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Portfolio (Quarterly) Guide ↗

Joseph Group Capital Management

· CIK 0001910383
13F Portfolio $476M AUM 388 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 125 New 219 Added 30 Reduced 13 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EEM ISHARES TR 1,445.0 $99K 0.02% -640.0 -30.7% $68.41 -1.7%
22 ABT ABBOTT LABS Healthcare 589.0 $53K 0.01% -405.0 -40.7% $90.74 +28.0%
23 CRM SALESFORCE INC Technology 264.0 $41K 0.01% -16K -98.4% $156.66 +31.3%
24 CL COLGATE PALMOLIVE CO Consumer Defensive 367.0 $34K 0.01% -360.0 -49.5% $91.68 -0.4%
25 SPGM SPDR INDEX SHS FDS 303.0 $26K 0.01% -36.0 -10.6% $85.67 +2.6%
26 WEC WEC ENERGY GROUP INC Utilities 213.0 $25K 0.01% -587.0 -73.4% $116.77 -8.6%
27 NSC NORFOLK SOUTHN CORP Industrials 71.0 $22K 0.01% -388.0 -84.5% $314.59 +11.6%
28 CWI SPDR INDEX SHS FDS 322.0 $13K 0.00% -113.0 -26.0% $40.67 +2.5%
29 HBAN HUNTINGTON BANCSHARES INC Financial Services 506.0 $9K 0.00% -253.0 -33.3% $17.73 -4.4%
30 BP BP PLC Energy 183.0 $7K 0.00% -12.0 -6.2% $36.95 +16.0%
Page 2 of 2  ·  30 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 20.5%
Technology 15.8%
Healthcare 12.8%
Industrials 11.2%
Consumer Cyclical 9.3%
Communication Services 9.2%
Consumer Defensive 7.7%
Energy 6.3%
Utilities 3.7%
Basic Materials 3.4%