Junk Investment Group, LLC

CIK

2112570

Location

HUNT VALLEY, MD

Portfolio Value

Small $225,910,285

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,096 / 8,793 ▲ 359 · as of Jun 2026

Top Industry

Banks - Regional 16.9%

3Y Alpha vs SPY

+1.4%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

2 quarters · since Mar 2026

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

62 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.5%

−0.6 pts

Top 5

71.9%

+3.6 pts

Top 10

82.7%

+3.2 pts

HHI

1,664

Moderately concentrated+179

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.3%	$204,070,499	26
Technology	3.4%	$7,725,347	12
Financial Services	2.4%	$5,486,223	6
Consumer Defensive	0.7%	$1,565,718	3
Consumer Cyclical	0.7%	$1,470,798	3
Healthcare	0.6%	$1,444,609	3
Basic Materials	0.6%	$1,401,440	1
Industrials	0.4%	$925,359	2
Energy	0.3%	$702,094	2
Utilities	0.3%	$618,117	2
Communication Services	0.2%	$500,081	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+220,543	333,751	$48,840,002
VB	Vanguard Morningstar Small-Cap ETF	+164,475	382,615	$73,321,233
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+59,133	88,856	$8,252,368
VEU	Vanguard FTSE All-World Ex-US ETF	+3,234	167,765	$13,956,808
CGIE	Capital Group International Equity ETF	+2,821	32,749	$1,204,508
CGGR	Capital Group Growth ETF	+2,328	41,480	$1,957,856
CGNG	Capital Group New Geography Equity ETF	+1,763	15,291	$572,800
CGCV	Capital Group Conservative Equity ETF	+1,745	52,411	$1,720,129
CGIC	Capital Group International Core Equity ETF	+1,701	24,263	$882,930
CGDV	Capital Group Dividend Value ETF	+1,435	41,797	$2,059,756
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+1,079	89,085	$11,572,461
VZ	Verizon Communications Inc	+1,022	6,453	$273,220
VIGI	Vanguard International Dividend Appreciation ETF	+630	38,749	$4,512,684
BNDW	Vanguard Total World Bond ETF	+328	13,982	$1,854,736
VIG	Vanguard Dividend Appreciation ETF	+291	23,718	$5,612,153
CGGG	Capital Group U.S. Large Growth ETF	+284	42,707	$1,322,246
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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+21	28,900	$1,424,999
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
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	−1,010	67,968	$3,159,544
AAPL	Apple Inc.	−207	3,387	$980,062
—		−182	4,630	$331,045
MSFT	Microsoft Corp	−44	6,203	$2,313,843
AXP	American Express Co	−23	676	$228,657
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,950	$411,908
ABI	VictoryShares Pioneer Asset-Based Income ETF	1,890	$402,135
DELL	Dell Technologies Inc.	716	$308,925
HPE	Hewlett Packard Enterprise Co	5,727	$258,344
CEG	Constellation Energy Corp	1,021	$253,585
QCOM	Qualcomm Inc/De	1,274	$235,422
CGUS	Capital Group Core Equity ETF	4,525	$201,272
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

62 tracked positions · $225,910,285 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

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	382,615	+164,475	$73,321,233	+43.0%	32.46%
EDV	Vanguard World Funds Extended Duration ETF	Added	333,751	+220,543	$48,840,002	+122.6%	21.62%
QQQ	Invesco Qqq Trust, Series 1	Added	20,025	+30	$14,746,410	+27.8%	6.53%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	167,765	+3,234	$13,956,808	+13.6%	6.18%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	89,085	+1,079	$11,572,461	+28.8%	5.12%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	88,856	+59,133	$8,252,368	+193.5%	3.65%
VIG	Vanguard Dividend Appreciation ETF	Added	23,718	+291	$5,612,153	+11.4%	2.48%
VIGI	Vanguard International Dividend Appreciation ETF	Added	38,749	+630	$4,512,684	+7.5%	2.00%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	67,968	-1,010	$3,159,544	+9.2%	1.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	11,453	0	$2,819,957	+18.3%	1.25%
SPY	Spdr S&P 500 ETF Trust	Added	3,169	+6	$2,366,514	+15.0%	1.05%
MSFT	Microsoft Corp Technology	Reduced	6,203	-44	$2,313,843	+0.1%	1.02%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	3,077	+6	$2,164,177	+14.3%	0.96%
CGDV	Capital Group Dividend Value ETF	Added	41,797	+1,435	$2,059,756	+20.0%	0.91%
CGGR	Capital Group Growth ETF	Added	41,480	+2,328	$1,957,856	+24.4%	0.87%
BNDW	Vanguard Total World Bond ETF	Added	13,982	+328	$1,854,736	+19.0%	0.82%
CGCV	Capital Group Conservative Equity ETF	Added	52,411	+1,745	$1,720,129	+13.9%	0.76%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	28,900	+21	$1,424,999	—	0.63%
BCPC	Balchem Corp Basic Materials	Held	8,295	0	$1,401,440	−0.3%	0.62%
CGGG	Capital Group U.S. Large Growth ETF	Added	42,707	+284	$1,322,246	+13.9%	0.59%
CGIE	Capital Group International Equity ETF	Added	32,749	+2,821	$1,204,508	+19.0%	0.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	7,418	+25	$1,087,775	+1.9%	0.48%
AAPL	Apple Inc. Technology	Reduced	3,387	-207	$980,062	+7.4%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Held	2,139	0	$899,663	+13.1%	0.40%
CGIC	Capital Group International Core Equity ETF	Added	24,263	+1,701	$882,930	+18.2%	0.39%
TFC	Truist Financial Corp Financial Services	Held	17,616	0	$877,629	+8.4%	0.39%
CSCO	Cisco Systems, Inc. Technology	Added	6,367	+22	$747,867	+51.9%	0.33%
IBM	International Business Machines Corp Technology	Added	2,542	+13	$714,835	+16.6%	0.32%
TROW	Price T Rowe Group Inc Financial Services	Added	6,099	+41	$693,395	+27.0%	0.31%
CGDG	Capital Group Dividend Growers ETF	Added	18,459	+5	$692,397	+4.5%	0.31%
CGXU	Capital Group International Focus Equity ETF	Held	19,777	0	$684,679	+17.4%	0.30%
ORCL	Oracle Corp Technology	Added	4,576	+7	$670,612	−0.2%	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,963	0	$642,548	+11.3%	0.28%
AMGN	Amgen Inc Healthcare	Added	1,736	+5	$628,640	+3.2%	0.28%
CGNG	Capital Group New Geography Equity ETF	Added	15,291	+1,763	$572,800	+34.1%	0.25%
TXN	Texas Instruments Inc Technology	Added	1,885	+7	$561,861	+54.1%	0.25%
MRK	Merck & Co., Inc. Healthcare	Added	4,251	+15	$546,253	+7.2%	0.24%
CAT	Caterpillar Inc Industrials	Added	472	+1	$502,632	+50.6%	0.22%
XOM	ExxonMobil Holdings Corp Energy	Added	3,290	+9	$449,808	−19.2%	0.20%
NOC	Northrop Grumman Corp /De/ Industrials	Added	830	+3	$422,727	−25.1%	0.19%
INTC	Intel Corp Technology	NEW	2,950	NEW	$411,908	NEW	0.18%
ABI	VictoryShares Pioneer Asset-Based Income ETF	NEW	1,890	NEW	$402,135	NEW	0.18%
D	Dominion Energy, Inc Utilities	Held	5,338	0	$364,532	+10.5%	0.16%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,433	0	$341,541	+14.4%	0.15%
		Reduced	4,630	-182	$331,045	+17.6%	0.15%
DELL	Dell Technologies Inc. Technology	NEW	716	NEW	$308,925	NEW	0.14%
NVDA	Nvidia Corp Technology	Held	1,376	0	$275,323	+14.7%	0.12%
VZ	Verizon Communications Inc Communication Services	Added	6,453	+1,022	$273,220	+0.2%	0.12%
JNJ	Johnson & Johnson Healthcare	Held	1,062	0	$269,716	+3.9%	0.12%
KO	Coca Cola Co Consumer Defensive	Added	3,201	+17	$260,145	+7.4%	0.12%

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.