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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 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ITW ILLINOIS TOOL WKS INC Industrials 27,361.0 $7.1M 0.83% +555.0 +2.1% $260.29 -4.2%
42 PANW PALO ALTO NETWORKS INC Technology 42,302.0 $6.8M 0.79% +2K +4.6% $160.32 +54.4%
43 CTAS CINTAS CORP Industrials 39,886.0 $6.7M 0.78% +12K +44.5% $169.14 +3.2%
44 ABT ABBOTT LABS Healthcare 65,255.0 $6.7M 0.78% -27K -29.4% $102.67 -13.5%
45 AXON AXON ENTERPRISE INC Industrials 15,405.0 $6.5M 0.76% +568.0 +3.8% $424.69 -7.6%
46 GS GOLDMAN SACHS GROUP INC Financial Services 7,518.0 $6.4M 0.74% +340.0 +4.7% $845.96 +11.9%
47 TJX TJX COS INC NEW Consumer Cyclical 38,019.0 $6.1M 0.71% +703.0 +1.9% $159.70 -5.9%
48 IVW ISHARES TR 53,321.0 $6.0M 0.70% -4K -7.5% $113.11 +18.9%
49 VEA VANGUARD TAX-MANAGED FDS 91,605.0 $5.9M 0.68% $64.08 +7.7%
50 ORCL ORACLE CORP Technology 39,362.0 $5.8M 0.67% +1K +2.8% $147.11 +26.9%
51 IVE ISHARES TR 26,113.0 $5.5M 0.64% +4K +15.9% $211.15 +6.3%
52 IWV ISHARES TR 14,599.0 $5.4M 0.63% -2K -14.3% $370.68 +11.9%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 5,356.0 $5.3M 0.62% +2K +54.1% $996.43 +5.3%
54 ROK ROCKWELL AUTOMATION INC Industrials 14,626.0 $5.2M 0.61% +763.0 +5.5% $358.88 +21.6%
55 KLAC KLA CORP Technology 3,560.0 $5.2M 0.61% +144.0 +4.2% $1472.41 +19.3%
56 QCOM QUALCOMM INC Technology 39,669.0 $5.1M 0.59% +770.0 +2.0% $128.78 +58.1%
57 NFLX NETFLIX INC Communication Services 52,030.0 $5.0M 0.58% +16K +43.8% $96.15 -6.8%
58 AMGN AMGEN INC Healthcare 13,143.0 $4.6M 0.54% +663.0 +5.3% $351.85 -6.0%
59 VWO VANGUARD INTL EQUITY INDEX F 85,527.0 $4.6M 0.54% NEW $54.05 +7.1%
60 HII HUNTINGTON INGALLS INDS INC Industrials 11,293.0 $4.3M 0.50% NEW $379.90 -13.3%
Page 3 of 10  ·  188 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%