Bush Investment Group, LLC reported 7 positions worth $8.10M for the quarter ended Mar 31, 2026, down 33.2% on the prior quarter. It opened 0 new positions, added to 1, trimmed 2 and exited 2. Its largest holding is World Gold Trust at 33.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AFL Aflac Inc | +45 | +0.5% | $4.94K | 11.24% |
No new positions this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM World Gold Trust | Others | 29.2K | $2.71M | 33.46% | -43.0K | -59.5% | Reduced | 0.01% |
| 2 | SO Southern Co | Utilities | 15.6K | $1.51M | 18.6% | -49 | -0.3% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 5,846 | $1.48M | 18.32% | 0 | 0.0% | Unchanged | 0% |
| 4 | AFL Aflac Inc | Financial Services | 8,295 | $910.03K | 11.24% | +45 | +0.5% | Added | 0% |
| 5 | LOW Lowes Companies Inc | Consumer Discretionary | 3,122 | $737.67K | 9.11% | 0 | 0.0% | Unchanged | 0% |
| 6 | NVDA Nvidia Corp | Technology | 2,687 | $468.66K | 5.79% | 0 | 0.0% | Unchanged | 0% |
| 7 | GPN Global Payments Inc | Technology | 4,194 | $282.26K | 3.48% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Bush Investment.
As of its Q1 2026 13F filing, Bush Investment Group, LLC’s five largest positions were World Gold Trust (GLDM) at 33.5%, Southern Co (SO) at 18.6%, Apple Inc. (AAPL) at 18.3%, Aflac Inc (AFL) at 11.2%, Lowes Companies Inc (LOW) at 9.1% of the reported portfolio.
Bush Investment Group, LLC reported a 13F portfolio worth $8.10M across 7 positions for Q1 2026. That is down 33.2% from the previous quarter.
Its largest purchases by value were Aflac Inc ($4.94K). It opened 0 new positions.
Its largest sales by value were World Gold Trust ($3.98M), Bank Of America Corp ($318.56K), Spdr Gold Trust ($206.87K). It exited 2 positions entirely.
From the Form 13F-HR reports Bush Investment Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.