Joseph Group Capital Management
•CIK: 1910383•Filing: Q4 2025
**Joseph Group Capital Management** is a sophisticated multi-strategy fund managing $381M across 275 distinct positions. The portfolio exhibits notable concentration in technology and global equities, highlighted by the top holdings of JCPB ($37.5M) and DFAI ($29.6M). Further diversification is evident through significant allocations to broad market indices such as VXUS ($27.8M) and SCHP ($26.4M). This structure suggests a tactical approach balancing high-conviction single-stock bets with core, diversified market exposure.
Total AUM
$380.6M
QoQ Performance
+7.4%
Positions
243
Top 10 Concentration
50.4%
Latest Filing
Q4 2025
Top Holdings Allocation
JCPB
DFAI
VXUS
SCHP
JCPB9.9%
DFAI7.8%
VXUS7.3%
SCHP6.9%
CCNR3.7%
MOAT3.6%
DEW3.6%
CIBR2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.0%
Technology8.5%
Financial4.9%
Consumer2.9%
Healthcare2.7%
Communication1.7%
Consumer Staples1.1%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW110 new positions
↑45 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023