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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 5 of 20  ·  387 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JNJ JOHNSON & JOHNSON Healthcare 589.0 $150K 0.03% +172.0 +41.2% $253.97 +7.5%
82 AGG ISHARES TR 1,507.0 $149K 0.03% +404.0 +36.6% $98.98 -1.0%
83 DFAC DIMENSIONAL ETF TRUST 3,325.0 $147K 0.03% NEW $44.36 +2.7%
84 KLAC KLA CORP Technology 487.0 $147K 0.03% +469.0 +2605.6% $301.71 -39.2%
85 WMT WALMART INC Consumer Defensive 1,297.0 $147K 0.03% +796.0 +158.9% $113.26 -7.0%
86 BJAN INNOVATOR ETFS TRUST 2,296.0 $135K 0.03% $58.87 +2.3%
87 SanDisk Corporation 56.0 $127K 0.03% NEW $2273.73
88 UNH UNITEDHEALTH GROUP INC Healthcare 303.0 $126K 0.03% +221.0 +269.5% $415.63 -4.6%
89 COST COSTCO WHSL CORP NEW Consumer Defensive 134.0 $125K 0.03% +96.0 +252.6% $935.47 +2.6%
90 XOM EXXON MOBIL CORP Energy 904.0 $124K 0.03% +498.0 +122.7% $136.72 +17.5%
91 MA MASTERCARD INCORPORATED Financial Services 237.0 $122K 0.03% +160.0 +207.8% $513.60 +16.7%
92 KO COCA COLA CO Consumer Defensive 1,413.0 $115K 0.02% +875.0 +162.6% $81.27 +12.8%
93 PANW PALO ALTO NETWORKS INC Technology 333.0 $114K 0.02% +270.0 +428.6% $341.02 -0.3%
94 GEV GE VERNOVA INC Utilities 94.0 $110K 0.02% +68.0 +261.5% $1174.86 -21.1%
95 RSPH INVESCO EXCHANGE TRADED FD T 3,283.0 $109K 0.02% $33.19 +14.6%
96 XLE SELECT SECTOR SPDR TR 2,046.0 $109K 0.02% $53.11 +16.9%
97 ABBV ABBVIE INC Healthcare 421.0 $106K 0.02% -605.0 -59.0% $251.64 +5.6%
98 TXN TEXAS INSTRS INC Technology 352.0 $105K 0.02% +287.0 +441.5% $298.07 -12.8%
99 C CITIGROUP INC Financial Services 713.0 $100K 0.02% +246.0 +52.7% $139.96 -4.8%
100 GS GOLDMAN SACHS GROUP INC Financial Services 98.0 $99K 0.02% +56.0 +133.3% $1011.37 +4.7%
Page 5 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%