Joseph Group Capital Management filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 380.63 M reflecting a +7.36% change from the prior quarter, spanning 275 assets. The top 10 holdings comprised 50.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 183 new positions and 5 complete exits.
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Joseph Group Capital Management submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Joseph Group Capital Management reported a managed portfolio value of 380.63 M, consisting of 275 individual positions.
This page displays the raw filing documents. To see which stocks Joseph Group Capital Management bought or sold during Q4 2025, please visit Joseph Group Capital Management's Portfolio Analysis page.