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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 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHX SCHWAB STRATEGIC TR 36,828.0 $944K 0.28% -6K -13.1% $25.64 +13.1%
42 CAT CATERPILLAR INC Industrials 1,220.0 $864K 0.25% -14.0 -1.1% $708.46 +38.9%
43 VAW VANGUARD WORLD FD 3,818.0 $861K 0.25% $225.39 +1.9%
44 KR KROGER CO Consumer Defensive 11,697.0 $846K 0.25% +121.0 +1.1% $72.36 -21.2%
45 DE DEERE & CO Industrials 1,409.0 $794K 0.23% -20.0 -1.4% $563.30 +5.1%
46 PG PROCTER & GAMBLE CO Consumer Defensive 5,452.0 $788K 0.23% +86.0 +1.6% $144.46 +4.4%
47 MSFT MICROSOFT CORP Technology 2,117.0 $784K 0.23% -13.0 -0.6% $370.31 +1.0%
48 CVX CHEVRON CORPORATION Energy 3,668.0 $759K 0.22% $206.92 -14.9%
49 FSLR FIRST SOLAR INC Energy 3,839.0 $757K 0.22% -154.0 -3.9% $197.26 +26.4%
50 SCHM SCHWAB STRATEGIC TR 22,990.0 $712K 0.21% -2K -7.6% $30.96 +15.4%
51 MDT MEDTRONIC PLC Healthcare 8,175.0 $708K 0.21% $86.65 -6.9%
52 JNJ JOHNSON & JOHNSON Healthcare 2,713.0 $663K 0.19% -55.0 -2.0% $244.44 -2.2%
53 BKR BAKER HUGHES COMPANY Energy 10,856.0 $663K 0.19% -6K -34.0% $61.05 -3.9%
54 AMZN AMAZON COM INC Consumer Cyclical 3,073.0 $640K 0.19% -4K -55.6% $208.27 +12.4%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 2,567.0 $622K 0.18% -2K -47.8% $242.48 +9.3%
56 RTX RTX CORPORATION Industrials 3,211.0 $620K 0.18% -35.0 -1.1% $192.96 -3.4%
57 SCHV SCHWAB STRATEGIC TR 20,020.0 $611K 0.18% -9K -31.4% $30.50 +13.0%
58 SCHI SCHWAB STRATEGIC TR 25,325.0 $574K 0.17% $22.68 -0.4%
59 VO VANGUARD INDEX FDS 1,898.0 $545K 0.16% NEW $287.21 -72.2%
60 SPGI S&P GLOBAL INC Financial Services 1,233.0 $524K 0.15% $425.34 -5.9%
Page 3 of 6  ·  114 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%