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Portfolio (Quarterly) Guide ↗

OneAscent Investment Solutions LLC

· CIK 0001974438
13F Portfolio $106M AUM 144 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 50 New 24 Added 66 Reduced 34 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 273,482.0 $16.1M 15.27% +5K +1.9% $58.98 -0.7%
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,025.0 $3.8M 3.63% +3K +66.5% $477.57 -12.6%
3 OACP UNIFIED SER TR 127,586.0 $2.9M 2.74% +3K +2.5% $22.71 -0.9%
4 TIGO MILLICOM INTL CELLULAR S A Communication Services 17,938.0 $1.6M 1.54% +12K +181.1% $90.76 +4.9%
5 KLAC KLA CORP Technology 5,329.0 $1.6M 1.52% +5K +700.1% $301.71 -39.2%
6 AVGO BROADCOM INC Technology 2,853.0 $1.1M 1.02% +481.0 +20.3% $377.75 -5.6%
7 OALC UNIFIED SER TR 25,231.0 $1.0M 0.98% +627.0 +2.5% $41.03 +1.7%
8 MA MASTERCARD INCORPORATED Financial Services 1,406.0 $722K 0.68% +35.0 +2.5% $513.60 +16.7%
9 GOOG ALPHABET INC 1,980.0 $700K 0.66% +195.0 +10.9% $353.33
10 CAT CATERPILLAR INC Industrials 635.0 $676K 0.64% +55.0 +9.5% $1064.90 -23.8%
11 CL COLGATE PALMOLIVE CO Consumer Defensive 5,174.0 $474K 0.45% +1K +32.3% $91.68 -0.4%
12 PH PARKER-HANNIFIN CORP Industrials 476.0 $466K 0.44% +129.0 +37.2% $978.12 +3.9%
13 BERKSHIRE HATHAWAY INC DEL 860.0 $430K 0.41% +195.0 +29.3% $500.39
14 CSCO CISCO SYS INC Technology 3,376.0 $397K 0.38% +73.0 +2.2% $117.46 -5.4%
15 T AT&T INC Communication Services 19,079.0 $395K 0.37% +1K +6.7% $20.70 +24.4%
16 XOM EXXON MOBIL CORP Energy 2,670.0 $365K 0.35% +892.0 +50.2% $136.72 +17.5%
17 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,624.0 $364K 0.34% +385.0 +31.1% $223.95 +26.3%
18 CI THE CIGNA GROUP Healthcare 1,277.0 $352K 0.33% +94.0 +8.0% $275.68 +1.3%
19 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,934.0 $345K 0.33% +2K +1511.7% $178.24 +19.9%
20 WEC WEC ENERGY GROUP INC Utilities 2,809.0 $328K 0.31% +273.0 +10.8% $116.77 -8.6%
Page 1 of 2  ·  24 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 34.8%
Financial Services 17.8%
Industrials 9.4%
Communication Services 9.0%
Consumer Cyclical 6.5%
Energy 6.2%
Healthcare 6.0%
Consumer Defensive 3.1%
Utilities 2.8%
Basic Materials 2.6%