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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 1 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGIT VANGUARD SCOTTSDALE FDS 273,482.0 $16.1M 15.27% +5K +1.9% $58.98 -0.7%
2 VGSH VANGUARD SCOTTSDALE FDS 95,342.0 $5.5M 5.25% $58.20 -0.0%
3 VMBS VANGUARD SCOTTSDALE FDS 106,272.0 $5.0M 4.71% $46.81 -0.8%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,025.0 $3.8M 3.63% +3K +66.5% $477.57 -12.7%
5 IBD NORTHERN LTS FD TR IV 147,937.0 $3.5M 3.33% -6K -4.0% $23.77 -0.3%
6 OAIM UNIFIED SER TR 61,820.0 $3.0M 2.80% -9K -13.3% $47.83 +1.1%
7 OACP UNIFIED SER TR 127,586.0 $2.9M 2.74% +3K +2.5% $22.71 -0.9%
8 GOOGL ALPHABET INC Communication Services 6,755.0 $2.4M 2.29% -1K -15.6% $357.37 -3.2%
9 NVDA NVIDIA CORPORATION Technology 10,572.0 $2.1M 2.00% -5K -33.7% $200.09 +6.5%
10 MSFT MICROSOFT CORP Technology 5,094.0 $1.9M 1.80% -804.0 -13.6% $373.02 +31.5%
11 HSBC HSBC HLDGS PLC Financial Services 18,588.0 $1.8M 1.67% NEW $95.09 +9.7%
12 TIGO MILLICOM INTL CELLULAR S A Communication Services 17,938.0 $1.6M 1.54% +12K +181.1% $90.76 +5.1%
13 KLAC KLA CORP Technology 5,329.0 $1.6M 1.52% +5K +700.1% $301.71 -39.4%
14 ASML ASML HLDG NV Technology 640.0 $1.3M 1.21% -116.0 -15.3% $1989.44 -12.3%
15 AMZN AMAZON COM INC Consumer Cyclical 5,223.0 $1.2M 1.18% -1K -16.5% $238.34 +9.4%
16 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 105,984.0 $1.2M 1.12% NEW $11.15 -7.2%
17 KT KT CORP Communication Services 65,953.0 $1.1M 1.08% NEW $17.28 +11.2%
18 AVGO BROADCOM INC Technology 2,853.0 $1.1M 1.02% +481.0 +20.3% $377.75 -5.6%
19 NVT NVENT ELEC PLC Industrials 6,323.0 $1.1M 1.02% -2K -23.2% $169.61 -10.4%
20 IX ORIX CORP Financial Services 27,978.0 $1.1M 1.01% NEW $38.04 +3.7%
Page 1 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%