Junk Investment Group, LLC

Q3 2026 13F-HR Holdings

Location
Hunt Valley, MD
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$241,475
Net value change ($000)
+15,565 (6.9%)
New positions
4
Sold out positions
3
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 2,246 13.7%
VGT 1,967 8.5%
QQQ 1,408 9.5%
VTV 1,254 6.2%
MSFT 943 40.8%
VEU 841 10.1%
VOO 742 5.7%
VIG 709 12.6%
MGK 619 11.1%
EXXONMOBIL HOLDINGS CORP 537 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -450 -100.0%
PNC -274 -9.7%
HD -230 -100.0%
XSD -224 -15.1%
WMT -218 -100.0%
TSLA -141 -15.7%
MDY -139 -6.4%
SLYG -125 -1.9%
VBK -122 -1.4%
CAT -119 -23.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type