Joseph Group Capital Management Portfolio Holdings

Joseph Group Capital Management

  • $252 Million
  • Q1 2025

Joseph Group Capital Management has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $252 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $36.1M, Schwab Strategic Us Tips ETF with a value of $24.7M, Vanguard Star Fd Vanguard Tota with a value of $18.7M, Wisdomtree Tr Global High Divi with a value of $12.2M, and Vaneck Morningstar Wide Moat E with a value of $10.8M.

Examining the 13F form we can see an increase of $26.8M in the current position value, from $225M to 252M.

Joseph Group Capital Management is based out at Columbus, OH

Below you can find more details about Joseph Group Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
ETFs: $149 Million
Technology: $20.3 Million
Financial Services: $17 Million
Healthcare: $13.1 Million
Consumer Cyclical: $11 Million
Industrials: $9.82 Million
Communication Services: $9.78 Million
Consumer Defensive: $8.64 Million
Other: $13.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101M
$6,000 0.0% of portfolio
986
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $252 Million
  • Prior Value $225 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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