Junk Investment Group, LLC
Long book
$190.7M
Q1 2026
Positions
88
Top-10 weight
56%
concentration
Last quarter
+15.8%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsJunk Investment Group, LLC is a wealth-management firm allocating client money, running a $190.7M US long book across 88 positions.
The portfolio is concentrated: the top 10 names carry 56% of the portfolio. Current anchor positions: VANGUARD VALUE ETF, VANGUARD INFO TECH ETF, VANGUARD GROWTH ETF, INVESCO QQQ TRUST SERIES 1, VANGUARD S&P 500 ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 34%
Financials 25%
Materials 7%
Healthcare 7%
Industrials 6%
Other 6%
Energy 5%
Consumer discretionary 4%
Long book by quarter
What does Junk Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 11.5K | $2.4M | 1.3% | Held |
| MSFT MICROSOFT CORP | Technology | 6.2K | $2.3M | 1.2% | Held |
| BCPC BALCHEM CORP | Materials | 8.3K | $1.4M | 0.7% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 7.4K | $1.1M | 0.6% | Held |
| AAPL APPLE INC | Technology | 3.6K | $912K | 0.5% | Held |
| TFC TRUIST FINANCIAL CORP | Financials | 17.6K | $810K | 0.4% | Held |
| TSLA TESLA INC | Industrials | 2.1K | $795K | 0.4% | Held |
| ORCL ORACLE CORP | Technology | 4.6K | $672K | 0.4% | Held |
| IBM INTL BUSINESS MACHINES CORP | Technology | 2.5K | $613K | 0.3% | Held |
| AMGN AMGEN INC | Healthcare | 1.7K | $609K | 0.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.0K | $577K | 0.3% | Held |
| NOC NORTHROP GRUMMAN CORP | Technology | 827 | $564K | 0.3% | Held |
| XOM EXXON MOBIL CORP | Energy | 3.3K | $557K | 0.3% | Held |
| TROW T ROWE PRICE GROUP INC | Financials | 6.1K | $546K | 0.3% | Held |
| MRK MERCK & CO. INC. | Healthcare | 4.2K | $510K | 0.3% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 6.3K | $492K | 0.3% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 1.9K | $365K | 0.2% | Held |
| CAT CATERPILLAR INC | Industrials | 471 | $334K | 0.2% | Held |
| D DOMINION ENERGY INC | Utilities | 5.3K | $330K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.5K | $315K | 0.2% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.4K | $298K | 0.2% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 5.4K | $273K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.1K | $260K | 0.1% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 3.2K | $242K | 0.1% | Held |
| NVDA NVIDIA CORP | Technology | 1.4K | $240K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 1.9K | $239K | 0.1% | Held |
| DIS WALT DISNEY CO/THE | Services media | 2.4K | $227K | 0.1% | Held |
| ADP AUTOMATIC DATA PROCESSING | Technology | 1.1K | $223K | 0.1% | Held |
| WFC WELLS FARGO & CO | Financials | 2.7K | $215K | 0.1% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 651 | $214K | 0.1% | Held |
| AXP AMERICAN EXPRESS CO | Financials | 699 | $212K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 88 | $190.7M | canonical | SEC ↗ |