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Portfolio (Quarterly) Guide ↗

One Capital Management, LLC

· CIK 0001606588
13F Portfolio $3.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 521 New
Page 17 of 27  ·  521 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SPEM SPDR Portfolio Emerging Markets ETF 17,262.0 $808K 0.02% NEW $46.81 +9.1%
322 NTR Nutrien Ltd Basic Materials 12,950.0 $799K 0.02% NEW $61.73 +13.8%
323 SLYV SPDR S&P 600 Small Cap Value ETF 8,775.0 $798K 0.02% NEW $90.97 +12.6%
324 IGV iShares Expanded Tech-Software Sect ETF 7,534.0 $796K 0.02% NEW $105.69 -12.5%
325 PBE Invesco Biotechnology & Genome ETF 9,687.0 $796K 0.02% NEW $82.15 +0.1%
326 MPC Marathon Petroleum Corp Energy 4,782.0 $778K 0.02% NEW $162.63 +52.8%
327 TLT iShares 20 Year Treasury Bond ETF 8,805.0 $767K 0.02% NEW $87.17 -3.4%
328 VOE Vanguard Mid-Cap Value ETF 4,319.0 $766K 0.02% NEW $177.37 +8.6%
329 PNC PNC Financial Services Group Inc Financial Services 3,562.0 $743K 0.02% NEW $208.73 +3.9%
330 BN Brookfield Corp Financial Services 15,948.0 $732K 0.02% NEW $45.89 -1.0%
331 Pebblebrook Ho 6.3 PFD PFD Ser F 37,841.0 $721K 0.02% NEW $19.05
332 IJH iShares Core S&P Mid-Cap ETF 10,893.0 $719K 0.02% NEW $66.00 +10.5%
333 AOK iShares Core 30/70 Conservative Allocation ETF 17,882.0 $718K 0.02% NEW $40.13 +2.4%
334 SDY SPDR S&P Dividend ETF 5,130.0 $714K 0.02% NEW $139.17 +6.9%
335 PHYS Sprott Physical Gold Trust Financial Services 21,500.0 $710K 0.02% NEW $33.02 +4.1%
336 NOC Northrop Grumman Corp Industrials 1,243.0 $709K 0.02% NEW $570.46 -3.3%
337 CSX CSX Corp Industrials 19,542.0 $708K 0.02% NEW $36.25 +26.6%
338 AES AES Corp. Utilities 49,325.0 $707K 0.02% NEW $14.34 +2.4%
339 ARKQ ARK Autonomous Technology&Robotics ETF 6,150.0 $705K 0.02% NEW $114.66 +16.4%
340 SUI Sun Communities Inc Real Estate 5,688.0 $705K 0.02% NEW $123.93 -0.8%
Page 17 of 27  ·  521 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 32.9%
Financial Services 16.9%
Communication Services 10.9%
Healthcare 9.3%
Consumer Cyclical 8.8%
Industrials 5.4%
Energy 4.7%
Consumer Defensive 4.4%
Basic Materials 3.0%
Real Estate 2.3%