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Portfolio (Quarterly) Guide ↗

One Capital Management, LLC

· CIK 0001606588
13F Portfolio $3.6B AUM 525 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 276 Added 142 Reduced 37 Exited
Page 8 of 14  ·  276 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ESGE iShares ESG Aware MSCI EM ETF 53,260.0 $2.4M 0.07% +11K +25.8% $45.47 +15.8%
142 KNF Knife River Corporation Basic Materials 29,443.0 $2.4M 0.07% +6K +26.0% $81.65 -9.8%
143 TIPZ PIMCO Broad U.S. TIPS Index ETF 44,568.0 $2.4M 0.07% +5K +12.3% $53.14 -0.9%
144 CPRX Catalyst Pharmaceuticals, Inc. Healthcare 94,731.0 $2.3M 0.06% +20K +26.4% $24.76 +26.3%
145 EMBJ Embraer SA ADR Industrials 39,516.0 $2.3M 0.06% +8K +26.3% $59.34 -4.8%
146 DKNG DraftKings Inc Ordinary Shares - Class A Consumer Cyclical 107,967.0 $2.3M 0.06% +31K +40.0% $21.62 +17.5%
147 SCHB Schwab US Broad Market ETF 91,802.0 $2.3M 0.06% +16K +21.6% $25.10 +13.9%
148 PLNT Planet Fitness, Inc Consumer Cyclical 30,398.0 $2.3M 0.06% +7K +27.3% $74.38 -32.5%
149 EWY iShares MSCI South Korea ETF 18,359.0 $2.3M 0.06% +12K +168.2% $123.01 +51.5%
150 IRTC iRhythm Technologies Inc Healthcare 18,883.0 $2.2M 0.06% +4K +27.8% $118.03 -0.1%
151 ZWS Zurn Elkay Water Solutions C Industrials 49,154.0 $2.2M 0.06% +11K +27.2% $44.84 +6.6%
152 XLK Technology Select Sector SPDR ETF 16,489.0 $2.2M 0.06% +694.0 +4.4% $132.90 +34.4%
153 PG Procter & Gamble Co. Consumer Defensive 14,950.0 $2.2M 0.06% +1K +8.9% $144.45 -1.4%
154 CELH Celsius Holdings, Inc. Consumer Defensive 60,844.0 $2.2M 0.06% +13K +28.5% $35.48 -16.3%
155 WGS GeneDX Holdings Corp. Healthcare 33,306.0 $2.1M 0.06% +21K +176.3% $64.22 -30.3%
156 RDNT RadNet Inc Healthcare 38,198.0 $2.1M 0.06% +8K +26.2% $55.89 -3.0%
157 RH RH Consumer Cyclical 15,206.0 $2.1M 0.06% +3K +25.5% $139.82 -4.8%
158 SGHC Super Group SGHC Limited Consumer Cyclical 190,459.0 $2.1M 0.06% +41K +27.4% $10.80 +27.2%
159 Dave, Inc. 11,593.0 $2.0M 0.06% +2K +24.9% $174.09
160 OLED Universal Display Corp Technology 21,998.0 $2.0M 0.06% +5K +27.1% $91.66 -0.1%
Page 8 of 14  ·  276 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
Technology 30.3%
Financial Services 16.3%
Communication Services 10.8%
Healthcare 9.2%
Consumer Cyclical 8.1%
Industrials 6.4%
Energy 6.3%
Consumer Defensive 5.0%
Basic Materials 3.4%
Real Estate 2.5%