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Portfolio (Quarterly) Guide ↗

Juno Financial Group LLC

· CIK 0002106874
13F Portfolio $255M AUM 70 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 35 Added 15 Reduced 1 Exited
Page 1 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 331,903.0 $25.6M 10.03% +6K +1.8% $77.11 +9.5%
2 FBND FIDELITY MERRIMACK STR TR 496,414.0 $22.6M 8.88% +91K +22.4% $45.62 -0.2%
3 VIG VANGUARD SPECIALIZED FUNDS 97,163.0 $20.9M 8.19% +2K +2.5% $215.06 +8.9%
4 VYM VANGUARD WHITEHALL FDS 117,434.0 $17.4M 6.82% +3K +2.4% $148.10 +6.8%
5 GOVT ISHARES TR 755,358.0 $17.3M 6.78% +26K +3.5% $22.91 -0.9%
6 SCHG SCHWAB STRATEGIC TR 434,333.0 $12.7M 4.96% +24K +5.9% $29.13 +13.4%
7 SCHD SCHWAB STRATEGIC TR 334,044.0 $10.2M 4.02% +10K +3.2% $30.68 +4.4%
8 FPE FIRST TR EXCH TRADED FD III 323,559.0 $5.7M 2.25% +18K +6.0% $17.75 +1.2%
9 MSFT MICROSOFT CORP Technology 14,019.0 $5.2M 2.03% +101.0 +0.7% $370.18 +1.0%
10 DE DEERE & CO Industrials 8,943.0 $5.0M 1.98% +67.0 +0.8% $563.31 +5.1%
11 PG PROCTER & GAMBLE CO Consumer Defensive 27,925.0 $4.0M 1.58% +2K +6.8% $144.44 +4.4%
12 PANW PALO ALTO NETWORKS INC Technology 24,787.0 $4.0M 1.56% +10K +67.0% $160.32 +81.5%
13 TLT ISHARES TR 37,683.0 $3.3M 1.28% +2K +6.3% $86.69 -0.6%
14 UBER UBER TECHNOLOGIES INC Technology 42,078.0 $3.0M 1.19% +2K +6.3% $71.93 -3.1%
15 NFLX NETFLIX INC. Communication Services 29,362.0 $2.8M 1.11% +3K +10.6% $96.15 -24.3%
16 PEP PEPSICO INC Consumer Defensive 17,856.0 $2.8M 1.09% +1K +9.1% $155.29 -8.5%
17 SCHW SCHWAB CHARLES CORP Financial Services 27,581.0 $2.6M 1.02% +2K +6.3% $93.98 -0.9%
18 SCHA SCHWAB STRATEGIC TR 87,391.0 $2.5M 1.00% +2K +2.6% $29.08 +19.8%
19 JMUB J P MORGAN EXCHANGE TRADED F 43,711.0 $2.2M 0.86% +4K +11.2% $49.99 +1.0%
20 DHR DANAHER CORP DEL Healthcare 10,800.0 $2.0M 0.80% +1K +11.0% $189.60 -5.6%
Page 1 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Consumer Defensive 18.2%
Industrials 14.8%
Financial Services 11.9%
Communication Services 9.1%
Healthcare 8.0%
Consumer Cyclical 7.8%
Energy 4.8%
Utilities 1.7%