Joseph Group Capital Management
Joseph Group Capital Management reported 387 positions worth $476.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: JCPB (8.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JCPB | SH | $40.5M | 8.50% | 862,060 | — | — | |
| ▸ 2 | DFAI | SH | $32.4M | 6.81% | 785,542 | — | — | |
| ▸ 3 | VXUS | SH | $30.6M | 6.43% | 358,140 | — | — | |
| ▸ 4 | SCHP | SH | $27.7M | 5.82% | 1,045,552 | — | — | |
| ▸ 5 | HELO | SH | $20.8M | 4.37% | 307,601 | — | — | |
| ▸ 6 | CCNR | SH | $16.5M | 3.47% | 443,569 | — | — | |
| ▸ 7 | DYNF | SH | $15.2M | 3.19% | 223,451 | — | — | |
| ▸ 8 | MOAT | SH | $14.3M | 3.01% | 137,649 | — | — | |
| ▸ 9 | DEW | SH | $14.3M | 3.00% | 207,600 | — | — | |
| ▸ 10 | SCHD | SH | $10.2M | 2.15% | 322,053 | — | — |
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Frequently Asked Questions
What stocks does Joseph Group Capital Management hold as of Q2 2026?
Joseph Group Capital Management reported 387 positions worth $476.0M in its Q2 2026 13F filing. Largest positions: JCPB (8.5%), DFAI (6.8%), VXUS (6.4%), SCHP (5.8%) and HELO (4.4%).
What did Joseph Group Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Joseph Group Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.