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Portfolio (Quarterly) Guide ↗

Ascent Group, LLC

· CIK 0001913231
13F Portfolio $3.3B AUM 3,754 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 808 New
Page 17 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CENCORA INC 5,086.0 $1.4M 0.04% NEW $282.96
322 BTI BRITISH AMERN TOB PLC Consumer Defensive 23,089.0 $1.4M 0.04% NEW $61.76 -8.9%
323 MDLZ MONDELEZ INTL INC Consumer Defensive 24,187.0 $1.4M 0.04% NEW $57.84 +7.9%
324 ICVT ISHARES TR 11,456.0 $1.4M 0.04% NEW $121.74 -4.6%
325 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,400.0 $1.4M 0.04% NEW $576.71 -8.3%
326 CHD CHURCH & DWIGHT CO INC Consumer Defensive 14,261.0 $1.4M 0.04% NEW $96.88 +5.7%
327 ANGLOGOLD ASHANTI PLC 17,040.0 $1.4M 0.04% NEW $80.89
328 MMM 3M CO Industrials 8,499.0 $1.4M 0.04% NEW $161.91 +10.5%
329 CMS CMS ENERGY CORP Utilities 17,891.0 $1.4M 0.04% NEW $76.50 -10.7%
330 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11,101.0 $1.4M 0.04% NEW $123.11 +31.0%
331 ALL ALLSTATE CORP Financial Services 5,744.0 $1.4M 0.04% NEW $237.92 +8.3%
332 HPQ HP INC Technology 61,440.0 $1.3M 0.04% NEW $21.94 +35.0%
333 NI NISOURCE INC Utilities 28,199.0 $1.3M 0.04% NEW $47.55 -13.9%
334 EXPD EXPEDITORS INTL WASH INC Industrials 8,213.0 $1.3M 0.04% NEW $162.99 +17.0%
335 TOTALENERGIES SE 17,213.0 $1.3M 0.04% NEW $77.76
336 TPR TAPESTRY INC Consumer Cyclical 9,127.0 $1.3M 0.04% NEW $146.38 -15.8%
337 ODFL OLD DOMINION FREIGHT LINE IN Industrials 6,150.0 $1.3M 0.04% NEW $216.61 -7.6%
338 VXF VANGUARD INDEX FDS 5,392.0 $1.3M 0.04% NEW $246.21 -0.2%
339 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,448.0 $1.3M 0.04% NEW $178.23 +13.7%
340 OKE ONEOK INC NEW Energy 15,252.0 $1.3M 0.04% NEW $86.94 +9.0%
Page 17 of 41  ·  808 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 30.9%
Financial Services 18.2%
Industrials 10.0%
Healthcare 9.1%
Consumer Cyclical 7.7%
Communication Services 7.6%
Consumer Defensive 6.7%
Utilities 3.6%
Energy 3.2%
Basic Materials 1.9%