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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 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 19,079.0 $395K 0.37% +1K +6.7% $20.70 +24.4%
62 ICICI BANK LIMITED 13,330.0 $387K 0.37% NEW $29.03
63 PLTR PALANTIR TECHNOLOGIES INC Technology 3,303.0 $385K 0.36% -605.0 -15.5% $116.67 +48.1%
64 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,609.0 $381K 0.36% -68.0 -1.0% $57.62 +17.9%
65 STE STERIS PLC Healthcare 1,806.0 $380K 0.36% -654.0 -26.6% $210.57 +12.3%
66 APP APPLOVIN CORP Technology 737.0 $380K 0.36% -448.0 -37.8% $515.23 -39.7%
67 BAC BANK OF AMER CORP Financial Services 6,584.0 $375K 0.35% -53.0 -0.8% $56.98 +9.6%
68 AIT APPLIED INDL TECHNOLOGIES IN Industrials 1,099.0 $372K 0.35% -268.0 -19.6% $338.15 -0.7%
69 MAR MARRIOTT INTL INC NEW Consumer Cyclical 999.0 $370K 0.35% NEW $370.59 -3.5%
70 CDNS CADENCE DESIGN SYSTEM INC Technology 985.0 $370K 0.35% NEW $375.32 -11.6%
71 XOM EXXON MOBIL CORP Energy 2,670.0 $365K 0.35% +892.0 +50.2% $136.72 +17.5%
72 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,624.0 $364K 0.34% +385.0 +31.1% $223.95 +26.3%
73 CI THE CIGNA GROUP Healthcare 1,277.0 $352K 0.33% +94.0 +8.0% $275.68 +1.3%
74 SNDK SANDISK CORP Technology 154.0 $350K 0.33% NEW $2273.73 -34.9%
75 FERG FERGUSON ENTERPRISES INC Industrials 1,462.0 $347K 0.33% -432.0 -22.8% $237.33 -2.0%
76 SCHB SCHWAB STRATEGIC TR 11,914.0 $345K 0.33% NEW $28.96 +2.2%
77 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,934.0 $345K 0.33% +2K +1511.7% $178.24 +19.9%
78 SCHW SCHWAB CHARLES CORP Financial Services 3,699.0 $341K 0.32% -1K -25.4% $92.27 +21.7%
79 GM GENERAL MTRS CO Consumer Cyclical 4,258.0 $328K 0.31% -872.0 -17.0% $77.08 +11.3%
80 WEC WEC ENERGY GROUP INC Utilities 2,809.0 $328K 0.31% +273.0 +10.8% $116.77 -8.6%
Page 4 of 8  ·  144 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%