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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 3 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLDM WORLD GOLD TR Financial Services 52,735.0 $4.2M 0.88% $79.42 +16.3%
42 KR KROGER CO Consumer Defensive 74,671.0 $4.1M 0.87% +9K +14.2% $55.53 +5.3%
43 SCHG SCHWAB STRATEGIC TR 118,696.0 $4.0M 0.84% +3K +2.2% $33.84 +4.4%
44 MUB ISHARES TR 26,901.0 $2.9M 0.61% -3K -9.3% $107.62 -1.9%
45 PJP INVESCO EXCHANGE TRADED FD T 22,966.0 $2.7M 0.57% +740.0 +3.3% $118.45 +10.6%
46 MEDP MEDPACE HLDGS INC Healthcare 4,991.0 $2.6M 0.56% +904.0 +22.1% $529.59 +16.0%
47 VYM VANGUARD WHITEHALL FDS 14,496.0 $2.3M 0.48% +170.0 +1.2% $158.03 +4.3%
48 VIG VANGUARD SPECIALIZED FUNDS 9,666.0 $2.3M 0.48% +871.0 +9.9% $236.62 +3.2%
49 NVDA NVIDIA CORPORATION Technology 7,809.0 $1.6M 0.33% +5K +207.4% $200.09 +6.5%
50 SCHA SCHWAB STRATEGIC TR 39,824.0 $1.4M 0.30% -4K -8.7% $36.13 -4.2%
51 ISTB ISHARES TR 29,253.0 $1.4M 0.30% +658.0 +2.3% $48.25 -0.2%
52 SHYM BLACKROCK ETF TRUST II 52,776.0 $1.2M 0.25% -17K -24.3% $22.45 -1.4%
53 HYD VANECK ETF TRUST 21,169.0 $1.1M 0.23% -4K -15.3% $51.51 -2.1%
54 VUSB VANGUARD BD INDEX FDS 19,981.0 $995K 0.21% +213.0 +1.1% $49.78 -0.0%
55 DFIS DIMENSIONAL ETF TRUST 18,744.0 $657K 0.14% -3K -13.9% $35.03 +7.9%
56 CATH GLOBAL X FDS 6,162.0 $545K 0.12% +76.0 +1.2% $88.50 +2.9%
57 VOO VANGUARD INDEX FDS 793.0 $545K 0.11% +38.0 +5.0% $687.08 +2.5%
58 GOOG ALPHABET INC 1,463.0 $517K 0.11% +982.0 +204.2% $353.33
59 HYG ISHARES TR 5,635.0 $451K 0.10% +383.0 +7.3% $79.97 -0.1%
60 CIBR FIRST TR EXCHANGE TRADED FD 4,937.0 $444K 0.09% -141K -96.6% $89.85 +2.9%
Page 3 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%