CIK 1929070
Joule Financial, LLC
Institutional 13F holdings & portfolio
Holdings
110
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 110
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DE | DEERE & CO | 1K | $500K+ | SH |
| SPGI | S&P GLOBAL INC | 1K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| SCHI | SCHWAB STRATEGIC TR | 25K | $500K+ | SH |
| PRU | PRUDENTIAL FINL INC | 5K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 22K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| OKLO | OKLO INC | 8K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 20K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 945 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| SNA | SNAP ON INC | 1K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 314 | $100K–$500K | SH |
| MET | METLIFE INC | 4K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 497 | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 7K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 949 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 962 | $100K–$500K | SH |
| SYBT | STOCK YDS BANCORP INC | 5K | $100K–$500K | SH |
| SCHY | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| FAST | FASTENAL CO | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| META | META PLATFORMS INC | 429 | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| IUSV | ISHARES TR | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| TROW | PRICE T ROWE GROUP INC | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 861 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 377 | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 4K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 508 | $100K–$500K | SH |
| SQQQ | PROSHARES TR | 4K | $100K–$500K | SH |