BUSH INVESTMENT GROUP, LLC
CIK 1966640 · View on SEC EDGAR ↗
- Portfolio value
- $183.0M
- Positions
- 38
- As of
- March 31, 2026 Data as of Q1 2026
#6,748 of 9,443 by 13F value · top 71.5%
Portfolio value QoQ: +2.4% 13F does not disclose cash
- Top 10 holdings weight
- 70.78%
- Top 25 holdings weight
- 93.27%
- Positions above 1%
- 25
- Effective number of positions
- 12.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 6.82% Est. buys $19,278,003 · sells $12,343,451
Median holding: 5.0 quarters Tracked Q4 2024–Q1 2026 · 74.5% still held
- New positions
- 4
- Increased
- 25
- Decreased
- 5
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.1%
Utilities
0.8%
Financials
0.5%
Retail
0.4%
Financial Services
0.2%
Other/Unmapped
97.1%
Full portfolio 38 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $34,054,928 | 18.61% | 106,153 | $75,198 | Up ×1 | ||
| SCHF | $26,248,712 | 14.34% | 1,060,554 | $1,354,210 | Up ×5 | ||
| IWY | $19,562,557 | 10.69% | 78,615 | $-962,020 | Up ×2 | ||
| SCHM | $11,994,430 | 6.55% | 387,417 | $589,120 | Up ×3 | ||
| BAI | $8,485,020 | 4.64% | 257,512 | $382,164 | Up ×3 | ||
| DFAS | $6,892,782 | 3.77% | 96,904 | $474,085 | Up ×1 | ||
| SPYM | $6,878,182 | 3.76% | 89,864 | $1,036,664 | Up ×1 | ||
| SHLD | $5,879,507 | 3.21% | 82,997 | $2,664,627 | Up ×2 | ||
| BNDX Vanguard Total International Bond ETF | $4,915,179 | 2.69% | 102,293 | $654,370 | Up ×3 | ||
| IVE | $4,633,898 | 2.53% | 21,946 | $197,606 | Up ×5 | ||
| SPSB | $4,606,363 | 2.52% | 153,188 | $213,501 | Up ×4 | ||
| SPHY | $4,424,154 | 2.42% | 189,715 | $184,455 | Up ×5 | ||
| DYNF | $4,202,574 | 2.30% | 72,234 | $-131,902 | Up ×5 | ||
| IVW | $3,898,155 | 2.13% | 34,463 | $-112,029 | Up ×1 | ||
| CORO iShares International Country Rotation Active ETF | $2,764,451 | 1.51% | 85,978 | Up ×1 | |||
| GLDM | $2,710,163 | 1.48% | 29,239 | $-3,454,405 | Down ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $2,570,158 | 1.40% | 37,537 | Up ×1 | |||
| SCHZ | $2,188,787 | 1.20% | 94,263 | $160,070 | Up ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $2,181,554 | 1.19% | 47,230 | $131,919 | Up ×1 | ||
| XTEN | $2,085,850 | 1.14% | 45,483 | $98,575 | Up ×1 | ||
| QUAL | $2,053,415 | 1.12% | 10,705 | $-11,329 | Up ×1 | ||
| EFV | $1,925,905 | 1.05% | 25,903 | $-1,246,286 | Down ×3 | ||
| SPMO | $1,856,430 | 1.01% | 16,559 | $33,340 | Up ×5 | ||
| AVEM | $1,852,212 | 1.01% | 22,986 | $346,086 | Up ×2 | ||
| THRO | $1,838,563 | 1.00% | 50,761 | $7,117 | Up ×3 | ||
| SO Southern Company (The) Common Stock | $1,506,840 | 0.82% | 15,612 | $141,231 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,483,656 | 0.81% | 5,846 | $-105,638 | |||
| MBB iShares MBS ETF | $1,401,525 | 0.77% | 14,761 | $122,657 | Up ×4 | ||
| BLCR iShares Large Cap Core Active ETF | $1,393,741 | 0.76% | 33,944 | Up ×1 | |||
| GOVT | $1,323,009 | 0.72% | 57,748 | Up ×1 | |||
| IAGG | $1,010,408 | 0.55% | 20,192 | $95,375 | Up ×3 | ||
| AFL AFLAC Incorporated Common Stock | $910,027 | 0.50% | 8,295 | $251 | Up ×5 | ||
| LOW Lowe's Companies, Inc. Common Stock | $737,666 | 0.40% | 3,122 | $-15,236 | |||
| BINC | $687,190 | 0.38% | 13,233 | $-118,977 | Down ×1 | ||
| IVV | $660,395 | 0.36% | 1,011 | $295,322 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $468,656 | 0.26% | 2,687 | $-32,516 | |||
| IEMG | $454,770 | 0.25% | 6,520 | $-2,112,208 | Down ×3 | ||
| GPN Global Payments Inc. Common Stock | $282,256 | 0.15% | 4,194 | $-42,360 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SCHF | $26,248,712 | 14.34% | up ×5 |
| SCHM | $11,994,430 | 6.55% | up ×3 |
| BAI | $8,485,020 | 4.64% | up ×3 |
| BNDX | $4,915,179 | 2.69% | up ×3 |
| IVE | $4,633,898 | 2.53% | up ×5 |
| SPSB | $4,606,363 | 2.52% | up ×4 |
| SPHY | $4,424,154 | 2.42% | up ×5 |
| DYNF | $4,202,574 | 2.30% | up ×5 |
| SPMO | $1,856,430 | 1.01% | up ×5 |
| THRO | $1,838,563 | 1.00% | up ×3 |
| MBB | $1,401,525 | 0.77% | up ×4 |
| IAGG | $1,010,408 | 0.55% | up ×3 |
| AFL | $910,027 | 0.50% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| GLDM | Trimmed | -43K | -$3.5M |
| SHLD | Bought more | +33K | +$2.7M |
| SCHF | Bought more | +25K | +$1.4M |
| EFV | Trimmed | -19K | -$1.2M |
| SPYM | Bought more | +17K | +$1.0M |
| IWY | Bought more | +5K | -$962K |
| BNDX | Bought more | +14K | +$654K |
| SCHM | Bought more | +8K | +$589K |
| DFAS | Bought more | +5K | +$474K |
| BAI | Bought more | +14K | +$382K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLG | March 31, 2026 | 64,332 | $3,813,601 | No longer tracked |
| EMXC | June 30, 2025 | 22,323 | $1,229,774 | |
| IYW | Sept. 30, 2025 | 6,979 | $1,209,259 | No longer tracked |
| TLT | March 31, 2025 | 6,428 | $561,328 | |
| HEFA | June 30, 2025 | 13,376 | $485,415 | No longer tracked |
| EFG | Dec. 31, 2025 | 3,157 | $359,544 | No longer tracked |
| IFRA | March 31, 2025 | 7,575 | $350,636 | No longer tracked |
| EMB | March 31, 2026 | 3,374 | $324,817 | |
| BAC | March 31, 2026 | 5,792 | $318,560 | 28.1% |
| VGSH | Dec. 31, 2025 | 4,601 | $270,769 | |
| CMI | March 31, 2025 | 630 | $219,618 | 91.1% |
| CAT | June 30, 2025 | 630 | $207,774 | 112.2% |
| GLD | March 31, 2026 | 522 | $206,874 | No longer tracked |