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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 4 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 11,363.0 $3.5M 0.40% NEW $305.63 -8.4%
62 PFEB INNOVATOR ETFS TRUST 83,605.0 $3.4M 0.39% NEW $40.72 +4.7%
63 NFLX NETFLIX INC Communication Services 36,195.0 $3.4M 0.39% NEW $93.76 -6.1%
64 RMD RESMED INC Healthcare 13,511.0 $3.3M 0.38% NEW $240.87 -12.7%
65 CRWD CROWDSTRIKE HLDGS INC Technology 6,849.0 $3.2M 0.37% NEW $468.76 +36.8%
66 SHOP SHOPIFY INC Technology 19,538.0 $3.1M 0.36% NEW $160.97 -35.3%
67 COST COSTCO WHSL CORP NEW Consumer Defensive 3,476.0 $3.0M 0.34% NEW $862.34 +25.6%
68 BK BANK NEW YORK MELLON CORP Financial Services 25,665.0 $3.0M 0.34% NEW $116.09 +18.7%
69 IWD ISHARES TR 13,733.0 $2.9M 0.33% NEW $210.34 +10.9%
70 NOC NORTHROP GRUMMAN CORP Industrials 4,792.0 $2.7M 0.31% NEW $570.21 -3.5%
71 IJH ISHARES TR 40,039.0 $2.6M 0.30% NEW $66.00 +9.9%
72 FICO FAIR ISAAC CORP Technology 1,465.0 $2.5M 0.28% NEW $1690.62 -28.1%
73 CRM SALESFORCE INC Technology 9,273.0 $2.5M 0.28% NEW $264.91 -32.8%
74 SCHW SCHWAB CHARLES CORP Financial Services 24,248.0 $2.4M 0.28% NEW $99.91 -9.4%
75 CAH CARDINAL HEALTH INC Healthcare 11,464.0 $2.4M 0.27% NEW $205.50 -2.5%
76 AGG ISHARES TR 23,423.0 $2.3M 0.27% NEW $99.88 -1.7%
77 TIP ISHARES TR 20,529.0 $2.3M 0.26% NEW $109.91 +0.4%
78 VCIT VANGUARD SCOTTSDALE FDS 26,254.0 $2.2M 0.25% NEW $83.75 -2.1%
79 SO SOUTHERN CO Utilities 24,972.0 $2.2M 0.25% NEW $87.20 +7.6%
80 NVS NOVARTIS AG Healthcare 15,656.0 $2.2M 0.25% NEW $137.87 +9.3%
Page 4 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%