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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 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLE SELECT SECTOR SPDR TR 38,155.0 $2.3M 0.68% -18K -31.8% $61.26 -11.1%
22 AAPL APPLE INC Technology 8,068.0 $2.0M 0.60% +3K +54.2% $253.81 +16.0%
23 CSCO CISCO SYS INC Technology 25,491.0 $2.0M 0.58% +653.0 +2.6% $77.59 +56.1%
24 VEU VANGUARD INTL EQUITY INDEX F 24,885.0 $1.9M 0.54% +21K +481.8% $75.10 +10.0%
25 BE BLOOM ENERGY CORP Industrials 12,742.0 $1.7M 0.50% -6K -33.1% $135.49 +137.6%
26 CIEN CIENA CORP Technology 4,426.0 $1.7M 0.50% -5K -52.6% $388.23 +18.4%
27 BIDU BAIDU INC Communication Services 15,076.0 $1.7M 0.49% +7K +92.8% $111.42 -1.1%
28 IUSV ISHARES TR 16,002.0 $1.6M 0.48% +13K +502.3% $102.25 +7.2%
29 IGV ISHARES TR 20,368.0 $1.6M 0.47% NEW $80.05 +9.1%
30 TSLA TESLA INC Consumer Cyclical 4,211.0 $1.6M 0.46% -90.0 -2.1% $371.75 +2.7%
31 VPU VANGUARD WORLD FD 7,245.0 $1.4M 0.42% $198.17 -0.9%
32 SPYG SPDR SERIES TRUST 13,505.0 $1.3M 0.39% +11K +437.8% $97.91 +18.2%
33 SNOW SNOWFLAKE INC Technology 7,624.0 $1.1M 0.34% +174.0 +2.3% $150.82 +52.8%
34 XOM EXXON MOBIL CORP Energy 6,681.0 $1.1M 0.33% +199.0 +3.1% $169.66 -18.4%
35 IUSB ISHARES TR 24,260.0 $1.1M 0.33% NEW $46.19 -0.3%
36 CCJ CAMECO CORP Energy 10,315.0 $1.1M 0.33% -55.0 -0.5% $108.61 +0.3%
37 CMI CUMMINS INC Industrials 2,019.0 $1.1M 0.32% -27.0 -1.3% $538.02 +29.9%
38 PFE PFIZER INC Healthcare 36,332.0 $1.0M 0.30% NEW $28.08 -12.0%
39 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,958.0 $998K 0.29% $125.46 -18.2%
40 JPM JPMORGAN CHASE & CO Financial Services 3,347.0 $985K 0.29% -219.0 -6.1% $294.25 +13.6%
Page 2 of 6  ·  114 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%