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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 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMT LOCKHEED MARTIN CORP Industrials 3,285.0 $2.0M 0.78% +227.0 +7.4% $604.42 -16.7%
22 SDVY FIRST TR EXCHANGE TRADED FD 49,139.0 $1.9M 0.76% +3K +7.0% $39.43 +7.1%
23 TAFI AB ACTIVE ETFS INC 59,494.0 $1.5M 0.59% +8K +16.5% $25.18 +0.0%
24 CRWD CROWDSTRIKE HLDGS INC Technology 3,705.0 $1.4M 0.57% +222.0 +6.4% $390.41 +74.4%
25 PM PHILIP MORRIS INTL INC Consumer Defensive 5,097.0 $843K 0.33% +44.0 +0.9% $165.34 +8.1%
26 MO ALTRIA GROUP INC Consumer Defensive 8,053.0 $531K 0.21% +135.0 +1.7% $65.99 +8.5%
27 FULT FULTON FINL CORP PA Financial Services 20,463.0 $416K 0.16% +192.0 +0.9% $20.34 +16.3%
28 GOOG ALPHABET INC Communication Services 1,398.0 $401K 0.16% +8.0 +0.6% $286.88 +20.6%
29 XLU SELECT SECTOR SPDR TR 8,456.0 $388K 0.15% +48.0 +0.6% $45.89 -1.8%
30 GLW CORNING INC Technology 2,849.0 $387K 0.15% +26.0 +0.9% $135.98 +42.7%
31 SHY ISHARES TR 4,303.0 $355K 0.14% +25.0 +0.6% $82.57 -0.7%
32 XOM EXXON MOBIL CORP Energy 1,720.0 $292K 0.11% +11.0 +0.6% $169.62 -18.4%
33 GLD SPDR GOLD TR Financial Services 656.0 $282K 0.11% +20.0 +3.1% $430.29 -12.3%
34 UNP UNION PAC CORP Industrials 1,152.0 $279K 0.11% +7.0 +0.6% $242.52 +6.6%
35 ENTERGY CORP NEW 2,323.0 $261K 0.10% +14.0 +0.6% $112.37
Page 2 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%