Junk Investment Group, LLC
Filing Date
Mar 31, 2026
Global Rank
#6,924
/ 8,232
Top Industry
Banks - Regional
17.0%
3Y Alpha vs SPY
+61.3%
Period ended 2 months ago
Filed May 8, 2026 · 37d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.4%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−4.0%
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
34 positions · as of Mar 31, 2026Top Position
33.6%
of portfolio value
Top 5
58.8%
of portfolio value
Top 10
73.4%
of portfolio value
HHI
1,371
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 45.2% | $15,491,808 |
| Technology | 17.0% | $5,830,095 |
| Financial Services | 13.8% | $4,743,024 |
| Consumer Defensive | 4.5% | $1,548,977 |
| Basic Materials | 4.1% | $1,405,836 |
| Healthcare | 4.0% | $1,378,195 |
| Consumer Cyclical | 3.8% | $1,307,730 |
| Industrials | 2.6% | $897,896 |
| Energy | 2.5% | $871,555 |
| Communication Services | 1.5% | $499,803 |
| Utilities | 1.0% | $329,995 |
34 positions ·
$34,304,914 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 19,995 | $11,540,714 | 33.64% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
First | 11,453 | $2,383,254 | 6.95% | |
| MSFT |
Microsoft Corp
Technology
|
First | 6,247 | $2,312,451 | 6.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 3,163 | $2,057,025 | 6.00% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 3,071 | $1,894,069 | 5.52% | |
| BCPC |
Balchem Corp
Basic Materials
|
First | 8,295 | $1,405,836 | 4.10% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 7,393 | $1,067,844 | 3.11% | |
| AAPL |
Apple Inc.
Technology
|
First | 3,594 | $912,121 | 2.66% | |
| TFC |
Truist Financial Corp
Financial Services
|
First | 17,616 | $809,807 | 2.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 2,139 | $795,173 | 2.32% | |
| ORCL |
Oracle Corp
Technology
|
First | 4,569 | $672,145 | 1.96% | |
| IBM |
International Business Machines Corp
Technology
|
First | 2,529 | $613,004 | 1.79% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 1,731 | $609,052 | 1.78% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 1,963 | $577,436 | 1.68% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
First | 827 | $564,212 | 1.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 3,281 | $556,654 | 1.62% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
First | 6,058 | $546,068 | 1.59% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 4,236 | $509,548 | 1.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 6,345 | $492,308 | 1.44% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 1,878 | $364,594 | 1.06% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 471 | $333,684 | 0.97% | |
| D |
Dominion Energy, Inc
Utilities
|
First | 5,338 | $329,995 | 0.96% | |
| CVX |
Chevron Corp
Energy
|
First | 1,522 | $314,901 | 0.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,433 | $298,450 | 0.87% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 5,431 | $272,636 | 0.79% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 1,062 | $259,595 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 3,184 | $242,143 | 0.71% | |
| NVDA |
Nvidia Corp
Technology
|
First | 1,376 | $239,974 | 0.70% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 1,923 | $238,990 | 0.70% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 2,357 | $227,167 | 0.66% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 1,100 | $223,498 | 0.65% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 2,701 | $215,026 | 0.63% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 651 | $214,107 | 0.62% | |
| AXP |
American Express Co
Financial Services
|
First | 699 | $211,433 | 0.62% |