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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RKLB ROCKET LAB CORP Industrials 6,121.0 $393K 0.05% +777.0 +14.5% $64.22 +98.2%
102 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,468.0 $386K 0.04% +2K +64.2% $70.51 -24.2%
103 CSCO CISCO SYS INC Technology 4,592.0 $356K 0.04% +427.0 +10.2% $77.59 +48.7%
104 BERKSHIRE HATHAWAY INC DEL 728.0 $349K 0.04% +149.0 +25.7% $479.20
105 HOOD ROBINHOOD MKTS INC Financial Services 4,989.0 $346K 0.04% +2K +84.4% $69.30 +7.0%
106 UEC URANIUM ENERGY CORP Energy 24,512.0 $331K 0.04% +4K +18.0% $13.50 -11.8%
107 LMND LEMONADE INC Financial Services 4,775.0 $299K 0.04% +823.0 +20.8% $62.68 -13.9%
108 PG PROCTER AND GAMBLE CO Consumer Defensive 2,020.0 $292K 0.03% +180.0 +9.8% $144.44 -2.2%
109 GH GUARDANT HEALTH INC Healthcare 2,962.0 $274K 0.03% +483.0 +19.5% $92.37 +6.3%
110 DE DEERE & CO Industrials 467.0 $263K 0.03% +7.0 +1.5% $563.30 -0.9%
111 ROKU ROKU INC Communication Services 2,620.0 $248K 0.03% +285.0 +12.2% $94.62 +27.4%
112 QBTS D-WAVE QUANTUM INC Technology 16,987.0 $245K 0.03% +2K +13.2% $14.43 +26.1%
113 AXP AMERICAN EXPRESS CO Financial Services 782.0 $237K 0.03% +56.0 +7.7% $302.48 +2.4%
114 EW EDWARDS LIFESCIENCES CORP Healthcare 2,926.0 $234K 0.03% +18.0 +0.6% $80.08 +2.6%
115 NBTB NBT BANCORP INC Financial Services 5,353.0 $228K 0.03% +309.0 +6.1% $42.58 +5.2%
116 MDB MONGODB INC Technology 863.0 $211K 0.03% +128.0 +17.4% $244.77 +36.7%
117 RIOT RIOT PLATFORMS INC Financial Services 16,851.0 $208K 0.02% +2K +12.8% $12.36 +83.3%
118 RGTI RIGETTI COMPUTING INC Technology 14,425.0 $203K 0.02% +1K +11.4% $14.04 +13.7%
119 RDDT REDDIT INC Communication Services 1,504.0 $203K 0.02% +167.0 +12.5% $134.65 +15.0%
120 QS QUANTUMSCAPE CORP Consumer Cyclical 18,739.0 $120K 0.01% +3K +20.8% $6.38 +14.4%
Page 6 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%