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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 3,822.0 $520K 0.15% -370.0 -8.8% $135.99 +42.7%
62 MRK MERCK & CO INC Healthcare 4,316.0 $519K 0.15% $120.29 -0.6%
63 SCHF SCHWAB STRATEGIC TR 20,768.0 $514K 0.15% -3K -11.4% $24.75 +10.7%
64 EMR EMERSON ELEC CO Industrials 3,870.0 $507K 0.15% -51.0 -1.3% $131.02 +9.3%
65 PRU PRUDENTIAL FINL INC Financial Services 5,130.0 $501K 0.15% +30.0 +0.6% $97.70 +11.0%
66 SNA SNAP ON INC Industrials 1,369.0 $497K 0.14% +308.0 +29.0% $363.22 +6.2%
67 PEP PEPSICO INC Consumer Defensive 3,148.0 $489K 0.14% +181.0 +6.1% $155.29 -8.5%
68 BERKSHIRE HATHAWAY INC DEL 994.0 $476K 0.14% +49.0 +5.2% $479.20
69 VTI VANGUARD INDEX FDS 1,436.0 $461K 0.13% -14.0 -1.0% $320.84 +13.4%
70 TXN TEXAS INSTRS INC Technology 2,239.0 $435K 0.13% -52.0 -2.3% $194.22 +56.8%
71 GLD SPDR GOLD TR Financial Services 992.0 $427K 0.12% -1K -54.9% $430.29 -12.3%
72 KO COCA COLA CO Consumer Defensive 5,514.0 $422K 0.12% -107.0 -1.9% $76.59 +4.9%
73 MBB ISHARES TR 4,189.0 $398K 0.12% NEW $94.96 -0.6%
74 OKLO OKLO INC Utilities 7,763.0 $385K 0.11% -68.0 -0.9% $49.59 +15.3%
75 NVDA NVIDIA CORPORATION Technology 2,175.0 $379K 0.11% +180.0 +9.0% $174.42 +14.7%
76 UNP UNION PAC CORP Industrials 1,541.0 $374K 0.11% $242.62 +6.6%
77 ABBV ABBVIE INC Healthcare 1,705.0 $371K 0.11% -10.0 -0.6% $217.56 +7.9%
78 AXP AMERICAN EXPRESS CO Financial Services 1,204.0 $364K 0.11% $302.48 +11.7%
79 SCHZ SCHWAB STRATEGIC TR 15,000.0 $348K 0.10% -1K -8.4% $23.22 -0.6%
80 USIG ISHARES TR 6,663.0 $341K 0.10% NEW $51.23 -0.1%
Page 4 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%