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Portfolio (Quarterly) Guide ↗

Joseph Group Capital Management

· CIK 0001910383
13F Portfolio $355M AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 97 New
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLK SELECT SECTOR SPDR TR 676.0 $191K 0.05% NEW $281.86 -36.6%
62 AGG ISHARES TR 1,519.0 $152K 0.04% NEW $100.25 -1.9%
63 VOO VANGUARD INDEX FDS 239.0 $146K 0.04% NEW $611.55 +11.7%
64 NSC NORFOLK SOUTHN CORP Industrials 440.0 $132K 0.04% NEW $300.41 +3.7%
65 SPSM SPDR SERIES TRUST 2,699.0 $125K 0.04% NEW $46.32 +14.5%
66 BJAN INNOVATOR ETFS TRUST 2,296.0 $122K 0.03% NEW $53.02 +9.9%
67 PSEP INNOVATOR ETFS TR 2,787.0 $120K 0.03% NEW $42.95 +6.2%
68 ABT ABBOTT LABS Healthcare 849.0 $114K 0.03% NEW $133.94 -34.5%
69 EEM ISHARES TR 2,077.0 $111K 0.03% NEW $53.40 +23.7%
70 RSPH INVESCO EXCHANGE TRADED FD T 3,201.0 $94K 0.03% NEW $29.39 +4.8%
71 XLE SELECT SECTOR SPDR TR 1,023.0 $91K 0.03% NEW $89.34 -33.8%
72 WEC PB BANK INC Utilities 676.0 $77K 0.02% NEW $114.59 -3.4%
73 SPGM SPDR INDEX SHS FDS 944.0 $71K 0.02% NEW $74.90 +13.5%
74 VPLS VANGUARD MALVERN FDS 756.0 $59K 0.02% NEW $78.63 -2.0%
75 MUST COLUMBIA ETF TR I 2,661.0 $55K 0.01% NEW $20.53 -0.8%
76 RWO SPDR INDEX SHS FDS 1,163.0 $53K 0.01% NEW $45.77 +8.2%
77 CL COLGATE PALMOLIVE CO Consumer Defensive 642.0 $51K 0.01% NEW $79.94 +13.1%
78 SCHE SCHWAB STRATEGIC TR 1,249.0 $42K 0.01% NEW $33.37 +6.6%
79 CHKP CHECK POINT SOFTWARE TECH LT Technology 200.0 $41K 0.01% NEW $206.91 -36.3%
80 IHF ISHARES TR 815.0 $40K 0.01% NEW $49.39 +1.6%
Page 4 of 5  ·  97 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 19.9%
Technology 18.0%
Healthcare 11.9%
Communication Services 10.3%
Industrials 10.1%
Consumer Defensive 8.4%
Consumer Cyclical 8.0%
Energy 6.7%
Utilities 3.5%
Basic Materials 3.1%