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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 2,950.0 $412K 0.18% NEW $139.63 -31.4%
2 RSP INVESCO EXCHANGE TRADED FD T 1,890.0 $402K 0.18% NEW $212.77 +2.9%
3 DELL DELL TECHNOLOGIES INC Technology 716.0 $309K 0.14% NEW $431.57 +21.4%
4 VB VANGUARD INDEX FDS 903.0 $274K 0.12% NEW $303.08 -1.0%
5 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,727.0 $258K 0.11% NEW $45.11 +15.3%
6 CEG CONSTELLATION ENERGY CORP Utilities 1,021.0 $254K 0.11% NEW $248.33 +20.4%
7 XBI SPDR SERIES TRUST 1,509.0 $239K 0.11% NEW $158.29 +3.5%
8 QCOM QUALCOMM INC Technology 1,274.0 $235K 0.10% NEW $184.74 -8.7%
9 CGUS CAPITAL GROUP CORE EQUITY ET 4,525.0 $201K 0.09% NEW $44.48 +1.6%

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%