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Ashleigh Swayze

@Chb Investment Group, Llc

Latest period2024 - Q4ReportedManaged Assets$184.162MTotal holdings74
Assets growth rate-2.3%Assets growth rate (2-Q avg)-1.15%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chb Investment Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Chb Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 184.162M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AXONAxon Enterprise Inc
Recent Activity
Decreased -2.51%
2.86%
$5.258M
8,847 shares@ $594.33 avg price
NOWServicenow Inc
Recent Activity
Decreased -2.26%
2.02%
$3.705M
3,495 shares@ $1060.09 avg price
FIFiserv Inc
Recent Activity
Decreased -2.2%
1.96%
$3.608M
17,566 shares@ $205.4 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -1.42%
1.74%
$3.195M
6,911 shares@ $462.31 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -0.44%
1.68%
$3.077M
34,451 shares@ $89.32 avg price
ALLAllstate Corp
Recent Activity
Decreased -1.13%
1.66%
$3.049M
15,816 shares@ $192.78 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -2.04%
1.65%
$3.029M
28,818 shares@ $105.11 avg price
BROBrown & Brown Inc
Recent Activity
Decreased -1.28%
1.63%
$2.997M
29,373 shares@ $102.04 avg price
WRBBerkley W R Corp
Recent Activity
Decreased -0.76%
1.61%
$2.949M
50,385 shares@ $58.53 avg price
CBOECboe Global Mkts Inc
Recent Activity
Decreased -1.5%
1.6%
$2.936M
15,026 shares@ $195.4 avg price