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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMI CUMMINS INC Industrials 1,383.0 $744K 0.29% -348.0 -20.1% $537.91 +30.6%
42 CAVA CAVA GROUP INC Consumer Cyclical 9,143.0 $740K 0.29% $80.90 -4.2%
43 V VISA INC Financial Services 1,999.0 $604K 0.24% $302.30 +9.4%
44 NVDA NVIDIA CORPORATION Technology 3,303.0 $576K 0.23% $174.41 +15.1%
45 BINC BLACKROCK ETF TRUST II 10,877.0 $565K 0.22% -170K -94.0% $51.93 +0.8%
46 QQEW FIRST TR EXCHANGE-TRADED FD 4,346.0 $552K 0.22% -234.0 -5.1% $126.97 +21.6%
47 CIBR FIRST TR EXCHANGE-TRADED FD 8,642.0 $542K 0.21% $62.68 +34.8%
48 MO ALTRIA GROUP INC Consumer Defensive 8,053.0 $531K 0.21% +135.0 +1.7% $65.99 +8.2%
49 ITA ISHARES TR 1,916.0 $419K 0.16% -126.0 -6.2% $218.77 +8.5%
50 FULT FULTON FINL CORP PA Financial Services 20,463.0 $416K 0.16% +192.0 +0.9% $20.34 +17.1%
51 ETN EATON CORP PLC Industrials 1,157.0 $414K 0.16% $357.67 +14.3%
52 GOOG ALPHABET INC Communication Services 1,398.0 $401K 0.16% +8.0 +0.6% $286.88 +22.2%
53 VOO VANGUARD INDEX FDS 665.0 $397K 0.16% -122.0 -15.5% $597.69 +13.8%
54 XLU SELECT SECTOR SPDR TR 8,456.0 $388K 0.15% +48.0 +0.6% $45.89 -1.4%
55 GLW CORNING INC Technology 2,849.0 $387K 0.15% +26.0 +0.9% $135.98 +55.0%
56 GE GE AEROSPACE Industrials 1,289.0 $366K 0.14% -7.0 -0.5% $283.66 +29.0%
57 SHY ISHARES TR 4,303.0 $355K 0.14% +25.0 +0.6% $82.57 -0.6%
58 BA BOEING CO Industrials 1,754.0 $349K 0.14% -21.0 -1.2% $199.03 +10.7%
59 RSP INVESCO EXCHANGE TRADED FD T 1,760.0 $338K 0.13% $191.92 +9.8%
60 VXF VANGUARD INDEX FDS 1,532.0 $315K 0.12% $205.77 +16.7%
Page 3 of 4  ·  70 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%