Junk Investment Group, LLC
Filing Date
Global Rank
#7,163
/ 8,517
▼ 67
Top Industry
Banks - Regional
16.9%
3Y Alpha vs SPY
+7.1%
Period ended 46 days ago
Filed Jul 29, 2026 · 17d
2 quarters · since Mar 2026
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+6.4%
SPY
+5.0%
Annualised alpha
+6.6%
Max drawdown
−4.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
35.9%
+15.6 pts
Top 5
59.4%
+9.3 pts
Top 10
72.1%
+5.6 pts
HHI
1,492
Diversified+709
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 46.9% | $19,277,101 |
| Technology | 18.8% | $7,725,347 |
| Financial Services | 13.3% | $5,486,223 |
| Consumer Defensive | 3.8% | $1,565,718 |
| Consumer Cyclical | 3.6% | $1,470,798 |
| Healthcare | 3.5% | $1,444,609 |
| Basic Materials | 3.4% | $1,401,440 |
| Industrials | 2.3% | $925,359 |
| Energy | 1.7% | $702,094 |
| Utilities | 1.5% | $618,117 |
| Communication Services | 1.2% | $500,081 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +1,022 | 6,453 | $273,220 | |
| TROW | Price T Rowe Group Inc | +41 | 6,099 | $693,395 | |
| QQQ | Invesco Qqq Trust, Series 1 | +30 | 20,025 | $14,746,410 | |
| PG | PROCTER & GAMBLE Co | +25 | 7,418 | $1,087,775 | |
| CSCO | Cisco Systems, Inc. | +22 | 6,367 | $747,867 | |
| KO | Coca Cola Co | +17 | 3,201 | $260,145 | |
| MRK | Merck & Co., Inc. | +15 | 4,251 | $546,253 | |
| IBM | International Business Machines Corp | +13 | 2,542 | $714,835 | |
| WFC | Wells Fargo & Company/Mn | +10 | 2,711 | $224,037 | |
| XOM | ExxonMobil Holdings Corp | +9 | 3,290 | $449,808 | |
| ORCL | Oracle Corp | +7 | 4,576 | $670,612 | |
| TXN | Texas Instruments Inc | +7 | 1,885 | $561,861 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +6 | 3,077 | $2,164,177 | |
| SPY | Spdr S&P 500 ETF Trust | +6 | 3,169 | $2,366,514 | |
| AMGN | Amgen Inc | +5 | 1,736 | $628,640 | |
| NOC | Northrop Grumman Corp /De/ | +3 | 830 | $422,727 | |
| CAT | Caterpillar Inc | +1 | 472 | $502,632 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEU | Vanguard FTSE All-World Ex-US ETF | 97,316 | $7,308,431 | |
| VIG | Vanguard Dividend Appreciation ETF | 23,427 | $5,038,210 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 24,286 | $2,148,339 | |
| CGDV | Capital Group Dividend Value ETF | 40,362 | $1,716,999 | |
| CGGR | Capital Group Growth ETF | 39,152 | $1,573,518 | |
| CGCV | Capital Group Conservative Equity ETF | 50,666 | $1,510,353 | |
| CGIE | Capital Group International Equity ETF | 29,928 | $1,012,164 | |
| CGIC | Capital Group International Core Equity ETF | 22,562 | $747,027 | |
| CGDG | Capital Group Dividend Growers ETF | 18,454 | $662,498 | |
| CGNG | Capital Group New Geography Equity ETF | 13,528 | $427,078 | |
| CGGG | Capital Group U.S. Large Growth ETF | 15,909 | $403,134 | |
| CGGO | Capital Group Global Growth Equity ETF | 6,016 | $200,753 | |
| No positions match the current search. | ||||
39 tracked positions ·
$41,116,887 total
· filing declares
97 positions · $225,909,918
· as of Jun 30, 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
|
Added | 20,025 | $14,746,410 | 35.86% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 11,453 | $2,819,957 | 6.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,169 | $2,366,514 | 5.76% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,203 | $2,313,843 | 5.63% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 3,077 | $2,164,177 | 5.26% | |
| BCPC |
Balchem Corp
Basic Materials
|
Held | 8,295 | $1,401,440 | 3.41% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 7,418 | $1,087,775 | 2.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,387 | $980,062 | 2.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 2,139 | $899,663 | 2.19% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 17,616 | $877,629 | 2.13% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 6,367 | $747,867 | 1.82% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,542 | $714,835 | 1.74% | |
| TROW |
Price T Rowe Group Inc
Financial Services
|
Added | 6,099 | $693,395 | 1.69% | |
| ORCL |
Oracle Corp
Technology
|
Added | 4,576 | $670,612 | 1.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,963 | $642,548 | 1.56% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,736 | $628,640 | 1.53% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 1,885 | $561,861 | 1.37% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 4,251 | $546,253 | 1.33% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 472 | $502,632 | 1.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,290 | $449,808 | 1.09% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 830 | $422,727 | 1.03% | |
| INTC |
Intel Corp
Technology
|
NEW | 2,950 | $411,908 | 1.00% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 5,338 | $364,532 | 0.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,433 | $341,541 | 0.83% | |
| DELL |
Dell Technologies Inc.
Technology
|
NEW | 716 | $308,925 | 0.75% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,376 | $275,323 | 0.67% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 6,453 | $273,220 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,062 | $269,716 | 0.66% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,201 | $260,145 | 0.63% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 5,727 | $258,344 | 0.63% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 1,021 | $253,585 | 0.62% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,522 | $252,286 | 0.61% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,100 | $246,345 | 0.60% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,274 | $235,422 | 0.57% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 651 | $229,594 | 0.56% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 676 | $228,657 | 0.56% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,357 | $226,861 | 0.55% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 2,711 | $224,037 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,923 | $217,798 | 0.53% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.