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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 30 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BRBR BELLRING BRANDS INC Consumer Defensive 31,832.0 $412K 0.01% NEW $12.94 -20.7%
582 BBMC J P MORGAN EXCHANGE TRADED F 3,236.0 $411K 0.01% NEW $127.15 +0.8%
583 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 17,432.0 $411K 0.01% NEW $23.58 +7.6%
584 TDY TELEDYNE TECHNOLOGIES INC Technology 615.0 $410K 0.01% NEW $666.90 -6.2%
585 IDXX IDEXX LABS INC Healthcare 774.0 $407K 0.01% NEW $526.35 +3.4%
586 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 5,291.0 $404K 0.01% NEW $76.40 +4.2%
587 YUMC YUM CHINA HLDGS INC Consumer Cyclical 9,874.0 $404K 0.01% NEW $40.87 +9.7%
588 VICI VICI PPTYS INC Real Estate 15,095.0 $401K 0.01% NEW $26.55 -2.7%
589 VV VANGUARD INDEX FDS 1,163.0 $400K 0.01% NEW $343.91 +3.1%
590 JPIE J P MORGAN EXCHANGE TRADED F 8,620.0 $397K 0.01% NEW $46.05 -0.3%
591 IOO ISHARES TR 2,882.0 $394K 0.01% NEW $136.60 +5.7%
592 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,411.0 $392K 0.01% NEW $115.00 -1.0%
593 COCO VITA COCO CO INC Consumer Defensive 5,929.0 $392K 0.01% NEW $66.14 -6.6%
594 PCG PG&E CORP Utilities 23,189.0 $390K 0.01% NEW $16.82 +7.4%
595 PCAR PACCAR INC Industrials 3,245.0 $390K 0.01% NEW $120.13 +5.6%
596 FQAL FIDELITY COVINGTON TRUST 4,785.0 $389K 0.01% NEW $81.36 +4.4%
597 AEM AGNICO EAGLE MINES LTD Basic Materials 2,503.0 $388K 0.01% NEW $155.11 +38.5%
598 FFIV F5 INC Technology 933.0 $388K 0.01% NEW $415.96 -1.7%
599 IAGG ISHARES TR 7,638.0 $386K 0.01% NEW $50.60 -1.6%
600 JIG J P MORGAN EXCHANGE TRADED F 4,426.0 $386K 0.01% NEW $87.17 -2.0%
Page 30 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%