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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 4 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IGF ISHARES TR 3,879.0 $238K 0.06% -337.0 -8.0% $61.36 +10.0%
62 ABBV ABBVIE INC Healthcare 1,026.0 $234K 0.06% +156.0 +17.9% $228.49 -6.1%
63 XLK SELECT SECTOR SPDR TR 1,352.0 $195K 0.05% +676.0 +100.0% $143.97 +24.1%
64 EFA ISHARES TR 1,844.0 $177K 0.05% -432.0 -19.0% $96.03 +8.5%
65 TSLA TESLA INC Consumer Cyclical 342.0 $154K 0.04% NEW $449.72 -7.2%
66 META META PLATFORMS INC Communication Services 230.0 $152K 0.04% NEW $660.09 -8.0%
67 GOOG ALPHABET INC Communication Services 481.0 $151K 0.04% NEW $313.80 +22.2%
68 NSC NORFOLK SOUTHN CORP Industrials 459.0 $133K 0.04% +19.0 +4.3% $288.72 +7.9%
69 SPSM SPDR SERIES TRUST 2,717.0 $127K 0.03% +18.0 +0.7% $46.86 +13.1%
70 BJAN INNOVATOR ETFS TRUST 2,296.0 $126K 0.03% $55.05 +5.9%
71 ABT ABBOTT LABS Healthcare 994.0 $125K 0.03% +145.0 +17.1% $125.29 -29.9%
72 EEM ISHARES TR 2,085.0 $114K 0.03% $54.71 +20.7%
73 AGG ISHARES TR 1,103.0 $110K 0.03% -416.0 -27.4% $99.88 -1.5%
74 PSEP INNOVATOR ETFS TRUST 2,468.0 $108K 0.03% -319.0 -11.4% $43.72 +4.3%
75 RSPH INVESCO EXCHANGE TRADED FD T 3,283.0 $105K 0.03% +82.0 +2.6% $31.85 -3.3%
76 XLE SELECT SECTOR SPDR TR 2,046.0 $91K 0.02% +1K +100.0% $44.71 +32.3%
77 VPLS VANGUARD MALVERN FDS 1,118.0 $87K 0.02% +362.0 +47.9% $78.12 -1.4%
78 JNJ JOHNSON & JOHNSON Healthcare 417.0 $86K 0.02% +277.0 +197.9% $206.95 +12.0%
79 WEC WEC ENERGY GROUP INC Utilities 800.0 $84K 0.02% +124.0 +18.3% $105.46 +4.9%
80 WPC WP CAREY INC Real Estate 1,117.0 $72K 0.02% NEW $64.36 +16.5%
Page 4 of 14  ·  275 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%