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Portfolio (Quarterly) Guide ↗

OneAscent Investment Solutions LLC

· CIK 0001974438
13F Portfolio $100M AUM 128 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 68 Added 33 Reduced 5 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSI MOTOROLA SOLUTIONS INC Technology 686.0 $298K 0.30% -423.0 -38.1% $433.97 -7.5%
22 FORTINET INC 3,609.0 $295K 0.29% -28.0 -0.8% $81.72
23 SHW SHERWIN WILLIAMS CO Basic Materials 914.0 $293K 0.29% -99.0 -9.8% $320.55 -6.5%
24 EQT EQT CORP Energy 4,538.0 $289K 0.29% -80.0 -1.7% $63.64 -6.7%
25 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 858.0 $284K 0.28% -21.0 -2.4% $330.63 -5.9%
26 PNR PENTAIR PLC Industrials 2,987.0 $260K 0.26% -1K -32.0% $87.11 -17.2%
27 UBER UBER TECHNOLOGIES INC Technology 3,605.0 $259K 0.26% -1K -28.8% $71.93 +3.0%
28 IEX IDEX CORP Industrials 1,348.0 $256K 0.26% -35.0 -2.5% $189.55 +8.8%
29 LAD LITHIA MTRS INC Consumer Cyclical 977.0 $244K 0.24% -13.0 -1.3% $249.72 +3.4%
30 LLY ELI LILLY & CO Healthcare 261.0 $240K 0.24% -17.0 -6.1% $919.77 +10.1%
31 WMT WALMART INC Consumer Defensive 1,912.0 $238K 0.24% -96.0 -4.8% $124.28 +8.6%
32 IP INTERNATIONAL PAPER CO Consumer Cyclical 6,355.0 $227K 0.23% -1K -18.9% $35.70 -16.9%
33 CRM SALESFORCE INC Technology 1,198.0 $224K 0.22% -41.0 -3.3% $186.67 -3.6%
Page 2 of 2  ·  33 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 29.2%
Financial Services 15.8%
Industrials 10.6%
Energy 10.1%
Consumer Cyclical 9.5%
Communication Services 6.9%
Healthcare 6.6%
Utilities 3.5%
Basic Materials 3.3%
Real Estate 2.3%