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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 1,271.0 $320K 0.30% -297.0 -18.9% $251.64 +5.6%
42 DTM DT MIDSTREAM INC Energy 2,159.0 $317K 0.30% -306.0 -12.4% $146.74 -13.6%
43 DHI D R HORTON INC Consumer Cyclical 1,890.0 $308K 0.29% -568.0 -23.1% $162.88 -7.4%
44 QCOM QUALCOMM INC Technology 1,665.0 $308K 0.29% -926.0 -35.7% $184.79 -13.1%
45 NI NISOURCE INC Utilities 6,163.0 $293K 0.28% -2K -22.1% $47.55 -14.5%
46 HLI HOULIHAN LOKEY INC Financial Services 2,128.0 $285K 0.27% -678.0 -24.2% $134.13 -3.8%
47 VLO VALERO ENERGY CORP Energy 1,082.0 $282K 0.27% -460.0 -29.8% $260.44 +30.7%
48 ROL ROLLINS INC Consumer Cyclical 6,680.0 $279K 0.26% -2K -25.8% $41.74 -12.9%
49 SHW SHERWIN WILLIAMS CO Basic Materials 790.0 $272K 0.26% -124.0 -13.6% $344.32 +1.8%
50 MSCI MSCI INC Financial Services 473.0 $265K 0.25% -356.0 -42.9% $560.04 +0.7%
51 MTD METTLER TOLEDO INTERNATIONAL Healthcare 205.0 $262K 0.25% -52.0 -20.2% $1277.51 +9.8%
52 MSI MOTOROLA SOLUTIONS INC Technology 628.0 $261K 0.25% -58.0 -8.4% $415.29 +16.9%
53 G GENPACT LIMITED Technology 9,242.0 $254K 0.24% -3K -27.4% $27.50 +35.5%
54 HDB HDFC BANK LTD Financial Services 9,651.0 $249K 0.24% -21K -68.1% $25.83 -8.5%
55 TJX TJX COS INC NEW Consumer Cyclical 1,553.0 $235K 0.22% -670.0 -30.1% $151.50 -7.9%
56 IEX IDEX CORP Industrials 1,023.0 $232K 0.22% -325.0 -24.1% $226.95 +1.5%
57 ADBE ADOBE INC Technology 1,117.0 $229K 0.22% -542.0 -32.7% $205.02 +33.6%
58 VST VISTRA CORP Utilities 1,427.0 $226K 0.21% -432.0 -23.2% $158.63 -12.4%
59 BKR BAKER HUGHES COMPANY Energy 4,011.0 $223K 0.21% -3K -40.9% $55.50 +11.4%
60 MPC MARATHON PETE CORP Energy 870.0 $222K 0.21% -505.0 -36.7% $255.67 +38.8%
Page 3 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%