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Juno Financial Group LLC

Q1 2026 · 13F-HR

Juno Financial Group LLCholdings as filed

Filed 2026-05-06 · accession 0001398344-26-008547

$255.1M
Reported value
70
Positions
2026-03-31
Period end
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The Brief · Juno Financial Group LLC · Q1 2026

AI · grounded in 13F

Juno Financial Group LLC established a new position in JPLD valued at $8.69M. The fund also increased its holdings in PANW by 67.04% and FBND by 22.44%. Conversely, the manager trimmed its position in BINC by 94.00%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
921909768VXUSVANGUARD STAR FDS$25.6M10.0%331,903CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$22.6M8.88%496,414CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$20.9M8.19%97,163CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$17.4M6.82%117,434CommonNONE
46429B267GOVTISHARES TR$17.3M6.78%755,358CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$15.7M6.15%229,897CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$12.7M4.96%434,333CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$10.2M4.02%334,044CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$8.7M3.41%166,445CommonNONE
46436E858IBTGISHARES TR$8.4M3.28%364,994CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$5.7M2.25%323,559CommonNONE
594918104MSFTMICROSOFT CORP$5.2M2.03%14,019CommonNONE
244199105DEDEERE & CO$5.0M1.97%8,943CommonNONE
931142103WMTWALMART INC$4.4M1.73%35,488CommonNONE
46625H100JPMJPMORGAN CHASE & CO$4.4M1.71%14,844CommonNONE
742718109PGPROCTER & GAMBLE CO$4.0M1.58%27,925CommonNONE
697435105PANWPALO ALTO NETWORKS INC$4.0M1.56%24,787CommonNONE
532457108LLYELI LILLY & CO$3.5M1.38%3,828CommonNONE
464287432TLTISHARES TR$3.3M1.28%37,683CommonNONE
166764100CVXCHEVRON CORPORATION$3.1M1.20%14,748CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.0M1.19%42,078CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$2.9M1.12%19,565CommonNONE
02079K305GOOGLALPHABET INC$2.9M1.12%9,918CommonNONE
64110L106NFLXNETFLIX INC.$2.8M1.11%29,362CommonNONE
548661107LOWLOWES COS INC$2.8M1.10%11,889CommonNONE
713448108PEPPEPSICO INC$2.8M1.09%17,856CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.6M1.02%27,581CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.5M1.00%87,391CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$2.2M0.86%43,711CommonNONE
235851102DHRDANAHER CORP DEL$2.0M0.80%10,800CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.78%3,285CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$1.9M0.76%49,139CommonNONE
023135106AMZNAMAZON COM INC$1.9M0.74%9,054CommonNONE
037833100AAPLAPPLE INC$1.8M0.69%6,981CommonNONE
00039J202TAFIAB ACTIVE ETFS INC$1.5M0.59%59,494CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.4M0.57%3,705CommonNONE
464287200IVVISHARES TR$1.1M0.44%1,720CommonNONE
149123101CATCATERPILLAR INC$1.1M0.43%1,533CommonNONE
25746U109DDOMINION ENERGY INC$997,8080.39%16,141CommonNONE
718172109PMPHILIP MORRIS INTL INC$842,7250.33%5,097CommonNONE
231021106CMICUMMINS INC$743,9310.29%1,383CommonNONE
148929102CAVACAVA GROUP INC$739,6690.29%9,143CommonNONE
92826C839VVISA INC$604,2970.24%1,999CommonNONE
67066G104NVDANVIDIA CORPORATION$576,0860.23%3,303CommonNONE
092528603BINCBLACKROCK ETF TRUST II$564,8640.22%10,877CommonNONE
337344105QQEWFIRST TR EXCHANGE-TRADED FD$551,8130.22%4,346CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$541,6650.21%8,642CommonNONE
02209S103MOALTRIA GROUP INC$531,4010.21%8,053CommonNONE
464288760ITAISHARES TR$419,1720.16%1,916CommonNONE
360271100FULTFULTON FINL CORP PA$416,2200.16%20,463CommonNONE
G29183103ETNEATON CORP PLC$413,8240.16%1,157CommonNONE
02079K107GOOGALPHABET INC$401,0650.16%1,398CommonNONE
922908363VOOVANGUARD INDEX FDS$397,4630.16%665CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$388,0430.15%8,456CommonNONE
219350105GLWCORNING INC$387,4070.15%2,849CommonNONE
369604301GEGE AEROSPACE$365,6410.14%1,289CommonNONE
464287457SHYISHARES TR$355,2930.14%4,303CommonNONE
097023105BABOEING CO$349,0990.14%1,754CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$337,7790.13%1,760CommonNONE
922908652VXFVANGUARD INDEX FDS$315,2350.12%1,532CommonNONE
30231G102XOMEXXON MOBIL CORP$291,7390.11%1,720CommonNONE
78463V107GLDSPDR GOLD TR$282,2700.11%656CommonNONE
907818108UNPUNION PAC CORP$279,3830.11%1,152CommonNONE
29364G103ETRENTERGY CORP NEW$261,0290.10%2,323CommonNONE
46435U259IBMOISHARES TR$260,8500.10%10,178CommonNONE
464287556IBBISHARES TR$259,4690.10%1,537CommonNONE
46435U283IBMPISHARES TR$259,1580.10%10,187CommonNONE
254687106DISDISNEY WALT CO$211,1440.08%2,191CommonNONE
842587107SOSOUTHERN CO$206,1670.08%2,136CommonNONE
92204A702VGTVANGUARD WORLD FD$202,1990.08%290CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.