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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KO COCA COLA CO Consumer Defensive 3,201.0 $260K 0.12% +17.0 +0.5% $81.26 +8.4%
82 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,727.0 $258K 0.11% NEW $45.11 +15.3%
83 CGVV CAPITAL GROUP EQUITY ETF TR 8,249.0 $255K 0.11% +284.0 +3.6% $30.90 +3.9%
84 CGGO CAPITAL GROUP GBL GROWTH EQT 6,016.0 $255K 0.11% $42.33 -4.2%
85 CEG CONSTELLATION ENERGY CORP Utilities 1,021.0 $254K 0.11% NEW $248.33 +20.4%
86 CVX CHEVRON CORPORATION Energy 1,522.0 $252K 0.11% $165.76 +25.8%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,100.0 $246K 0.11% $223.95 +24.0%
88 VPL VANGUARD INTL EQUITY INDEX F 2,080.0 $241K 0.11% -16.0 -0.8% $115.68 +2.4%
89 XBI SPDR SERIES TRUST 1,509.0 $239K 0.11% NEW $158.29 +3.5%
90 IYM ISHARES TR 1,326.0 $238K 0.10% $179.56 +6.4%
91 QCOM QUALCOMM INC Technology 1,274.0 $235K 0.10% NEW $184.74 -8.7%
92 HD HOME DEPOT INC Consumer Cyclical 651.0 $230K 0.10% $352.68 -9.0%
93 AXP AMERICAN EXPRESS CO Financial Services 676.0 $229K 0.10% -23.0 -3.3% $338.43 -3.6%
94 DIS DISNEY WALT CO Communication Services 2,357.0 $227K 0.10% $96.24 +9.4%
95 WFC WELLS FARGO & CO Financial Services 2,711.0 $224K 0.10% $82.63 +8.9%
96 WMT WALMART INC Consumer Defensive 1,923.0 $218K 0.10% $113.26 -5.4%
97 CGUS CAPITAL GROUP CORE EQUITY ET 4,525.0 $201K 0.09% NEW $44.48 +1.6%
Page 5 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%