IOO	18,933	$2.0m1.04%	1.04%	Reduced -183	-183 -1.0%
45	ISHARES TR MSCI KOKUSAI ETF TOK	TOK	15,201	$1.9m0.98%	0.98%	Reduced -632	-632 -4.0%
46	SPDR SERIES TRUST GLB DOW ETF DGT	DGT	12,622	$1.9m0.97%	0.97%	Reduced -67	-67 -0.5%
47	EXXON MOBIL CORP COM XOM	XOM	17,196	$1.9m0.95%	0.95%	Unchanged
48	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,598	$1.8m0.94%	0.94%	Reduced -52	-52 -0.8%
49	AMGEN INC COM AMGN	AMGN	5,385	$1.5m0.77%	0.77%	Reduced -5.0k	-5,031 -48.3%
50	INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT XSVM	XSVM	26,725	$1.4m0.71%	0.71%	Reduced -338	-338 -1.2%
51	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,584	$1.3m0.67%	0.67%	Reduced -147	-147 -2.6%
52	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	46,295	$1.3m0.66%	0.66%	Reduced -2.0k	-1,953 -4.0%
53	ISHARES INC MSCI WORLD ETF URTH	URTH	7,594	$1.3m0.66%	0.66%	Reduced -117	-117 -1.5%
54	GUINNESS ATKINSON FDS SMARTETFS DIVID DIVS	DIVS	36,396	$1.1m0.57%	0.57%	Reduced -11	-11 -0.0%
55	INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 RWJ	RWJ	23,982	$1.0m0.53%	0.53%	Reduced -220	-220 -0.9%
56	ISHARES TR CORE S&P SCP ETF IJR	IJR	9,365	$1.0m0.52%	0.52%	Reduced -434	-434 -4.4%
57	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,049	$579.0k0.30%	0.30%	Added +92	+92 9.6%
58	ABBVIE INC COM ABBV	ABBV	2,250	$418.0k0.21%	0.21%	Unchanged
59	EMCOR GROUP INC COM EME	EME	657	$351.0k0.18%	0.18%	Unchanged
60	ORACLE CORP COM ORCL	ORCL	1,499	$328.0k0.17%	0.17%	Added +53	+53 3.7%
61	VANECK ETF TRUST IG FLOATING RATE FLTR	FLTR	12,391	$316.0k0.16%	0.16%	Reduced -377	-377 -3.0%
62	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,556	$274.0k0.14%	0.14%	Reduced -31	-31 -1.9%
63	UNION PAC CORP COM UNP	UNP	1,190	$274.0k0.14%	0.14%	Unchanged
64	ABBOTT LABS COM ABT	ABT	2,005	$273.0k0.14%	0.14%	Reduced -86	-86 -4.1%
65	UNITED PARCEL SERVICE INC CL B UPS	UPS	2,679	$270.0k0.14%	0.14%	Reduced -1	-1 -0.0%
66	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	866	$255.0k0.13%	0.13%	Reduced -300	-300 -25.7%
67	NORFOLK SOUTHN CORP COM NSC	NSC	928	$238.0k0.12%	0.12%	Unchanged
68	CANADIAN PACIFIC KANSAS CITY COM CP	CP	2,860	$227.0k0.12%	0.12%	Unchanged
69	CAPITAL ONE FINL CORP COM COF	COF	1,020	$217.0k0.11%	0.11%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
AXON ENTERPRISE INC AXON	AXON	8,666	$4.6m8.7k shares
FISERV INC FISV	FISV	17,404	$3.8m17.4k shares
CENCORA INC COR	COR	11,408	$3.2m11.4k shares
WASTE MGMT INC DEL WM	WM	13,129	$3.0m13.1k shares
ELI LILLY & CO LLY	LLY	3,164	$2.6m3.2k shares
THE CIGNA GROUP CI	CI	7,870	$2.6m7.9k shares
ARCH CAP GROUP LTD ACGL	ACGL	26,764	$2.6m26.8k shares
IRON MTN INC DEL IRM	IRM	29,175	$2.5m29.2k shares
LEIDOS HOLDINGS INC LDOS	LDOS	18,443	$2.5m18.4k shares
MICROSOFT CORP MSFT	MSFT	6,602	$2.5m6.6k shares
VULCAN MATLS CO VMC	VMC	10,560	$2.5m10.6k shares
DOMINOS PIZZA INC DPZ	DPZ	5,284	$2.4m5.3k shares
PACCAR INC PCAR	PCAR	24,681	$2.4m24.7k shares
NORDSON CORP NDSN	NDSN	11,629	$2.3m11.6k shares
MARTIN MARIETTA MATLS INC MLM	MLM	4,879	$2.3m4.9k shares
HUBBELL INC HUBB	HUBB	6,976	$2.3m7.0k shares
REGENERON PHARMACEUTICALS REGN	REGN	2,597	$1.6m2.6k shares
JOHNSON & JOHNSON JNJ	JNJ	3,602	$597.0k3.6k shares
JPMORGAN CHASE & CO JPM	JPM	878	$215.0k878 shares