Joule Financial, LLC - Q42025 Holdings

Joule Financial, LLC holds 110 stocks with a total portfolio value of $ 333.79M as of Q42025. In Q42025, Joule Financial, LLC added 3 new positions, increased stakes in 47 stocks, reduced 51 holdings, and fully exited 8 positions. The largest holding is Vanguard Bd Index Fds (BND), representing 19.95% of the total portfolio.