Chung Wu Investment Group, LLC
Holdings as of 2026-06-30, filed 2026-07-31
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
283
Value reported by manager
$152.1M
Sum of our stored positions
$152.1M
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
31.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | CORE S&P500 ETF | $11.9M | 15,868 | — | 464287200 |
| MICRON TECHNOLOGY INCORPORATED | COM | $11.8M | 10,180 | — | 595112103 |
| NEOS S&P 500 HIGH INCOME ETF | NEOS S&P 500 HI | $8.3M | 157,085 | — | 78433H303 |
| NEOS NASDAQ 100 HIGH INCOME ETF | NASDAQ 100 HIGH | $8.3M | 146,296 | — | 78433H675 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | UT SER 1 | $8.1M | 15,435 | — | 78467X109 |
| MICROSOFT CORPORATION | COM | $6M | 16,054 | — | 594918104 |
| APPLE INCORPORATED | COM | $5.6M | 19,264 | — | 037833100 |
| JPMORGAN CHASE & COMPANY | COM | $5.1M | 15,437 | — | 46625H100 |
| NVIDIA CORPORATION | COM | $3.4M | 17,171 | — | 67066G104 |
| EATON VANCE ENHANCED EQUITY IN | COM | $3.3M | 147,810 | — | 278277108 |
| STATE STREET SPDR S&P 500 ETF TRUST | TR UNIT | $2.9M | 3,880 | — | 78462F103 |
| GE VERNOVA INCORPORATED | COM | $2.9M | 2,451 | — | 36828A101 |
| MASTEC INCORPORATED | COM | $2.8M | 6,765 | — | 576323109 |
| ANTERO MIDSTREAM CORPORATION | COM | $2.8M | 122,900 | — | 03676B102 |
| SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | CLASS A COM STK | $2.6M | 15,480 | — | 84615Q103 |
| UNITEDHEALTH GROUP INCORPORATED | COM | $2.2M | 5,338 | — | 91324P102 |
| EXXON MOBIL CORPORATION | COM | $2.1M | 15,177 | — | 30231G102 |
| SANDISK CORPORATION | COM | $1.9M | 851 | — | 80004C200 |
| MORGAN STANLEY COM NEW | COM NEW | $1.9M | 9,105 | — | 617446448 |
| APPLIED OPTOELECTRONICS INCORPORATED | COM | $1.9M | 12,840 | — | 03823U102 |
| GOLDMAN SACHS GROUP INCORPORATED | COM | $1.8M | 1,785 | — | 38141G104 |
| ABBVIE INCORPORATED | COM | $1.7M | 6,695 | — | 00287Y109 |
| LUMENTUM HLDGS INCORPORATED | COM | $1.6M | 1,820 | — | 55024U109 |
| BLOOM ENERGY CORPORATION COM CLASS A | COM CL A | $1.5M | 5,100 | — | 093712107 |
| PROSHARES ULTRA SEMICONDUCTORS | PSHS ULT SEMICDT | $1.5M | 14,370 | — | 74347R669 |
| VISA INCORPORATED COM CLASS A | COM CL A | $1.5M | 4,330 | — | 92826C839 |
| GE AEROSPACE COM NEW | COM NEW | $1.5M | 3,950 | — | 369604301 |
| SIMON PROPERTY GROUP INCORPORATED NEW REIT | COM | $1.4M | 6,200 | — | 828806109 |
| ALLY FINL INCORPORATED | COM | $1.1M | 24,640 | — | 02005N100 |
| HOME DEPOT INCORPORATED | COM | $1.1M | 3,110 | — | 437076102 |
| MASTERCARD INCORPORATED CLASS A | CL A | $1.1M | 2,075 | — | 57636Q104 |
| ISHARES TR DOW JONES US ETF | DOW JONES US ETF | $951.5K | 5,220 | — | 464287846 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | NASDAQ EQT PREM | $947.4K | 15,415 | — | 46654Q203 |
| INVESCO QQQ TRUST | UNIT SER 1 | $883.7K | 1,200 | — | 46090E103 |
| YIELDMAX NVDA OPTION INCOME STRATEGY ETF | YIELDMAX NVDA | $836.5K | 67,240 | — | 88634T774 |
| VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | ORD SHS | $826.9K | 7,900 | — | G93A5A101 |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | UNIT LTD PARTN | $785.3K | 35,279 | — | 726503105 |
| SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | COM SHS | $753.6K | 8,506 | — | 83443Q103 |
| STEEL DYNAMICS INCORPORATED | COM | $743.5K | 3,240 | — | 858119100 |
| DIREXION DAILY S&P 500 BULL 2X SHARES | DAILY 500 2X ETF | $733.1K | 3,400 | — | 25459Y165 |
| ALPHABET INCORPORATED CAP STK CLASS C | CAP STK CL C | $731.4K | 2,070 | — | 02079K107 |
| ROUNDHILL TSLA WEEKLYPAY ETF | TSLA WEEKL ETF | $660.5K | 27,800 | — | 77926X692 |
| ASTRAZENECA PLC ORD (UNITED KINGDOM) | ORD | $658.9K | 3,475 | — | G0593M107 |
| ENERGY TRANSFER L P COM UT LTD PTN | COM UT LTD PTN | $632.5K | 33,081 | — | 29273V100 |
| VANECK JUNIOR GOLD MINERS ETF | JUNIOR GOLD MINE | $597.4K | 6,080 | — | 92189F791 |
| ASML HOLDING NV (NETHERLANDS) | N Y REGISTRY SHS | $596.8K | 300 | — | N07059210 |
| APPLIED MATLS INCORPORATED | COM | $578.4K | 800 | — | 038222105 |
| CITIGROUP INCORPORATED COM NEW | COM NEW | $559.8K | 4,000 | — | 172967424 |
| DYCOM INDUSTRIES INCORPORATED | COM | $556.1K | 1,100 | — | 267475101 |
| CATERPILLAR INCORPORATED | COM | $553.7K | 520 | — | 149123101 |
| FTAI AVIATION LIMITED SHS (CAYMAN ISLANDS) | SHS | $546.5K | 2,020 | — | G3730V105 |
| EOG RES INCORPORATED | COM | $544.6K | 4,198 | — | 26875P101 |
| ENTERGY CORPORATION NEW | COM | $540.2K | 4,703 | — | 29364G103 |
| SOUTHERN COPPER CORPORATION | COM | $522.3K | 2,997 | — | 84265V105 |
| STATE STREET SPDR S&P BIOTECH ETF | ST STR SP BIOT | $522.2K | 3,300 | — | 78464A870 |
| CELESTICA INCORPORATED (CANADA) | COM | $503.4K | 1,380 | — | 15101Q207 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | $500K | 2,000 | — | 874054109 |
| TRADR 2X LONG SNDK DAILY ETF | TRAD 2X SNDK ETF | $496.2K | 11,800 | — | 46152A668 |
| SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A | COM CL A | $490.8K | 6,100 | — | 83418M103 |
| ONTO INNOVATION INCORPORATED | COM | $484.4K | 1,280 | — | 683344105 |
| ELI LILLY & COMPANY | COM | $479.8K | 400 | — | 532457108 |
| MPLX LP COM UNIT REP LTD | COM UNIT REP LTD | $478.8K | 8,500 | — | 55336V100 |
| ONEOK INCORPORATED NEW | COM | $473.8K | 5,450 | — | 682680103 |
| HOWMET AEROSPACE INCORPORATED | COM | $457.1K | 1,700 | — | 443201108 |
| BANK OF AMER CORPORATION | COM | $453K | 7,950 | — | 060505104 |
| AST SPACEMOBILE INCORPORATED COM CLASS A | COM CL A | $442.5K | 4,980 | — | 00217D100 |
| NEOS BOOSTED NASDAQ-100 HIGH INCOME ETF | BOOSTED NASDAQ | $436.2K | 8,200 | — | 78433H519 |
| NEOS BOOSTED S&P 500 HIGH INCOME ETF | BOOSTED S&P 500 | $427.7K | 8,600 | — | 78433H493 |
| GRANITESHARES 2X LONG TSM DAILY ETF | 2X LO TSM DA ETF | $424.2K | 4,600 | — | 38747R652 |
| DELL TECHNOLOGIES INCORPORATED CLASS C | CL C | $388.3K | 900 | — | 24703L202 |
| ISHARES INCORPORATED MSCI STH KOR ETF | MSCI STH KOR ETF | $383.6K | 1,900 | — | 464286772 |
| PROSHARES TR ULTRAPRO QQQ | ULTRAPRO QQQ | $368.6K | 4,550 | — | 74347X831 |
| KINDER MORGAN INCORPORATED DEL | COM | $367.7K | 11,500 | — | 49456B101 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | SPONSORED ADS | $358.2K | 750 | — | 874039100 |
| META PLATFORMS INCORPORATED CLASS A | CL A | $354.9K | 630 | — | 30303M102 |
| STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | NY REGISTRY | $352K | 4,700 | — | 861012102 |
| BOEING COMPANY | COM | $348.5K | 1,610 | — | 097023105 |
| CHEVRON CORPORATION | COM | $334.8K | 2,020 | — | 166764100 |
| ADVANCED MICRO DEVICES INCORPORATED | COM | $334K | 575 | — | 007903107 |
| CORNING INCORPORATED | COM | $329.5K | 1,290 | — | 219350105 |
| COSTCO WHOLESALE CORPORATION | COM | $327.4K | 350 | — | 22160K105 |
| HONEYWELL AEROSPACE INC | COM | $319K | 1,443 | — | 43849R105 |
| REDDIT INCORPORATED CLASS A | CL A | $312.4K | 1,800 | — | 75734B100 |
| WALMART INC | COM | $309.7K | 2,734 | — | 931142103 |
| WHEATON PRECIOUS METALS CORPORATION (CANADA) | COM | $303.3K | 2,700 | — | 962879102 |
| ISHARES TR MSCI EMG MKT ETF | MSCI EMG MKT ETF | $299K | 4,370 | — | 464287234 |
| REVOLUTION MEDICINES INCORPORATED | COM | $280.9K | 1,500 | — | 76155X100 |
| VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | VIRTUS INFRCAP | $271.5K | 13,200 | — | 26923G822 |
| BROADCOM INCORPORATED | COM | $264.4K | 700 | — | 11135F101 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | S&P 500 ETF SHS | $240.4K | 350 | — | 922908363 |
| ISHARES TR US AER DEF ETF | US AER DEF ETF | $235.1K | 970 | — | 464288760 |
| ROUNDHILL MEMORY ETF | MEMORY ETF | $234.8K | 3,180 | — | 77926X320 |
| HONEYWELL INTERNATIONAL INC | COM | $233.5K | 1,043 | — | 438516205 |
| VIAVI SOLUTIONS INCORPORATED | COM | $229.2K | 4,800 | — | 925550105 |
| DUKE ENERGY CORPORATION NEW COM NEW | COM NEW | $226.6K | 1,790 | — | 26441C204 |
| FERRARI N V (NETHERLANDS) | COM | $223.4K | 600 | — | N3167Y103 |
| ROCKWELL AUTOMATION INCORPORATED | COM | $222.8K | 450 | — | 773903109 |
| DIREXION DAILY MU BULL 2X SHARES | DLY MU BULL 2X | $220.2K | 210 | — | 25461A528 |
| ALPHABET INCORPORATED CAP STK CLASS A | CAP STK CL A | $214.4K | 600 | — | 02079K305 |
| NEXTERA ENERGY INCORPORATED | COM | $210.6K | 2,400 | — | 65339F101 |
| APPLOVIN CORPORATION COM CLASS A | COM CL A | $206.1K | 400 | — | 03831W108 |
| PROSHARES ULTRA S&P500 | PSHS ULT S&P 500 | $204.8K | 3,040 | — | 74347R107 |
| HERCULES CAPITAL INCORPORATED | COM | $204.7K | 12,978 | — | 427096508 |
| RTX CORPORATION | COM | $201.1K | 1,060 | — | 75513E101 |
| VANGUARD VALUE ETF | VALUE ETF | $194K | 890 | — | 922908744 |
| SCHOLAR ROCK HLDG CORPORATION | COM | $192.5K | 3,500 | — | 80706P103 |
| VANGUARD GROWTH ETF | GROWTH ETF | $187.1K | 2,172 | — | 922908736 |
| FLUOR CORPORATION | COM | $175.3K | 3,346 | — | 343412102 |
| PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | ULSHT BLOOMB OIL | $175.1K | 5,000 | — | 74347Y656 |
| ISHARES HIGH YIELD MUNI ACTIVE ETF | ISH HIG MUN ETF | $174.3K | 3,500 | — | 092528843 |
| GRANITESHARES 2X LONG AMD DAILY ETF | GRANITE 2X LONG | $173.8K | 2,100 | — | 38747R751 |
| HEWLETT PACKARD ENTERPRISE COMPANY | COM | $171.4K | 3,800 | — | 42824C109 |
| LOWES COMPANIES INCORPORATED | COM | $170.9K | 775 | — | 548661107 |
| PALVELLA THERAPEUTICS INCORPORATED NEW | COM | $168.1K | 1,100 | — | 697947109 |
| CAMECO CORPORATION (CANADA) | COM | $163K | 1,600 | — | 13321L108 |
| SEPTERNA INCORPORATED | COM | $160.8K | 4,800 | — | 81734D104 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | CL B NEW | $150.1K | 300 | — | 084670702 |
| VANECK RARE EARTH AND STRATEGIC METALS | RARE EAR STR ETF | $145.1K | 1,640 | — | 92189H805 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | INT-TERM CORP | $144.1K | 1,743 | — | 92206C870 |
| VANECK URANIUM AND NUCLEAR ETF | URANI NUCLE ETF | $142.7K | 1,230 | — | 92189F601 |
| SPDR GOLD SHARES | GOLD SHS | $131.9K | 358 | — | 78463V107 |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | AI AND NEXT GEN | $129.1K | 1,240 | — | 46137V639 |
| TESLA INCORPORATED | COM | $126.2K | 300 | — | 88160R101 |
| SUN LIFE FINANCIAL INCORPORATED. (CANADA) | COM | $121.8K | 1,553 | — | 866796105 |
| SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP | COM UT REP LP | $121.5K | 1,800 | — | 86765K109 |
| AMAZON COM INCORPORATED | COM | $119.2K | 500 | — | 023135106 |
| NUVEEN QUALITY MUNCP INCOME FD | COM | $113.9K | 9,400 | — | 67066V101 |
| BLACKROCK MUNIYIELD QUALITY FD | COM | $111.1K | 10,000 | — | 09254E103 |
| TRADR 2X LONG AAOI DAILY ETF | TRADR 2X LONG | $110.6K | 3,500 | — | 46152A429 |
| THE CIGNA GROUP | COM | $110.3K | 400 | — | 125523100 |
| CISCO SYSTEMS INCORPORATED | COM | $109.4K | 931 | — | 17275R102 |
| PROSHARES ULTRA DOW30 | PSHS ULTRA DOW30 | $104.8K | 1,600 | — | 74347R305 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | EQUITY PREMIUM | $104.5K | 1,850 | — | 46641Q332 |
| TJX COMPANIES INCORPORATED NEW | COM | $103K | 680 | — | 872540109 |
| ENTERPRISE PRODUCTS PARTNERS L P | COM | $91.9K | 2,500 | — | 293792107 |
| JACOBS SOLUTIONS INCORPORATED | COM | $88.5K | 702 | — | 46982L108 |
| MERCK & COMPANY INCORPORATED | COM | $83.5K | 650 | — | 58933Y105 |
| ISHARES RUSSELL 1000 ETF | RUS 1000 ETF | $81.9K | 200 | — | 464287622 |
| BLACKROCK MUNIYILD QULT FD INCORPORATED | COM | $81.2K | 7,000 | — | 09254F100 |
| NUVEEN AMT FREE MUN CR INCORPORATED FD | COM | $76.8K | 6,000 | — | 67071L106 |
| COCA COLA COMPANY | COM | $73.1K | 900 | — | 191216100 |
| NUVEEN AMT FREE QLTY MUN INCME | COM | $70.4K | 6,000 | — | 670657105 |
| AMERICAN EXPRESS COMPANY | COM | $68K | 201 | — | 025816109 |
| ISHARES TR CORE MSCI EAFE | CORE MSCI EAFE | $67.6K | 700 | — | 46432F842 |
| TRANSDIGM GROUP INCORPORATED | COM | $66.6K | 50 | — | 893641100 |
| TYRA BIOSCIENCES INCORPORATED | COM | $63.9K | 2,000 | — | 90240B106 |
| NORFOLK SOUTHN CORPORATION | COM | $62.9K | 200 | — | 655844108 |
| CHENIERE ENERGY PARTNERS L P COM UNIT | COM UNIT | $61K | 1,000 | — | 16411Q101 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ST STR TECHN ETF | $60.2K | 316 | — | 81369Y803 |
| SOUTHERN COMPANY | COM | $57.4K | 600 | — | 842587107 |
| ISHARES TR RUSSELL 2000 ETF | RUSSELL 2000 ETF | $57.1K | 190 | — | 464287655 |
| LEIDOS HOLDINGS INCORPORATED | COM | $56.6K | 550 | — | 525327102 |
| INTEL CORPORATION | COM | $55.9K | 400 | — | 458140100 |
| VERIZON COMMUNICATIONS INCORPORATED | COM | $55K | 1,300 | — | 92343V104 |
| EATON VANCE TX ADV GLBL DIV FD | COM | $54.1K | 2,300 | — | 27828S101 |
| EQUILLIUM INCORPORATED | COM | $52.8K | 16,500 | — | 29446K106 |
| KINETIK HOLDINGS INCORPORATED COM NEW CLASS A | COM NEW CL A | $50.3K | 1,040 | — | 02215L209 |
| BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) | SPONSORED ADS | $50K | 600 | — | 088606108 |
| WHITEFIBER INCORPORATED SHS (CAYMAN ISLANDS) | SHS | $46.6K | 1,200 | — | G96115103 |
| FIDELITY TOTAL BOND ETF | TOTAL BD ETF | $45.5K | 1,000 | — | 316188309 |
| DYNE THERAPEUTICS INCORPORATED | COM | $44.4K | 2,000 | — | 26818M108 |
| ISHARES TR RUSSELL 3000 ETF | RUSSELL 3000 ETF | $42.6K | 100 | — | 464287689 |
| LOCKHEED MARTIN CORPORATION | COM | $40.8K | 80 | — | 539830109 |
| ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) | SHS | $39K | 1,500 | — | M9T951109 |
| EAST WEST BANCORP INCORPORATED | COM | $38.7K | 300 | — | 27579R104 |
| NEWMONT CORPORATION | COM | $37.4K | 400 | — | 651639106 |
| TREVI THERAPEUTICS INCORPORATED | COM | $37.3K | 2,000 | — | 89532M101 |
| FS KKR CAP CORPORATION | COM | $36.8K | 3,500 | — | 302635206 |
| CENTERPOINT ENERGY INCORPORATED | COM | $35.2K | 800 | — | 15189T107 |
| VIR BIOTECHNOLOGY INCORPORATED | COM | $34.7K | 3,410 | — | 92764N102 |
| BLACKROCK ENHANCED EQUITY DIVI | COM | $34.5K | 3,607 | — | 09251A104 |
| TRADR 2X LONG WDC DAILY ETF | TRADR 2X WDC ETF | $33.8K | 800 | — | 46092D129 |
| ISHARES INCORPORATED CORE MSCI EMKT | CORE MSCI EMKT | $33.1K | 400 | — | 46434G103 |
| KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE | GBL HUMANOID ROB | $33K | 800 | — | 500767751 |
| NNN REIT INCORPORATED REIT | COM | $32.6K | 700 | — | 637417106 |
| ISHARES INCORPORATED MSCI HONG KG ETF | MSCI HONG KG ETF | $31.4K | 1,500 | — | 464286871 |
| INVESCO MUN OPPORTUNIT TR | COM | $29.6K | 3,000 | — | 46132C107 |
| EXTRA SPACE STORAGE INCORPORATED REIT | COM | $29.1K | 200 | — | 30225T102 |
| DEFIANCE QUANTUM ETF | DEFIA QUANT ETF | $28.1K | 170 | — | 26922A420 |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | COM | $28.1K | 100 | — | N6596X109 |
| ISHARES TR US HLTHCR PR ETF | US HLTHCR PR ETF | $27.7K | 500 | — | 464288828 |
| TECTONIC THERAPEUTIC INCORPORATED | COM | $27.5K | 800 | — | 878972108 |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | MULTIFACTOR MI | $27.4K | 366 | — | 47804J206 |
| HCA HEALTHCARE INCORPORATED | COM | $27.3K | 70 | — | 40412C101 |
| ISHARES TR EXPANDED TECH | EXPANDED TECH | $27.2K | 300 | — | 464287515 |
| UNITED THERAPEUTICS CORPORATION DEL | COM | $27.1K | 50 | — | 91307C102 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | DJ INTERNT IDX | $26.5K | 100 | — | 33733E302 |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | FOCUSED LAR CAP | $26K | 510 | — | 746729300 |
| THE WISDOMTREE TRUST FLTG RATE TREASURY FUND | FLOATNG RAT TREA | $25.2K | 500 | — | 97717Y527 |
| SYSCO CORPORATION | COM | $25.1K | 300 | — | 871829107 |
| ANALOG DEVICES INCORPORATED | COM | $25K | 63 | — | 032654105 |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR (BELGIUM) | SPONSORED ADR | $24.7K | 300 | — | 03524A108 |
| ISHARES TR RUS 1000 VAL ETF | RUS 1000 VAL ETF | $24.2K | 100 | — | 464287598 |
| RLI CORPORATION | COM | $23.6K | 400 | — | 749607107 |
| BLACKSTONE INCORPORATED | COM | $23.5K | 200 | — | 09260D107 |
| BLACKROCK MUNIHOLDINGS FD INCORPORATED | COM | $22.3K | 1,871 | — | 09253N104 |
| CARRIER GLOBAL CORPORATION | COM | $22K | 300 | — | 14448C104 |
| GLOBAL X NASDAQ 100 COVERED CALL ETF | NASDAQ 100 COVER | $21.2K | 1,150 | — | 37954Y483 |
| ISHARES INCORPORATED MSCI EURZONE ETF | MSCI EURZONE ETF | $20.9K | 300 | — | 464286608 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | COM NEW | $20.8K | 50 | — | 620076307 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31