Joule Financial, LLC Portfolio Holdings
Joule Financial, LLC
- $36.7 Million
- Q2 2024
Joule Financial, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $36.7 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $2.26M, Uber Technologies, Inc with a value of $1.85M, Microsoft Corp with a value of $1.66M, International Business Machines Corp with a value of $1.64M, and Genuine Parts CO with a value of $1.51M.
Examining the 13F form we can see an increase of $58K in the current position value, from $36.7M to 36.7M.
Below you can find more details about Joule Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$36.7 Million
Technology: $9.51 Million
Financial Services: $5.78 Million
Industrials: $4.55 Million
Consumer Cyclical: $4.4 Million
Communication Services: $3.72 Million
Energy: $3.12 Million
Consumer Defensive: $3.07 Million
Healthcare: $1.94 Million
Other: $644,000