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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 1 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 268,378.0 $16.0M 15.99% $59.55 -1.6%
2 VGSH VANGUARD SCOTTSDALE FDS 95,342.0 $5.6M 5.58% +7K +7.5% $58.54 -0.6%
3 VMBS VANGUARD SCOTTSDALE FDS 106,272.0 $5.0M 4.99% $46.95 -1.3%
4 IBD NORTHERN LTS FD TR IV 154,153.0 $3.7M 3.68% $23.86 -0.4%
5 OAIM UNIFIED SER TR 71,301.0 $3.1M 3.07% +8K +13.3% $43.06 +6.8%
6 OACP UNIFIED SER TR 124,408.0 $2.8M 2.83% +17K +15.4% $22.72 -0.8%
7 NVDA NVIDIA CORPORATION Technology 15,939.0 $2.8M 2.78% +292.0 +1.9% $174.40 +29.2%
8 GOOGL ALPHABET INC Communication Services 8,000.0 $2.3M 2.30% +2K +28.2% $287.56 +38.0%
9 MSFT MICROSOFT CORP Technology 5,898.0 $2.2M 2.18% +404.0 +7.3% $370.17 +14.0%
10 EQNR EQUINOR ASA Energy 39,016.0 $1.6M 1.65% -4K -8.3% $42.20 -6.4%
11 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,821.0 $1.6M 1.63% +619.0 +14.7% $337.95 +19.6%
12 AMZN AMAZON COM INC Consumer Cyclical 6,254.0 $1.3M 1.30% +2K +44.1% $208.27 +27.2%
13 OAEM UNIFIED SER TR 26,807.0 $1.1M 1.08% +443.0 +1.7% $40.32 +16.4%
14 RIO RIO TINTO PLC Basic Materials 11,027.0 $1.0M 1.03% -3K -20.2% $93.29 +11.1%
15 ASML ASML HLDG NV Technology 756.0 $999K 1.00% +91.0 +13.7% $1320.83 +11.5%
16 KLAC KLA CORP Technology 666.0 $981K 0.98% +8.0 +1.2% $1472.41 +22.5%
17 NVT NVENT ELEC PLC Industrials 8,233.0 $974K 0.97% +2K +22.5% $118.28 +42.9%
18 NDAQ NASDAQ INC Financial Services 11,067.0 $939K 0.94% +3K +42.9% $84.89 +7.3%
19 TT TRANE TECHNOLOGIES PLC Industrials 2,123.0 $885K 0.89% +24.0 +1.1% $416.74 +12.0%
20 INFY INFOSYS LTD Technology 65,380.0 $883K 0.88% +22K +51.4% $13.51 -10.7%
Page 1 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%