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Portfolio (Quarterly) Guide ↗

One Capital Management, LLC

· CIK 0001606588
13F Portfolio $3.6B AUM 525 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 276 Added 142 Reduced 37 Exited
Page 6 of 27  ·  524 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 F Ford Motor Co. Consumer Cyclical 622,046.0 $7.2M 0.20% $11.54 +18.5%
102 SAP SAP SE ADR Technology 41,915.0 $7.2M 0.20% +4K +12.0% $171.21 +5.1%
103 GLD SPDR Gold Shares Financial Services 16,542.0 $7.1M 0.20% +4K +35.9% $430.29 -3.1%
104 HYLS First Trust Tactical High Yield ETF 174,899.0 $7.1M 0.20% -18K -9.3% $40.57 +0.3%
105 AOK iShares Core 30/70 Conservative Allocation ETF 175,243.0 $7.0M 0.19% +157K +880.0% $39.89 +3.1%
106 DLR Digital Realty Trust Inc Real Estate 38,699.0 $7.0M 0.19% +4K +12.2% $180.21 +7.8%
107 VEA Vanguard FTSE Developed Markets ETF 107,785.0 $6.9M 0.19% +23K +27.6% $64.08 +10.3%
108 HYS PIMCO 0-5 Year High Yield Corporate Bond ETF 73,213.0 $6.8M 0.19% NEW $93.27 +0.2%
109 VWO Vanguard FTSE Emerging Markets ETF 122,299.0 $6.6M 0.18% +24K +24.4% $54.05 +8.6%
110 JPMorgan Ultra-Short Income ETF 128,942.0 $6.5M 0.18% +5K +3.9% $50.61
111 XNAV FundX Aggressive ETF 79,840.0 $6.5M 0.18% -1K -1.4% $81.67 +17.1%
112 NULV Nuveen ESG Large-Cap Value ETF 142,963.0 $6.5M 0.18% +27K +22.9% $45.50 +10.5%
113 LMT Lockheed Martin Corp Industrials 10,163.0 $6.1M 0.17% $604.43 -13.5%
114 SPHY SPDR Portfolio High Yield Bond ETF 260,443.0 $6.1M 0.17% NEW $23.32 +0.3%
115 TIGO Millicom Intl Cell Communication Services 80,276.0 $6.0M 0.17% +17K +27.5% $74.94 +12.2%
116 SPYG SPDR Portfolio S&P 500 Growth ETF 61,092.0 $6.0M 0.16% -80K -56.6% $97.91 +20.8%
117 MGK Vanguard Mega Cap Growth ETF 15,899.0 $5.8M 0.16% +8K +97.5% $367.44 -75.8%
118 VO Vanguard Mid-Cap ETF 20,286.0 $5.8M 0.16% -394.0 -1.9% $287.18 -73.0%
119 FDL First Trust Morningstar Dividend Leaders Index Fund 109,559.0 $5.6M 0.15% NEW $50.80 -0.7%
120 VB Vanguard Small-Cap ETF 21,145.0 $5.5M 0.15% -302.0 -1.4% $261.93 +9.4%
Page 6 of 27  ·  524 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 16.3%
Communication Services 10.8%
Healthcare 9.2%
Consumer Cyclical 8.1%
Industrials 6.4%
Energy 6.3%
Consumer Defensive 5.0%
Basic Materials 3.4%
Real Estate 2.5%