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Portfolio (Quarterly) Guide ↗

Ascentis Independent Advisors

· CIK 0001845003
13F Portfolio $37M AUM 67,453 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 355 New
Page 13 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RFEM FIRST TRUST RIVERFRONT 67.0 $6K 0.02% NEW $93.91 +4.1%
242 TJX TJX COS INC NEW Consumer Cyclical 41.0 $6K 0.02% NEW $151.49 -7.0%
243 SNY SANOFI F Healthcare 144.0 $6K 0.02% NEW $42.66 +7.8%
244 FOUR SHIFT4 PMTS INC Technology 125.0 $6K 0.02% NEW $48.64 -1.8%
245 SPIB STATE STREET SPDR 176.0 $6K 0.02% NEW $33.45 -1.1%
246 VBR VANGUARD SMALL-CAP VALUE 24.0 $6K 0.02% NEW $242.96 +2.5%
247 TSLA TESLA INC Consumer Cyclical 13.0 $5K 0.01% NEW $420.54 -13.6%
248 PCQ PIMCO CA MUNICIPAL INCOM Financial Services 601.0 $5K 0.01% NEW $8.97 -2.7%
249 OKLO OKLO INC Utilities 100.0 $5K 0.01% NEW $52.33 -19.3%
250 LULU LULULEMON ATHLETICA INC Consumer Cyclical 45.0 $5K 0.01% NEW $115.51 +4.2%
251 EPD ENTERPRISE PRODS PART LP 140.0 $5K 0.01% NEW $36.76
252 HAL HALLIBURTON CO Energy 150.0 $5K 0.01% NEW $33.95 +4.0%
253 ELV ELEVANCE HEALTH INC Healthcare 13.0 $5K 0.01% NEW $386.69 +3.7%
254 FIGB FIDELITY INVESTMENT 115.0 $5K 0.01% NEW $42.83 -1.4%
255 BSM BLACK STONE MINERALS LP Energy 345.0 $5K 0.01% NEW $13.97 +6.7%
256 COP CONOCOPHILLIPS Energy 46.0 $5K 0.01% NEW $103.96 +30.0%
257 GPC GENUINE PARTS CO Consumer Cyclical 38.0 $4K 0.01% NEW $117.97 +13.4%
258 PEP PEPSICO INC Consumer Defensive 32.0 $4K 0.01% NEW $135.38 +5.6%
259 CRM SALESFORCE INC Technology 27.0 $4K 0.01% NEW $156.59 +32.4%
260 FDVV FIDELITY HIGH DIVIDEND 70.0 $4K 0.01% NEW $60.29 +4.7%
Page 13 of 18  ·  355 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
Financial Services 49.3%
Technology 15.9%
Healthcare 5.9%
Consumer Defensive 5.4%
Communication Services 4.4%
Consumer Cyclical 4.4%
Energy 4.4%
Industrials 4.3%
Utilities 3.9%
Basic Materials 1.2%