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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 20 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HSY HERSHEY CO Consumer Defensive 31.0 $5K 0.00% NEW $175.45 +6.4%
382 BIIB BIOGEN INC Healthcare 25.0 $5K 0.00% NEW $216.08 +2.4%
383 DRI DARDEN RESTAURANTS INC Consumer Cyclical 26.0 $5K 0.00% NEW $206.00 +7.8%
384 PPG PPG INDS INC Basic Materials 44.0 $5K 0.00% NEW $121.30 -6.7%
385 NTAP NETAPP INC Technology 34.0 $5K 0.00% NEW $154.76 +21.3%
386 EQT EQT CORP Energy 96.0 $5K 0.00% NEW $53.17 +2.0%
387 VT VANGUARD INTL EQUITY INDEX F 32.0 $5K 0.00% NEW $156.94 +2.5%
Page 20 of 20  ·  387 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%