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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 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWV ISHARES TR 17,043.0 $6.6M 0.76% NEW $386.85 +7.4%
42 GS GOLDMAN SACHS GROUP INC Financial Services 7,178.0 $6.3M 0.73% NEW $878.94 +7.3%
43 GEV GE VERNOVA INC Utilities 9,417.0 $6.2M 0.71% NEW $653.57 +56.3%
44 AJG GALLAGHER ARTHUR J & CO Financial Services 23,392.0 $6.1M 0.70% NEW $258.79 -22.6%
45 ROP ROPER TECHNOLOGIES INC Industrials 13,200.0 $5.9M 0.68% NEW $445.13 -28.3%
46 APD AIR PRODS & CHEMS INC Basic Materials 23,503.0 $5.8M 0.67% NEW $247.02 +17.8%
47 PWR QUANTA SVCS INC Industrials 13,715.0 $5.8M 0.67% NEW $422.06 +72.1%
48 VEA VANGUARD TAX-MANAGED FDS 91,958.0 $5.7M 0.66% NEW $62.47 +10.7%
49 TJX TJX COS INC NEW Consumer Cyclical 37,316.0 $5.7M 0.66% NEW $153.61 +3.2%
50 BX BLACKSTONE INC Financial Services 37,010.0 $5.7M 0.66% NEW $154.14 -26.8%
51 ROK ROCKWELL AUTOMATION INC Industrials 13,863.0 $5.4M 0.62% NEW $389.07 +8.7%
52 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 32,528.0 $5.3M 0.61% NEW $161.96 -5.8%
53 CTAS CINTAS CORP Industrials 27,604.0 $5.2M 0.60% NEW $188.07 -9.7%
54 IVE ISHARES TR 22,526.0 $4.8M 0.55% NEW $212.07 +5.7%
55 MELI MERCADOLIBRE INC Consumer Cyclical 2,270.0 $4.6M 0.53% NEW $2014.26 -20.9%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 23,352.0 $4.2M 0.48% NEW $177.75 -25.2%
57 KLAC KLA CORP Technology 3,416.0 $4.2M 0.48% NEW $1215.08 +47.0%
58 AMGN AMGEN INC Healthcare 12,480.0 $4.1M 0.47% NEW $327.31 +0.7%
59 MCO MOODYS CORP Financial Services 7,236.0 $3.7M 0.42% NEW $510.85 -15.8%
60 PPL PPL CORP Utilities 105,176.0 $3.7M 0.42% NEW $35.02 +1.4%
Page 3 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%