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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VONV VANGUARD SCOTTSDALE FDS 4,525.0 $481K 0.21% +598.0 +15.2% $106.31 +6.3%
62 CGGG CAPITAL GROUP EQUITY ETF TR 15,909.0 $456K 0.20% $28.65 +1.0%
63 XOM EXXON MOBIL CORP Energy 3,290.0 $450K 0.20% $136.73 +16.6%
64 VO VANGUARD INDEX FDS 5,317.0 $428K 0.19% +4K +424.4% $80.57 +2.1%
65 IXN ISHARES TR 2,927.0 $423K 0.19% $144.48 -1.1%
66 NOC NORTHROP GRUMMAN CORP Industrials 830.0 $423K 0.19% $509.51 +1.1%
67 INTC INTEL CORP Technology 2,950.0 $412K 0.18% NEW $139.63 -31.4%
68 RSP INVESCO EXCHANGE TRADED FD T 1,890.0 $402K 0.18% NEW $212.77 +2.9%
69 D DOMINION ENERGY INC Utilities 5,338.0 $365K 0.16% $68.29 -3.6%
70 VPU VANGUARD WORLD FD 1,818.0 $356K 0.16% $195.73 -4.8%
71 AMZN AMAZON COM INC Consumer Cyclical 1,433.0 $342K 0.15% $238.34 +8.5%
72 KOMP SPDR SERIES TRUST 4,630.0 $331K 0.15% -182.0 -3.8% $71.50 -5.3%
73 VIS VANGUARD WORLD FD 897.0 $323K 0.14% +50.0 +5.9% $360.38 -6.6%
74 DELL DELL TECHNOLOGIES INC Technology 716.0 $309K 0.14% NEW $431.57 +21.4%
75 VTWG VANGUARD SCOTTSDALE FDS 1,032.0 $297K 0.13% $287.80 -4.2%
76 NVDA NVIDIA CORPORATION Technology 1,376.0 $275K 0.12% $200.11 +15.1%
77 OEF ISHARES TR 750.0 $274K 0.12% $365.87 +4.5%
78 VB VANGUARD INDEX FDS 903.0 $274K 0.12% NEW $303.08 -1.0%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 6,453.0 $273K 0.12% +1K +18.8% $42.34 +18.4%
80 JNJ JOHNSON & JOHNSON Healthcare 1,062.0 $270K 0.12% $253.97 +8.4%
Page 4 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%