Juno Financial Group LLC
Filing Date
Global Rank
#6,377
/ 8,603
▲ 181
· as of Mar 2026
Top Industry
Software - Infrastructure
14.1%
3Y Alpha vs SPY
-1.3%
Period ended 3 months ago
Filed May 6, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+6.8%
SPY
+10.0%
Annualised alpha
-9.0%
Max drawdown
−7.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
37 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.7%
−2.4 pts
Top 5
34.0%
−1.7 pts
Top 10
58.2%
−1.1 pts
HHI
464
Diversified−21
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.5% | $15,286,679 |
| Consumer Defensive | 18.6% | $12,590,947 |
| Industrials | 15.1% | $10,261,361 |
| Financial Services | 11.8% | $7,978,967 |
| Communication Services | 8.7% | $5,886,344 |
| Healthcare | 8.2% | $5,568,559 |
| Consumer Cyclical | 8.0% | $5,434,476 |
| Energy | 4.5% | $3,051,361 |
| Utilities | 2.2% | $1,465,014 |
| Unclassified | 0.4% | $282,270 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PANW | Palo Alto Networks Inc | +9,948 | 24,787 | $3,973,851 | |
| NFLX | Netflix Inc | +2,804 | 29,362 | $2,823,156 | |
| UBER | Uber Technologies, Inc | +2,482 | 42,078 | $3,026,670 | |
| PG | PROCTER & GAMBLE Co | +1,783 | 27,925 | $4,033,487 | |
| SCHW | Schwab Charles Corp | +1,646 | 27,581 | $2,592,062 | |
| PEP | Pepsico Inc | +1,494 | 17,856 | $2,772,858 | |
| DHR | Danaher Corp /De/ | +1,073 | 10,800 | $2,047,680 | |
| LMT | Lockheed Martin Corp | +227 | 3,285 | $1,985,421 | |
| CRWD | CrowdStrike Holdings, Inc. | +222 | 3,705 | $361,617 | |
| FULT | Fulton Financial Corp | +192 | 20,463 | $416,217 | |
| MO | Altria Group, Inc. | +135 | 8,053 | $531,417 | |
| MSFT | Microsoft Corp | +101 | 14,019 | $5,189,413 | |
| DE | Deere & Co | +67 | 8,943 | $5,037,591 | |
| PM | Philip Morris International Inc. | +44 | 5,097 | $842,737 | |
| LOW | Lowes Companies Inc | +43 | 11,889 | $2,809,132 | |
| GLW | Corning Inc /Ny | +26 | 2,849 | $387,378 | |
| GLD | Spdr Gold Trust | +20 | 656 | $282,270 | |
| ETR | Entergy Corp /De/ | +14 | 2,323 | $261,012 | |
| UNP | Union Pacific Corp | +7 | 1,152 | $279,498 | |
| V | Visa Inc. | +3 | 1,999 | $604,177 | |
| CAT | Caterpillar Inc | +1 | 1,533 | $1,086,069 | |
| AAPL | Apple Inc. | +1 | 6,981 | $1,771,707 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVX | Chevron Corp | −4,745 | 14,748 | $3,051,361 | |
| AMZN | Amazon Com Inc | −1,094 | 9,054 | $1,885,676 | |
| JPM | Jpmorgan Chase & Co | −521 | 14,844 | $4,366,511 | |
| D | Dominion Energy, Inc | −402 | 16,141 | $997,836 | |
| CMI | Cummins Inc | −348 | 1,383 | $744,081 | |
| LLY | ELI LILLY & Co | −98 | 3,828 | $3,520,879 | |
| GOOGL | Alphabet Inc. | −48 | 9,918 | $2,852,020 | |
| DIS | Walt Disney Co | −32 | 2,191 | $211,168 | |
| BA | Boeing Co | −21 | 1,754 | $349,098 | |
| WMT | Walmart Inc. | −17 | 35,488 | $4,410,448 | |
| GE | General Electric Co | −7 | 1,289 | $365,779 | |
| NVDA | Nvidia Corp | −5 | 3,303 | $576,043 | |
| ETN | Eaton Corp plc | −2 | 1,157 | $413,824 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SO | Southern Co | 2,136 | $206,166 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 622 | $215,274 | |
| No positions match the current search. | ||||
37 positions ·
$67,805,978 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 14,019 | $5,189,413 | 7.65% | |
| DE |
Deere & Co
Industrials
|
Added | 8,943 | $5,037,591 | 7.43% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 35,488 | $4,410,448 | 6.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 14,844 | $4,366,511 | 6.44% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 27,925 | $4,033,487 | 5.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 24,787 | $3,973,851 | 5.86% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 3,828 | $3,520,879 | 5.19% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 14,748 | $3,051,361 | 4.50% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 42,078 | $3,026,670 | 4.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,918 | $2,852,020 | 4.21% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 29,362 | $2,823,156 | 4.16% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 11,889 | $2,809,132 | 4.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 17,856 | $2,772,858 | 4.09% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 27,581 | $2,592,062 | 3.82% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 10,800 | $2,047,680 | 3.02% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 3,285 | $1,985,421 | 2.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 9,054 | $1,885,676 | 2.78% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,981 | $1,771,707 | 2.61% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,533 | $1,086,069 | 1.60% | |
| D |
Dominion Energy, Inc
Utilities
|
Reduced | 16,141 | $997,836 | 1.47% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 5,097 | $842,737 | 1.24% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 1,383 | $744,081 | 1.10% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Held | 9,143 | $739,668 | 1.09% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,999 | $604,177 | 0.89% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,303 | $576,043 | 0.85% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 8,053 | $531,417 | 0.78% | |
| FULT |
Fulton Financial Corp
Financial Services
|
Added | 20,463 | $416,217 | 0.61% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,157 | $413,824 | 0.61% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 2,849 | $387,378 | 0.57% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,289 | $365,779 | 0.54% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 3,705 | $361,617 | 0.53% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,754 | $349,098 | 0.51% | |
| GLD |
Spdr Gold Trust
|
Added | 656 | $282,270 | 0.42% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 1,152 | $279,498 | 0.41% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 2,323 | $261,012 | 0.38% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 2,191 | $211,168 | 0.31% | |
| SO |
Southern Co
Utilities
|
NEW | 2,136 | $206,166 | 0.30% |