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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 5 of 41  ·  808 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IXUS ISHARES TR 103,258.0 $9.9M 0.29% NEW $95.44 +2.7%
82 HEICO CORP NEW 37,682.0 $9.7M 0.29% NEW $257.91
83 PZA INVESCO EXCH TRADED FD TR II 407,832.0 $9.6M 0.29% NEW $23.52 -3.3%
84 EWJ ISHARES INC 102,374.0 $9.5M 0.29% NEW $93.27 +2.3%
85 USHY ISHARES TR 253,314.0 $9.4M 0.28% NEW $37.02 -0.2%
86 LRCX LAM RESEARCH CORP Technology 21,627.0 $9.4M 0.28% NEW $433.33 -27.8%
87 CVX CHEVRON CORPORATION Energy 55,402.0 $9.2M 0.28% NEW $165.76 +20.8%
88 ABBV ABBVIE INC Healthcare 35,888.0 $9.0M 0.27% NEW $251.63 +4.5%
89 TJX TJX COS INC NEW Consumer Cyclical 59,383.0 $9.0M 0.27% NEW $151.50 -9.7%
90 OEF ISHARES TR 24,508.0 $9.0M 0.27% NEW $365.86 +3.1%
91 AAON AAON INC Industrials 65,577.0 $8.3M 0.25% NEW $126.86 -37.1%
92 C CITIGROUP INC Financial Services 58,481.0 $8.2M 0.24% NEW $139.96 -4.6%
93 AMAT APPLIED MATLS INC Technology 11,311.0 $8.2M 0.24% NEW $722.99 -33.6%
94 UNH UNITEDHEALTH GROUP INC Healthcare 19,555.0 $8.1M 0.24% NEW $415.62 -3.5%
95 GILD GILEAD SCIENCES INC Healthcare 63,356.0 $8.0M 0.24% NEW $126.34 +17.2%
96 SPY STATE STR SPDR S&P 500 ETF T Financial Services 10,618.0 $7.9M 0.24% NEW $746.81 +2.6%
97 VOT VANGUARD INDEX FDS 25,720.0 $7.9M 0.24% NEW $306.30 -0.4%
98 LIN LINDE PLC Basic Materials 14,858.0 $7.7M 0.23% NEW $518.97 -5.5%
99 CRWD CROWDSTRIKE HLDGS INC Technology 9,586.0 $7.3M 0.22% NEW $190.79 -0.8%
100 PANW PALO ALTO NETWORKS INC Technology 21,173.0 $7.2M 0.22% NEW $341.01 -0.5%
Page 5 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%