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Portfolio (Quarterly) Guide ↗

Ascent Wealth Partners, LLC

· CIK 0001546865
13F Portfolio $860M AUM 188 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 122 Added 27 Reduced 15 Exited
Page 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROK ROCKWELL AUTOMATION INC Industrials 14,626.0 $5.2M 0.61% +763.0 +5.5% $358.88 +21.6%
42 KLAC KLA CORP Technology 3,560.0 $5.2M 0.61% +144.0 +4.2% $1472.41 +19.3%
43 QCOM QUALCOMM INC Technology 39,669.0 $5.1M 0.59% +770.0 +2.0% $128.78 +58.1%
44 NFLX NETFLIX INC Communication Services 52,030.0 $5.0M 0.58% +16K +43.8% $96.15 -6.8%
45 AMGN AMGEN INC Healthcare 13,143.0 $4.6M 0.54% +663.0 +5.3% $351.85 -6.0%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 24,358.0 $3.6M 0.41% +1K +4.3% $146.28 -7.6%
47 PFEB INNOVATOR ETFS TRUST 88,781.0 $3.6M 0.41% +5K +6.2% $40.10 +6.0%
48 MCD MCDONALDS CORP Consumer Cyclical 11,452.0 $3.6M 0.41% +89.0 +0.8% $310.79 -9.1%
49 NOC NORTHROP GRUMMAN CORP Industrials 4,874.0 $3.3M 0.39% +82.0 +1.7% $682.24 -19.4%
50 MCO MOODYS CORP Financial Services 7,369.0 $3.2M 0.37% +133.0 +1.8% $436.25 +1.6%
51 SMLF ISHARES TR 42,316.0 $3.2M 0.37% +31K +289.3% $75.49 +7.3%
52 RMD RESMED INC Healthcare 14,135.0 $3.2M 0.37% +624.0 +4.6% $224.48 -9.1%
53 BK BANK NEW YORK MELLON CORP Financial Services 26,436.0 $3.1M 0.36% +771.0 +3.0% $118.63 +14.9%
54 IJH ISHARES TR 41,764.0 $2.8M 0.33% +2K +4.3% $67.53 +5.8%
55 CRWD CROWDSTRIKE HLDGS INC Technology 7,119.0 $2.8M 0.32% +270.0 +3.9% $390.41 +58.5%
56 AGG ISHARES TR 26,510.0 $2.6M 0.31% +3K +13.2% $99.27 -1.7%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 49,298.0 $2.5M 0.29% +1K +2.6% $50.20 -6.9%
58 SHOP SHOPIFY INC Technology 20,715.0 $2.5M 0.29% +1K +6.0% $118.62 -13.7%
59 CAH CARDINAL HEALTH INC Healthcare 11,581.0 $2.4M 0.28% +117.0 +1.0% $211.31 -5.2%
60 SO SOUTHERN CO Utilities 25,283.0 $2.4M 0.28% +311.0 +1.2% $96.52 -2.9%
Page 3 of 7  ·  122 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
Financial Services 27.9%
Technology 22.2%
Industrials 16.0%
Healthcare 10.2%
Communication Services 6.5%
Consumer Cyclical 5.6%
Consumer Defensive 4.0%
Utilities 3.7%
Energy 2.1%
Basic Materials 1.1%