Joseph Group Capital Management Q4 2025 Filing

Filed January 30, 2026

Portfolio Value

$380.6B

Holdings

275

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (275 positions)

#StockSharesValue% PortfolioType
201
CVSCVS HEALTH CORP
101$8.0M0.00%
202
SBUXSTARBUCKS CORP
96$8.0M0.00%
203
RCLROYAL CARIBBEAN GROUP
31$8.0M0.00%
204
DASHDOORDASH INC
37$8.0M0.00%
205
BACVERIZON COMMUNICATIONS INC
217$8.0M0.00%
206
TMUST-MOBILE US INC
41$8.0M0.00%
207
TRVTRAVELERS COMPANIES INC
29$8.0M0.00%
208
CMCSACOMCAST CORP NEW
291$8.0M0.00%
209
ADIANALOG DEVICES INC
32$8.0M0.00%
210
MMM3M CO
53$8.0M0.00%
211
FCXFREEPORT-MCMORAN INC
164$8.0M0.00%
212
WMWASTE MGMT INC DEL
39$8.0M0.00%
213
ECLECOLAB INC
34$8.0M0.00%
214
ADSKAUTODESK INC
28$8.0M0.00%
215
ABNBAIRBNB INC
62$8.0M0.00%
216
APOAPOLLO GLOBAL MGMT INC
53$7.0M0.00%
217
WMBWILLIAMS COS INC
123$7.0M0.00%
218
FDXFEDEX CORP
26$7.0M0.00%
219
NOCNORTHROP GRUMMAN CORP
14$7.0M0.00%
220
ELVELEVANCE HEALTH INC FORMERLY
20$7.0M0.00%
221
MRSHMARSH & MCLENNAN COS INC
42$7.0M0.00%
222
PNCPNC FINL SVCS GROUP INC
38$7.0M0.00%
223
DHID R HORTON INC
50$7.0M0.00%
224
FTLSFIRST TR EXCH TRADED FD III
108$7.0M0.00%
225
XLRESELECT SECTOR SPDR TR
193$7.0M0.00%
226
CDNSCADENCE DESIGN SYSTEM INC
25$7.0M0.00%
227
EBAEBAY INC.
83$7.0M0.00%
228
MSIMOTOROLA SOLUTIONS INC
20$7.0M0.00%
229
SLBSLB LIMITED
191$7.0M0.00%
230
NUENUCOR CORP
37$6.0M0.00%
231
ROPROPER TECHNOLOGIES INC
14$6.0M0.00%
232
WDCWESTERN DIGITAL CORP
39$6.0M0.00%
233
PFEPFIZER INC
252$6.0M0.00%
234
OREALTY INCOME CORP
121$6.0M0.00%
235
TSCOTRACTOR SUPPLY CO
126$6.0M0.00%
236
AG8AGILENT TECHNOLOGIES INC
45$6.0M0.00%
237
PWRQUANTA SVCS INC
15$6.0M0.00%
238
TTENTOTALENERGIES SE
94$6.0M0.00%
239
ZTSZOETIS INC
54$6.0M0.00%
240
NEMNEWMONT CORP
69$6.0M0.00%
241
OKEONEOK INC NEW
84$6.0M0.00%
242
STTSTATE STR CORP
51$6.0M0.00%
243
BPBP PLC
195$6.0M0.00%
244
A4SAMERIPRISE FINL INC
13$6.0M0.00%
245
CITHE CIGNA GROUP
24$6.0M0.00%
246
GDGENERAL DYNAMICS CORP
19$6.0M0.00%
247
T7DTRANSDIGM GROUP INC
5$6.0M0.00%
248
MNSTMONSTER BEVERAGE CORP NEW
68$5.0M0.00%
249
FTNTFORTINET INC
66$5.0M0.00%
250
MCHPMICROCHIP TECHNOLOGY INC.
92$5.0M0.00%
251
TDTFFLEXSHARES TR
225$5.0M0.00%
252
MPWRMONOLITHIC PWR SYS INC
6$5.0M0.00%
253
HOODROBINHOOD MKTS INC
50$5.0M0.00%
254
AMEAMETEK INC
26$5.0M0.00%
255
DYHTARGET CORP
52$5.0M0.00%
256
MOALTRIA GROUP INC
101$5.0M0.00%
257
SBACSBA COMMUNICATIONS CORP NEW
29$5.0M0.00%
258
ACGLARCH CAP GROUP LTD
53$5.0M0.00%
259
FFORD MTR CO
451$5.0M0.00%
260
BKNGBOOKING HOLDINGS INC
1$5.0M0.00%
261
EOGEOG RES INC
48$5.0M0.00%
262
AWCAMERICAN WTR WKS CO INC NEW
43$5.0M0.00%
263
FNFFIDELITY NATIONAL FINANCIAL
100$5.0M0.00%
264
AONAON PLC
16$5.0M0.00%
265
EWEDWARDS LIFESCIENCES CORP
69$5.0M0.00%
266
XYZBLOCK INC
79$5.0M0.00%
267
ALSALLSTATE CORP
28$5.0M0.00%
268
VSTVISTRA CORP
31$5.0M0.00%
269
TELTE Connectivity Ltd.
24$5.0M0.00%
270
NKENIKE INC
88$5.0M0.00%
271
STXSeagate Technology plc
21$5.0M0.00%
272
PRUPRUDENTIAL FINL INC
49$5.0M0.00%
273
AJGGALLAGHER ARTHUR J & CO
20$5.0M0.00%
274
CMGCHIPOTLE MEXICAN GRILL INC
138$5.0M0.00%
275
EAELECTRONIC ARTS INC
26$5.0M0.00%
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