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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 10 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TGT TARGET CORP Consumer Defensive 52.0 $5K 0.00% NEW $97.75 +25.1%
182 EOG EOG RES INC Energy 48.0 $5K 0.00% NEW $105.00 +33.3%
183 VST VISTRA CORP Utilities 31.0 $5K 0.00% NEW $161.32 -10.7%
Page 10 of 10  ·  183 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%