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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CTSH Cognizant Technology Solutions Corp Class A Technology 3,200 $266K 0.01% SOLD
22 STIP iShares 0-5 Year TIPS Bond ETF 2,463 $252K 0.01% SOLD
23 IAT iShares US Regional Banks ETF 4,538 $250K 0.01% SOLD
24 UAL United Airlines Holdings Inc Industrials 2,155 $241K 0.01% SOLD
25 MSTR MicroStrategy Inc Class A Technology 1,581 $240K 0.01% SOLD
26 USXF iShares ESG Advanced MSCI USA ETF 4,062 $234K 0.01% SOLD
27 SNPS Synopsys Inc Technology 476 $224K 0.01% SOLD
28 LUV Southwest Airlines Co Industrials 5,268 $218K 0.01% SOLD
29 VLTO Veralto Corp Industrials 2,173 $217K 0.01% SOLD
30 COIN Coinbase Global Inc Ordinary Shares - Class A Financial Services 927 $210K 0.01% SOLD
31 ACWI iShares MSCI ACWI ETF 1,479 $209K 0.01% SOLD
32 TMUS T-Mobile US Inc Communication Services 1,002 $203K 0.01% SOLD
33 ABAT American Battery Technol Basic Materials 39,601 $132K 0.00% SOLD
34 Amcor PLC Ordinary Shares 13,349 $111K 0.00% SOLD
35 EDF Virtus Stone Harbor Emgering Markets Income Fund Financial Services 12,446 $62K 0.00% SOLD
36 Aberdeen Global Premier Property Fund 15,835 $61K 0.00% SOLD
37 XAI Octagon Floating Rate & Alternative Income Term Trust 12,498 $60K 0.00% SOLD
Page 2 of 2  ·  37 positions
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%