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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 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 952.0 $322K 0.30% -372.0 -28.1% $338.25 -0.7%
82 ABBV ABBVIE INC Healthcare 1,271.0 $320K 0.30% -297.0 -18.9% $251.64 +5.6%
83 DTM DT MIDSTREAM INC Energy 2,159.0 $317K 0.30% -306.0 -12.4% $146.74 -13.6%
84 LLY ELI LILLY & CO Healthcare 263.0 $315K 0.30% +2.0 +0.8% $1199.43 +2.8%
85 CB CHUBB LIMITED Financial Services 905.0 $308K 0.29% NEW $340.74 +0.7%
86 DHI D R HORTON INC Consumer Cyclical 1,890.0 $308K 0.29% -568.0 -23.1% $162.88 -7.4%
87 QCOM QUALCOMM INC Technology 1,665.0 $308K 0.29% -926.0 -35.7% $184.79 -13.1%
88 JCI JOHNSON CONTROLS INTERNATION Industrials 2,082.0 $304K 0.29% NEW $146.11 -2.9%
89 WMT WALMART INC Consumer Defensive 2,677.0 $303K 0.29% +765.0 +40.0% $113.26 -7.0%
90 UMC UNITED MICROELECTRONICS CORP Technology 10,927.0 $297K 0.28% NEW $27.21 -28.0%
91 GE GE AEROSPACE Industrials 793.0 $296K 0.28% NEW $373.73 -6.5%
92 NI NISOURCE INC Utilities 6,163.0 $293K 0.28% -2K -22.1% $47.55 -14.5%
93 GILD GILEAD SCIENCES INC Healthcare 2,264.0 $286K 0.27% +28.0 +1.2% $126.34 +17.8%
94 HLI HOULIHAN LOKEY INC Financial Services 2,128.0 $285K 0.27% -678.0 -24.2% $134.13 -3.8%
95 LIN LINDE PLC Basic Materials 544.0 $282K 0.27% NEW $518.94 -6.1%
96 VLO VALERO ENERGY CORP Energy 1,082.0 $282K 0.27% -460.0 -29.8% $260.44 +30.7%
97 ROL ROLLINS INC Consumer Cyclical 6,680.0 $279K 0.26% -2K -25.8% $41.74 -12.9%
98 ULS UL SOLUTIONS INC Industrials 2,731.0 $278K 0.26% NEW $101.86 -27.4%
99 MS MORGAN STANLEY Financial Services 1,316.0 $275K 0.26% NEW $209.04 +3.7%
100 CVX CHEVRON CORPORATION Energy 1,644.0 $273K 0.26% +582.0 +54.8% $165.76 +20.6%
Page 5 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%