Long-term investor
Joseph Group Capital Management @josephgroupcapitalmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910383).
Record
- Tracked since 2025-12-31 (257 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JCPB · 8.5% · long · since 2025-12-31
- DFAI · 6.8% · long · since 2025-12-31
- VXUS · 6.4% · long · since 2025-12-31
- SCHP · 5.8% · long · since 2025-12-31
- HELO · 4.4% · long · since 2026-06-30
- CCNR · 3.5% · long · since 2025-12-31
- DYNF · 3.2% · long · since 2026-03-31
- MOAT · 3.0% · long · since 2025-12-31
- DEW · 3.0% · long · since 2025-12-31
- SCHD · 2.1% · long · since 2025-12-31
- SAMT · 2.1% · long · since 2026-06-30
- IGV · 2.0% · long · since 2026-03-31