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Portfolio (Quarterly) Guide ↗

Joule Financial, LLC

· CIK 0001929070
13F Portfolio $334M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 55,947.0 $2.5M 0.75% NEW $44.71 +19.0%
22 CIEN CIENA CORP Technology 9,346.0 $2.2M 0.66% NEW $233.87 +102.7%
23 TSLA TESLA INC Consumer Cyclical 4,301.0 $1.9M 0.58% NEW $449.72 -14.6%
24 CSCO CISCO SYS INC Technology 24,838.0 $1.9M 0.57% NEW $77.03 +57.3%
25 LYFT LYFT INC Technology 94,628.0 $1.8M 0.55% NEW $19.37 -24.3%
26 BE BLOOM ENERGY CORP Industrials 19,034.0 $1.7M 0.49% NEW $86.89 +291.1%
27 SNOW SNOWFLAKE INC Technology 7,450.0 $1.6M 0.49% NEW $219.36 +6.1%
28 AMZN AMAZON COM INC Consumer Cyclical 6,929.0 $1.6M 0.48% NEW $230.82 +4.8%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 4,915.0 $1.5M 0.44% NEW $296.21 -11.3%
30 AAPL APPLE INC Technology 5,233.0 $1.4M 0.43% NEW $271.85 +9.9%
31 VPU VANGUARD WORLD FD 7,243.0 $1.3M 0.40% NEW $185.04 +6.0%
32 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,941.0 $1.2M 0.35% NEW $146.58 -30.7%
33 JPM JPMORGAN CHASE & CO. Financial Services 3,566.0 $1.1M 0.34% NEW $322.25 +3.7%
34 SCHX SCHWAB STRATEGIC TR 42,383.0 $1.1M 0.34% NEW $26.91 +8.3%
35 CMI CUMMINS INC Industrials 2,046.0 $1.0M 0.31% NEW $510.45 +38.1%
36 FSLR FIRST SOLAR INC Energy 3,993.0 $1.0M 0.31% NEW $261.23 -3.1%
37 MSFT MICROSOFT CORP Technology 2,130.0 $1.0M 0.31% NEW $483.64 -22.5%
38 BIDU BAIDU INC Communication Services 7,820.0 $1.0M 0.31% NEW $130.66 -16.7%
39 IVV ISHARES TR 1,463.0 $1.0M 0.30% NEW $685.02 +8.5%
40 CCJ CAMECO CORP Energy 10,370.0 $949K 0.28% NEW $91.49 +17.3%
Page 2 of 6  ·  110 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 31.2%
Industrials 14.1%
Financial Services 12.6%
Communication Services 10.8%
Consumer Cyclical 10.6%
Energy 7.9%
Consumer Defensive 6.3%
Healthcare 4.9%
Utilities 1.6%