Portfolio (Quarterly)
Guide ↗
Junk Investment Group, LLC
· CIK 0002112570| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DIS | DISNEY WALT CO | Communication Services | 2,357.0 | $227K | 0.12% | NEW | — | $96.37 | +7.2% |
| 82 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,100.0 | $223K | 0.12% | NEW | — | $203.18 | +7.5% |
| 83 | WFC | WELLS FARGO & CO | Financial Services | 2,701.0 | $215K | 0.11% | NEW | — | $79.61 | -4.0% |
| 84 | HD | HOME DEPOT INC | Consumer Cyclical | 651.0 | $214K | 0.11% | NEW | — | $328.89 | -5.6% |
| 85 | CGVV | CAPITAL GROUP EQUITY ETF TR | — | 7,965.0 | $213K | 0.11% | NEW | — | $26.75 | +13.4% |
| 86 | AXP | AMERICAN EXPRESS CO | Financial Services | 699.0 | $212K | 0.11% | NEW | — | $302.61 | +2.7% |
| 87 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,096.0 | $205K | 0.11% | NEW | — | $97.72 | +18.2% |
| 88 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 6,016.0 | $201K | 0.10% | NEW | — | $33.37 | +21.4% |
① 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
59.0%
Technology
16.3%
Consumer Defensive
4.5%
Basic Materials
4.1%
Healthcare
4.0%
Consumer Cyclical
3.8%
Industrials
3.3%
Energy
2.5%
Communication Services
1.5%
Utilities
1.0%