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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 VOO VANGUARD INDEX FDS 18,834.0 $12.9M 5.73% -158.0 -0.8% $686.80 +3.1%
2 SLYG SPDR SERIES TRUST 55,293.0 $6.6M 2.92% -349.0 -0.6% $119.13 -4.6%
3 SDVY FIRST TR EXCHANGE TRADED FD 61,971.0 $2.7M 1.18% -1K -1.6% $43.14 +0.7%
4 VBR VANGUARD INDEX FDS 9,639.0 $2.3M 1.04% -215.0 -2.2% $243.00 +1.7%
5 VT VANGUARD INTL EQUITY INDEX F 14,820.0 $2.3M 1.03% -110.0 -0.7% $156.95 +3.0%
6 MSFT MICROSOFT CORP Technology 6,203.0 $2.3M 1.02% -44.0 -0.7% $372.99 +34.0%
7 VOX VANGUARD WORLD FD 11,511.0 $2.1M 0.94% -314.0 -2.7% $183.94 +2.7%
8 VOE VANGUARD INDEX FDS 7,420.0 $1.5M 0.65% -349.0 -4.5% $197.60 +5.5%
9 VONG VANGUARD SCOTTSDALE FDS 8,425.0 $1.1M 0.48% -270.0 -3.1% $127.82 -0.6%
10 AAPL APPLE INC Technology 3,387.0 $980K 0.43% -207.0 -5.8% $289.32 +10.6%
11 VV VANGUARD INDEX FDS 1,831.0 $630K 0.28% -176.0 -8.8% $343.82 +3.2%
12 KOMP SPDR SERIES TRUST 4,630.0 $331K 0.15% -182.0 -3.8% $71.50 -5.3%
13 VPL VANGUARD INTL EQUITY INDEX F 2,080.0 $241K 0.11% -16.0 -0.8% $115.68 +2.4%
14 AXP AMERICAN EXPRESS CO Financial Services 676.0 $229K 0.10% -23.0 -3.3% $338.43 -3.6%

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%