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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GE GE AEROSPACE Industrials 793.0 $296K 0.28% NEW $373.73 -6.5%
22 LIN LINDE PLC Basic Materials 544.0 $282K 0.27% NEW $518.94 -6.1%
23 ULS UL SOLUTIONS INC Industrials 2,731.0 $278K 0.26% NEW $101.86 -27.4%
24 MS MORGAN STANLEY Financial Services 1,316.0 $275K 0.26% NEW $209.04 +3.7%
25 NATWEST GROUP PLC 15,364.0 $271K 0.26% NEW $17.63
26 SYY SYSCO CORP Consumer Defensive 3,106.0 $260K 0.25% NEW $83.58 -0.1%
27 SNX TD SYNNEX CORPORATION Technology 960.0 $257K 0.24% NEW $267.34 -6.0%
28 HD HOME DEPOT INC Consumer Cyclical 723.0 $255K 0.24% NEW $352.68 -4.2%
29 PEP PEPSICO INC Consumer Defensive 1,850.0 $250K 0.24% NEW $135.40 +5.1%
30 ECL ECOLAB INC Basic Materials 898.0 $250K 0.24% NEW $278.61 +3.9%
31 URI UNITED RENTALS INC Industrials 214.0 $242K 0.23% NEW $1132.89 -7.0%
32 WF WOORI FINL GROUP INC Financial Services 4,158.0 $239K 0.23% NEW $57.40 +23.6%
33 ZTS ZOETIS INC Healthcare 3,183.0 $229K 0.22% NEW $71.86 +7.6%
34 AMAT APPLIED MATLS INC Technology 315.0 $228K 0.22% NEW $723.00 -33.6%
35 KO COCA COLA CO Consumer Defensive 2,758.0 $224K 0.21% NEW $81.27 +12.8%
36 LPL LG DISPLAY CO LTD Technology 55,830.0 $217K 0.21% NEW $3.89 -13.1%
37 GLW CORNING INC Technology 848.0 $217K 0.20% NEW $255.43 -42.4%
38 KDP KEURIG DR PEPPER INC Consumer Defensive 6,400.0 $209K 0.20% NEW $32.73 -2.7%
39 AMD ADVANCED MICRO DEVICES INC Technology 360.0 $209K 0.20% NEW $580.91 -17.5%
40 MLM MARTIN MARIETTA MATLS INC Basic Materials 353.0 $204K 0.19% NEW $576.70 -7.8%
Page 2 of 3  ·  50 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%