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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 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GRMN GARMIN LTD Technology 1,455.0 $338K 0.10% -49.0 -3.3% $232.02 +0.3%
42 ETN EATON CORP PLC Industrials 934.0 $334K 0.10% -15.0 -1.6% $357.67 +14.2%
43 SCHY SCHWAB STRATEGIC TR 9,960.0 $315K 0.09% -72.0 -0.7% $31.66 +0.6%
44 MET METLIFE INC Financial Services 4,113.0 $291K 0.09% -103.0 -2.4% $70.72 +24.4%
45 LLY ELI LILLY & CO Healthcare 310.0 $285K 0.08% -4.0 -1.3% $919.77 +19.7%
46 META META PLATFORMS INC Communication Services 408.0 $234K 0.07% -21.0 -4.9% $572.79 -0.8%
47 TGT TARGET CORP Consumer Defensive 1,924.0 $233K 0.07% -207.0 -9.7% $121.20 +11.0%
48 DUK DUKE ENERGY CORP NEW Utilities 1,765.0 $231K 0.07% -524.0 -22.9% $130.96 -4.5%
49 WMT WALMART INC Consumer Defensive 1,853.0 $230K 0.07% -64.0 -3.3% $124.33 -4.0%
50 IVV ISHARES TR 320.0 $209K 0.06% -1K -78.1% $653.55 +13.4%
51 BLK BLACKROCK INC Financial Services 212.0 $204K 0.06% -3.0 -1.4% $961.71 +7.2%
Page 3 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%