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Portfolio (Quarterly) Guide ↗

Junk Investment Group, LLC

· CIK 0002112570
13F Portfolio $191M AUM 88 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 88 New
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TSLA TESLA INC Consumer Cyclical 2,139.0 $795K 0.42% NEW $371.75 +16.6%
42 VFH VANGUARD WORLD FD 6,530.0 $789K 0.41% NEW $120.81 +5.4%
43 XSD SPDR SERIES TRUST 2,379.0 $776K 0.41% NEW $326.12 +93.9%
44 CGIC CAPITAL GROUP INTERNATIONAL 22,562.0 $747K 0.39% NEW $33.11 +10.8%
45 ORCL ORACLE CORP Technology 4,569.0 $672K 0.35% NEW $147.10 +31.2%
46 CGDG CAPITAL GROUP DIVIDEND GROWE 18,454.0 $662K 0.35% NEW $35.90 +4.6%
47 IBM INTERNATIONAL BUSINESS MACHS Technology 2,529.0 $613K 0.32% NEW $242.35 +3.4%
48 AMGN AMGEN INC Healthcare 1,731.0 $609K 0.32% NEW $351.76 -4.5%
49 VV VANGUARD INDEX FDS 2,007.0 $600K 0.32% NEW $298.83 +15.5%
50 CGXU CAPITAL GROUP INTL FOCUS EQT 19,777.0 $583K 0.31% NEW $29.49 +17.2%
51 JPM JPMORGAN CHASE & CO Financial Services 1,963.0 $577K 0.30% NEW $294.17 +4.3%
52 NOC NORTHROP GRUMMAN CORP Industrials 827.0 $564K 0.30% NEW $682.35 -18.4%
53 XOM EXXON MOBIL CORP Energy 3,281.0 $557K 0.29% NEW $169.66 -8.7%
54 TROW PRICE T ROWE GROUP INC Financial Services 6,058.0 $546K 0.29% NEW $90.14 +15.2%
55 CGMM CAPITAL GROUP EQUITY ETF TR 18,549.0 $545K 0.29% NEW $29.36 +8.1%
56 MRK MERCK & CO INC Healthcare 4,236.0 $510K 0.27% NEW $120.29 -0.4%
57 CSCO CISCO SYS INC Technology 6,345.0 $492K 0.26% NEW $77.59 +52.5%
58 ICLN ISHARES TR 23,877.0 $437K 0.23% NEW $18.29 +25.4%
59 CGNG CAPITAL GROUP NEW GEOGRAPHY 13,528.0 $427K 0.22% NEW $31.57 +15.8%
60 RDVY FIRST TR EXCHANGE TRADED FD 5,997.0 $409K 0.21% NEW $68.28 +11.9%
Page 3 of 5  ·  88 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 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%