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Portfolio (Quarterly) Guide ↗

Joule Financial, LLC

· CIK 0001929070
13F Portfolio $343M AUM 114 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 29 Added 51 Reduced 6 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 3,148.0 $489K 0.14% +181.0 +6.1% $155.29 -7.6%
22 BERKSHIRE HATHAWAY INC DEL 994.0 $476K 0.14% +49.0 +5.2% $479.20
23 NVDA NVIDIA CORPORATION Technology 2,175.0 $379K 0.11% +180.0 +9.0% $174.42 +15.2%
24 FITB FIFTH THIRD BANCORP Financial Services 6,704.0 $311K 0.09% +47.0 +0.7% $46.46 +19.0%
25 MDLZ MONDELEZ INTL INC Consumer Defensive 5,068.0 $292K 0.09% +718.0 +16.5% $57.64 +8.0%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 446.0 $290K 0.09% +69.0 +18.3% $651.12 +13.6%
27 VIG VANGUARD SPECIALIZED FUNDS 1,346.0 $289K 0.08% +38.0 +2.9% $215.06 +9.6%
28 HD HOME DEPOT INC Consumer Cyclical 652.0 $214K 0.06% +9.0 +1.4% $328.89 +3.9%
29 PGX INVESCO EXCH TRADED FD TR II 12,481.0 $136K 0.04% +100.0 +0.8% $10.88 -0.2%
Page 2 of 2  ·  29 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
Technology 28.2%
Industrials 16.6%
Communication Services 11.8%
Financial Services 9.9%
Energy 9.2%
Consumer Cyclical 8.2%
Consumer Defensive 7.5%
Healthcare 7.4%
Utilities 1.3%