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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 4 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 28,617.0 $12.0M 0.36% NEW $420.59 -17.8%
62 KLAC KLA CORP Technology 39,532.0 $11.9M 0.36% NEW $301.71 -39.1%
63 PG PROCTER & GAMBLE CO Consumer Defensive 80,751.0 $11.8M 0.35% NEW $146.64 -1.1%
64 KNSL KINSALE CAP GROUP INC Financial Services 35,364.0 $11.7M 0.35% NEW $329.81 +17.4%
65 IAU ISHARES GOLD TR Financial Services 149,714.0 $11.3M 0.34% NEW $75.51 +14.4%
66 PGR PROGRESSIVE CORP Financial Services 51,342.0 $11.2M 0.34% NEW $218.45 +1.9%
67 IEFA ISHARES TR 115,606.0 $11.2M 0.33% NEW $96.58 +4.5%
68 EFA ISHARES TR 106,628.0 $11.1M 0.33% NEW $103.88 +4.2%
69 CAT CATERPILLAR INC Industrials 10,359.0 $11.0M 0.33% NEW $1064.95 -22.8%
70 EFAV ISHARES TR 124,996.0 $11.0M 0.33% NEW $87.71 +7.6%
71 IWM ISHARES TR 36,455.0 $11.0M 0.33% NEW $300.45 -0.5%
72 INTC INTEL CORP Technology 77,879.0 $10.9M 0.33% NEW $139.63 -36.8%
73 MEDP MEDPACE HLDGS INC Healthcare 20,413.0 $10.8M 0.32% NEW $529.59 +16.9%
74 SSO PROSHARES TR 159,348.0 $10.7M 0.32% NEW $67.38 +4.1%
75 XOM EXXON MOBIL CORP Energy 77,454.0 $10.6M 0.32% NEW $136.72 +15.7%
76 VEA VANGUARD TAX-MANAGED FDS 146,086.0 $10.4M 0.31% NEW $71.25 +3.1%
77 IEMG ISHARES INC 124,084.0 $10.3M 0.31% NEW $82.84 -1.2%
78 AXP AMERICAN EXPRESS CO Financial Services 30,121.0 $10.2M 0.30% NEW $338.25 -0.6%
79 HD HOME DEPOT INC Consumer Cyclical 28,781.0 $10.2M 0.30% NEW $352.69 -5.1%
80 WSO WATSCO INC Industrials 24,089.0 $10.0M 0.30% NEW $416.74 -24.6%
Page 4 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%