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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 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 2,117.0 $784K 0.23% -13.0 -0.6% $370.31 -0.8%
22 FSLR FIRST SOLAR INC Energy 3,839.0 $757K 0.22% -154.0 -3.9% $197.26 +33.4%
23 SCHM SCHWAB STRATEGIC TR 22,990.0 $712K 0.21% -2K -7.6% $30.96 +17.4%
24 JNJ JOHNSON & JOHNSON Healthcare 2,713.0 $663K 0.19% -55.0 -2.0% $244.44 -5.4%
25 BKR BAKER HUGHES COMPANY Energy 10,856.0 $663K 0.19% -6K -34.0% $61.05 -3.1%
26 AMZN AMAZON COM INC Consumer Cyclical 3,073.0 $640K 0.19% -4K -55.6% $208.27 +11.8%
27 IBM INTERNATIONAL BUSINESS MACHS Technology 2,567.0 $622K 0.18% -2K -47.8% $242.48 +4.0%
28 RTX RTX CORPORATION Industrials 3,211.0 $620K 0.18% -35.0 -1.1% $192.96 -5.8%
29 SCHV SCHWAB STRATEGIC TR 20,020.0 $611K 0.18% -9K -31.4% $30.50 +14.4%
30 GLW CORNING INC Technology 3,822.0 $520K 0.15% -370.0 -8.8% $135.99 +54.3%
31 SCHF SCHWAB STRATEGIC TR 20,768.0 $514K 0.15% -3K -11.4% $24.75 +14.3%
32 EMR EMERSON ELEC CO Industrials 3,870.0 $507K 0.15% -51.0 -1.3% $131.02 +14.6%
33 VTI VANGUARD INDEX FDS 1,436.0 $461K 0.13% -14.0 -1.0% $320.84 +15.0%
34 TXN TEXAS INSTRS INC Technology 2,239.0 $435K 0.13% -52.0 -2.3% $194.22 +71.1%
35 GLD SPDR GOLD TR Financial Services 992.0 $427K 0.12% -1K -54.9% $430.29 -10.6%
36 KO COCA COLA CO Consumer Defensive 5,514.0 $422K 0.12% -107.0 -1.9% $76.59 +3.8%
37 OKLO OKLO INC Utilities 7,763.0 $385K 0.11% -68.0 -0.9% $49.59 +17.8%
38 ABBV ABBVIE INC Healthcare 1,705.0 $371K 0.11% -10.0 -0.6% $217.56 +5.7%
39 SCHZ SCHWAB STRATEGIC TR 15,000.0 $348K 0.10% -1K -8.4% $23.22 -0.7%
40 FAST FASTENAL CO Industrials 7,350.0 $341K 0.10% -66.0 -0.9% $46.40 -0.6%
Page 2 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%