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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHI D R HORTON INC Consumer Cyclical 2,458.0 $337K 0.34% -112.0 -4.4% $137.22 -2.2%
82 INTU INTUIT Technology 780.0 $337K 0.34% +155.0 +24.8% $432.38 -4.1%
83 MPC MARATHON PETE CORP Energy 1,375.0 $336K 0.34% $244.18 +5.5%
84 QCOM QUALCOMM INC Technology 2,591.0 $334K 0.33% +20.0 +0.8% $128.78 +53.5%
85 CL COLGATE PALMOLIVE CO Consumer Defensive 3,912.0 $333K 0.33% -97.0 -2.4% $85.23 +5.3%
86 DTM DT MIDSTREAM INC Energy 2,465.0 $332K 0.33% +186.0 +8.2% $134.67 +10.2%
87 MTD METTLER TOLEDO INTERNATIONAL Healthcare 257.0 $324K 0.32% -3.0 -1.1% $1261.20 -15.0%
88 BAC BANK AMERICA CORP Financial Services 6,637.0 $324K 0.32% +125.0 +1.9% $48.75 +3.9%
89 BERKSHIRE HATHAWAY INC DEL 665.0 $319K 0.32% +10.0 +1.5% $479.20
90 CI THE CIGNA GROUP Healthcare 1,183.0 $316K 0.32% +133.0 +12.7% $266.75 +6.2%
91 TER TERADYNE INC Technology 1,062.0 $315K 0.32% NEW $296.46 +8.0%
92 GILD GILEAD SCIENCES INC Healthcare 2,236.0 $312K 0.31% +39.0 +1.8% $139.37 -7.6%
93 PH PARKER-HANNIFIN CORP Industrials 347.0 $311K 0.31% NEW $895.24 -5.3%
94 XP XP INC Financial Services 16,289.0 $310K 0.31% +385.0 +2.4% $19.04 -12.5%
95 MCK MCKESSON CORP Healthcare 355.0 $307K 0.31% $865.36 -10.4%
96 XOM EXXON MOBIL CORP Energy 1,778.0 $302K 0.30% +33.0 +1.9% $169.66 -5.8%
97 COP CONOCOPHILLIPS Energy 2,269.0 $300K 0.30% NEW $132.00 -5.3%
98 MSI MOTOROLA SOLUTIONS INC Technology 686.0 $298K 0.30% -423.0 -38.1% $433.97 -9.4%
99 FORTINET INC 3,609.0 $295K 0.29% -28.0 -0.8% $81.72
100 WEC WEC ENERGY GROUP INC Utilities 2,536.0 $294K 0.29% +582.0 +29.8% $115.77 -5.3%
Page 5 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%