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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 3 of 5  ·  97 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 $900K 0.40% $420.60 -15.8%
42 CGIC CAPITAL GROUP INTERNATIONAL 24,263.0 $883K 0.39% +2K +7.5% $36.39 +2.5%
43 TFC TRUIST FINL CORP Financial Services 17,616.0 $878K 0.39% $49.82 +3.7%
44 VFH VANGUARD WORLD FD 6,537.0 $860K 0.38% $131.60 +7.9%
45 CSCO CISCO SYS INC Technology 6,367.0 $748K 0.33% $117.45 -7.0%
46 IBM INTERNATIONAL BUSINESS MACHS Technology 2,542.0 $715K 0.32% +13.0 +0.5% $281.19 -16.5%
47 TROW PRICE T ROWE GROUP INC Financial Services 6,099.0 $693K 0.31% +41.0 +0.7% $113.69 -3.4%
48 CGDG CAPITAL GROUP DIVIDEND GROWE 18,459.0 $692K 0.31% $37.51 +3.1%
49 CGXU CAPITAL GROUP INTL FOCUS EQT 19,777.0 $685K 0.30% $34.62 +1.8%
50 ORCL ORACLE CORP Technology 4,576.0 $671K 0.30% $146.55 +8.4%
51 JPM JPMORGAN CHASE & CO Financial Services 1,963.0 $643K 0.28% $327.37 +9.6%
52 VV VANGUARD INDEX FDS 1,831.0 $630K 0.28% -176.0 -8.8% $343.82 +3.2%
53 AMGN AMGEN INC Healthcare 1,736.0 $628K 0.28% $362.03 +20.8%
54 CGMM CAPITAL GROUP EQUITY ETF TR 18,549.0 $612K 0.27% $32.97 -0.8%
55 CGNG CAPITAL GROUP NEW GEOGRAPHY 15,291.0 $573K 0.25% +2K +13.0% $37.46 -0.5%
56 TXN TEXAS INSTRS INC Technology 1,885.0 $562K 0.25% $298.06 -13.3%
57 MRK MERCK & CO INC Healthcare 4,251.0 $546K 0.24% $128.50 +17.0%
58 CAT CATERPILLAR INC Industrials 472.0 $502K 0.22% $1064.12 -23.5%
59 ICLN ISHARES TR 23,897.0 $490K 0.22% $20.49 -13.3%
60 RDVY FIRST TR EXCHANGE TRADED FD 5,997.0 $486K 0.21% $81.06 +1.2%
Page 3 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%