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Portfolio (Quarterly) Guide ↗

Ascent Wealth Partners, LLC

· CIK 0001546865
13F Portfolio $869M AUM 183 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 45,772.0 $10.6M 1.22% NEW $230.82 +14.8%
22 PAUG INNOVATOR ETFS TR 242,125.0 $10.5M 1.21% NEW $43.25 +4.3%
23 SYK STRYKER CORPORATION Healthcare 29,357.0 $10.3M 1.19% NEW $351.47 -9.6%
24 META META PLATFORMS INC Communication Services 15,174.0 $10.0M 1.15% NEW $660.09 -8.7%
25 V VISA INC Financial Services 27,011.0 $9.5M 1.09% NEW $350.71 -5.9%
26 CMI CUMMINS INC Industrials 18,268.0 $9.3M 1.07% NEW $510.45 +29.2%
27 ACN ACCENTURE PLC IRELAND Technology 34,329.0 $9.2M 1.06% NEW $268.30 -33.2%
28 MA MASTERCARD INCORPORATED Financial Services 16,074.0 $9.2M 1.06% NEW $570.88 -12.5%
29 HD HOME DEPOT INC Consumer Cyclical 26,116.0 $9.0M 1.03% NEW $344.10 -12.1%
30 CAT CATERPILLAR INC Industrials 15,519.0 $8.9M 1.02% NEW $572.87 +52.3%
31 LLY ELI LILLY & CO Healthcare 8,166.0 $8.8M 1.01% NEW $1074.70 -5.0%
32 AXON AXON ENTERPRISE INC Industrials 14,837.0 $8.4M 0.97% NEW $567.93 -29.8%
33 AVGO BROADCOM INC Technology 23,457.0 $8.1M 0.93% NEW $346.09 +20.7%
34 MSCI MSCI INC Financial Services 13,009.0 $7.5M 0.86% NEW $573.73 +0.7%
35 ORCL ORACLE CORP Technology 38,286.0 $7.5M 0.86% NEW $194.91 -6.9%
36 PANW PALO ALTO NETWORKS INC Technology 40,430.0 $7.4M 0.86% NEW $184.20 +30.4%
37 IVW ISHARES TR 57,626.0 $7.1M 0.82% NEW $123.26 +10.6%
38 WM WASTE MGMT INC DEL Industrials 31,355.0 $6.9M 0.79% NEW $219.71 +1.2%
39 QCOM QUALCOMM INC Technology 38,899.0 $6.7M 0.77% NEW $171.05 +14.4%
40 ITW ILLINOIS TOOL WKS INC Industrials 26,806.0 $6.6M 0.76% NEW $246.30 +0.4%
Page 2 of 10  ·  183 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 33.6%
Technology 23.5%
Industrials 14.5%
Healthcare 9.4%
Communication Services 6.3%
Consumer Cyclical 5.8%
Consumer Defensive 2.8%
Utilities 2.4%
Basic Materials 0.9%
Real Estate 0.5%