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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 1 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RSP INVESCO EXCHANGE TRADED FD T 219,147.0 $42.1M 12.25% -1K -0.6% $191.92 +9.2%
2 SCHD SCHWAB STRATEGIC TR 811,281.0 $24.9M 7.25% -8K -1.0% $30.68 +3.9%
3 SCHA SCHWAB STRATEGIC TR 796,701.0 $23.2M 6.75% -6K -0.7% $29.08 +21.9%
4 VEA VANGUARD TAX-MANAGED FDS 134,998.0 $8.7M 2.52% -2K -1.5% $64.08 +13.0%
5 VWO VANGUARD INTL EQUITY INDEX F 145,846.0 $7.9M 2.30% -1K -0.9% $54.05 +13.3%
6 TLT ISHARES TR 69,499.0 $6.0M 1.75% -367.0 -0.5% $86.69 -0.7%
7 VGT VANGUARD WORLD FD 6,768.0 $4.7M 1.38% -116.0 -1.7% $697.80 -82.7%
8 SCHB SCHWAB STRATEGIC TR 177,609.0 $4.5M 1.30% -64K -26.4% $25.10 +15.1%
9 GOOGL ALPHABET INC Communication Services 12,164.0 $3.5M 1.02% -390.0 -3.1% $287.56 +21.6%
10 VOX VANGUARD WORLD FD 18,005.0 $3.2M 0.94% -432.0 -2.3% $179.85 +1.4%
11 XLE SELECT SECTOR SPDR TR 38,155.0 $2.3M 0.68% -18K -31.8% $61.26 -11.7%
12 BE BLOOM ENERGY CORP Industrials 12,742.0 $1.7M 0.50% -6K -33.1% $135.49 +155.3%
13 CIEN CIENA CORP Technology 4,426.0 $1.7M 0.50% -5K -52.6% $388.23 +18.6%
14 TSLA TESLA INC Consumer Cyclical 4,211.0 $1.6M 0.46% -90.0 -2.1% $371.75 +9.0%
15 CCJ CAMECO CORP Energy 10,315.0 $1.1M 0.33% -55.0 -0.5% $108.61 -1.4%
16 CMI CUMMINS INC Industrials 2,019.0 $1.1M 0.32% -27.0 -1.3% $538.02 +34.7%
17 JPM JPMORGAN CHASE & CO Financial Services 3,347.0 $985K 0.29% -219.0 -6.1% $294.25 +12.7%
18 SCHX SCHWAB STRATEGIC TR 36,828.0 $944K 0.28% -6K -13.1% $25.64 +14.5%
19 CAT CATERPILLAR INC Industrials 1,220.0 $864K 0.25% -14.0 -1.1% $708.46 +44.3%
20 DE DEERE & CO Industrials 1,409.0 $794K 0.23% -20.0 -1.4% $563.30 +6.3%
Page 1 of 3  ·  51 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%