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Family officesOfficecandidate family office · candidate

CHB Investment Group, LLC

Family Offices

New Hope, PA

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:fbd24c81-d83d-4786-b797-9f69502eba03

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 35
On other graphs: 0
Observed: Sep 12, 2026 to Sep 19, 2026
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $196M69 positions, 2025-06-30; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 0derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Ashleigh Swayze	Counsel	operations	unknown	n/a	yes	fact

Relationships

Employs (1)

→ Ashleigh SwayzePersonCounsel
factForm 13F

Dated events

35 bookkeeping events (roster, classification and holdings changes) folded below

Show 35 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
CHB Investment Group, LLC files Form 13F (non_adviser_filer, $184,162 in 74 positions)
Occurred
Jul 15, 2025
CHB Investment Group, LLC reported $196,096,000 across 69 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Cencora Inc (was $3,172,000, 11,408 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Axon Enterprise Inc (was $4,558,000, 8,666 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Hubbell Inc (was $2,308,000, 6,976 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Iron Mtn Inc Del (was $2,510,000, 29,175 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Leidos Holdings Inc (was $2,489,000, 18,443 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited ELI Lilly & Co (was $2,613,000, 3,164 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Martin Marietta Matls Inc (was $2,333,000, 4,879 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Microsoft Corp (was $2,478,000, 6,602 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Nordson Corp (was $2,346,000, 11,629 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Paccar Inc (was $2,403,000, 24,681 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Vulcan Matls Co (was $2,464,000, 10,560 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Waste Mgmt Inc Del (was $3,040,000, 13,129 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Arch Cap Group Ltd (was $2,574,000, 26,764 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC reduced Amgen Inc 10,416 -> 5,385 shares ($3,245,000 -> $1,504,000)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,508,000 position in Autozone Inc (945 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC increased Motorola Solutions Inc 6,917 -> 9,060 shares ($3,028,000 -> $3,809,000)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,933,000 position in Aflac Inc (37,294 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,774,000 position in Automatic Data Processing in (12,236 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,809,000 position in Broadridge Finl Solutions in (15,672 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,823,000 position in Oreilly Automotive Inc (42,413 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,576,000 position in Visa Inc (10,072 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,757,000 position in Garmin Ltd (17,999 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,774,000 position in Rollins Inc (66,889 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,856,000 position in Stryker Corporation (9,746 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,921,000 position in T-Mobile US Inc (16,458 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,803,000 position in Darden Restaurants Inc (17,448 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $3,753,000 position in Walmart Inc (38,383 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC opened a $4,087,000 position in NRG Energy Inc (25,453 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited The Cigna Group (was $2,589,000, 7,870 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Dominos Pizza Inc (was $2,428,000, 5,284 shares)
Occurred
Jun 30, 2025
CHB Investment Group, LLC exited Fiserv Inc (was $3,843,000, 17,404 shares)
Occurred
Apr 17, 2025
CHB Investment Group, LLC reported $188,121,000 across 74 13(f) positions for the quarter ended 2025-03-31
Occurred
Jan 13, 2025
CHB Investment Group, LLC reported $184,162,000 across 74 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F) · as of 2025-07-15

Ashleigh Swayze
Counsel · Revealable: 2 business phones (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:fbd24c81-d83d-4786-b797-9f69502eba03
First observed: Sep 12, 2026
Last observed: Sep 19, 2026 4 h ago
Source families: Federal regulator filings, DFX's own graph
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CHB Investment Group, LLC

Family Offices

New Hope, PA

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:fbd24c81-d83d-4786-b797-9f69502eba03

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 2:30 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Ashleigh Swayze

Counsel

operations

unknown

n/a

yes

fact