Joseph Capital Management LLC

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Assets, Funds, Holdings

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Joseph Capital Management LLC
CRD #116156
SEC #801-68145
CIK #0001910383
AUM
Employees
Fees
Minimum
Phone352-746-1006
Address2428 N Essex Avenue
Hernando, FL 34442-5320
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402001200920172025
CIK Period
0001910383
Sector Form 13F Holdings Value ($M)
Apple Inc 7.6
AT&T Inc 7.4
J P Morgan Chase & Co 7.1
Alphabet Inc 6.9
Eaton Corp Ltd 6.9
Microsoft Corp 6.6
Procter & Gamble Co 6.5
Parker Hannifin Corp 6.5
Visa Inc 6.4
Home Depot Inc 6.4
Chevron Corp 5.2
Marathon Petroleum Corp 5.1
American Electric Power Co Inc 5.0
Amazon Com Inc 4.9
Kroger Co 4.8
Amgen Inc 4.7
Lam Research Corp 4.7
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2026
13F-HR [0001910383]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail, Research
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