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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 7 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KO COCA COLA CO Consumer Defensive 2,758.0 $224K 0.21% NEW $81.27 +12.8%
122 BKR BAKER HUGHES COMPANY Energy 4,011.0 $223K 0.21% -3K -40.9% $55.50 +11.4%
123 MPC MARATHON PETE CORP Energy 870.0 $222K 0.21% -505.0 -36.7% $255.67 +38.8%
124 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 233.0 $218K 0.21% -13.0 -5.3% $935.47 +2.6%
125 LPL LG DISPLAY CO LTD Technology 55,830.0 $217K 0.21% NEW $3.89 -13.1%
126 GLW CORNING INC Technology 848.0 $217K 0.20% NEW $255.43 -42.4%
127 F FORD MTR CO Consumer Cyclical 15,467.0 $215K 0.20% -6K -26.8% $13.90 +0.4%
128 AMT AMERICAN TOWER CORP Real Estate 1,296.0 $212K 0.20% -366.0 -22.0% $163.57 +9.2%
129 AJG GALLAGHER ARTHUR J & CO Financial Services 917.0 $211K 0.20% -901.0 -49.6% $229.57 +17.0%
130 KDP KEURIG DR PEPPER INC Consumer Defensive 6,400.0 $209K 0.20% NEW $32.73 -2.7%
131 AMD ADVANCED MICRO DEVICES INC Technology 360.0 $209K 0.20% NEW $580.91 -17.5%
132 MLM MARTIN MARIETTA MATLS INC Basic Materials 353.0 $204K 0.19% NEW $576.70 -7.8%
133 MCK MCKESSON CORP Healthcare 267.0 $202K 0.19% -88.0 -24.8% $755.60 +19.8%
134 FN FABRINET Technology 356.0 $200K 0.19% NEW $562.08 -23.2%
135 LYG LLOYDS BANKING GROUP PLC Financial Services 33,695.0 $196K 0.19% NEW $5.83 +4.3%
136 SAN BANCO SANTANDER SA Financial Services 12,979.0 $179K 0.17% NEW $13.80 +6.0%
137 MFG MIZUHO FINANCIAL GROUP INC Financial Services 18,045.0 $173K 0.16% NEW $9.58 +8.7%
138 VIV TELEFONICA BRASIL SA Communication Services 11,483.0 $151K 0.14% NEW $13.16 -11.5%
139 WIT WIPRO LTD Technology 53,058.0 $119K 0.11% NEW $2.25 -16.4%
140 CFFN CAPITOL FED FINL INC Financial Services 11,675.0 $99K 0.09% -482.0 -4.0% $8.51 +0.4%
Page 7 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%