Junk Investment Group, LLC — 13F Holdings & Portfolio

CIK 2112570 · latest 13F-HR filed 2026-05-08

Junk Investment Group, LLC manages $190.7M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTV (9.46%), VGT (8.91%), VUG (7.23%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$190.7M

Long-equity book

Holdings

88

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

no prior filing cached

Firm Profile & Key People
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Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTV 922908744 $18.0M 9.46% 91,935 SH
2 VANGUARD WORLD FD VGT 92204A702 $17.0M 8.91% 24,357 SH
3 VANGUARD INDEX FDS VUG 922908736 $13.8M 7.23% 31,574 SH
4 INVESCO QQQ TR QQQ 46090E103 $11.5M 6.05% 19,995 SH
5 VANGUARD INDEX FDS VOO 922908363 $11.3M 5.95% 18,992 SH
6 VANGUARD INDEX FDS VOT 922908538 $7.6M 3.96% 29,359 SH
7 VANGUARD WORLD FD VCR 92204A108 $7.5M 3.92% 20,808 SH
8 VANGUARD INTL EQUITY INDEX F VEU 922042775 $7.3M 3.83% 97,316 SH
9 VANGUARD INDEX FDS VBK 922908595 $7.0M 3.65% 23,022 SH
10 VANGUARD WORLD FD VDC 92204A207 $6.7M 3.51% 29,824 SH
11 SPDR SERIES TRUST SLYG 78464A201 $5.4M 2.82% 55,642 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.0M 2.64% 23,427 SH
13 VANGUARD WORLD FD MGK 921910816 $4.8M 2.50% 12,952 SH
14 VANGUARD ADMIRAL FDS INC VOOG 921932505 $4.7M 2.44% 11,420 SH
15 SPDR SERIES TRUST SLYV 78464A300 $2.8M 1.49% 29,985 SH
16 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.7M 1.42% 50,189 SH
17 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $2.5M 1.30% 62,981 SH
18 PNC FINL SVCS GROUP INC PNC 693475105 $2.4M 1.25% 11,453 SH
19 MICROSOFT CORP MSFT 594918104 $2.3M 1.21% 6,247 SH
20 VANGUARD WHITEHALL FDS VIGI 921946810 $2.1M 1.13% 24,286 SH
21 VANGUARD INDEX FDS VBR 922908611 $2.1M 1.12% 9,854 SH
22 VANGUARD WORLD FD VOX 92204A884 $2.1M 1.12% 11,825 SH
23 VANGUARD INTL EQUITY INDEX F VT 922042742 $2.1M 1.08% 14,930 SH
24 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 1.08% 3,163 SH
25 VANGUARD WHITEHALL FDS VYM 921946406 $2.0M 1.07% 13,833 SH
26 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $1.9M 0.99% 3,071 SH
27 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $1.7M 0.90% 40,362 SH
28 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $1.6M 0.83% 39,152 SH
29 CAPITAL GROUP CONSERVATIVE E CGCV 14020U100 $1.5M 0.79% 50,666 SH
30 VANGUARD INDEX FDS VOE 922908512 $1.4M 0.75% 7,769 SH
31 BALCHEM CORP BCPC 057665200 $1.4M 0.74% 8,295 SH
32 VANGUARD WORLD FD VHT 92204A504 $1.2M 0.61% 4,247 SH
33 VANGUARD ADMIRAL FDS INC VIOV 921932778 $1.1M 0.57% 10,674 SH
34 PROCTER & GAMBLE CO PG 742718109 $1.1M 0.56% 7,393 SH
35 CAPITAL GROUP INTERNATIONAL CGIE 14021M107 $1.0M 0.53% 29,928 SH
36 VANGUARD SCOTTSDALE FDS VONG 92206C680 $953.8K 0.50% 8,695 SH
37 VANGUARD ADMIRAL FDS INC VIOG 921932794 $949.5K 0.50% 7,629 SH
38 APPLE INC AAPL 037833100 $912.2K 0.48% 3,594 SH
39 VANGUARD INDEX FDS VTI 922908769 $838.6K 0.44% 2,614 SH
40 TRUIST FINL CORP TFC 89832Q109 $809.8K 0.42% 17,616 SH
41 TESLA INC TSLA 88160R101 $795.2K 0.42% 2,139 SH
42 VANGUARD WORLD FD VFH 92204A405 $788.9K 0.41% 6,530 SH
43 SPDR SERIES TRUST XSD 78464A862 $775.8K 0.41% 2,379 SH
44 CAPITAL GROUP INTERNATIONAL CGIC 14021T102 $747.0K 0.39% 22,562 SH
45 ORACLE CORP ORCL 68389X105 $672.1K 0.35% 4,569 SH
46 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $662.5K 0.35% 18,454 SH
47 INTERNATIONAL BUSINESS MACHS IBM 459200101 $612.9K 0.32% 2,529 SH
48 AMGEN INC AMGN 031162100 $608.9K 0.32% 1,731 SH
49 VANGUARD INDEX FDS VV 922908637 $599.7K 0.31% 2,007 SH
50 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $583.2K 0.31% 19,777 SH