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Portfolio (Quarterly) Guide ↗

Joseph Group Capital Management

· CIK 0001910383
13F Portfolio $381M AUM 275 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 45 Added 34 Reduced 5 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RWO SPDR INDEX SHS FDS 1,185.0 $53K 0.01% +22.0 +1.9% $45.02 +10.0%
42 VNQ VANGUARD INDEX FDS 289.0 $26K 0.01% +39.0 +15.6% $88.49 +9.2%
43 DUK DUKE ENERGY CORP NEW Utilities 173.0 $20K 0.01% +55.0 +46.6% $117.21 +6.4%
44 XLRE SELECT SECTOR SPDR TR 193.0 $8K 0.00% +37.0 +23.7% $40.35 +10.3%
45 FIRST TR EXCH TRADED FD III 108.0 $8K 0.00% +24.0 +28.6% $70.99
Page 3 of 3  ·  45 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Technology 18.4%
Healthcare 12.8%
Communication Services 10.4%
Industrials 10.0%
Consumer Cyclical 8.0%
Consumer Defensive 7.6%
Energy 5.9%
Utilities 3.3%
Basic Materials 2.7%