| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GENUINE PARTS CO | 9 | Q2 2024 | 4.6% |
| UBER TECHNOLOGIES INC | 9 | Q2 2024 | 5.0% |
| JPMORGAN CHASE & CO. | 9 | Q2 2024 | 4.6% |
| PROCTER AND GAMBLE CO | 9 | Q2 2024 | 2.6% |
| CAMECO CORP | 9 | Q2 2024 | 2.8% |
| AMAZON COM INC | 9 | Q2 2024 | 2.2% |
| PFIZER INC | 9 | Q2 2024 | 1.0% |
| APPLE INC | 9 | Q2 2024 | 1.7% |
| S&P GLOBAL INC | 9 | Q2 2024 | 1.5% |
| CISCO SYS INC | 9 | Q2 2024 | 1.3% |
View Joule Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-19 |
View Joule Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.