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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMP AMERIPRISE FINL INC Financial Services 1,090.0 $500K 0.47% -22.0 -2.0% $458.76 +22.1%
22 NDAQ NASDAQ INC Financial Services 6,282.0 $495K 0.47% -5K -43.2% $78.82 +25.3%
23 FORTINET INC 3,095.0 $475K 0.45% -514.0 -14.2% $153.62
24 TER TERADYNE INC Technology 953.0 $461K 0.44% -109.0 -10.3% $483.84 -24.3%
25 PLD PROLOGIS INC. Real Estate 3,387.0 $459K 0.43% -239.0 -6.6% $135.47 +5.8%
26 EGP EASTGROUP PPTYS INC Real Estate 2,242.0 $454K 0.43% -749.0 -25.0% $202.53 +0.1%
27 MRK MERCK & CO INC Healthcare 3,533.0 $454K 0.43% -405.0 -10.3% $128.50 +21.7%
28 ABNB AIRBNB INC Consumer Cyclical 3,147.0 $450K 0.43% -747.0 -19.2% $143.10 +33.1%
29 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,017.0 $437K 0.41% -821.0 -28.9% $216.60 -8.4%
30 BPOP POPULAR INC Financial Services 2,493.0 $409K 0.39% -759.0 -23.3% $164.18 +3.3%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 3,303.0 $385K 0.36% -605.0 -15.5% $116.67 +48.1%
32 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,609.0 $381K 0.36% -68.0 -1.0% $57.62 +17.9%
33 STE STERIS PLC Healthcare 1,806.0 $380K 0.36% -654.0 -26.6% $210.57 +12.3%
34 APP APPLOVIN CORP Technology 737.0 $380K 0.36% -448.0 -37.8% $515.23 -39.7%
35 BAC BANK OF AMER CORP Financial Services 6,584.0 $375K 0.35% -53.0 -0.8% $56.98 +9.6%
36 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,099.0 $372K 0.35% -268.0 -19.6% $338.15 -0.7%
37 FERG FERGUSON ENTERPRISES INC Industrials 1,462.0 $347K 0.33% -432.0 -22.8% $237.33 -2.0%
38 SCHW SCHWAB CHARLES CORP Financial Services 3,699.0 $341K 0.32% -1K -25.4% $92.27 +21.7%
39 GM GENERAL MTRS CO Consumer Cyclical 4,258.0 $328K 0.31% -872.0 -17.0% $77.08 +11.3%
40 AXP AMERICAN EXPRESS CO Financial Services 952.0 $322K 0.30% -372.0 -28.1% $338.25 -0.7%
Page 2 of 4  ·  66 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%