Skip to main content

Juno Financial Group LLC

13F filer · CIK 0002106874
Reported Aug 4, 2026
Net buyer this quarter
13F portfolio value$282MU.S. long equity reported on 13F
Positions444 new · 1 closed
Net flow last quarter+$4.22MBuys minus sells
Top 10 positions weight24.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 4, 202644 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$25.5M9.04%Not reported+37.3%Q4 2025
IBTGInternational Building Technologies Group, Inc.$6.22M2.21%Not reported-25.6%Q4 2025
DEDeere & Co$5.53M1.96%0.00%-2.6%Q4 2025
MSFTMicrosoft Corp$5.51M1.95%0.00%+5.4%Q4 2025
PANWPalo Alto Networks Inc$5.48M1.94%0.00%-35.2%Q4 2025
JPMJPMorgan Chase & Co$4.86M1.72%0.00%-0.1%Q4 2025
LLYELI LILLY & Co$4.65M1.65%0.00%+1.4%Q4 2025
PGPROCTER & GAMBLE Co$4.34M1.54%0.00%+5.9%Q4 2025
WMTWalmart Inc.$4.07M1.44%0.00%+1.3%Q4 2025
GOOGLAlphabet Inc.$3.59M1.27%0.00%+1.3%Q4 2025
UBERUber Technologies, Inc$3.32M1.18%0.00%+9.2%Q4 2025
LOWLowes Companies Inc$2.77M0.98%0.00%+5.7%Q4 2025
CRWDCrowdStrike Holdings, Inc.$2.77M0.98%0.00%-2.2%Q4 2025
SCHWSchwab Charles Corp$2.75M0.98%0.00%+8.1%Q4 2025
PEPPepsico Inc$2.66M0.94%0.00%+10.1%Q4 2025
CVXChevron Corp$2.53M0.90%0.00%+3.5%Q4 2025
NFLXNetflix Inc$2.25M0.80%0.00%+7.4%Q4 2025
AMZNAmazon Com Inc$2.2M0.78%0.00%+1.8%Q4 2025
DHRDanaher Corp$2.11M0.75%0.00%+2.8%Q4 2025
AAPLApple Inc.$2.07M0.73%0.00%+2.4%Q4 2025
LMTLockheed Martin Corp$1.66M0.59%0.00%-0.9%Q4 2025
CATCaterpillar Inc$1.52M0.54%0.00%-7.2%Q4 2025
DDominion Energy, Inc$1.04M0.37%0.00%-5.3%Q4 2025
CMICummins Inc$952K0.34%0.00%-3.5%Q4 2025
PMPhilip Morris International Inc.$936K0.33%0.00%+1.5%Q4 2025
NVDANvidia Corp$768K0.27%0.00%+16.2%Q4 2025
GLWCorning Inc$734K0.26%0.00%+0.9%Q4 2025
CAVACava Group, Inc.$718K0.25%0.01%Not reportedQ4 2025
VVisa Inc.$705K0.25%0.00%+2.8%Q4 2025
MOAltria Group, Inc.$590K0.21%0.00%+1.8%Q4 2025
GOOGAlphabet Inc.$531K0.19%Not reported+7.4%Q4 2025
FULTFulton Financial Corp$498K0.18%0.01%+0.5%Q4 2025
ETNEaton Corp plc$496K0.18%0.00%+0.6%Q4 2025
GEGeneral Electric Co$493K0.17%0.00%+2.4%Q4 2025
BABoeing Co$383K0.14%0.00%+0.9%Q4 2025
UNPUnion Pacific Corp$304K0.11%0.00%-2.9%Q4 2025
AVGOBroadcom Inc.$276K0.10%0.00%Not reportedQ4 2025
ETREntergy Corp$268K0.10%0.00%+0.6%Q4 2025
GLDSPDR Gold Trust$242K0.09%0.00%Not reportedQ4 2025
AMDAdvanced Micro Devices Inc$226K0.08%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$216K0.08%0.00%-8.1%Q4 2025
JNJJohnson & Johnson$210K0.07%0.00%NewQ2 2026
SOSouthern Co$208K0.07%0.00%+1.5%Q1 2026
GEVGE Vernova Inc.$202K0.07%0.00%NewQ2 2026
Q1 2026Reported May 6, 202641 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$17.4M6.82%Not reported+2.4%Q4 2025
IBTGInternational Building Technologies Group, Inc.$8.36M3.28%Not reported-20.7%Q4 2025
MSFTMicrosoft Corp$5.19M2.03%0.00%+0.7%Q4 2025
DEDeere & Co$5.04M1.97%0.00%+0.8%Q4 2025
WMTWalmart Inc.$4.41M1.73%0.00%-0.1%Q4 2025
JPMJPMorgan Chase & Co$4.37M1.71%0.00%-3.4%Q4 2025
PGPROCTER & GAMBLE Co$4.03M1.58%0.00%+6.8%Q4 2025
PANWPalo Alto Networks Inc$3.97M1.56%0.00%+67.0%Q4 2025
LLYELI LILLY & Co$3.52M1.38%0.00%-2.5%Q4 2025
CVXChevron Corp$3.05M1.20%0.00%-24.3%Q4 2025
UBERUber Technologies, Inc$3.03M1.19%0.00%+6.3%Q4 2025
GOOGLAlphabet Inc.$2.85M1.12%0.00%-0.5%Q4 2025
NFLXNetflix Inc$2.82M1.11%0.00%+10.6%Q4 2025
LOWLowes Companies Inc$2.81M1.10%0.00%+0.4%Q4 2025
PEPPepsico Inc$2.77M1.09%0.00%+9.1%Q4 2025
SCHWSchwab Charles Corp$2.59M1.02%0.00%+6.4%Q4 2025
DHRDanaher Corp$2.05M0.80%0.00%+11.0%Q4 2025
LMTLockheed Martin Corp$1.99M0.78%0.00%+7.4%Q4 2025
AMZNAmazon Com Inc$1.89M0.74%0.00%-10.8%Q4 2025
AAPLApple Inc.$1.77M0.69%0.00%0.0%Q4 2025
CRWDCrowdStrike Holdings, Inc.$1.45M0.57%0.00%+6.4%Q4 2025
CATCaterpillar Inc$1.09M0.43%0.00%+0.1%Q4 2025
DDominion Energy, Inc$998K0.39%0.00%-2.4%Q4 2025
PMPhilip Morris International Inc.$843K0.33%0.00%+0.9%Q4 2025
CMICummins Inc$744K0.29%0.00%-20.1%Q4 2025
CAVACava Group, Inc.$740K0.29%0.01%Not reportedQ4 2025
VVisa Inc.$604K0.24%0.00%+0.2%Q4 2025
NVDANvidia Corp$576K0.23%0.00%-0.2%Q4 2025
MOAltria Group, Inc.$531K0.21%0.00%+1.7%Q4 2025
FULTFulton Financial Corp$416K0.16%0.01%+1.0%Q4 2025
ETNEaton Corp plc$414K0.16%0.00%-0.2%Q4 2025
GOOGAlphabet Inc.$401K0.16%Not reported+0.6%Q4 2025
GLWCorning Inc$387K0.15%0.00%+0.9%Q4 2025
GEGeneral Electric Co$366K0.14%0.00%-0.5%Q4 2025
BABoeing Co$349K0.14%0.00%-1.2%Q4 2025
XOMExxonMobil Holdings Corp$292K0.11%0.00%+0.6%Q4 2025
GLDSPDR Gold Trust$282K0.11%0.00%+3.1%Q4 2025
UNPUnion Pacific Corp$279K0.11%0.00%+0.6%Q4 2025
ETREntergy Corp$261K0.10%0.00%+0.6%Q4 2025
DISWalt Disney Co$211K0.08%0.00%-1.4%Q4 2025
SOSouthern Co$206K0.08%0.00%NewQ1 2026
Q4 2025Reported Jan 28, 202641 positions
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$16.5M6.59%Not reportedNewQ4 2025
IBTGInternational Building Technologies Group, Inc.$10.5M4.21%Not reportedNewQ4 2025
MSFTMicrosoft Corp$6.73M2.69%0.00%NewQ4 2025
JPMJPMorgan Chase & Co$4.95M1.98%0.00%NewQ4 2025
LLYELI LILLY & Co$4.22M1.69%0.00%NewQ4 2025
DEDeere & Co$4.13M1.65%0.00%NewQ4 2025
WMTWalmart Inc.$3.96M1.58%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$3.75M1.50%0.00%NewQ4 2025
UBERUber Technologies, Inc$3.24M1.30%0.00%NewQ4 2025
GOOGLAlphabet Inc.$3.12M1.25%0.00%NewQ4 2025
CVXChevron Corp$2.97M1.19%0.00%NewQ4 2025
LOWLowes Companies Inc$2.86M1.14%0.00%NewQ4 2025
PANWPalo Alto Networks Inc$2.73M1.09%0.00%NewQ4 2025
SCHWSchwab Charles Corp$2.59M1.04%0.00%NewQ4 2025
NFLXNetflix Inc$2.49M1.00%0.00%NewQ4 2025
PEPPepsico Inc$2.35M0.94%0.00%NewQ4 2025
AMZNAmazon Com Inc$2.34M0.94%0.00%NewQ4 2025
DHRDanaher Corp$2.23M0.89%0.00%NewQ4 2025
AAPLApple Inc.$1.9M0.76%0.00%NewQ4 2025
CRWDCrowdStrike Holdings, Inc.$1.63M0.65%0.00%NewQ4 2025
LMTLockheed Martin Corp$1.48M0.59%0.00%NewQ4 2025
DDominion Energy, Inc$969K0.39%0.00%NewQ4 2025
CMICummins Inc$883K0.35%0.00%NewQ4 2025
CATCaterpillar Inc$877K0.35%0.00%NewQ4 2025
PMPhilip Morris International Inc.$811K0.32%0.00%NewQ4 2025
VVisa Inc.$700K0.28%0.00%NewQ4 2025
NVDANvidia Corp$617K0.25%0.00%NewQ4 2025
CAVACava Group, Inc.$537K0.21%0.01%NewQ4 2025
MOAltria Group, Inc.$457K0.18%0.00%NewQ4 2025
GOOGAlphabet Inc.$436K0.17%Not reportedNewQ4 2025
GEGeneral Electric Co$399K0.16%0.00%NewQ4 2025
FULTFulton Financial Corp$392K0.16%0.01%NewQ4 2025
BABoeing Co$385K0.15%0.00%NewQ4 2025
ETNEaton Corp plc$369K0.15%0.00%NewQ4 2025
UNPUnion Pacific Corp$265K0.11%0.00%NewQ4 2025
DISWalt Disney Co$253K0.10%0.00%NewQ4 2025
GLDSPDR Gold Trust$252K0.10%0.00%NewQ4 2025
GLWCorning Inc$247K0.10%0.00%NewQ4 2025
AVGOBroadcom Inc.$215K0.09%0.00%NewQ4 2025
ETREntergy Corp$213K0.09%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$206K0.08%0.00%NewQ4 2025
Premium opens every quarter this fund has filed
SpoorBase

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.