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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 3 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MUB ISHARES TR 29,656.0 $3.2M 0.83% -1K -4.7% $107.11 -1.0%
42 PJP INVESCO EXCHANGE TRADED FD T 22,226.0 $2.3M 0.61% $104.54 +3.7%
43 MEDP MEDPACE HLDGS INC Healthcare 4,087.0 $2.3M 0.60% -53.0 -1.3% $561.65 -23.4%
44 VYM VANGUARD WHITEHALL FDS 14,326.0 $2.1M 0.54% +75.0 +0.5% $143.52 +9.6%
45 VIG VANGUARD SPECIALIZED FUNDS 8,795.0 $1.9M 0.51% -57.0 -0.6% $219.78 +5.1%
46 SHYM BLACKROCK ETF TRUST II 69,746.0 $1.5M 0.41% -3K -3.6% $22.22 -0.5%
47 ISTB ISHARES TR 28,595.0 $1.4M 0.37% -9K -23.7% $48.75 -1.2%
48 HYD VANECK ETF TRUST 24,993.0 $1.3M 0.34% -3K -12.0% $51.12 -0.9%
49 SCHA SCHWAB STRATEGIC TR 43,625.0 $1.2M 0.33% -2K -3.8% $28.48 +16.5%
50 VUSB VANGUARD BD INDEX FDS 19,768.0 $985K 0.26% -6K -23.4% $49.84 -0.2%
51 DFIS DIMENSIONAL ETF TRUST 21,773.0 $717K 0.19% -943.0 -4.2% $32.94 +10.0%
52 CATH GLOBAL X FDS 6,086.0 $500K 0.13% $82.23 +8.1%
53 NVDA NVIDIA CORPORATION Technology 2,540.0 $474K 0.12% NEW $186.50 +17.7%
54 VOO VANGUARD INDEX FDS 755.0 $473K 0.12% +516.0 +215.9% $627.11 +8.9%
55 USMV ISHARES TR 4,515.0 $425K 0.11% -235.0 -5.0% $94.16 +2.0%
56 HYG ISHARES TR 5,252.0 $423K 0.11% -347.0 -6.2% $80.63 -0.9%
57 IWB ISHARES TR 967.0 $361K 0.10% -232.0 -19.4% $373.44 +8.4%
58 DGRS WISDOMTREE TR 6,620.0 $328K 0.09% -1K -14.0% $49.62 +11.8%
59 MDYV SPDR SERIES TRUST 3,380.0 $286K 0.07% -2K -31.2% $84.65 +6.3%
60 JNK SPDR SERIES TRUST 2,492.0 $242K 0.06% -237.0 -8.7% $97.21 -1.0%
Page 3 of 14  ·  275 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%