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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 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OALC UNIFIED SER TR 24,604.0 $843K 0.84% +2K +8.1% $34.27 +15.1%
22 V VISA INC Financial Services 2,584.0 $781K 0.78% +135.0 +5.5% $302.24 +7.8%
23 GPN GLOBAL PMTS INC Industrials 11,604.0 $781K 0.78% +2K +17.5% $67.30 +0.4%
24 ENTERGY CORP NEW 6,734.0 $757K 0.76% -40.0 -0.6% $112.36
25 HDB HDFC BANK LTD Financial Services 30,254.0 $753K 0.75% +2K +7.9% $24.88 -1.7%
26 CRH PLC 7,126.0 $749K 0.75% $105.12
27 AVGO BROADCOM INC Technology 2,372.0 $734K 0.73% +94.0 +4.1% $309.51 +35.9%
28 CAE CAE INC Industrials 27,614.0 $719K 0.72% -1K -4.8% $26.05 -0.6%
29 TRGP TARGA RES CORP Energy 2,821.0 $707K 0.71% +108.0 +4.0% $250.73 +8.5%
30 FLEX FLEXTRONICS INTL LTD Technology 10,702.0 $701K 0.70% +109.0 +1.0% $65.46 +110.6%
31 TCOM TRIP COM GROUP LTD Consumer Cyclical 13,812.0 $688K 0.69% +5K +54.6% $49.79 -0.4%
32 MA MASTERCARD INCORPORATED Financial Services 1,371.0 $685K 0.69% $499.66 -1.1%
33 JPM JPMORGAN CHASE & CO Financial Services 2,309.0 $679K 0.68% -728.0 -24.0% $294.16 +1.2%
34 GEV GE VERNOVA INC Utilities 745.0 $650K 0.65% +30.0 +4.2% $872.90 +20.2%
35 RPRX ROYALTY PHARMA PLC Healthcare 12,529.0 $601K 0.60% -1K -7.6% $47.97 +10.2%
36 ESI ELEMENT SOLUTIONS INC Basic Materials 17,544.0 $599K 0.60% -251.0 -1.4% $34.14 +24.0%
37 UNILEVER PLC 10,351.0 $590K 0.59% NEW $56.97
38 PLTR PALANTIR TECHNOLOGIES INC Technology 3,908.0 $572K 0.57% +627.0 +19.1% $146.28 -8.4%
39 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,838.0 $555K 0.56% +23.0 +0.8% $195.40 +4.0%
40 EGP EASTGROUP PPTYS INC Real Estate 2,991.0 $554K 0.55% -77.0 -2.5% $185.09 +8.5%
Page 2 of 7  ·  128 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%