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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
TJXTjx Cos Inc New
Recent Activity
Decreased -0.09%
1.59%
$2.917M
24,144 shares@ $120.82 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.6%
1.58%
$2.909M
6,417 shares@ $453.33 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.12%
1.58%
$2.908M
12,138 shares@ $239.58 avg price
HUBBHubbell Inc
Recent Activity
Decreased -1.62%
1.58%
$2.893M
6,906 shares@ $418.92 avg price
HIGHartford Finl Svcs Group Inc
Recent Activity
Decreased -1.11%
1.57%
$2.882M
26,343 shares@ $109.41 avg price
IWYIshares Tr
Recent Activity
Decreased -11.25%
1.55%
$2.845M
12,093 shares@ $235.27 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -0.12%
1.53%
$2.807M
13,953 shares@ $201.18 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.52%
1.51%
$2.77M
3,023 shares@ $916.31 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.55%
1.49%
$2.732M
6,481 shares@ $421.54 avg price
VMCVulcan Matls Co
Recent Activity
Decreased -0.06%
1.46%
$2.683M
10,432 shares@ $257.19 avg price