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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 5 of 18  ·  355 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 83.0 $59K 0.16% NEW $713.17 -17.6%
82 D DOMINION ENERGY INC Utilities 851.0 $58K 0.16% NEW $68.28 -2.5%
83 AMZN AMAZON.COM INC Consumer Cyclical 236.0 $56K 0.15% NEW $238.33 +8.5%
84 SCCO SOUTHERN COPPER CORP Basic Materials 320.0 $56K 0.15% NEW $174.26 +24.0%
85 F FORD MTR CO DEL Consumer Cyclical 4,004.0 $56K 0.15% NEW $13.90 +3.7%
86 UCON FIRST TRUST SMITH 2,230.0 $55K 0.15% NEW $24.88 -1.3%
87 BND VANGUARD TOTAL BOND 755.0 $55K 0.15% NEW $73.41 -1.6%
88 CSCO CISCO SYS INC Technology 461.0 $54K 0.15% NEW $117.46 -5.5%
89 UNILEVER PLC F 898.0 $54K 0.14% NEW $60.12
90 VIG VANGUARD DIVIDEND 224.0 $53K 0.14% NEW $236.62 +3.1%
91 IVE ISHARES S&P 500 VALUE 233.0 $53K 0.14% NEW $227.06 +4.5%
92 PG PROCTER & GAMBLE CO Consumer Defensive 357.0 $52K 0.14% NEW $146.62 -1.3%
93 MSI MOTOROLA SOLUTIONS INC Technology 126.0 $52K 0.14% NEW $415.28 +15.7%
94 NVS NOVARTIS AG F Healthcare 330.0 $52K 0.14% NEW $156.72 +1.4%
95 OSK OSHKOSH CORP Industrials 326.0 $50K 0.14% NEW $153.46 +2.4%
96 JPMORGAN ULTRA-SHORT 986.0 $50K 0.13% NEW $50.57
97 BSV VANGUARD SHORT-TERM BOND 634.0 $49K 0.13% NEW $77.91 -0.4%
98 TRP TC ENERGY CORP F Energy 737.0 $49K 0.13% NEW $66.28 -6.4%
99 EIX EDISON INTL Utilities 650.0 $48K 0.13% NEW $74.45 -3.8%
100 SBUX STARBUCKS CORP Consumer Cyclical 473.0 $48K 0.13% NEW $102.19 +4.8%
Page 5 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%