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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BOND PIMCO Active Bond ETF 126,136.0 $11.6M 0.32% NEW $92.28 -1.0%
2 LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 70,126.0 $7.6M 0.21% NEW $108.99 -0.8%
3 HYS PIMCO 0-5 Year High Yield Corporate Bond ETF 73,213.0 $6.8M 0.19% NEW $93.27 +0.2%
4 SPHY SPDR Portfolio High Yield Bond ETF 260,443.0 $6.1M 0.17% NEW $23.32 +0.3%
5 FDL First Trust Morningstar Dividend Leaders Index Fund 109,559.0 $5.6M 0.15% NEW $50.80 -0.7%
6 FCOR Fidelity Corporate Bond ETF 113,740.0 $5.4M 0.15% NEW $47.13 -0.2%
7 SXI Standex International Corp Industrials 11,343.0 $2.9M 0.08% NEW $254.86 -0.4%
8 WDC Western Digital Corporation Technology 8,801.0 $2.4M 0.07% NEW $270.49 +69.9%
9 VSEC VSE Corporation Industrials 12,758.0 $2.4M 0.06% NEW $184.41 -7.5%
10 Sandisk Corp 2,731.0 $1.7M 0.05% NEW $635.34
11 SCHD Schwab US Dividend Equity ETF 47,515.0 $1.5M 0.04% NEW $30.68 +5.1%
12 HDV iShares Core High Dividend ETF 10,002.0 $1.4M 0.04% NEW $135.72 -79.6%
13 VDE Vanguard Energy ETF 5,957.0 $1.0M 0.03% NEW $173.06 -3.3%
14 XSD SPDR S&P Semicond ETF 3,126.0 $1.0M 0.03% NEW $326.12 +76.8%
15 FNDF Schwab Fundamental International Large Company Index ETF 20,357.0 $996K 0.03% NEW $48.93 +9.6%
16 SCHK Schwab 1000 Index ETF 30,673.0 $961K 0.03% NEW $31.33 +13.9%
17 CNRG SS SPDR S&P Kensho Clean PWR ETF 8,364.0 $755K 0.02% NEW $90.32 +27.0%
18 BND Vanguard Total Bond Market ETF 9,914.0 $730K 0.02% NEW $73.64 -1.0%
19 Southstate Bank Corp 6,212.0 $575K 0.02% NEW $92.52
20 OXY Occidental Petroleum Corp Energy 8,175.0 $531K 0.01% NEW $65.00 -9.5%
Page 1 of 2  ·  40 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%