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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XOM EXXON MOBIL CORP Energy 1,720.0 $292K 0.11% +11.0 +0.6% $169.62 -18.4%
62 GLD SPDR GOLD TR Financial Services 656.0 $282K 0.11% +20.0 +3.1% $430.29 -12.3%
63 UNP UNION PAC CORP Industrials 1,152.0 $279K 0.11% +7.0 +0.6% $242.52 +6.6%
64 ENTERGY CORP NEW 2,323.0 $261K 0.10% +14.0 +0.6% $112.37
65 IBMO ISHARES TR 10,178.0 $261K 0.10% $25.63 +0.1%
66 IBB ISHARES TR 1,537.0 $259K 0.10% $168.82 +5.5%
67 IBMP ISHARES TR 10,187.0 $259K 0.10% $25.44 -0.2%
68 DIS DISNEY WALT CO Communication Services 2,191.0 $211K 0.08% -32.0 -1.4% $96.37 +7.4%
69 SO SOUTHERN CO Utilities 2,136.0 $206K 0.08% NEW $96.52 -1.6%
70 VGT VANGUARD WORLD FD 290.0 $202K 0.08% $697.24 -83.4%
Page 4 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%