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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 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 263.0 $315K 0.30% +2.0 +0.8% $1199.43 +2.8%
22 WMT WALMART INC Consumer Defensive 2,677.0 $303K 0.29% +765.0 +40.0% $113.26 -7.0%
23 GILD GILEAD SCIENCES INC Healthcare 2,264.0 $286K 0.27% +28.0 +1.2% $126.34 +17.8%
24 CVX CHEVRON CORPORATION Energy 1,644.0 $273K 0.26% +582.0 +54.8% $165.76 +20.6%
Page 2 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%