Joule Financial, LLC

Joule Financial, LLC reported 116 holdings worth US$369M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Joule Financial, LLC reported 116 holdings worth US$369M as of Jun 30, 2026. Largest: Paysign, Inc., Bloom Energy Corporation and Alphabet Inc (google) Class C. Filed Jul 15, 2026 (Form 13F).

Holdings
116
Value as reported
US$369M

The filing in full

CompanySharesValue as reported% of portfolio
Paysign, Inc.614KUS$5.03M1.4%
Bloom Energy Corporation12,211US$3.7M1.0%
Alphabet Inc (google) Class C9,371US$3.35M0.91%
Cisco Systems, Inc.20,603US$2.42M0.66%
Apple Inc8,244US$2.39M0.65%
Ciena Corporation4,281US$2.1M0.57%
Tesla, Inc.4,191US$1.76M0.48%
First Solar, Inc.6,583US$1.55M0.42%
Cummins Inc.1,964US$1.4M0.38%
Caterpillar, Inc.1,224US$1.3M0.35%
Deere & Company1,620US$1.03M0.28%
Cameco Corporation10,056US$1.02M0.28%
Jp Morgan Chase & Co.3,079US$1.01M0.27%
Corning Incorporated3,796US$970K0.26%
Pfizer, Inc.36,687US$883K0.24%
Procter & Gamble Company (the)5,426US$796K0.22%
Microsoft Corp.2,036US$760K0.21%
International Business Machines Corporation2,524US$710K0.19%
Amazon.com, Inc.2,868US$684K0.19%
Texas Instruments Incorporated2,215US$661K0.18%
Johnson & Johnson2,525US$641K0.17%
Chevron Corporation3,633US$602K0.16%
Baker Hughes Company10,562US$586K0.16%
Prudential Financial, Inc.5,197US$561K0.15%
Rtx Corporation2,955US$561K0.15%
Snap-on Incorporated1,383US$557K0.15%
Merck & Company, Inc.4,322US$555K0.15%
Emerson Electric Company3,853US$552K0.15%
S&p Global Inc.1,303US$502K0.14%
Berkshire Hathaway Inc.969US$485K0.13%
Coca-cola Company (the)5,465US$447K0.12%
Nvidia Corporation2,160US$432K0.12%
Pepsico, Inc.3,190US$432K0.12%
Abbvie Inc.1,704US$429K0.12%
Oklo Inc.8,148US$426K0.12%
Union Pacific Corporation1,542US$419K0.11%
American Express Company1,181US$399K0.11%
Fifth Third Bancorp6,829US$385K0.10%
Eli Lilly And Company310US$372K0.10%
Stock Yards Bancorp, Inc.4,643US$357K0.10%
Fastenal Company7,352US$353K0.10%
Metlife, Inc.4,067US$344K0.09%
Kroger Company (the)6,068US$337K0.09%
Archer-daniels-midland Company4,352US$332K0.09%
Aflac Incorporated2,773US$325K0.09%
Mondelez International, Inc.5,117US$296K0.08%
T. Rowe Price Group, Inc.2,574US$293K0.08%
Lockheed Martin Corporation508US$259K0.07%
Target Corporation1,979US$258K0.07%
Lowe's Companies, Inc.1,165US$257K0.07%
General Dynamics Corporation695US$246K0.07%
Csx Corporation4,971US$236K0.06%
Duke Energy Corporation (holding Company)1,803US$228K0.06%
Mcdonald's Corporation834US$226K0.06%
Meta Platforms, Inc.394US$222K0.06%
Home Depot, Inc. (the)624US$220K0.06%
Intel Corporation1,556US$217K0.06%
Verizon Communications Inc.4,919US$208K0.06%
Blackrock, Inc.213US$205K0.06%
Ge Aerospace540US$202K0.05%
United Parcel Service, Inc.1,869US$201K0.05%
Exxon Mobil Corporation0US$00.00%
Snowflake Inc.0US$00.00%
Walmart Inc.0US$00.00%

Source

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