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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIGI VANGUARD WHITEHALL FDS 24,916.0 $2.3M 1.03% +630.0 +2.6% $93.38 +6.5%
22 VT VANGUARD INTL EQUITY INDEX F 14,820.0 $2.3M 1.03% -110.0 -0.7% $156.95 +3.0%
23 MSFT MICROSOFT CORP Technology 6,203.0 $2.3M 1.02% -44.0 -0.7% $372.99 +34.0%
24 VYM VANGUARD WHITEHALL FDS 13,833.0 $2.2M 0.97% $158.03 +3.9%
25 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,077.0 $2.2M 0.96% $703.35 -1.7%
26 VOX VANGUARD WORLD FD 11,511.0 $2.1M 0.94% -314.0 -2.7% $183.94 +2.7%
27 CGDV CAPITAL GROUP DIVIDEND VALUE 41,797.0 $2.1M 0.91% +1K +3.6% $49.28 +1.6%
28 CGGR CAPITAL GROUP GROWTH ETF 41,480.0 $2.0M 0.87% +2K +6.0% $47.20 -0.0%
29 CGCV CAPITAL GROUP CONSERVATIVE E 52,411.0 $1.7M 0.76% +2K +3.4% $32.82 +0.8%
30 XSD SPDR SERIES TRUST 2,379.0 $1.5M 0.66% $623.82 -21.2%
31 VOE VANGUARD INDEX FDS 7,420.0 $1.5M 0.65% -349.0 -4.5% $197.60 +5.5%
32 BCPC BALCHEM CORP Basic Materials 8,295.0 $1.4M 0.62% $168.95 +1.6%
33 VHT VANGUARD WORLD FD 4,389.0 $1.3M 0.58% +142.0 +3.3% $299.01 +7.6%
34 VIOV VANGUARD ADMIRAL FDS INC 10,675.0 $1.3M 0.55% $117.33 +0.7%
35 CGIE CAPITAL GROUP INTERNATIONAL 32,749.0 $1.2M 0.53% +3K +9.4% $36.78 +2.9%
36 VIOG VANGUARD ADMIRAL FDS INC 7,635.0 $1.2M 0.52% $153.42 -4.6%
37 PG PROCTER & GAMBLE CO Consumer Defensive 7,418.0 $1.1M 0.48% $146.64 -0.1%
38 VONG VANGUARD SCOTTSDALE FDS 8,425.0 $1.1M 0.48% -270.0 -3.1% $127.82 -0.6%
39 AAPL APPLE INC Technology 3,387.0 $980K 0.43% -207.0 -5.8% $289.32 +10.6%
40 VTI VANGUARD INDEX FDS 2,618.0 $969K 0.43% $369.98 +2.6%
Page 2 of 5  ·  97 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%