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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 4 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC Technology 350.0 $404K 0.09% +243.0 +227.1% $1154.29 -19.2%
62 IWB ISHARES TR 966.0 $396K 0.08% $409.50 +2.5%
63 USMV ISHARES TR 3,731.0 $360K 0.08% -784.0 -17.4% $96.46 +5.2%
64 DGRS WISDOMTREE TR 5,923.0 $352K 0.07% -697.0 -10.5% $59.35 +0.8%
65 META META PLATFORMS INC Communication Services 620.0 $349K 0.07% +390.0 +169.6% $563.29 +1.2%
66 TSLA TESLA INC Consumer Cyclical 810.0 $341K 0.07% +468.0 +136.8% $420.60 -16.7%
67 EFA ISHARES TR 3,249.0 $338K 0.07% +1K +76.2% $103.88 +4.7%
68 BERKSHIRE HATHAWAY INC DEL 580.0 $290K 0.06% NEW $500.39
69 AMD ADVANCED MICRO DEVICES INC Technology 499.0 $290K 0.06% +380.0 +319.3% $580.91 -17.5%
70 MDYV SPDR SERIES TRUST 2,927.0 $278K 0.06% -453.0 -13.4% $94.85 +0.1%
71 LOW LOWES COS INC Consumer Cyclical 1,187.0 $262K 0.06% +1K +1595.7% $220.49 -2.7%
72 JNK SPDR SERIES TRUST 2,647.0 $255K 0.05% +155.0 +6.2% $96.37 -0.2%
73 IGF ISHARES TR 3,527.0 $235K 0.05% -352.0 -9.1% $66.60 -1.1%
74 INTC INTEL CORP Technology 1,551.0 $217K 0.04% +1K +251.7% $139.63 -37.3%
75 AMAT APPLIED MATLS INC Technology 294.0 $213K 0.04% +174.0 +145.0% $723.00 -33.6%
76 CSCO CISCO SYS INC Technology 1,446.0 $170K 0.04% +951.0 +192.1% $117.46 -5.4%
77 VPLS VANGUARD MALVERN FDS 2,180.0 $169K 0.04% +1K +95.0% $77.58 -1.0%
78 CAT CATERPILLAR INC Industrials 145.0 $154K 0.03% +26.0 +21.9% $1064.90 -23.8%
79 RWO SPDR INDEX SHS FDS 3,091.0 $154K 0.03% +2K +160.8% $49.71 +2.2%
80 SPSM SPDR SERIES TRUST 2,649.0 $153K 0.03% -68.0 -2.5% $57.67 -1.1%
Page 4 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%