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)

StockValue
CVSCVS HEALTH CORP
$8K
SBUXSTARBUCKS CORP
$8K
RCLROYAL CARIBBEAN GROUP
$8K
DASHDOORDASH INC
$8K
BACVERIZON COMMUNICATIONS INC
$8K
TMUST-MOBILE US INC
$8K
TRVTRAVELERS COMPANIES INC
$8K
CMCSACOMCAST CORP NEW
$8K
ADIANALOG DEVICES INC
$8K
MMM3M CO
$8K
FCXFREEPORT-MCMORAN INC
$8K
WMWASTE MGMT INC DEL
$8K
ECLECOLAB INC
$8K
ADSKAUTODESK INC
$8K
ABNBAIRBNB INC
$8K
APOAPOLLO GLOBAL MGMT INC
$7K
WMBWILLIAMS COS INC
$7K
FDXFEDEX CORP
$7K
NOCNORTHROP GRUMMAN CORP
$7K
ELVELEVANCE HEALTH INC FORMERLY
$7K
MRSHMARSH & MCLENNAN COS INC
$7K
PNCPNC FINL SVCS GROUP INC
$7K
DHID R HORTON INC
$7K
FTLSFIRST TR EXCH TRADED FD III
$7K
XLRESELECT SECTOR SPDR TR
$7K
CDNSCADENCE DESIGN SYSTEM INC
$7K
EBAEBAY INC.
$7K
MSIMOTOROLA SOLUTIONS INC
$7K
SLBSLB LIMITED
$7K
NUENUCOR CORP
$6K
ROPROPER TECHNOLOGIES INC
$6K
WDCWESTERN DIGITAL CORP
$6K
PFEPFIZER INC
$6K
OREALTY INCOME CORP
$6K
TSCOTRACTOR SUPPLY CO
$6K
AG8AGILENT TECHNOLOGIES INC
$6K
PWRQUANTA SVCS INC
$6K
TTENTOTALENERGIES SE
$6K
ZTSZOETIS INC
$6K
NEMNEWMONT CORP
$6K
OKEONEOK INC NEW
$6K
STTSTATE STR CORP
$6K
BPBP PLC
$6K
A4SAMERIPRISE FINL INC
$6K
CITHE CIGNA GROUP
$6K
GDGENERAL DYNAMICS CORP
$6K
T7DTRANSDIGM GROUP INC
$6K
MNSTMONSTER BEVERAGE CORP NEW
$5K
FTNTFORTINET INC
$5K
MCHPMICROCHIP TECHNOLOGY INC.
$5K
TDTFFLEXSHARES TR
$5K
MPWRMONOLITHIC PWR SYS INC
$5K
HOODROBINHOOD MKTS INC
$5K
AMEAMETEK INC
$5K
DYHTARGET CORP
$5K
MOALTRIA GROUP INC
$5K
SBACSBA COMMUNICATIONS CORP NEW
$5K
ACGLARCH CAP GROUP LTD
$5K
FFORD MTR CO
$5K
BKNGBOOKING HOLDINGS INC
$5K
EOGEOG RES INC
$5K
AWCAMERICAN WTR WKS CO INC NEW
$5K
FNFFIDELITY NATIONAL FINANCIAL
$5K
AONAON PLC
$5K
EWEDWARDS LIFESCIENCES CORP
$5K
XYZBLOCK INC
$5K
ALSALLSTATE CORP
$5K
VSTVISTRA CORP
$5K
TELTE Connectivity Ltd.
$5K
NKENIKE INC
$5K
STXSeagate Technology plc
$5K
PRUPRUDENTIAL FINL INC
$5K
AJGGALLAGHER ARTHUR J & CO
$5K
CMGCHIPOTLE MEXICAN GRILL INC
$5K
EAELECTRONIC ARTS INC
$5K
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