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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 7,860.0 $1.5M 0.18% +238.0 +3.1% $194.13 +57.1%
82 XOM EXXON MOBIL CORP Energy 8,910.0 $1.5M 0.18% +526.0 +6.3% $169.66 -7.9%
83 LOW LOWES COS INC Consumer Cyclical 5,566.0 $1.3M 0.15% +245.0 +4.6% $236.28 -8.0%
84 CVX CHEVRON CORP NEW Energy 6,120.0 $1.3M 0.15% +273.0 +4.7% $206.89 -7.7%
85 PSA PUBLIC STORAGE OPER CO Real Estate 3,912.0 $1.1M 0.12% +259.0 +7.1% $270.88 +11.8%
86 VIG VANGUARD SPECIALIZED FUNDS 4,312.0 $927K 0.11% +344.0 +8.7% $215.06 +7.4%
87 UNH UNITEDHEALTH GROUP INC Healthcare 3,365.0 $911K 0.11% +38.0 +1.1% $270.59 +41.7%
88 GE GE AEROSPACE Industrials 2,864.0 $813K 0.09% +830.0 +40.8% $283.77 +6.3%
89 IBIT ISHARES BITCOIN TRUST ETF Financial Services 20,425.0 $785K 0.09% +4K +26.7% $38.42 +14.5%
90 NEE NEXTERA ENERGY INC Utilities 8,436.0 $784K 0.09% +87.0 +1.0% $92.88 -3.4%
91 OTIS OTIS WORLDWIDE CORP Industrials 9,761.0 $752K 0.09% +234.0 +2.5% $77.08 -7.1%
92 VTEB VANGUARD MUN BD FDS 14,977.0 $747K 0.09% +443.0 +3.0% $49.89 -0.1%
93 JNJ JOHNSON & JOHNSON Healthcare 2,940.0 $719K 0.08% +116.0 +4.1% $244.44 -5.2%
94 BAC BANK AMERICA CORP Financial Services 14,305.0 $697K 0.08% +464.0 +3.4% $48.75 +5.6%
95 NEBIUS GROUP N.V. 5,844.0 $606K 0.07% +615.0 +11.8% $103.76
96 XLK SELECT SECTOR SPDR TR 4,392.0 $584K 0.07% +408.0 +10.2% $132.90 +34.4%
97 STT STATE STR CORP Financial Services 4,105.0 $520K 0.06% +208.0 +5.3% $126.56 +21.7%
98 PEP PEPSICO INC Consumer Defensive 3,161.0 $491K 0.06% +237.0 +8.1% $155.29 -4.1%
99 ASTS AST SPACEMOBILE INC Technology 5,466.0 $453K 0.05% +2K +56.0% $82.87 +16.1%
100 PNC PNC FINL SVCS GROUP INC Financial Services 2,058.0 $428K 0.05% +58.0 +2.9% $208.09 +4.2%
Page 5 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%