Junk Investment Group, LLC

CIK

2112570

Location

HUNT VALLEY, MD

Portfolio Value

Micro $33,748,260

Diversification

Diversified

Filing Date

Mar 31, 2026

Global Rank

#7,291 / 8,603 · as of Mar 2026

Top Industry

Banks - Regional 17.5%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

Clone Performance

May 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+2.7%

SPY

+0.7%

Annualised alpha

—

Max drawdown

−4.1%

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

33 positions · as of Mar 31, 2026

Top Position

34.2%

of portfolio value

Top 5

59.8%

of portfolio value

Top 10

74.6%

of portfolio value

HHI

1,414

Diversified

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.9%	$15,491,808	3
Technology	17.3%	$5,830,095	8
Financial Services	14.1%	$4,743,024	6
Consumer Defensive	4.6%	$1,548,977	3
Basic Materials	4.2%	$1,405,836	1
Healthcare	4.1%	$1,378,195	3
Consumer Cyclical	3.9%	$1,307,730	3
Industrials	2.7%	$897,896	2
Communication Services	1.5%	$499,803	2
Utilities	1.0%	$329,995	1
Energy	0.9%	$314,901	1

Portfolio Positions

Compact Export CSV View 13F filing

33 positions · $33,748,260 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	First	19,995	—	$11,540,714	—	34.20%
PNC	Pnc Financial Services Group, Inc. Financial Services	First	11,453	—	$2,383,254	—	7.06%
MSFT	Microsoft Corp Technology	First	6,247	—	$2,312,451	—	6.85%
SPY	Spdr S&P 500 ETF Trust	First	3,163	—	$2,057,025	—	6.10%
MDY	Spdr S&P Midcap 400 ETF Trust	First	3,071	—	$1,894,069	—	5.61%
BCPC	Balchem Corp Basic Materials	First	8,295	—	$1,405,836	—	4.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	7,393	—	$1,067,844	—	3.16%
AAPL	Apple Inc. Technology	First	3,594	—	$912,121	—	2.70%
TFC	Truist Financial Corp Financial Services	First	17,616	—	$809,807	—	2.40%
TSLA	Tesla, Inc. Consumer Cyclical	First	2,139	—	$795,173	—	2.36%
ORCL	Oracle Corp Technology	First	4,569	—	$672,145	—	1.99%
IBM	International Business Machines Corp Technology	First	2,529	—	$613,004	—	1.82%
AMGN	Amgen Inc Healthcare	First	1,731	—	$609,052	—	1.80%
JPM	Jpmorgan Chase & Co Financial Services	First	1,963	—	$577,436	—	1.71%
NOC	Northrop Grumman Corp /De/ Industrials	First	827	—	$564,212	—	1.67%
TROW	Price T Rowe Group Inc Financial Services	First	6,058	—	$546,068	—	1.62%
MRK	Merck & Co., Inc. Healthcare	First	4,236	—	$509,548	—	1.51%
CSCO	Cisco Systems, Inc. Technology	First	6,345	—	$492,308	—	1.46%
TXN	Texas Instruments Inc Technology	First	1,878	—	$364,594	—	1.08%
CAT	Caterpillar Inc Industrials	First	471	—	$333,684	—	0.99%
D	Dominion Energy, Inc Utilities	First	5,338	—	$329,995	—	0.98%
CVX	Chevron Corp Energy	First	1,522	—	$314,901	—	0.93%
AMZN	Amazon Com Inc Consumer Cyclical	First	1,433	—	$298,450	—	0.88%
VZ	Verizon Communications Inc Communication Services	First	5,431	—	$272,636	—	0.81%
JNJ	Johnson & Johnson Healthcare	First	1,062	—	$259,595	—	0.77%
KO	Coca Cola Co Consumer Defensive	First	3,184	—	$242,143	—	0.72%
NVDA	Nvidia Corp Technology	First	1,376	—	$239,974	—	0.71%
WMT	Walmart Inc. Consumer Defensive	First	1,923	—	$238,990	—	0.71%
DIS	Walt Disney Co Communication Services	First	2,357	—	$227,167	—	0.67%
ADP	Automatic Data Processing Inc Technology	First	1,100	—	$223,498	—	0.66%
WFC	Wells Fargo & Company/Mn Financial Services	First	2,701	—	$215,026	—	0.64%
HD	Home Depot, Inc. Consumer Cyclical	First	651	—	$214,107	—	0.63%
AXP	American Express Co Financial Services	First	699	—	$211,433	—	0.63%