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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 233.0 $218K 0.21% -13.0 -5.3% $935.47 +2.6%
62 F FORD MTR CO Consumer Cyclical 15,467.0 $215K 0.20% -6K -26.8% $13.90 +0.4%
63 AMT AMERICAN TOWER CORP Real Estate 1,296.0 $212K 0.20% -366.0 -22.0% $163.57 +9.2%
64 AJG GALLAGHER ARTHUR J & CO Financial Services 917.0 $211K 0.20% -901.0 -49.6% $229.57 +17.0%
65 MCK MCKESSON CORP Healthcare 267.0 $202K 0.19% -88.0 -24.8% $755.60 +19.8%
66 CFFN CAPITOL FED FINL INC Financial Services 11,675.0 $99K 0.09% -482.0 -4.0% $8.51 +0.4%
Page 4 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%