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Portfolio (Quarterly) Guide ↗

Junk Investment Group, LLC

· CIK 0002112570
13F Portfolio $226M AUM 97 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 28 Added 14 Reduced
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TROW PRICE T ROWE GROUP INC Financial Services 6,099.0 $693K 0.31% +41.0 +0.7% $113.69 -3.4%
22 CGNG CAPITAL GROUP NEW GEOGRAPHY 15,291.0 $573K 0.25% +2K +13.0% $37.46 -0.5%
23 VONV VANGUARD SCOTTSDALE FDS 4,525.0 $481K 0.21% +598.0 +15.2% $106.31 +6.3%
24 VO VANGUARD INDEX FDS 5,317.0 $428K 0.19% +4K +424.4% $80.57 +2.1%
25 VIS VANGUARD WORLD FD 897.0 $323K 0.14% +50.0 +5.9% $360.38 -6.6%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 6,453.0 $273K 0.12% +1K +18.8% $42.34 +18.4%
27 KO COCA COLA CO Consumer Defensive 3,201.0 $260K 0.12% +17.0 +0.5% $81.26 +8.4%
28 CGVV CAPITAL GROUP EQUITY ETF TR 8,249.0 $255K 0.11% +284.0 +3.6% $30.90 +3.9%
Page 2 of 2  ·  28 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
Financial Services 60.2%
Technology 18.2%
Consumer Defensive 3.8%
Consumer Cyclical 3.6%
Healthcare 3.5%
Basic Materials 3.4%
Industrials 2.8%
Energy 1.7%
Utilities 1.5%
Communication Services 1.2%